Galileo HDX And Satcom Direct Integration Will Unlock Untapped In-Flight Broadband Market

AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Published
16 Sep 24
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
US$15.75
22.6% undervalued intrinsic discount
08 Aug
US$12.19
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1Y
59.8%
7D
-19.5%

Author's Valuation

US$15.8

22.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 15%

Analysts have raised their price target for Gogo from $13.75 to $15.75 on increased confidence stemming from successful 5G technological milestones, which reduce rollout risks and support a stronger long-term growth outlook. Analyst Commentary Successful completion of Gogo's first end-to-end 5G call using the GCT Semi chipset reduces perceived 5G rollout risks.

Shared on29 Jul 25
Fair value Decreased 5.56%

Despite technological progress and reduced execution risk demonstrated by Gogo’s successful 5G milestone, analysts revised their revenue growth forecasts downward, resulting in a consensus price target reduction from $14.56 to $13.75. Analyst Commentary Successful completion of first end-to-end 5G call using GCT Semi chipset demonstrates technological progress.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget has increased revenue growth from 29.9% to 41.9%, decreased profit margin from 23.0% to 12.2% and increased future PE multiple from 9.0x to 12.9x.

Shared on19 Mar 25
Fair value Decreased 6.24%

AnalystConsensusTarget has increased revenue growth from 10.5% to 29.9%, increased profit margin from 16.6% to 23.0% and decreased future PE multiple from 21.4x to 9.0x.

Shared on11 Mar 25
Fair value Decreased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.