Apple’s Space Partner: A Microcap Poised for Astronomical Growth

Apple may be on the verge of its most disruptive launch since the original iPhone.

It’s the foundation for a new era of connectivity that could seriously disrupt the $200 billion wireless carrier industry.

And at the heart of this quiet revolution is a company almost no one on Wall Street is paying attention to.

It’s a $7 billion microcap stock… One that has already embedded its technology into over a billion iPhones.

Apple has already committed up to $1.5 billion to this partner, yet much of the market hasn’t caught on to the potential here yet.

But history shows that when small suppliers become essential to Apple’s biggest product waves… quadruple-digit gains are not uncommon.

So what is this potential launch I’m predicting – and, more importantly – who’s the new partner Apple has chosen for the rollout?

It starts with a feature that’s been around since 2022…

Apple’s Next Step Toward Mobile Domination

Apple debuted a new feature in its iPhone 14 called Emergency SOS via Satellite, allowing users to send emergency texts when outside cell or Wi-Fi coverage.

Not the most exciting upgrade. But certainly useful.

Most iPhone owners will never trigger it. But for those in danger or in unreachable locations, it offers a potentially lifesaving connection.

But what caught my attention was what happened in 2024.

That’s when Apple quietly committed up to $1.5 billion to expand its satellite footprint with its “space partner” – satellite network provided, Globalstar Inc. (Nasdaq: GSAT).

Of that total, $1.1 billion is allocated for prepayments for Globalstar’s satellite services.

The other $400 million gives Apple a 20% equity stake in Globalstar.

And Globalstar has committed 85% of its upgraded network capacity to Apple’s cause.

When this announcement hit, Globalstar’s stock jumped over 30% in a single session.

I can easily understand why…

While Apple hasn’t revealed any serious plans to upend existing mobile carriers with the iPhone’s built-in satellite connection, this partnership puts it in a prime position to do so.

And when it flips the switch on such a project, it could send Globalstar to the moon.

The Hidden Satellite Backbone Powering iPhones

For years, Globalstar was written off as just another struggling satellite operator – long on vision but short on profitability. That narrative is now completely broken.

The company’s latest results don’t just show improvement… they signal a full-blown financial turnaround.

In the fourth quarter of 2025, revenue climbed 17.6% year over year to $72.6 million. But the headline number isn’t the only story…

Cash from operations surged to $439.2 million in 2024 to $621.7 million in 2025 – a 41.55% increase. EBITDA climbed from $99.5 million to $112.7 million, translating to a 43.3% margin. Most impressive of all was the company brought net income back from $73 million debt to just $6 million.

Globalstar holds $447.5 million in cash and controls $1.91 billion in total assets. And thanks to Apple, a significant portion of future revenue is already locked in – reducing uncertainty and creating a powerful financial cushion.

With a solid cash position, minimal financing risk, and a long-term partner in Apple (already footing the bill for much of its expansion), Globalstar now has the financial stability to fully capitalize on its growth initiatives.

But now, there’s a new twist to the story…

The Amazon Buyout – And Why It Doesn’t End the Opportunity

In April 2026, Amazon announced plans to acquire Globalstar in a deal valued at $90 per share.

With GSAT currently trading around $80, many investors assume the easy money has already been made.

But that’s not the full picture.

The deal is not expected to close until 2027, leaving a significant window where investors can still benefit.

And importantly, Amazon isn’t buying Globalstar to change its direction…

It’s buying it because of its strategic relationship with Apple and its role in the future of satellite-to-device connectivity.

That alone reinforces the core thesis.

Why There’s Still Upside from Here

Even with a defined buyout price, GSAT offers a compelling opportunity:

• A built-in ~12%–15% spread between current price and the $90 deal value
• The potential for improved terms or competing bids
• And continued fundamental momentum as the business scales

But here’s what most investors are missing…

Globalstar still checks every box in my four-part microcap framework – the same criteria that have identified some of our biggest winners over the years.

1. Sustained Sales Growth

This isn’t a speculative concept. Globalstar’s technology is already embedded in the iPhone ecosystem and expanding into government and defense markets. With Apple funding much of its network buildout, revenue visibility is unusually strong for a company of this size.

2. Rising Earnings Power

Globalstar has already crossed the most important threshold for any microcap: profitability. With expanding margins and growing free cash flow, it’s proving it can scale without constant dilution – a rare and powerful advantage.

3. Deep Undervaluation

Even at current levels, the market is valuing Globalstar largely based on the announced deal price. But that overlooks the intrinsic value of its satellite infrastructure, long-term Apple contracts, and its role in a rapidly emerging industry.

4. Powerful Insider and Institutional Backing

Few microcaps can claim backing from not one – but two – of the most influential companies in the world. Apple’s existing stake and Amazon’s planned acquisition validate Globalstar as a critical piece of the future communications stack.

Put it all together, and this isn’t just a merger arbitrage situation.

It’s a rare setup where a proven microcap growth story intersects with a defined takeover premium.

And with the deal not expected to close until 2027…

Investors still have time to participate in both.

Recommendation: Buy Globalstar (Nasdaq: GSAT) at market. 

A Second Way to Profit from the Space-Based Wireless Boom

Now, even with Globalstar’s upside tied to a defined buyout path… smart investors should consider a second, more aggressive way to play this trend.

Because while GSAT offers a combination of growth and a potential takeover premium…

There’s another company aiming for something even bigger.

There’s another player you should have on your radar: AST SpaceMobile (Nasdaq: ASTS).

Unlike Globalstar, which is working closely with Apple… AST SpaceMobile is developing a direct-to-device satellite network designed to connect everyday smartphones without any specialized hardware.

And importantly, AST counts SpaceX as a key launch partner, giving it access to the most proven and cost-effective rocket fleet in the world.

That relationship alone dramatically accelerates its deployment timeline.

But here’s what really makes AST compelling…

It’s partnered with major global telecom players like AT&T and Vodafone. And its long-term vision is even more ambitious: to create a true space-based cellular broadband network capable of replacing traditional towers altogether.

In other words, if Globalstar is Apple’s satellite backbone… AST SpaceMobile is aiming to become a global carrier in the sky.

That’s a much bigger swing.

An Options Strategy for Maximum Upside

Because AST SpaceMobile is earlier in its growth curve – and still scaling its satellite constellation – the stock is naturally more volatile.

That volatility creates opportunity.

For speculative investors looking to amplify their upside, consider using call options on ASTS.

If AST successfully executes on its launches and begins commercial service at scale, the move in the underlying stock could be significant.

And in that scenario, call options could deliver outsized gains compared to common shares.

Recommendation: Buy AST SpaceMobile (Nasdaq: ASTS) at market. Speculators may want to take a look at the August 21, 2026 $80 calls. If you choose to purchase an option, place your order between the bid and the ask.

Two Paths, Same Massive Trend

Think of it this way:

• Globalstar (GSAT) = Lower-risk, Apple-backed infrastructure play
• AST SpaceMobile (ASTS) = Higher-risk, higher-reward moonshot with SpaceX leverage

Owning both gives you exposure to two different paths to the same massive trend.