Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. -- ...

Key Takeaways Globalstar launched XCOM RAN, claiming at least 4x higher capacity than baseline 5G NR systems.The firm completed its first 5G data call using XCOM RAN over n53 spectrum with 100/60 Mbps speeds.Heavy XCOM RAN investment cut Q2 EBITDA by $1.9M, though 2025 revenue is guided at $260-$285M.Globalstar, Inc. (GSAT) , known for its satellite communications services, is making a strategic bet on XCOM’s Radio Access Network (RAN) technology as another key growth driver in its evolving portfolio. In Fe ...

Industry Overview - Globalstar, Inc. (GSAT) and Iridium Communications Inc. (IRDM) are key players in the satellite communications industry, which is crucial for global connectivity, especially in remote areas where terrestrial networks are unavailable [1][2] - The global satellite communication market is projected to grow at a CAGR of 10.2% from 2025 to 2030, reaching $159.6 billion [1] Globalstar (GSAT) Insights - Globalstar operates a Low Earth Orbit (LEO) satellite constellation, providing mobile satellite services and voice/data communications across various sectors [3] - The company possesses proprietary spectrum, which is a significant competitive advantage in the satellite communications space [3][4] - GSAT is experiencing growth in wholesale capacity services and commercial IoT revenues, with a revenue outlook of $260-$285 million for 2025 and expected adjusted EBITDA margins around 50% [4][9] - Innovative platforms like the RM200 two-way module and XCOM RAN are expected to drive further revenue growth, with the RM200M module gaining traction in sectors such as oil & gas and defense [5][6] - A comprehensive infrastructure upgrade is underway, including the addition of approximately 90 antennas across 35 ground stations in 25 countries, enhancing network capacity and resiliency [7] Iridium Communications (IRDM) Insights - Iridium operates a large commercial constellation of 66 operational LEO satellites, which minimizes the need for ground infrastructure [10] - The company is focused on growth in commercial IoT, voice and data, and government segments, with a significant relationship with the U.S. Department of Defense [11] - Iridium aims for $1 billion in service revenues by 2030, driven by services like STL, IoT, and Direct-to-Device [12][13] - Despite maintaining a long-term outlook, Iridium has lowered its 2025 service revenue growth guidance from 5-7% to 3-5% due to various factors [14] Share Performance and Valuation - Over the past month, GSAT's stock rose by 22.8%, while IRDM's stock declined by 30.4% [9][17] - GSAT shares are trading at a forward 12-month price/sales ratio of 14.52X, significantly higher than IRDM's 2.06X [18] - Analysts have revised earnings estimates upward for GSAT, while IRDM has seen marginal downward revisions [20][22] Investment Outlook - Both companies are well-positioned to benefit from the growing satellite communications market [22] - GSAT currently holds a Zacks Rank 1 (Strong Buy), indicating a more favorable investment outlook compared to IRDM, which holds a Zacks Rank 3 (Hold) [23]

Group 1: Company Overview - Globalstar (GSAT) reiterated its 2025 revenue outlook of $260-$285 million and expects adjusted EBITDA margins around 50% [1] - In Q2, revenues were $67.1 million, up 11% year over year, while adjusted EBITDA increased to $35.8 million from $32.6 million [1] - The company is witnessing growth in commercial IoT, with an increase in the average number of subscribers driven by robust growth in gross activations [1] Group 2: Growth Catalysts - GSAT is advancing new platforms like the RM200 two-way module and XCOM RAN, which could further drive revenue [2] - The RM200M module is gaining traction across various sectors, including oil & gas and defense, tested by over 50 partners [2] - XCOM RAN aims to enter terrestrial wireless markets, broadening the total addressable market and enabling next-gen hybrid satellite-terrestrial network architectures [3] Group 3: Infrastructure and Investment - GSAT is investing in infrastructure upgrades, launching a global ground infrastructure program for the next-generation Extended MSS Network, adding about 90 antennas across 35 ground stations in 25 countries [4] - The HIBLEO-XL-1 filing indicates a move towards next-generation MSS capabilities, expanding satellite capacity and frequency spectrum [5] Group 4: Competitive Landscape - The satellite and communication industry is highly competitive, with rapid technological advancements and new entrants potentially impacting GSAT's revenue trajectory [6] - Competitors like Iridium Communications and Gilat Satellite Networks are expanding their addressable markets amid increasing demand for global connectivity [6] Group 5: Financial Performance and Valuation - GSAT's shares have gained 36.9% in the past month, while the Zacks Satellite and Communication industry grew by 80.1% [12] - GSAT stock is trading at a forward 12-month price/sales ratio of 15.35X, significantly higher than the industry's 1.37X [13] - The consensus mark for 2025 earnings has been revised up 77.1% to a loss of 8 cents per share over the past 60 days [14]

Key Takeaways Globalstar will double its Estonia ground station, adding three antennas and new infrastructure.The $9M project supports the C-3 system, part of a plan to deploy up to 90 new antennas globally.The Estonia site is key for emergency SOS and connectivity in areas without mobile coverage.Globalstar, Inc. (GSAT) has announced the start of construction to expand its ground station in Estonia. The facility, operated by its wholly-owned subsidiary Globalstar Europe SAS, will be doubled in size to stre ...

