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Sector Competition And Spectrum Shifts Will Shape Global IoT And Security Futures

Published
24 Sep 24
Updated
27 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
-43.2%
7D
-12.4%

Author's Valuation

US$3145.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 27 Oct 25

Fair value Decreased 7.12%

Analysts have lowered their price target for Iridium Communications to $31.00 from $33.38. They cite slower revenue growth expectations and intensified competition from new spectrum deals in the satellite communications sector.

Shared on 12 Sep 25

Fair value Decreased 4.64%

Satellite IoT And Secure Communications Will Unlock Lasting Opportunities

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 on 31 Jul 25

Fair value Decreased 4.11%

Satellite IoT And Secure Communications Will Unlock Lasting Opportunities

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 on 30 Apr 25

Fair value Decreased 8.08%

Satellite IoT And Secure Communications Will Unlock Lasting Opportunities

Shared on 23 Apr 25

Fair value Decreased 1.32%

IoT Services And Satellite Integration Will Drive Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 4.18%

IoT Services And Satellite Integration Will Drive Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 4.01%

IoT Services And Satellite Integration Will Drive Future Opportunities

Shared on 02 Apr 25

Fair value Increased 1.95%

IoT Services And Satellite Integration Will Drive Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

IoT Services And Satellite Integration Will Drive Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 5.39%

IoT Services And Satellite Integration Will Drive Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 3.04%

IoT Services And Satellite Integration Will Drive Future Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.