Iridium Communications（IRDM）株式概要
イリジウム・コミュニケーションズ社は、米国、カナダ、および国際的な企業、米国政府、外国政府、非政府組織、消費者にモバイル音声およびデータ通信サービスと製品を提供している。 詳細
IRDM Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$38.6
FV
32.8% 割高 内在価値ディスカウント3.87%
Revenue growth p.a.
1.1k
users have viewed this narrative7users have liked this narrative
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49users have followed this narrative
Iridium Communications Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$51.26 |
| 52週高値 | US$52.25 |
| 52週安値 | US$15.65 |
| ベータ | 0.80 |
| 1ヶ月の変化 | 37.24% |
| 3ヶ月変化 | 114.03% |
| 1年変化 | 100.47% |
| 3年間の変化 | -16.12% |
| 5年間の変化 | 38.58% |
| IPOからの変化 | 464.54% |
最新ニュース
ナラティブの更新 • May 17
IRDM: Spectrum Optimism Around Amazon Ties Will Likely Outrun Cash Flow Reality
Analysts lifted their average price targets on Iridium Communications by double digits into the $26 to $40 range, citing reassessed spectrum value after the Amazon-related commentary, as well as a series of higher P/E assumptions alongside recalibrated discount rates and profit margin expectations. Analyst Commentary Recent research on Iridium Communications has centered on how investors should weigh the value of its spectrum and long term growth opportunities against execution risks and current valuation.Seeking Alpha • May 14
Iridium Communications Makes A Bold Move That Creates Long-Term Growth
Summary Iridium Communications Inc. remains a compelling prospect, with further upside despite a 77.5% share price surge since March. IRDM’s acquisition of the remaining 61% of Aireon, a unique global air traffic surveillance provider, adds growth and cash flow. While government subscriber weakness and EMSS contract renewal risks persist, commercial IoT subscriber growth and resilient ARPU support the thesis. I maintain a soft Buy rating, as attractive valuation and Aireon’s 10% revenue growth outweigh modest EBITDA compression. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • May 17
IRDM: Spectrum Optimism Around Amazon Ties Will Likely Outrun Cash Flow Reality
Analysts lifted their average price targets on Iridium Communications by double digits into the $26 to $40 range, citing reassessed spectrum value after the Amazon-related commentary, as well as a series of higher P/E assumptions alongside recalibrated discount rates and profit margin expectations. Analyst Commentary Recent research on Iridium Communications has centered on how investors should weigh the value of its spectrum and long term growth opportunities against execution risks and current valuation.Seeking Alpha • May 14
Iridium Communications Makes A Bold Move That Creates Long-Term Growth
Summary Iridium Communications Inc. remains a compelling prospect, with further upside despite a 77.5% share price surge since March. IRDM’s acquisition of the remaining 61% of Aireon, a unique global air traffic surveillance provider, adds growth and cash flow. While government subscriber weakness and EMSS contract renewal risks persist, commercial IoT subscriber growth and resilient ARPU support the thesis. I maintain a soft Buy rating, as attractive valuation and Aireon’s 10% revenue growth outweigh modest EBITDA compression. Read the full article on Seeking Alpha
ナラティブの更新 • May 01
IRDM: Spectrum Optionality And Defense Connectivity Will Drive Future Upside
Analysts have raised the fair value estimate for Iridium Communications to $48 from $40, citing updated assumptions about revenue growth, profit margins, a lower discount rate, and a higher future P/E multiple, in line with a series of recent price target increases from multiple firms. Analyst Commentary Recent Street research around Iridium Communications shows a mix of views, but the most optimistic voices are focused on spectrum potential, execution on partnerships, and visibility into future cash flows.