COVINGTON, La.--(BUSINESS WIRE)--Globalstar, Inc. (NASDAQ: GSAT), a next-generation telecommunications infrastructure and technology provider, together with its wholly-owned subsidiary, Globalstar Europe SAS, today announces that construction has commenced to double the size of its existing ground station in Estonia to support the expansion of its enhanced mobile satellite system and services. With the assistance of the Estonian Investment Agency and U.S. Commercial Service personnel at the U.S. ...

Group 1 - Globalstar, Inc. (NASDAQ:GSAT) is experiencing a breakout in its stock performance, as noted by Jim Cramer during a recent discussion [1] - The company provides mobile satellite services and equipment for various industries, including government, energy, transportation, and emergency response [1] - Globalstar's offerings include the SPOT family of devices, commercial IoT solutions, satellite transmitter modules, and network engineering services [1] Group 2 - On September 15, Globalstar announced plans to activate its HIBLEO-XL-1 satellite system, marking an advancement in next-generation mobile satellite connectivity [2] - The company is investing $1.5 billion in its third-generation C-3 system to enhance global communications through additional satellites, orbital shells, and frequency bands [2] - This investment aims to improve the reliability and reach of Globalstar's services [2]

Core Insights - Globalstar, Inc. (GSAT) is implementing an expansion strategy to utilize its HIBLEO-XL-1 satellite system, aiming to enhance next-generation connectivity for various sectors as the global space economy is projected to reach $1.8 trillion by 2035 [1][4] Company Strategy and Investments - Over the last two decades, Globalstar has invested billions in satellite technology, focusing on low Earth orbit (LEO) innovations to provide essential connectivity for industries such as maritime, aviation, defense, and energy [2] - The company is upgrading its network infrastructure and has initiated a global ground upgrade for its new Extended MSS Network (C-3 system) [2] Infrastructure Development - Globalstar is constructing a new gateway at its ground station in Greece and expanding its Singapore ground station with two additional 6-meter tracking antennas to support the C-3 system [3] - A significant investment of $1.5 billion has been made for the C-3 satellite constellation, which includes 48 new satellites and approximately 90 new ground station antennas worldwide [4] Satellite Launch Plans - GSAT has signed a launch agreement with SpaceX for a Falcon 9 mission to deploy nine replacement satellites, with the first launch scheduled for 2025 and a second in 2026 [4][9] Next-Generation Capabilities - The HIBLEO-XL-1 filing indicates a shift towards next-generation MSS capabilities, adding more satellites and a broader frequency spectrum beyond existing bands [5][9] Market Position and Performance - GSAT's shares have increased by 79.8% over the past year, while the Zacks Satellite and Communication industry has grown by 119.7% [11] - The stock is trading at a forward 12-month price/sales ratio of 13.5X, significantly higher than the industry's 1.29X [12] Earnings Estimates - Consensus estimates for GSAT's 2025 earnings have been revised up by 77% to a projected loss of 8 cents per share, while 2026 earnings estimates have increased by 200% to a profit of 1 cent per share [13]

Group 1: Globalstar, Inc. (GSAT) - Globalstar reported better-than-expected second-quarter financial results, with earnings of 13 cents per share, surpassing the analyst consensus estimate of a loss of 5 cents per share [1] - The company achieved quarterly sales of $67.148 million, exceeding the analyst consensus estimate of $63.138 million [1] - Following the earnings report, Globalstar shares gained 3% to settle at $32.09 [4] Group 2: New Gold Inc. (NGD) - New Gold reported quarterly earnings of 11 cents per share, beating the analyst consensus estimate of 9 cents per share [2] - The company reported quarterly sales of $308.400 million, which fell short of the analyst consensus estimate of $323.700 million [2] - New Gold shares fell 4.6% to close at $6.43 [4] Group 3: Agnico Eagle Mines Limited (AEM) - Jim Cramer expressed a preference for Agnico Eagle Mines over New Gold, indicating a positive outlook for the company [2] - Agnico Eagle Mines shares fell 0.9% to settle at $152.40 [4]

Core Viewpoint - Globalstar, Inc. is preparing to launch its HIBLEO-XL-1 satellite system, marking a significant step in enhancing mobile satellite connectivity [1] Company Summary - Globalstar, Inc. is a next-generation telecommunications infrastructure and technology provider [1] - The CEO, Dr. Paul Jacobs, emphasized that the introduction of HIBLEO-XL-1 will provide the company with significant optionality as it aims to grow as a major connectivity provider in the global space [1]