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Telesat Corp (TSAT)
NASDAQ:TSAT

Telesat Corp (TSAT) Price & Analysis

134 Followers

TSAT Stock Chart & Stats

$37.75
-$0.76(-2.01%)
At close: 4:00 PM EDT
$37.75
-$0.76(-2.01%)

Bulls Say, Bears Say

Bulls Say
LEO Constellation Expansion (Lightspeed)A larger fully funded LEO fleet materially reduces execution and commercialization risk for Telesat Lightspeed. Scaling to 225 satellites improves network capacity, roaming/coverage economics and long-term recurring revenue potential from hyperscale, mobility and government customers as commercial deployments ramp.
High Gross Margin And Improving Operating ProfitabilitySustained high gross margins and a shift to positive operating margins signal durable unit economics in satellite services. This operating leverage provides a structural pathway to improved cash generation if scale from Lightspeed and maintained pricing/contract mix can offset financing and non-operating costs.
Diversified Service Mix And Customer VerticalsA broad mix of enterprise, government, carrier and mobility end-markets reduces reliance on any single segment. This diversification supports resilient contracted revenue streams and cross-selling of GEO/LEO services, helping stabilize long-term revenue as the company transitions networks and product offerings.
Bears Say
Very High LeverageA debt-to-equity ratio near 7 indicates the capital structure is heavily debt-funded, raising refinancing and interest-rate sensitivity. High leverage constrains investment flexibility, increases default risk during revenue volatility, and can force dilutive or expensive funding choices to support Lightspeed deployment.
Weak Cash Generation And Deep Free Cash BurnNegative OCF and large negative FCF are structural risks while capital-intensive LEO rollouts continue. Persistent cash burn heightens funding needs, may necessitate external capital or costly debt, and increases execution risk for network buildout and commercialization over the medium term.
Shrinking Revenue And Persistent Net LossesMulti-year revenue declines and deep net losses weaken scale economics and limit internal funding for growth. Continued top-line erosion in legacy GEO services reduces ability to absorb Lightspeed investment and delays reaching self-sustaining profitability absent durable demand recovery or new contracted LEO revenue.

Telesat Corp News

TSAT FAQ

What was Telesat Corp’s price range in the past 12 months?
Telesat Corp lowest stock price was $19.59 and its highest was $59.12 in the past 12 months.
    What is Telesat Corp’s market cap?
    Telesat Corp’s market cap is $564.76M.
      When is Telesat Corp’s upcoming earnings report date?
      Telesat Corp’s upcoming earnings report date is Aug 13, 2026 which is in 6 days.
        How were Telesat Corp’s earnings last quarter?
        Telesat Corp released its earnings results on May 05, 2026. The company reported -$2.17 earnings per share for the quarter, missing the consensus estimate of -$0.662 by -$1.509.
          Is Telesat Corp overvalued?
          According to Wall Street analysts Telesat Corp’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Telesat Corp pay dividends?
            Telesat Corp pays a Notavailable dividend of $13.6 which represents an annual dividend yield of N/A. See more information on Telesat Corp dividends here
              What is Telesat Corp’s EPS estimate?
              Telesat Corp’s EPS estimate is -0.81.
                How many shares outstanding does Telesat Corp have?
                Telesat Corp has 15,106,517 shares outstanding.
                  What happened to Telesat Corp’s price movement after its last earnings report?
                  Telesat Corp reported an EPS of -$2.17 in its last earnings report, missing expectations of -$0.662. Following the earnings report the stock price went down -1.707%.
                    Which hedge fund is a major shareholder of Telesat Corp?
                    Currently, no hedge funds are holding shares in TSAT
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Telesat Corp

                      Telesat Corporation functions as a premier satellite communications provider, delivering essential connectivity solutions worldwide to clients in the broadcast, enterprise, and consulting fields. The company empowers direct-to-home (DTH) service providers to transmit television, audio, and data channels straight into customers' residences. It also enables broadcasters, cable networks, and DTH operators to disseminate television programming. Complementary services include satellite bandwidth, digital video encoding, access control, and ground station uplinking and downlinking. For temporary communication needs, such as live news, sports, and event coverage, Telesat offers occasional use services. For businesses, Telesat provides complete satellite and ground infrastructure services to support enterprise connectivity, internet and cellular backhaul, and rural telephony for telecommunications carriers and network services integrators. Furthermore, its broadband communication services cater to the maritime and aeronautical sectors, supporting commercial airplanes and vessels. Telesat also serves the U.S. government through integrators, provides satellite services to the Canadian government, and offers direct-to-consumer broadband. Its operations extend to the oil and gas and mining industries, where it manages satellite and hybrid satellite/terrestrial networks. Additionally, the company provides satellite operator support and expert consulting on space and earth segments, government analyses, satellite control, and research and development. Telesat primarily reaches its customers via a dedicated direct sales team. As of December 31, 2021, the company's assets included a constellation of 14 geostationary satellites in orbit and a Canadian payload hosted on the ViaSat-1 satellite. Founded in 1969, Telesat Corporation is based in Ottawa, Canada.

                      Telesat Corp (TSAT) Earnings & Revenues

                      TSAT Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call conveyed clear operational and strategic progress — notably a positive adjusted EBITDA beat, robust Lightspeed development, strategic defense-focused spectrum and partnership wins, and available project financing — but balanced by meaningful near-term financial and execution risks: a materially larger net loss, a sizable decline forecast for legacy GEO revenue, heavy Lightspeed cash burn ($1.0–$1.2B guidance for 2026), and the need to refinance $1.7B of Telesat Canada debt by December 2026. The company portrays confidence in addressing schedule and supply-chain risks (Mil Ka addition and chip supply) and expects to grow Lightspeed backlog, yet the combination of refinancing risk and elevated near-term spend tempers the overall picture.View all TSAT earnings summaries

                      TSAT Stock 12 Month Forecast

                      Average Price Target

                      $70.58
                      ▲(86.97% Upside)
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                      Ownership Overview

                      7.84%3.09%1.51%85.79%
                      1.51% Other Institutional Investors
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