Key Stats for Globalstar Stock
- Price Change: +7.6%
- Current Price: $62.28
- Street Target Price: $65.67
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What Happened?
Globalstar, Inc. (GSAT) is gaining significant short-term momentum, with shares rallying 7.6% to $62.28 following a transformative fourth-quarter earnings release that highlighted an aggressive expansion into defense and two-way IoT markets.
The mobile satellite services provider delivered actual revenue of $71.96 million in the fourth quarter, outperforming analyst estimates of $70.64 million. For the full year, total revenue reached a record $273 million, representing a 9% year-over-year increase.
Management highlighted its highly strategic transition toward high-value use cases, driven by the commercial rollout of its two-way satellite IoT module.
CEO Paul Jacobs detailed exactly why this innovation represents a massive structural shift in their total addressable market.
Jacobs stated verbatim: “This represents a significant expansion of our IoT portfolio, moving beyond one-way monitoring to enable reliable command and control for enterprise, government and industrial customers.”
Globalstar is also aggressively penetrating the government and defense sectors.
They recently secured a $1.9 million Phase II Small Business Innovation Research contract in partnership with Virewirx (formerly XCOM Labs) to develop an advanced private 5G system for the Office of the Under Secretary of War.
See analysts’ growth forecasts and price targets for Globalstar stock (It’s free!) >>>
Is Globalstar Undervalued Today?
Aggregated analyst data indicate that Wall Street is highly bullish on the company’s expanding IoT ecosystem and the strategic deployment of its XCOM RAN private 5G platform.
The consensus Street target price of $65.67 represents a steady 5.4% potential return from the current $62.28 baseline.
The company ended 2025 with $447.5 million in cash, driven by a massive $430.6 million infrastructure prepayment, which is funding the deployment of its replacement satellites and the next-generation C-3 constellation.
CFO Rebecca Clary explained exactly how this financial positioning is paving the way for sustained profitability.
Clary stated verbatim: “This outlook reflects our confidence in the continued growth trajectory of the business as we scale our next-generation infrastructure and expand our commercial opportunities.”
Read the full Globalstar Transcript on TIKR to see the 2026 guidance breakdown >>>
Valuation Deep Dive
The TIKR Analyst Breakdown identifies Globalstar as a high-growth telecommunications provider successfully transitioning from consumer safety products into a mission-critical enterprise infrastructure platform.
- Street Target Price: $65.67
- Current Price: $62.28
- Implied Upside: 5.4%
The Two-Way IoT and Defense Strategy: Globalstar is aggressively positioning itself to own the complex connectivity market. The company is actively moving beyond basic monitoring and asset tracking, leveraging its globally harmonized licensed MSS spectrum to provide resilient command and control features for defense, agriculture, and wildfire response sectors.
Explosive Scale and Private 5G Potentia:l The commercial engine is operating at peak efficiency. Management highlighted that its XCOM RAN platform has successfully completed commercial hardening and proof of concept trials with partners like Boingo to support next-generation private 5G deployments in dense environments like airports and military bases. The company has provided a robust 2026 outlook, projecting total revenue between $280 million and $305 million, with an adjusted EBITDA margin of approximately 50%.
Conclusion: A revitalized satellite communications leader successfully leveraging its proprietary spectrum and advanced private 5G technology to accelerate enterprise growth. Globalstar offers a steady path to long-term profitability. The path to the $65.67 target is paved by record revenue generation, the commercial launch of two-way IoT, and expanding government defense contracts.
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Should You Invest in Globalstar?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up Globalstar, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
You can build a free watchlist to track Globalstar alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
