EchoStar Scheduled to Announce Q4 Earnings on March 2
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SATS?
Source: seekingalpha
- Earnings Announcement: EchoStar is set to release its Q4 earnings on March 2 before market open, with consensus EPS estimate at -$0.65 and revenue forecast at $3.73 billion, indicating significant profitability challenges ahead.
- Earnings Estimate Changes: Over the past three months, EPS estimates have seen one upward revision and one downward adjustment, while revenue estimates have experienced no upward revisions and two downward adjustments, reflecting market caution regarding the company's future performance.
- Market Positioning: EchoStar remains a complex public proxy for SpaceX, with its operational performance deemed fair; however, investor confidence in its growth potential appears limited, which may impact investment decisions.
- Industry Performance Insights: Nielsen data indicates that ESPN's College Football Playoffs drove cable viewership in January, while EchoStar and Sphere Entertainment emerged as top communications services stocks in short interest, highlighting competitive dynamics within the industry.
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Analyst Views on SATS
Wall Street analysts forecast SATS stock price to rise
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 108.370
Low
110.00
Averages
127.00
High
158.00
Current: 108.370
Low
110.00
Averages
127.00
High
158.00
About SATS
EchoStar Corporation is a holding company. The Company is a provider of technology, networking services, television entertainment and connectivity, offering consumer, enterprise, operator and government solutions worldwide under its EchoStar, Boost Mobile, Sling TV, DISH TV, Hughes, HughesNet, HughesON, and JUPITER brands. Its business segments include Pay-TV, Wireless and Broadband and Satellite Services. Its Pay-TV segment provides video services in the United States through its DISH and the SLING brands. Its Wireless segment provides wireless communication services and products. This segment offers wireless services for 5G VoNR and 5G broadband service to Americans, as well as a competitive portfolio of wireless devices. It offers nationwide wireless services to subscribers primarily under the Boost Mobile and Gen Mobile brands. Its Broadband and Satellite Services segment offers broadband satellite technologies and broadband Internet products and services to consumer customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
EchoStar Scheduled to Announce Q4 Earnings on March 2
- Earnings Announcement: EchoStar is set to release its Q4 earnings on March 2 before market open, with consensus EPS estimate at -$0.65 and revenue forecast at $3.73 billion, indicating significant profitability challenges ahead.
- Earnings Estimate Changes: Over the past three months, EPS estimates have seen one upward revision and one downward adjustment, while revenue estimates have experienced no upward revisions and two downward adjustments, reflecting market caution regarding the company's future performance.
- Market Positioning: EchoStar remains a complex public proxy for SpaceX, with its operational performance deemed fair; however, investor confidence in its growth potential appears limited, which may impact investment decisions.
- Industry Performance Insights: Nielsen data indicates that ESPN's College Football Playoffs drove cable viewership in January, while EchoStar and Sphere Entertainment emerged as top communications services stocks in short interest, highlighting competitive dynamics within the industry.
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- EchoStar's Successful Transformation: By selling wireless spectrum assets, EchoStar has transformed from a mid-cap telecom company to a $32 billion enterprise, particularly through its $19 billion deal with SpaceX, reflecting a significant undervaluation of its assets in the market.
- Cash Flow and Debt Management: Post-transaction, EchoStar will have $24.1 billion in cash against $13.4 billion in debt, resulting in a net cash position of $12.7 billion, showcasing the company's financial robustness and providing ample funding for future investments.
- New Investment Strategy: EchoStar has established EchoStar Capital to invest its net cash into technology, media, and telecom sectors, aiming to create additional value through diversified investments, thereby enhancing the company's overall competitiveness and market appeal.
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- Earnings Announcement: EchoStar is set to release its Q4 earnings on March 2 before market open, with consensus EPS estimate at -$0.65 and revenue forecast at $3.73 billion, indicating significant profitability challenges ahead.
- Earnings Estimate Changes: Over the past three months, EPS estimates have seen one upward revision and one downward adjustment, while revenue estimates have experienced no upward revisions and two downward adjustments, reflecting market caution regarding the company's future performance.
- Market Positioning: EchoStar remains a complex public proxy for SpaceX, with its operational performance deemed fair; however, investor confidence in its growth potential appears limited, which may impact investment decisions.
- Industry Performance Insights: Nielsen data indicates that ESPN's College Football Playoffs drove cable viewership in January, while EchoStar and Sphere Entertainment emerged as top communications services stocks in short interest, highlighting competitive dynamics within the industry.
