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IRDM

Iridium Communications Inc.

IRDM

NASDAQ·Communication Services·Telecommunications Services·Mkt cap $5.0B

$46.95

-0.04%

P/E

53.35

Mkt Cap

$5.0B

52-Wk Range

$15.65–$57.18

52-Week Range

$15.65 - $57.18

P/E

53.35

Fwd P/E

49.36

Beta

0.88

Div Yield

1.28%

Avg Vol

2.1M

Shares Out

105.7M

Mkt Cap

$5.0B

Price action

Price chart

Up 90.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary global satellite constellation with comprehensive coverage
  • Mission-critical infrastructure with high customer switching costs
  • Diversified revenue streams across commercial, government, and IoT markets
  • Long-term government contracts providing stable, predictable revenue

Bear Case

2 risks

  • Average volatility.
  • Extreme premium - high expectations embedded

Growth

Stable outlook

Expanding IoT and M2M connectivity demand in remote regions

Value

Extreme premium - high expectations embedded

Momentum

Weak

-9.8% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Modest

1.28% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 22, 2026

Q3 26 RECAP

JUL 22, 2026

Reported EPS of $0.09 vs $0.28 consensus (-68.1% surprise). Revenue of $225.2M vs $220.3M expected (+2.2%).

EPS miss
Rev beat +2.2%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-68.1%

Revenue trend · last 8Q

+8%

+7%

-0%

+2%

+4%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$212.8M

$213.0M

$214.9M

$216.9M

$226.9M

$212.9M

$219.1M

$225.2M

Margins · last 8Q

Gross

77.2%

Operating

15.1%

Profit

4.3%

Wall Street consensus

6 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

33%

Hold

3

50%

Sell

1

17%

Median Price Target

Latest: New Street · Jul 22, 2026

vs Industry

How IRDM stacks vs Telecommunications Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.