ナラティブの更新 • Apr 17
IRDM: Spectrum Hype Will Confront Flat 2026 Service Revenue Outlook
The analyst price target for Iridium Communications has shifted from $29.00 to $30.38, with analysts pointing to stronger perceived value in the company’s spectrum assets, increased spectrum optionality, and updated views on future P/E expectations as key drivers of the change. Analyst Commentary Recent research on Iridium Communications highlights a mix of optimism around spectrum value and future optionality, balanced by questions about execution and the pace at which that value could be realized.ナラティブの更新 • Apr 03
IRDM: Spectrum Optionality Focus Will Clash With Softer 2026 Outlook
Narrative Update on Iridium Communications The analyst price target on Iridium Communications has moved higher to $26, up $2 from $24, as analysts point to growing interest in the company’s spectrum optionality and an early stage shift in its business focus despite softer guidance for 2026. Analyst Commentary Recent research on Iridium Communications centers on how the market is weighing softer 2026 guidance against the company’s spectrum optionality and early stage shift in business focus.ナラティブの更新 • Mar 20
IRDM: Spectrum Optionality And Early Business Pivot Will Shape Future Returns
Iridium Communications' analyst price target has been reset to $26, while the intrinsic value estimate edges to $29.00 from $29.75 as analysts factor in slightly lower revenue growth assumptions, higher profit margin expectations, and updated views on spectrum optionality and the timing of a potential business pivot. Analyst Commentary Recent research on Iridium centers on how investors should weigh a refreshed outlook on spectrum opportunities against more tempered medium term guidance and a still early business pivot.ナラティブの更新 • Mar 06
IRDM: Spectrum Optionality And Counter Drone Role Will Support Future Rebound
Analysts have raised their price targets for Iridium Communications to $26, citing growing interest in the company’s spectrum optionality despite softer guidance, and viewing it as a secondary beneficiary of rising demand for low cost, scalable counter-drone solutions. Analyst Commentary Bullish analysts are highlighting Iridium as a secondary beneficiary of rising interest in low cost, scalable counter drone solutions, especially in light of recent geopolitical events that have put drone and missile defense back in focus.ナラティブの更新 • Feb 19
IRDM: Spectrum Optionality Enthusiasm Will Likely Clash With Soft 2026 Outlook
Analysts have lifted their average price target on Iridium Communications to $26 from $24, pointing to growing interest in the company's spectrum optionality, even as guidance for 2026 remains soft and any potential pivot is still at an early stage. Analyst Commentary Recent research highlights a mixed setup for Iridium Communications.ナラティブの更新 • Feb 05
IRDM: Index Shift And Sector P E Will Support Future Rebound Potential
Analysts have maintained their fair value estimate for Iridium Communications at $40.00, making slight adjustments to assumptions for the discount rate, revenue growth, profit margin, and future P/E after incorporating recent Street research, including a downgrade and updated views on sector peers. Analyst Commentary Street research on Iridium Communications has recently included a downgrade alongside updated views on sector peers.分析記事 • Jan 24
Market Participants Recognise Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings Pushing Shares 25% Higher
Iridium Communications Inc. ( NASDAQ:IRDM ) shareholders would be excited to see that the share price has had a great...ナラティブの更新 • Jan 22
IRDM: Competitive And Spectrum Pressures Will Weigh On Future Prospects
Analysts have lowered their price expectations for Iridium Communications, citing softer revenue growth assumptions amid increased competitive pressure and spectrum deals by rivals. Updated models also reflect changes in discount rates, profit margin assumptions and future P/E levels.ナラティブの更新 • Jan 08
IRDM: Spectrum Competition Will Set Up Future Rebound Potential
