Added to YB: 2025-12-09
Pitch date: 2025-12-05
SATS [bullish]
EchoStar Corporation
+47.53%
current return
Author Info
No bio for this author
Company Info
EchoStar Corporation provides pay-tv services in the United States, Mexico, Canada, South and Central America, Asia, Africa, Australia, Europe, India, and the Middle East.
Market Cap
$31.7B
Pitch Price
$86.05
Price Target
97.00 (-24%)
Dividend
N/A
EV/EBITDA
27.94
P/E
-2.18
EV/Sales
3.98
Sector
Media
Category
special_situation
Echostar Write-up w/Mgmt Analysis ($SATS)
SATS: Strategic pivot from failed 5G build to asset monetization via $23B AT&T + $19.6B SpaceX spectrum deals. Post-transactions: $24B cash, $11.1B SpaceX equity, $45MHz residual spectrum (AWS-3 most valuable). Key risks: $7-10B tax/decommissioning costs, $3.3B AWS-3 reauction shortfall. Deutsche Bank $97 PT vs low-70s price.
Read full article (23 min)