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Iridium Communications Community
NasdaqGS:IRDM Community
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Iridium Communications
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Iridium Communications
LA
latentbiologist
Community Contributor
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.
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US$38.60
FV
36.1% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
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5
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45
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8 months ago
author updated this narrative
Iridium Communications
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Satellite IoT And Secure Communications Will Unlock Lasting Opportunities
Key Takeaways Growing demand for secure satellite-based connectivity and new IoT products strengthens Iridium's long-term recurring revenue and high-margin service outlook. Partnerships, unique technology leadership, and cash generation position Iridium for subscriber growth, new markets, and enhanced returns to shareholders.
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US$36.50
FV
32.4% undervalued
intrinsic discount
4.52%
Revenue growth p.a.
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0
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18
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Updated
narrative
Iridium Communications
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
IoT Expansion And Certus Broadband Will Redefine Global Connectivity
Key Takeaways Expansion in IoT, direct-to-device, and broadband services, along with resilient communications demand, is driving recurring revenue growth and sustained margin improvement. Strategic partnerships and rising defense spending strengthen market penetration, business resilience, and create long-term opportunities for earnings and cash flow growth.
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US$47.00
FV
47.5% undervalued
intrinsic discount
6.93%
Revenue growth p.a.
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0
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0
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2
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12 days ago
author updated this narrative
Iridium Communications
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Future IoT Prospects Will Emerge Although Tariffs Trigger Satellite Challenges
Key Takeaways Geopolitical uncertainties and U.S. trade policies might hamper revenue growth due to increased costs and pressure on government contracts. Rising competition, especially from new players like Starlink, challenges market share, potentially affecting service revenue growth despite strong niche positioning.
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US$32.26
FV
23.6% undervalued
intrinsic discount
3.94%
Revenue growth p.a.
Set Fair Value
0
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0
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3 months ago
author updated this narrative
Your Valuation for
IRDM
IRDM
Iridium Communications
Your Fair Value
US$
Current Price
US$24.66
24.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-170m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.1b
Earnings US$143.0m
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