Narrative Update: Iridium Communications Analysts have trimmed their fair value estimate for Iridium Communications from $45.00 to $40.00, citing a higher discount rate, slightly softer revenue growth and margin assumptions, and increased competitive pressure highlighted by recent spectrum deals pursued by rivals. Analyst Commentary The latest Street research on Iridium remains cautious overall, with some analysts adjusting expectations to reflect competitive pressures from rival spectrum agreements.ナラティブの更新 • Dec 25
IRDM: Competitive Pressures And Spectrum Deals Will Shape Balanced Outlook
Analysts have reduced their fair value estimate for Iridium Communications to approximately $16.00 per share from about $25.00 per share, citing slower expected revenue growth amid mounting competitive pressures and spectrum deals by rival satellite operators. This is partly offset by a modestly improved profit margin outlook and a lower assumed future price to earnings multiple.ナラティブの更新 • Dec 10
IRDM: Expanding Spectrum Deals And Partnerships Will Drive Long Term Upside Potential
Analysts have trimmed their price target on Iridium Communications to $21 from $26, citing heightened competitive pressure and reduced long term revenue growth expectations amid rival spectrum deals. Analyst Commentary Bullish Takeaways Bullish analysts note that Iridium still retains a differentiated satellite network and entrenched government and enterprise relationships, which they see as supporting a valuation floor despite reduced growth expectations.分析記事 • Dec 07
Iridium Communications (NASDAQ:IRDM) Has Announced A Dividend Of $0.15
The board of Iridium Communications Inc. ( NASDAQ:IRDM ) has announced that it will pay a dividend on the 31st of...ナラティブの更新 • Nov 26
IRDM: Expanding Global Network Partnerships Will Unlock New Connectivity Opportunities
Iridium Communications' average analyst price target was revised downward by $5 to $21, as analysts cite increased competition and rival spectrum acquisitions as key drivers for their more cautious outlook. Analyst Commentary Recent analyst notes reflect a shift in sentiment for Iridium Communications as the competitive landscape evolves.ナラティブの更新 • Nov 10
IRDM: Expanding Global Partnerships Will Drive Connectivity Beyond Competitive Threats
Analysts have lowered their fair value estimate for Iridium Communications from $31.00 to $29.75 per share, citing ongoing concerns about intensifying competition and the recent reduction in industry price targets. Analyst Commentary Recent updates from Street research indicate a shifting landscape for Iridium Communications, as analysts re-evaluate the company’s prospects in light of intensifying competition and strategic spectrum acquisitions by rivals.ナラティブの更新 • Oct 27
Sector Competition And Spectrum Shifts Will Shape Global IoT And Security Futures
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.分析記事 • Oct 02
It's Down 29% But Iridium Communications Inc. (NASDAQ:IRDM) Could Be Riskier Than It Looks
To the annoyance of some shareholders, Iridium Communications Inc. ( NASDAQ:IRDM ) shares are down a considerable 29...ナラティブの更新 • Sep 12
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.分析記事 • Sep 09
Returns Are Gaining Momentum At Iridium Communications (NASDAQ:IRDM)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Aug 18
Investors Interested In Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings
NasdaqGS:IRDM 1 Year Share Price vs Fair Value Explore Iridium Communications's Fair Values from the Community and...分析記事 • Jul 08
With EPS Growth And More, Iridium Communications (NASDAQ:IRDM) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Jun 23
Does Iridium Communications (NASDAQ:IRDM) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Apr 29
Iridium Communications: Shares Deserve To Fly To The Exosphere (Rating Upgrade)
