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    A Look At Globalstar (GSAT) Valuation After Boingo’s Private 5G XCOM RAN Integration News

    Simply Wall St·02/11/2026 11:30:59
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    Boingo integration puts Globalstar’s XCOM RAN in real-world private 5G spotlight

    Globalstar (GSAT) shares are in focus after Boingo Wireless agreed to integrate Globalstar’s XCOM RAN platform into its private network infrastructure following technical trials across high traffic venues.

    The move places Globalstar’s 5G-focused technology alongside Boingo’s existing distributed antenna system footprint at airports, transport hubs, stadiums, hospitals, convention centers and military bases, providing investors with a fresh data point on how the company’s spectrum and software stack can be used in commercial deployments.

    See our latest analysis for Globalstar.

    While the Boingo agreement spotlights Globalstar’s private 5G potential, the share price has recently cooled, with a 7 day share price return of a 5.16% decline and a year to date share price return of an 8.14% decline, set against a very large 1 year total shareholder return of 141.59% and a 3 year total shareholder return of more than 3x.

    If this private 5G news has you thinking more broadly about connectivity, it could be a good moment to scan our list of 33 AI infrastructure stocks for other potential ideas.

    With Globalstar shares down over the past quarter but showing a very large 1-year total return, and trading below the average analyst price target, the key question is whether the recent weakness signals a fresh opportunity or whether the market is already pricing in future growth.

    Most Popular Narrative: 1,859.3% Overvalued

    Globalstar last closed at $58.78, while the most followed narrative on the stock sets fair value at $3, creating a large gap between market price and that narrative view.

    GlobalStar, known in the stock market as "GSAT", has been on a flight with their new partnership with Apple. Apple has announced they will be supporting "GSAT" with over 15 billion American Dollars. This company is currently up 60% this week. Most penny stocks go up from swing trades. This is a different case, a small company that is growing. Currently green again today, but what separates this company from the others is that it is being backed by Apple. Apple has been around for centuries. Even Adam and Eve had an apple. Our fair value for GSAT for the year is $3. Think of it this way: you can buy a scratch-off ticket for $2 and maybe win, or you can go with our research with $2 and know what the likely event will be. That is more money in your pockets.

    Read the complete narrative.

    Curious what sits behind that $3 fair value call according to DailyInvestors? The narrative leans on bold revenue assumptions and a future profit profile that looks very different to today. If you want to see how those growth, margin and valuation inputs line up against the current $58.78 price, the full story is worth a closer look.

    Result: Fair Value of $3 (OVERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this story could change quickly if the Apple support referenced in the narrative does not materialise as expected or if Globalstar’s current losses of $57.857 million widen.

    Find out about the key risks to this Globalstar narrative.

    Build Your Own Globalstar Narrative

    If you read this and come to a different conclusion, or simply prefer to weigh the data yourself, you can shape a custom view of Globalstar in just a few minutes, so why not Do it your way today.

    A great starting point for your Globalstar research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    If Globalstar has sharpened your interest, do not stop here. Use the Simply Wall St screener to quickly spot fresh opportunities that fit what you care about most.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.