Key Takeaways GSAT projects $260-$285M for 2025 revenues, with ~50% EBITDA margins. IRDM eyes $1B service revenues by 2030, led by STL, IoT and Direct-to-Device services.GSAT stock rose 22.8% in a month, while IRDM declined 30.4% over the same period.Globalstar, Inc. (GSAT) and Iridium Communications Inc. (IRDM) operate in the satellite communications industry, rapidly emerging as a key component of global connectivity. Satellite services are helping to expand connectivity in remote regions where terrestria ...

Key Takeaways Globalstar expects 2025 revenues of $260-$285M with adjusted EBITDA margins near 50%.Q2 revenues rose 11% to $67.1M, while adjusted EBITDA increased to $35.8M from $32.6M.Commercial IoT gains, RM200M traction and XCOM RAN expansion support growth opportunities.Globalstar (GSAT) reiterated its 2025 revenue outlook of $260-$285 million and expects adjusted EBITDA margins around 50% on the last earnings call. In the second quarter, revenues were $67.1 million, up 11% year over year, while adjuste ...

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. ...

Globalstar, Inc. (NASDAQ:GSAT) is one of the stocks Jim Cramer recently discussed. During the lightning round, a caller asked for Cramer’s thoughts on the stock, and he commented: “I have to admit, I have waited for this to happen, and it’s finally breaking… It’s finally breaking out.” Stock market data. Photo by Photo by Alesia Kozik Globalstar, Inc. (NASDAQ:GSAT) delivers mobile satellite services and equipment supporting voice, data, IoT connectivity, and asset tracking across industries such as go ...

公司战略与扩张 - 公司计划部署HIBLEO-XL-1卫星系统以提升新一代连接能力 目标服务工业、消费者和企业市场[1] - 公司投资15亿美元建设第三代卫星星座C-3系统 包括48颗新卫星和约90个新地面站天线 显著增强下行链路能力[4] - 通过法国提交HIBLEO-XL-1申请 新增卫星、轨道层和频谱 扩展移动上下行链路及馈线链路能力[5] 基础设施升级 - 启动全球地面站升级计划 建设希腊Nemea新网关和新加坡地面站 新增两个6米跟踪天线支持C-3系统[2][3] - 与SpaceX签署发射协议 计划2025年和2026年分两次发射9颗由MDA Space制造的替代卫星[4] 行业竞争格局 - 竞争对手EchoStar以170亿美元现金加股票向SpaceX出售频谱 并为Boost Mobile用户提供Starlink直连蜂窝网络接入[6][7] - Iridium与德国电信合作 通过NTN Direct服务提供全球物联网连接 计划2030年代建设支持5G/6G的新一代网络[8][10] 财务表现与估值 - 股价过去一年上涨79.8% 但低于卫星与通信行业119.7%的涨幅[11] - 远期12个月市销率达13.5倍 显著高于行业1.29倍的水平[12] - 2025年每股亏损预期从-0.35美元上调77%至-0.08美元 2026年每股收益预期从-0.01美元上调200%至0.01美元[13][16]

核心观点 - 市场波动和动量快速转换中投资者寻找机会 突出业绩表现影响投资决策 [1] - Globalstar Inc 因超预期财报表现被Jim Cramer评价为"终于突破" [1] - New Gold Inc 虽盈利超预期但收入未达预期 Jim Cramer更偏好Agnico Eagle Mines [2] 公司业绩表现 - Globalstar Inc 第二季度每股收益0.13美元 远超分析师预期的亏损0.05美元 [1] - Globalstar Inc 季度销售额6714.8万美元 超出分析师预期的6313.8万美元 [1] - New Gold Inc 第二季度每股收益0.11美元 超出分析师预期的0.09美元 [2] - New Gold Inc 季度销售额3.084亿美元 低于分析师预期的3.237亿美元 [2] 股价表现 - Globalstar股价上涨3% 收于32.09美元 [4] - New Gold股价下跌4.6% 收于6.43美元 [4] - Agnico Eagle Mines股价下跌0.9% 收于152.40美元 [4] 分析师观点 - Jim Cramer看好黄金板块 认为"如果是黄金就会上涨" [2] - Jim Cramer在黄金股中更推荐Agnico Eagle Mines而非New Gold [2]

