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Telesat Corporation (TSAT)
NASDAQ:TSAT

Telesat Corp (TSAT) Price & Analysis

133 Followers

TSAT Stock Chart & Stats

$51.80
-$0.78(-4.33%)
At close: 4:00 PM EST
$51.80
-$0.78(-4.33%)

Bulls Say, Bears Say

Bulls Say
High Gross And Improving Operating MarginsTelesat's high gross margin (~64%) and recovery to a positive operating margin (~15%) indicate durable service-level economics and pricing power in satellite capacity and managed services. Sustained operating profitability can fund reinvestment and improve long-term unit economics as volumes scale.
Recurring, Contract-based Revenue ModelA business model built on long-term leases and managed services creates predictable, recurring revenue and higher customer retention. This structural contract mix supports revenue visibility, reduces short-term volatility, and underpins steady capacity utilization and commercial renewals over the medium term.
Strategic LEO (Lightspeed) Growth OpportunityThe Lightspeed LEO program is a structural growth initiative to expand into broadband for enterprise, telecom and government markets. If executed and financed, it diversifies revenue beyond GEO services, addresses rising demand for low-latency connectivity, and materially enlarges TAM over multiple years.
Bears Say
Very High LeverageExtremely high leverage (debt/equity ~7.0) materially limits financial flexibility, raises refinancing and covenant risk, and increases sensitivity to interest-rate or revenue shocks. It constrains the firm's ability to fund Lightspeed internally and amplifies downside in stressed operating scenarios.
Large Negative Operating And Free Cash FlowPersistent negative operating cash flow and a very large FCF shortfall signal ongoing cash burn tied to Lightspeed and legacy transitions. This creates near-to-medium-term funding needs, heightens dilution or refinancing risk, and makes execution on capital-intensive projects contingent on external financing.
Shrinking Revenue And Large Net LossesSeveral periods of revenue decline and a deeply negative net margin indicate erosion of scale and limited bottom-line profitability. Shrinking top line reduces operating leverage benefits and hampers the company's ability to cover interest and invest organically without meaningful revenue recovery or capital injections.

Telesat Corp News

TSAT FAQ

What was Telesat Corporation’s price range in the past 12 months?
Telesat Corporation lowest stock price was $19.59 and its highest was $59.12 in the past 12 months.
    What is Telesat Corporation’s market cap?
    Telesat Corporation’s market cap is $647.72M.
      When is Telesat Corporation’s upcoming earnings report date?
      Telesat Corporation’s upcoming earnings report date is Aug 07, 2026 which is in 27 days.
        How were Telesat Corporation’s earnings last quarter?
        Telesat Corporation released its earnings results on May 05, 2026. The company reported -$2.221 earnings per share for the quarter, missing the consensus estimate of -$0.677 by -$1.544.
          Is Telesat Corporation overvalued?
          According to Wall Street analysts Telesat Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Telesat Corporation pay dividends?
            Telesat Corporation pays a Semiannually dividend of $13.6 which represents an annual dividend yield of N/A. See more information on Telesat Corporation dividends here
              What is Telesat Corporation’s EPS estimate?
              Telesat Corporation’s EPS estimate is -0.89.
                How many shares outstanding does Telesat Corporation have?
                Telesat Corporation has 15,105,250 shares outstanding.
                  What happened to Telesat Corporation’s price movement after its last earnings report?
                  Telesat Corporation reported an EPS of -$2.221 in its last earnings report, missing expectations of -$0.677. Following the earnings report the stock price went down -1.707%.
                    Which hedge fund is a major shareholder of Telesat Corporation?
                    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 Corporation

                      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

                      $69.84
                      ▲(34.83% Upside)
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                      Ownership Overview

                      7.84%3.09%0.04%87.20%
                      0.04% Other Institutional Investors
                      87.20% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
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