Summary Iridium Communications' stock has dropped 27.9% since February, presenting a buying opportunity despite broader market declines and economic concerns. The company reported solid revenue growth, with commercial service revenue increasing and IoT data revenue seeing significant gains. Management expects continued growth, targeting $1 billion in annual service revenue by 2030, with projected annualized upside of 17.9% to 25%. Iridium is committed to returning capital to shareholders through dividends and share buybacks, while also reducing net debt to improve financial stability. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
Iridium Communications: A Post-Earnings Assessment
Summary Iridium Communications Inc. just reported better-than-expected Q4 earnings, driving shares higher and the stock is potentially breaking out of its recent trading range. The company rewarded its shareholders in FY2024, returning nearly $500 million via stock buybacks and dividend payouts. What's ahead for 2025? A post earnings analysis around IRDM stock follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Iridium: Free Cash Flow And Buybacks Supporting The Stock For Now
Summary Iridium Communications Inc.'s share price has moved higher recently, supported by solid growth and improving margins. Iridium's “CapEx Holiday” is helping the company to generate strong cash flows. While this is enabling large share repurchases, Iridium will eventually have to reduce its debt. Iridium appears attractively valued, but I think this is largely offset by the risk posed by increasing competition. Read the full article on Seeking Alpha新しいナラティブ • Dec 02
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Satelles Integration: The acquired PNTS technology synergizes with Iridium’s satellite network, providing incremental revenue growth without adding operational redundancies or significant capital cost株主還元
| IRDM | US Telecom | US 市場 | |
|---|---|---|---|
| 7D | 12.2% | 3.5% | 1.3% |
| 1Y | 100.5% | 4.9% | 27.7% |
業界別リターン: IRDM過去 1 年間で4.9 % の収益を上げたUS Telecom業界を上回りました。
リターン対市場: IRDM過去 1 年間で27.7 % の収益を上げたUS市場を上回りました。
価格変動
| IRDM volatility | |
|---|---|
| IRDM Average Weekly Movement | 9.1% |
| Telecom Industry Average Movement | 7.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: IRDM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: IRDMの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| n/a | 975 | Matt Desch | www.iridium.com |
イリジウム・コミュニケーションズ社は、米国、カナダ、および国際的な企業、米国政府、外国政府、非政府組織、消費者にモバイル音声・データ通信サービスと製品を提供している。同社は、陸上移動エンドユーザーと航空分野向けの移動衛星通信サービス、商船、漁船、レジャー・研究船、特殊水上船向けのブロードバンド端末、組み込み機器、携帯電話、衛星ベースのIoTサービス、ホスティングされたペイロードとその他のデータサービス、その他のデータサービスとエンジニアリングサービスを提供している。また、後払い携帯音声・データ衛星通信、プリペイド携帯音声衛星通信、プッシュ・ツー・トーク、ブロードバンドデータ、モノのインターネット（IoT）、衛星時刻・位置情報サービスも提供している。また、人員追跡装置、設備・車両・航空機の資産追跡装置、見通し外航空機通信アプリケーション、海上通信アプリケーション、重要人物向け特殊通信ソリューション、セキュア衛星携帯端末など軍やその他政府機関向けのモバイル通信・データ機器、米国政府専用ゲートウェイの保守サービスも提供している。さらに、衛星ハンドセット、音声・データモデム、ブロードバンドデータデバイス、IoTデータデバイス、およびバッテリー、ホルスター、イヤフォンヘッドフォン、ポータブル補助アンテナ、アンテナアダプター、USBデータケーブル、充電ユニットなどのデバイス用各種アクセサリーを提供している。同社は、サービスプロバイダー、付加価値再販業者、付加価値メーカーを含む卸売流通ネットワークを通じて、商用エンドユーザーに製品とサービスを販売している。以前はイリジウム・ホールディングスLLCとして知られ、2009年9月にイリジウム・コミュニケーションズ・インクに社名を変更した。本社はバージニア州マクリーン。
Iridium Communications Inc. 基礎のまとめ
| IRDM 基礎統計学 | |
|---|---|
| 時価総額 | US$5.43b |
| 収益（TTM） | US$105.55m |
| 売上高(TTM) | US$875.84m |
51.3x
PER（株価収益率6.2x
P/SレシオIRDM は割高か？
公正価値と評価分析を参照収益と収入
| IRDM 損益計算書（TTM） | |
|---|---|
| 収益 | US$875.84m |
| 売上原価 | US$249.00m |
| 売上総利益 | US$626.84m |
| その他の費用 | US$521.29m |
| 収益 | US$105.55m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.00 |
| グロス・マージン | 71.57% |
| 純利益率 | 12.05% |
| 有利子負債／自己資本比率 | 376.0% |
IRDM の長期的なパフォーマンスは？
過去の実績と比較を見る| Iridium Communications 配当日 | |
|---|---|
| 配当落ち日 | Jun 15 2026 |
| 配当支払日 | Jun 30 2026 |
| 配当落ちまでの日数 | 17 days |
| 配当支払日までの日数 | 32 days |
IRDM 配当は確実ですか？
IRDM 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/28 23:38 |
| 終値 | 2026/05/28 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Iridium Communications Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19
| アナリスト | 機関 |
|---|---|
| Mathieu Robilliard | Barclays |
| Hamed Khorsand | BWS Financial Inc. |
| Colin Canfield | Cantor Fitzgerald & Co. |