How Investors Are Reacting To Gogo (GOGO) Gaining EASA Nod for Ka-band Connectivity on Falcon Jets

• In September 2025, Gogo received European Union Aviation Safety Agency (EASA) certification for its Plane Simple Ka-band tail mount antenna system on Dassault Falcon 7X and 8X aircraft, enabling immediate access to Viasat-powered high-speed global in-flight connectivity for these jets.
• This certification opens up significant new market opportunities for Gogo among European business jet operators and is expected to be followed by additional regulatory approvals in key international markets.
• We'll now examine how this regulatory milestone strengthens Gogo's investment narrative by expanding its addressable market for advanced connectivity solutions.

Find companies with promising cash flow potential yet trading below their fair value.

Gogo Investment Narrative Recap

To be a shareholder in Gogo, you need to believe in the expansion of in-flight broadband connectivity, especially in underpenetrated global markets, and trust that execution on regulatory and product milestones will unlock new revenue streams. The EASA certification for the Ka-band system is a positive milestone, supporting near-term catalysts like international market access, but competitive pressures and potential delays in product launches remain key risks to monitor; this certification alone does not remove those concerns.

Among recent company announcements, the near-completion of terrestrial testing for Gogo’s next-generation 5G air-to-ground technology stands out. The anticipated start of flight testing and reported strong performance of the 5G chip directly supports Gogo’s growth narrative, with timely execution remaining essential for both market expansion and financial performance.

However, investors should also be aware that if competitors can undercut Gogo’s pricing or accelerate offerings in the business jet market, then...

Read the full narrative on Gogo (it's free!)

Gogo's outlook anticipates $1.1 billion in revenue and $160.2 million in earnings by 2028. This is based on a 17.0% annual revenue growth rate and represents a $152.9 million increase in earnings from the current $7.3 million level.

Uncover how Gogo's forecasts yield a $15.50 fair value, a 78% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for Gogo span from US$10.69 to US$23.88 per share. While opinions differ greatly, execution risk around upcoming product launches could influence future outcomes for all stakeholders.

Explore 3 other fair value estimates on Gogo - why the stock might be worth over 2x more than the current price!

Build Your Own Gogo Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Gogo research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Gogo research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Gogo's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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