Added to YB: 2026-03-25
Pitch date: 2026-03-23
SATS [bullish]
EchoStar Corporation
+1.15%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
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
$109.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.94
P/E
-2.18
EV/Sales
3.98
Sector
Media
Category
special_situation
Two Special Situations to Park Cash (With Upside) - EchoStar Corporation
SATS: $22B spectrum sale to AT&T + $8.5B cash + $11B SpaceX equity (2.2% stake post-xAI merger) + $2B interest assumption thru 2027 = ~$42B monetization. Post-paydown: $10B+ net cash + $15B rev ops + SpaceX stub. At $1T SpaceX val = $22B stake; mkt cap implies free core biz. Risks: holdco discount, tax/liabilities, SpaceX IPO timing. Catalysts: deal close, buybacks, asset sales, SpaceX IPO re-rating.
Read full article (4 min)