Telesat Corporation TSAT

Orange SA commissioned the first European gateway for Telesat Lightspeed in France, advancing the satellite network’s ground infrastructure. Telesat stock slipped 5.1% to $48.79 on the news, but is up 1 month (+10.2%) and 67.3% year-to-date, with about 95% 1-year TSR and 3.4x over 3 years. The stock trades at 2.9x P/S, a premium to peers (1.9x) and the broader US telecom index (1.4x). Simply Wall St’s fair-value analysis suggests a 5.7x P/S target, signaling upside. A DCF model places future cash flows at roughly $1,242 per share, vs. today’s price, implying substantial upside but hinging on Lightspeed funding and long-term GEO commitments. The piece notes mixed signals: strong longer‑term upside tempered by near‑term funding and execution risks. SWS DCF shows TSAT could be worth around $1,242 per share, far above current levels, indicating substantial upside if Lightspeed proceeds and funding remains intact.

Orange and Telesat inaugurate Europe’s first Telesat Lightspeed Gateway in France. Inauguration of first Lightspeed Gateway in Europe via Orange partnership advances Telesat network rollout and regional positioning.

Telesat and SatPort Infrastructure signed a global build-to-suit agreement to expand Telesat Lightspeed ground network. Global partnership advances Telesat Lightspeed ground infrastructure expansion.

Farcast completes Telesat Lightspeed antenna technology demonstration milestone. Milestone advances Telesat Lightspeed antenna technology supporting satellite constellation progress.

Telesat Government Solutions partners with Cailabs to develop secure optical connectivity solutions for government missions. Partnership targets government optical solutions potentially boosting TSAT positioning in defense markets.

Telesat (TSAT) Q2 2026 earnings call transcript covers financial results, operational updates and strategic outlook for the satellite communications provider. Quarterly earnings transcript delivers standard financial and operational updates with moderate but not transformative effect on near-term performance expectations.

Telesat reports Q2 results during earnings call, covering revenue, losses, and progress on Lightspeed constellation along with government and enterprise contract updates. Q2 earnings and project updates directly inform near-term financial outlook and constellation timeline for Telesat.

Telesat Corporation held its Q2 2026 earnings call covering financial results, operations and outlook. Quarterly earnings updates deliver financial data and guidance that can shift near-term sentiment and valuation.

Telesat swings to second-quarter loss with declining revenue, driving 6.4% premarket stock drop. Q2 loss and revenue decline signal financial weakness likely to pressure near-term valuation and sentiment.

Telesat Corporation reported financial results for the three and six months ended June 30, 2026. Quarterly results update financial performance metrics that shape near-term investor views.

Telesat (TSAT) appears deeply undervalued on its C$2.3b Lightspeed deal. The C$2.3b Lightspeed deal marks a major strategic move expected to significantly alter Telesat's trajectory and investor sentiment.

Telesat secures record $1.9B Canada contract and expands Lightspeed satellite constellation. Record $1.9B Canada contract funds Lightspeed constellation expansion and fundamentally strengthens Telesat's long-term growth and market position.

Telesat secures $2.3 billion Arctic military satcom contract, expanding Telesat Lightspeed network and capacity by 44%. Securing the $2.3 billion contract expands network capacity 44% and locks in major long-term military revenue.

MDA Space secures $474 million Telesat contract and separate federal deal to build military satellites. Major $474 million Telesat contract advances satellite constellation and operational capabilities.

Government of Canada awards Telesat military communications contract to support Arctic sovereignty and national security. Contract award expands Telesat revenue streams and strategic role in military satellite services.

MDA Space awarded $474 million contract to expand Telesat Lightspeed LEO constellation. Major funding secured for Telesat Lightspeed constellation growth.

MDA Space awarded $474 million contract to expand Telesat Lightspeed LEO constellation. $474 million award funds major expansion of Telesat core Lightspeed constellation.

Telesat is prepared to execute the FCC Upper C-band transition plan. FCC C-band transition directly affects Telesat spectrum allocation and satellite operations.

Telesat Corporation raised one billion dollars in new debt, prompting an immediate surge in ASTS stock price. TSAT's billion-dollar debt raise constitutes a major financial event that alters its capital structure and future trajectory.

Canadian Armed Forces selects Telesat Lightspeed for Mil-Ka-band component of ESCP-P Arctic military communications program. Contract win for Lightspeed in Canadian military Arctic program strengthens Telesat revenue and strategic positioning.

MDA Space's revenue jumps more than 30% driven by strong growth in its satellite business. MDA Space's satellite revenue growth signals progress on key contracts like Telesat's Lightspeed constellation, providing moderate positive momentum for TSAT's LEO transition and market positioning.

Telesat reported Q1 revenue of $211 million, flat year-over-year, with Adjusted EBITDA of $120 million and free cash flow usage of $55 million; updated Lightspeed to 198 satellites for $2.5 billion cost savings; maintained $4.6 billion backlog and targets service start in 2027. Q1 results show stable core operations but highlight Lightspeed cost adjustments, likely causing moderate short-term sentiment shifts balanced by strong backlog.

Telesat Corporation reported financial results for the quarter ended March 31, 2026. Quarterly results affect financial performance and investor sentiment but are routine disclosures.

Canada is expanding high-speed Internet access in Nunavut using Telesat Corporation's satellite technology to connect remote Arctic communities. Government-backed broadband expansion in remote Nunavut significantly enhances Telesat's satellite internet revenue and market position.

Telesat Corporation and Northwestel formalized their Telesat Lightspeed agreement, driving TSAT shares up 12%. Formalizing the Lightspeed agreement secures a key customer partnership for satellite broadband services and triggered a 12% share surge.

Canada is expanding high-speed Internet access in Nunavut through Telesat Corporation's satellite technology to connect remote Arctic communities. Government-funded broadband expansion in remote Nunavut directly boosts Telesat's satellite internet contracts and revenue potential.

Northwestel and Telesat formalized their agreement for Telesat Lightspeed, advancing the LEO satellite constellation's commercialization with Northwestel as a key partner for broadband services in northern regions. Formalizing the Lightspeed agreement with Northwestel secures a major customer, accelerates LEO revenue and validates Telesat's strategic shift to low-earth orbit broadband.

Telesat (TSAT) released Q1 2026 earnings call transcript detailing financial results, Lightspeed LEO constellation progress, revenue guidance, and strategic updates amid government funding and debt management. Q1 2026 earnings reveal revenue growth, updated Lightspeed timelines, and capex reductions that signal improved financial trajectory and investor confidence.

Telesat Corp (TSAT) Q4 2025 earnings call highlights strategic advances amid financial challenges. Strategic advances provide moderate growth potential offset by financial challenges.

Telesat Corporation reported Q4 financial results in its earnings call, highlighting revenue, adjusted EBITDA, progress on Lightspeed LEO satellite constellation, debt management, and 2024 outlook amid government funding and spectrum rights. Q4 earnings highlights reveal financial metrics and strategic updates on core Lightspeed project that could moderately affect stock performance and investor confidence.