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IRDM logo

Iridium Communications Inc. Stock Price

NasdaqGS:IRDM Community·US$5.0b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 142 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

IRDM Share Price Performance

US$47.03
28.64 (155.74%)
​
US$36.00
Fair Value
US$47.03
28.64 (155.74%)
30.6% overvalued intrinsic discount
US$36.00
Fair Value
Price US$47.03
AnalystLowTarget US$36.00
AnalystConsensusTarget US$42.00
AnalystHighTarget US$54.00
Thu, 27 Aug 26
Fair ValueUS$36.00
Share Pricen/a

IRDM Community Narratives

AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$36 30.6% overvalued intrinsic discount

Rising LEO Competition And Regulatory Hurdles Will Stunt Prospects

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$42 12.0% overvalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
29users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$54 12.9% undervalued intrinsic discount

Expanding IoT Adoption And Global Connectivity Will Transform Communications

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
IRDM logo
Iridium Communications
21.8% overvalued intrinsic discount

IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth

View narrative
LA
latentbiologist
Published 29 Nov 2024
Read Narrative
IRDM logo
Iridium Communications
30.6% overvalued intrinsic discount

Rising LEO Competition And Regulatory Hurdles Will Stunt Prospects

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 27 Aug
Read Narrative
IRDM logo
Iridium Communications
12.0% overvalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 29 Jul
Read Narrative
IRDM logo
Iridium Communications
12.9% undervalued intrinsic discount

Expanding IoT Adoption And Global Connectivity Will Transform Communications

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 12 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

LA
IRDM logo

IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth

Fair Value: US$38.6 21.8% overvalued intrinsic discount
52 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
IRDM logo

IRDM: Rocket Lab Deal Premium Will Likely Outrun Long Term Cash Returns

Fair Value: US$36 30.6% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
IRDM logo

IRDM: Rocket Lab Deal And Spectrum Assets Will Shape Event Driven Risk Balance

Fair Value: US$54 12.9% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Reasonable growth potential and slightly overvalued.

2 Risks
2 Rewards
View Full Analysis

Iridium Communications Inc. Key Details

US$884.2m

Revenue

US$248.9m

Cost of Revenue

US$635.3m

Gross Profit

US$542.0m

Other Expenses

US$93.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.88
71.85%
10.55%
372.9%
View Full Analysis

About IRDM

Founded
n/a
Employees
975
CEO
Matthew Desch
WebsiteView website
www.iridium.com

Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and foreign governments, non-governmental organizations, and consumers in the United States, Canada, and internationally. The company offers mobile satellite communications services for land mobile end users and aviation sectors; broadband terminals, embedded devices, and handsets for merchant shipping, fishing, leisure and research vessels, and specialized watercraft; satellite-based IoT services; hosted payload and other data services; and other data services and engineering services. It also provides postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; Internet of Things (IoT); and satellite time and location services. In addition, the company offers personnel tracking devices; asset tracking devices for equipment, vehicles, and aircrafts; beyond-line-of-sight aircraft communications applications; maritime communications applications; specialized communications solutions for high-value individuals; and mobile communications and data devices for the military and other government agencies, such as secure satellite handsets; and maintenance services for the U.S. government’s dedicated gateway. Further, it provides satellite handsets, voice and data modems, broadband data devices, and IoT data devices; and various accessories for its devices that include batteries, holsters, earbud headphones, portable auxiliary antennas, antenna adaptors, USB data cables, and charging units. The company sells its products and services to commercial end users through a wholesale distribution network that includes service providers, and value-added resellers and value-added manufacturers. The company was formerly known as Iridium Holdings LLC and changed its name to Iridium Communications Inc. in September 2009. Iridium Communications Inc. is headquartered in McLean, Virginia.

Recent IRDM News & Updates

Seeking Alpha • 12h

Iridium Communications: The $54 Deal Price Overstates The Upside

Summary Iridium Communications (IRDM) offers only about 11% merger-arb upside at current prices, not the headline 15%, due to Rocket Lab (RKLB) stock weakness. IRDM's deal value is highly sensitive to RKLB's share price; a 21% RKLB decline eliminates all merger spread, exposing IRDM holders to downside risk. Deal completion risk remains material, with regulatory and shareholder approvals pending; IRDM is not attractively valued as a standalone if the merger fails. Given limited upside and significant RKLB and closing risk, I rate IRDM a Sell and would lock in recent gains rather than hold for uncertain merger returns. Read the full article on Seeking Alpha

Recent updates

No updates

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