Iridium Communications Inc.

Iridium Communications Inc.

IRDMยทNASDAQ

$48.97

-1.7%
Communication ServicesTelecommunications Services

Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and international governments, non-governmental organizations, and consumers worldwide. The company offers postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; and Internet of Things (IoT) services. It also provides hosted payload and other data services, such as satellite time and location services, and inbound connections from the public switched telephone network, short message, subscriber identity module, activation, customer reactivation, and other peripheral services. In addition, the company offers voice and data solutions comprising 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; mobile communications and data devices for the military and intelligence agencies, such as secure satellite handsets, as well as netted voice, messaging, and paging services; and maintenance services for the United States government's dedicated gateway. Further, it provides satellite handsets, personal connectivity devices, voice and data modems, broadband data devices, and IoT data devices; various accessories for its devices that include batteries, holsters, earbud headphones, portable auxiliary antennas, antenna adaptors, USB data cables, charging units, and others; and engineering and support services. Iridium Communications Inc. sells its products and services to commercial end users through a wholesale distribution network that include service providers, and value-added resellers and manufacturers. The company was formerly known as Iridium Holdings LLC and changed its name to Iridium Communications Inc. in September 2009. Iridium Communications Inc. was founded in 2000 and is headquartered in McLean, Virginia.

At a Glance

Live Snapshot
Market Cap$5.18B
EPS1.0700
P/E Ratio45.77
Earnings Date07/23/2026
irdm

Iridium Communications Inc. Street Expectations Map

IRDM ยท NASDAQ

Wall Street analysts project that IRDM stock may decline over the coming 12 months. The consensus 1-year price target stands at 42.75, with estimates ranging from a low of 26.00 to a high of 60.00.

Lowest Target
26.00
-46.91%
Consensus Target
42.75
-12.70%
Highest Target
60.00
22.52%

The consensus 1-year price target stands at 42.75, with estimates ranging from a low of 26.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

-12.7%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

79.5% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.48x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Iridium Communications Inc. Forward Estimates of Revenue

IRDM ยท NASDAQ
Latest Revenue
871.66M
FY 2025
Avg Estimate
892.81M
FY 2026
Estimate Range
878.96M - 902.36M
Analyst Spread

Forward Growth Analysis

Projected Growth+2.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Iridium Communications Inc. Forward Estimates of Net Income

IRDM ยท NASDAQ
Latest Net Income
114.37M
FY 2025
Avg Estimate
116.68M
FY 2026
Estimate Range
103.78M - 143.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+2.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread34%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Iridium Communications Inc. Forward Estimates of EPS

IRDM ยท NASDAQ
Latest EPS
1.07
FY 2025
Avg Estimate
$1.12
FY 2026
Estimate Range
$0.96 - $1.33
Analyst Spread

Forward Growth Analysis

Projected Growth+5.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread33%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Iridium Communications Inc. Forward Estimates of EBIT

IRDM ยท NASDAQ
Latest EBIT
235.98M
FY 2025
Avg Estimate
423.10M
FY 2026
Estimate Range
416.54M - 427.63M
Analyst Spread

Forward Growth Analysis

Projected Growth+79.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Iridium Communications Inc. Forward Estimates of EBITDA

IRDM ยท NASDAQ
Latest EBITDA
446.19M
FY 2025
Avg Estimate
464.03M
FY 2026
Estimate Range
456.83M - 469.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Iridium Communications Inc. Forward Estimates of SG&A Expense

IRDM ยท NASDAQ
Latest SG&A Expense
157.71M
FY 2025
Avg Estimate
160.03M
FY 2026
Estimate Range
157.54M - 161.74M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Iridium Communications Inc. Insider Positioning

IRDM ยท NASDAQ

During the last 12 months, insiders have purchased $871K and sold $2.22M worth of IRDM shares, resulting in $1.35M of net selling activity.

3 Months

Bought

0

0.00

Sold

5.8K

184.91K

Net Activity

-185K

-$185K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

50.0K

871.30K

Sold

31.7K

570.05K

Net Activity

+301K

+$301K

9-12 Months

Bought

0

0.00

Sold

50.9K

1.47M

Net Activity

-1.5M

-$1.47M

Top Buyers

1
NRH

Niehaus Robert H

Director

30.0K sharesโ€ข1 transactions

$525K

2
DMJ

Desch Matthew J

Director, Officer: Chief Executive Officer

20.0K sharesโ€ข1 transactions

$347K

Top Sellers

1
FT

Fitzpatrick Thomas

Director

65.5K sharesโ€ข4 transactions

$1.61M

2
KT

Kapalka Timothy

Officer: Cao Iridium Satellite Llc

6.6K sharesโ€ข3 transactions

$205K

3
DMJ

Desch Matthew J

Director, Officer: Chief Executive Officer

7.4K sharesโ€ข1 transactions

$184K

4
MSE

Mcbride Suzanne E.

Director, Officer: Chief Operations Officer

2.8K sharesโ€ข1 transactions

$70K

5
MKA

Morgan Kathleen A.

Officer: Chief Legal Officer

2.5K sharesโ€ข3 transactions

$61K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Negative insider sentiment with $1.35M net selling. Selling notably exceeds buying, warranting closer scrutiny of company fundamentals.

Buy/Sell Ratio

0.39:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$185K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.