SATS EchoStar Corporation Loading... : Bullish and Bearish Analyst Opinions
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05:05
Jun 04
Jun 04
The author invalidates their short on SATS but maintains a bearish view on ASTS with a post-IPO downside target, while regretting missed shorts on SPCE and SIDU.
02:39
Jun 02
Jun 02
Short SATS on IPO day, anticipating that elevated IPO-day pricing creates a favorable short entry as post-IPO hype fades — consistent with the broader SpaceX IPO "grand finale" sentiment exhaustion framed in the thread.
MED
17:27
Jun 01
Jun 01
EchoStar owns 2.2% of SpaceX; at a $1.8T IPO valuation, that stake is worth $39.6B or ~$137/share, above SATS’s current price of $127. The discrepancy implies the market is pricing SATS below its implied SpaceX stake alone, creating an asymmetric upside if the IPO prices at or above $1.8T and retail demand drives further momentum. Bet on SATS rising as SpaceX IPO excitement builds, with a specific options strategy (170/180 call spreads) targeting a run to $155-$180 before June 18 expiration. SpaceX IPO could price lower than $1.8T; SATS may already have the stake priced in; short squeeze might not materialize; IPO delays or regulatory issues.
HIGH
20:12
May 29
May 29
The tweet notes ASTS cannot compete for Space Force contracts if it cannot manufacture or deploy, but it is a factual observation without an explicit position.
LOW
18:41
May 29
May 29
Author shares a diversified space portfolio and analysis of New Glenn failure's impact on various stocks but uses hedged language and watchlist framing rather than explicit forward positions.
14:46
May 29
May 29
The author analyzes the New Glenn explosion's impact on the space sector, identifying losers and winners but does not state a personal position or explicit trade call.
13:44
May 29
May 29
Buy EchoStar (SATS) as New Glenn delays create a launch bottleneck, likely benefiting existing satellite operators until SpaceX IPO provides exit.
MED
22:14
May 28
May 28
Buy EchoStar ahead of a potential SpaceX IPO catalyst, with heavy short interest creating conditions for a short squeeze as the stock recovers.
MED
03:23
May 28
May 28
EchoStar as SpaceX proxy buy.
EchoStar holds a significant stake in SpaceX and serves as a proxy for SpaceX's valuation ahead of its IPO, offering a leveraged play on SpaceX's public listing.
MED
02:36
May 28
May 28
Echostar as SpaceX proxy before listing.
Echostar (SATS) is a proxy for SpaceX because its largest asset is a SpaceX stake acquired through a spectrum deal. When SpaceX's valuation surged (from ~$212/share pre-split to ~$530 post-xAI merger), Echostar's stock rose 6x. After SpaceX listing, Echostar will track SpaceX's stock price. It can serve as an 'insurance' or option-like investment ahead of the IPO, especially if index-driven overvaluation occurs.
HIGH
15:59
May 27
May 27
The author explicitly asks followers to guess their top short position in space stocks, specifically naming $SATS as the target.
21:22
May 26
May 26
Buy puts on SATS ahead of SpaceX IPO day, expecting the stock to sell off as it has decoupled from other space stocks and a SpaceX listing would draw capital away and expose SATS to competitive pressure.
MED
21:22
May 26
May 26
The author expresses disappointment at missing a shorting opportunity on SpaceX IPO day and plans to buy puts on SATS this week, signaling a bearish outlook.
10:30
May 26
May 26
Author highlights pre-market gains in space-themed stocks with NASA up 8%, but the tweet is a past-tense report without a forward-looking directional call.
LOW
04:58
May 26
May 26
The author argues that the discount to NAV for SATS is too large, implying the share price should rise from its last close of $124.20 despite not expecting it to reach the full NAV of $200.
LOW
19:29
May 22
May 22
Buy SATS on relative weakness for a catch-up trade within the space sector, expecting outperformance next week due to lagging recent gains in peers.
MED
16:05
May 22
May 22
Buy this basket of AI, space, memory, photonics, packaging, and neocloud names based on the thesis that we are at the dawn of the AI era and the space race is just warming up, with each name expected to double within a year.
HIGH
15:51
May 22
May 22
Buy SATS as SpaceX proxy ahead of IPO within a month, supported by FCC-cleared spectrum sale and upcoming Starship launch catalyst.
HIGH
22:15
May 21
May 21
Space stocks vulnerable to SpaceX IPO.
SpaceX's upcoming IPO is causing liquidity concerns and competitive pressure on existing space stocks like EchoStar and Rocket Lab. EchoStar's 9% drop and Rocket Lab's weakness suggest these names are vulnerable to further selling as SpaceX dominates the narrative.
MED
09:28
May 18
May 18
Long SATS as a play on the upcoming SpaceX IPO, supported by insider buying from Gavin Baker and Rokos.
HIGH
19:54
May 16
May 16
SATS is the under-NAV play in SpaceX proxy stack: EchoStar holds ~2.2% of SpaceX (52M shares); if SpaceX IPOs at $1.75T-2T in June, the entire public space complex rerates.
HIGH
16:55
May 14
May 14
Long SATS via calls on continued SpaceX IPO momentum, driven by the company's EV expanding from $800bn to $1.5tr+ since the author's initial write-up.
HIGH
16:51
May 14
May 14
Long SATS calls on SpaceX IPO momentum; the stock is breaking to all‑time highs, suggesting continued upside.
HIGH
16:51
May 14
May 14
Long SATS calls on SpaceX IPO momentum; all‑time high breakout supports further gains.
HIGH
00:57
Apr 25
Apr 25
SATS undervalued on SpaceX stake
Echoar (SATS) is undervalued given its stake in SpaceX; with SpaceX IPO likely at $1.75 trillion, SATS could be worth over $170 per share versus the current $120, offering a large upside even with timing discount.
HIGH
17:24
Apr 03
Apr 03
The tweet expresses a strong positive outlook for SATS, suggesting significant upward price movement.
19:51
Apr 02
Apr 02
The author expects SATS to reach new highs due to a potential SpaceX IPO catalyst and a high short interest squeeze.
19:47
Apr 02
Apr 02
SpaceX is targeting a valuation exceeding $2 trillion ahead of a potential record-breaking IPO.
About SATS Analyst Coverage
Buzzberg tracks SATS (EchoStar Corporation) across 10 sources. 31 bullish vs 2 bearish calls from 12 analysts. Sentiment: predominantly bullish (64%). 45 total trade ideas tracked.