COVINGTON, La.--(BUSINESS WIRE)--Globalstar, Inc. (NASDAQ: GSAT), a next-generation telecommunications infrastructure and technology provider, today announces plans to bring-into-use its HIBLEO-XL-1 satellite system filing in preparation for its next era of mobile satellite connectivity. Dr. Paul Jacobs, Globalstar CEO, said "We believe that bringing HIBLEO-XL-1 into use provides Globalstar with significant optionality as the Company grows as a major provider of connectivity in the global space. ...

股价表现 - 过去三个月公司股价上涨37.3% 但落后于卫星通信行业141.8%的涨幅 [1] - 当前股价30.29美元 较52周高点41.10美元下跌2.7% [4] - 公司远期市销率达12.78倍 显著高于行业平均的1.37倍 [16] 财务业绩 - 第二季度收入6710万美元 同比增长11% [5] - 服务收入增长10% 主要受批发容量服务和商业物联网收入驱动 [5] - 重申2025年收入指引2.6-2.85亿美元 调整后EBITDA利润率预期约50% [15] 业务发展 - 商业物联网用户数持续增长 过去12个月总激活量强劲增长 [5] - 推出RM200双向通信模块 集成GNSS和蓝牙功能 已获50余家合作伙伴测试 [6] - 开发XCOM RAN软件定义平台 瞄准地面无线市场 支持下一代天地混合网络架构 [7] 基础设施升级 - 启动全球地面基础设施计划 将在25个国家35个地面站新增90个天线 [9] - 在希腊Nemea建设新网关基础设施 并扩建新加坡地面站 [10] - 与SpaceX签署发射协议 计划2025年末至2026年发射9颗新卫星替换现有星座 [11] 客户与合作伙伴 - 政府及国防领域客户增长 与美国陆军合作测试卫星边缘处理解决方案 [12] - 与Parsons完成概念验证 签署容量接入协议进入商业合作阶段 [13] - 拥有全球统一授权频谱 管理层强调这是卫星通信领域的关键差异化优势 [14] 同业比较 - 同业公司Iridium市销率2.18倍 EchoStar 1.49倍 Gilat 1.3倍 [18] - 过去三个月Iridium股价下跌35.8% Gilat和EchoStar分别上涨37.3%和357.5% [19] - 分析师大幅上调盈利预期 当前年度预期较60天前上调幅度达50%-200% [19]

趋势投资策略 - 短期趋势投资需确保趋势可持续性 通过基本面强劲和盈利预测上调等因素维持股价动能[1][2] - 近期价格强度选股策略筛选处于52周价格区间上部的股票 通常表明看涨信号[3] - 该策略要求股票具备基本面强度以维持近期上涨趋势[3] Globalstar(GSAT)价格表现 - 过去12周股价上涨62.3% 反映投资者持续看好潜在上涨空间[4] - 过去4周股价上涨34.2% 确认短期趋势仍然有效[5] - 当前交易于52周高-低区间的87.9% 暗示可能即将突破[5] 基本面评级 - 获Zacks排名第1(强力买入) 位列4000多只股票的前5% 基于盈利预测修正和EPS超预期趋势[6] - Zacks排名第1股票自1988年以来年均回报率达+25% 采用四项盈利预测相关因素的五级分类体系[7] - 平均经纪商推荐评级为第1(强力买入) 显示机构对该股短期价格表现高度乐观[7] 选股工具 - 超过45个Zacks高级选股屏幕可根据个人投资风格选择 战略性地设计以跑赢市场[8] - Research Wizard工具可回测策略有效性 包含多个成功选股策略[9]