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Satellite IoT And Secure Communications Will Unlock Lasting Opportunities

Published
24 Sep 24
Updated
12 Sep 25
AnalystConsensusTarget's Fair Value
US$33.38
45.8% undervalued intrinsic discount
12 Sep
US$18.08
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1Y
-38.1%
7D
1.6%

Author's Valuation

US$33.4

45.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on12 Sep 25
Fair value Decreased 4.64%

Analysts have lowered Iridium Communications’ price target to $33.38, citing mounting competitive threats from SpaceX Starlink's spectrum acquisition and anticipated aggressive market entry strategies that may erode Iridium’s market share and profitability. Analyst Commentary Increased competitive pressure due to SpaceX Starlink's acquisition of key wireless spectrum, enabling direct competition with Iridium’s core services.

Shared on31 Jul 25
Fair value Decreased 4.11%

With both revenue growth and net profit margin forecasts holding steady, analysts kept Iridium Communications’ fair value target unchanged at $36.50. What's in the News Board approved a quarterly dividend of $0.15 per share, representing a 5.5% full-year increase; Iridium has raised its dividend annually since 2023.

Shared on30 Apr 25
Fair value Decreased 8.08%

Shared on23 Apr 25
Fair value Decreased 1.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 4.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.01%

Shared on02 Apr 25
Fair value Increased 1.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 5.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 3.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.