See More
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- Share Increase: Carl Icahn disclosed a purchase of 30,467,595 shares of Icahn Enterprises in Q4 2025, valued at approximately $245.63 million, indicating strong confidence in the company's future prospects.
- Ownership Proportion: Following this acquisition, Icahn's fund now holds 49.1% of its reportable U.S. equity in Icahn Enterprises, marking it as the largest position among its 13 holdings, which underscores the importance of this investment.
- Financial Overview: As of February 17, 2026, Icahn Enterprises shares are priced at $7.99, down 0.62% year-over-year, and the stock has plummeted about 88% over the past five years, raising concerns about its sustainability in the market.
- Investor Considerations: Despite offering a 25% dividend yield, such high yields often raise alarms regarding payout sustainability, prompting investors to carefully assess the company's future investment potential amidst its significant shareholding.
See More
Carl Icahn Increases IEP Stake by $245.63 Million
- Share Acquisition Details: Carl Icahn increased his stake in IEP by 30,467,595 shares during Q4, with an estimated transaction value of $245.63 million, reflecting his ongoing confidence in the company.
- Position Value Decline: Despite the increase in shares, the fund's quarter-end position value in IEP fell by $221.44 million, indicating the impact of market price fluctuations on the investment portfolio.
- Asset Management Proportion: IEP now accounts for 49.1% of Icahn's total assets under management, making it the largest holding, which underscores its significance in his diversified investment strategy.
- Dividend Yield Concerns: With a staggering 25% dividend yield, IEP attracts attention but raises sustainability concerns, especially given the stock's 88% decline over the past five years, highlighting potential risks for investors.
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- Product Variety: The Samsung Galaxy S26 series includes the S26, S26+, and S26 Ultra, designed to cater to diverse user needs by providing advanced creative tools and superior privacy features, enhancing everyday user experiences.
- Purchase Channels: Customers who preorder before March 11 can enjoy up to $1,000 in savings, while those purchasing after this date can receive up to $800 off, further strengthening Boost Mobile's competitive position in the market.
- Flexible Service Plans: Boost Mobile's Unlimited Premium plan starts at $60, allowing customers to purchase the Galaxy S26 series for $399.99 when porting their number, showcasing Boost's value proposition in the wireless service market.
See More
Microsoft Partners with SpaceX to Expand Global Connectivity
- Global Connectivity Partnership: Microsoft announced a collaboration with SpaceX's Starlink satellite internet service to enhance global internet coverage through low-Earth orbit satellite connectivity and community deployment models, indicating its willingness to collaborate within Elon Musk's business ecosystem.
- Kenya Community Connectivity: Microsoft plans to work with Starlink and an internet service provider in Kenya to connect 450 community hubs, a move that will not only improve local internet access but also increase demand for SpaceX, further driving its business growth.
- Market Expansion Potential: This partnership could open new market opportunities for SpaceX, especially in light of its existing contracts with the Department of Defense and NASA, potentially supporting its future IPO plans and boosting investor confidence.
- Technology Accessibility Goals: Microsoft set a goal in 2022 to provide internet access to over 250 million people by the end of 2025, and it has already extended coverage to over 299 million people, demonstrating its proactive role and strategic positioning in the global digital transformation.
See More
2026 IPO Market Outlook: SpaceX and AI Leaders Eye Public Debuts
- SpaceX Valuation Surge: The merger between SpaceX and xAI is valued at $1.25 trillion, with SpaceX at $1 trillion and xAI at $250 billion, indicating strong growth potential in the AI sector and likely attracting significant investor interest for the upcoming IPO.
- EchoStar's Successful Transformation: By selling wireless spectrum assets, EchoStar has transformed from a mid-cap telecom company to a $32 billion enterprise, particularly through its $19 billion deal with SpaceX, reflecting a significant undervaluation of its assets in the market.
- Cash Flow and Debt Management: Post-transaction, EchoStar will have $24.1 billion in cash against $13.4 billion in debt, resulting in a net cash position of $12.7 billion, showcasing the company's financial robustness and providing ample funding for future investments.
- New Investment Strategy: EchoStar has established EchoStar Capital to invest its net cash into technology, media, and telecom sectors, aiming to create additional value through diversified investments, thereby enhancing the company's overall competitiveness and market appeal.
See More
