Iridium Communications (IRDM) 주식 개요
는 미국, 캐나다 및 전 세계의 기업, 미국 및 외국 정부, 비정부기구, 소비자들에게 모바일 음성 및 데이터 통신 서비스 및 제품을 제공합니다. 자세히 보기
IRDM Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$38.6
FV
39.2% 고평가 내재 할인율3.87%
Revenue growth p.a.
1.1k
users have viewed this narrative7users have liked this narrative
0users have commented on this narrative
50users have followed this narrative
Iridium Communications Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$53.75 |
| 52주 최고가 | US$57.18 |
| 52주 최저가 | US$15.65 |
| 베타 | 0.88 |
| 1개월 변동 | 13.49% |
| 3개월 변동 | 60.78% |
| 1년 변동 | 67.86% |
| 3년 변동 | -11.32% |
| 5년 변동 | 35.12% |
| IPO 이후 변동 | 491.96% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 01
IRDM: Rocket Lab Deal And Spectrum Assets Will Shape Future Risk Reward Balance
Analysts have lifted the implied fair value estimate for Iridium Communications from $48.00 to $60.00, reflecting a higher consolidated deal value following Rocket Lab's agreed $54.00 per share acquisition price and broader Street support for the industrial logic of combining Iridium's spectrum and on orbit services with Rocket Lab's launch and spacecraft platform. Analyst Commentary Street research on Iridium Communications is centering on how the agreed acquisition by Rocket Lab could reshape the combined space platform, with several bullish analysts highlighting spectrum assets, recurring service revenue and integration with launch and spacecraft capabilities as key drivers of the higher implied fair value.Seeking Alpha • Jun 29
Iridium Communications And Rocket Lab Take Off To Orbit Together
Summary Iridium Communications Inc. will be acquired by Rocket Lab Corporation in a $7.93 billion cash and stock deal, offering $54 per IRDM share. This transaction provides IRDM shareholders a fair exit and de-risks RKLB by adding robust recurring cash flows and a global satellite network. RKLB’s high valuation and persistent cash outflows temper enthusiasm; the deal justifies patience but not an upgrade beyond Hold. Combined, the firms target a $100 billion addressable market, with backlog growth and integration execution as key catalysts to monitor. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Jul 01
IRDM: Rocket Lab Deal And Spectrum Assets Will Shape Future Risk Reward Balance
Analysts have lifted the implied fair value estimate for Iridium Communications from $48.00 to $60.00, reflecting a higher consolidated deal value following Rocket Lab's agreed $54.00 per share acquisition price and broader Street support for the industrial logic of combining Iridium's spectrum and on orbit services with Rocket Lab's launch and spacecraft platform. Analyst Commentary Street research on Iridium Communications is centering on how the agreed acquisition by Rocket Lab could reshape the combined space platform, with several bullish analysts highlighting spectrum assets, recurring service revenue and integration with launch and spacecraft capabilities as key drivers of the higher implied fair value.Seeking Alpha • Jun 29
Iridium Communications And Rocket Lab Take Off To Orbit Together
Summary Iridium Communications Inc. will be acquired by Rocket Lab Corporation in a $7.93 billion cash and stock deal, offering $54 per IRDM share. This transaction provides IRDM shareholders a fair exit and de-risks RKLB by adding robust recurring cash flows and a global satellite network. RKLB’s high valuation and persistent cash outflows temper enthusiasm; the deal justifies patience but not an upgrade beyond Hold. Combined, the firms target a $100 billion addressable market, with backlog growth and integration execution as key catalysts to monitor. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 17
IRDM: Spectrum Hype Will Face Aireon Deal Risk And Flat Revenue
The analyst price target for Iridium Communications has been reset higher from $30.38 to $37.88, reflecting updated assumptions on revenue growth, profitability and future P/E as analysts factor in recent positive views on the Aireon acquisition, service upgrades and a series of upward revisions to external price targets. Analyst Commentary Recent research on Iridium Communications highlights a mix of optimism and caution as analysts reassess how the Aireon acquisition, service upgrades and new commercial relationships could affect the company’s growth path and valuation framework.내러티브 업데이트 • Jun 03
IRDM: Spectrum Optionality And Capital Returns Will Shape Future Risk Reward Balance
Iridium Communications' updated analyst price targets center around $40 and higher, as analysts factor in revised revenue growth assumptions, adjusted discount rates, and updated long term P/E expectations following a series of recent initiations, target changes, and rating moves on the stock. Analyst Commentary Bullish analysts have been active on Iridium Communications, with several research notes pointing to revised price targets around the US$40 level.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...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 Alpha주주 수익률
| IRDM | US Telecom | US 시장 | |
|---|---|---|---|
| 7D | -1.5% | 3.7% | 1.6% |
| 1Y | 67.9% | -13.2% | 18.6% |
수익률 대 산업: IRDM은 지난 1년 동안 -13.2%의 수익을 기록한 US Telecom 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: IRDM은 지난 1년 동안 18.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| IRDM volatility | |
|---|---|
| IRDM Average Weekly Movement | 11.7% |
| Telecom Industry Average Movement | 8.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: IRDM의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: IRDM의 주간 변동성(12%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| n/a | 975 | Matt Desch | www.iridium.com |
는 미국, 캐나다 및 전 세계의 기업, 미국 및 외국 정부, 비정부기구, 소비자들에게 모바일 음성 및 데이터 통신 서비스 및 제품을 제공합니다. 이 회사는 육상 모바일 최종 사용자 및 항공 분야를 위한 모바일 위성 통신 서비스, 상선, 어선, 레저 및 연구용 선박, 특수 선박용 광대역 단말기, 임베디드 장치 및 핸드셋, 위성 기반 IoT 서비스, 호스팅 페이로드 및 기타 데이터 서비스, 기타 데이터 서비스 및 엔지니어링 서비스를 제공합니다. 또한 후불 모바일 음성 및 데이터 위성 통신, 선불 모바일 음성 위성 통신, 푸시 투 토크, 광대역 데이터, 사물 인터넷(IoT), 위성 시간 및 위치 서비스도 제공합니다.
Iridium Communications Inc. 기초 지표 요약
| IRDM 기초 통계 | |
|---|---|
| 시가총액 | US$5.70b |
| 순이익 (TTM) | US$105.55m |
| 매출 (TTM) | US$875.84m |
54.0x
주가수익비율(P/E)6.5x
주가매출비율(P/S)IRDM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| IRDM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$875.84m |
| 매출원가 | US$249.00m |
| 총이익 | US$626.84m |
| 기타 비용 | US$521.29m |
| 순이익 | US$105.55m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.00 |
| 총이익률 | 71.57% |
| 순이익률 | 12.05% |
| 부채/자본 비율 | 376.0% |
IRDM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.1%
현재 배당 수익률59%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/06 09:16 |
| 종가 | 2026/07/02 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Iridium Communications Inc.는 18명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mathieu Robilliard | Barclays |
| Hamed Khorsand | BWS Financial Inc. |
| Colin Canfield | Cantor Fitzgerald & Co. |