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Update shared on31 Jul 2025

Fair value Decreased 1.03%
AnalystConsensusTarget's Fair Value
US$36.13
34.3% undervalued intrinsic discount
07 Aug
US$23.74
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1Y
-13.3%
7D
-2.9%

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.
  • Completed the repurchase of 7,299,190 shares (6.58% of shares outstanding) for $204.67 million under the buyback program announced in September 2024.
  • Lowered 2025 service revenue growth guidance to 3–5% (previously 5–7%); 2024 service revenue was $614.9 million.
  • Announced strategic maritime partnership with NAL Research, SGM Technology, and Tschudi Shipping to deliver resilient navigation and tracking solutions using Iridium’s LEO satellite network; trials are underway.
  • Collaborating with GCT Semiconductor to integrate Iridium NTN Direct into GCT’s chipset and jointly develop a new NB-IoT solution for 5G Advanced.

Valuation Changes


Summary of Valuation Changes for Iridium Communications

  • The Consensus Analyst Price Target remained effectively unchanged, at $36.50.
  • The Consensus Revenue Growth forecasts for Iridium Communications remained effectively unchanged, at 4.5% per annum.
  • The Net Profit Margin for Iridium Communications remained effectively unchanged, at 17.85%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.