The Top 5 Analyst Questions From Iridium's Q4 Earnings Call
Iridium's Q4 earnings call highlighted flat revenue but positive market reaction due to investor focus on strategic business priorities. Analysts were keenly interested in the shift to all-cash incentive compensation, the launch milestones for NTN Direct and PNT services, changing dynamics for spectrum alliances, PNT revenue disclosure, and future constellation investment plans. Management emphasized the company's strong position in the L-band spectrum and its evolving ecosystem for future growth.
IRDM: Morgan Stanley Raises Price Target for Iridium Communicati
Morgan Stanley has raised its price target for Iridium Communications (IRDM) from $24.00 to $26.00, while maintaining an Equal-Weight rating. This adjustment comes amidst varying analyst ratings, with other firms like BWS Financial and Barclays also having recently updated their outlooks on the stock. Despite the new price target, the average analyst target price of $28.11 still suggests nearly 20% upside from the current trading price.
Iridium to Participate in Multiple Investor Events
Iridium Communications will participate in several investor events in February and March 2026, including the Barclays Communications and Content Symposium, the Raymond James 47th Annual Institutional Investors Conference, and the Deutsche Bank 34th Annual Media, Internet & Telecom Conference. These engagements aim to showcase its global satellite services, enhance interaction with investors, and highlight its mobile satellite network's advantages. Investors can access event webcasts and recordings via Iridium's Investor Relations section.
Iridium to Participate in Investor Conferences
Iridium Communications Inc. (Nasdaq: IRDM) announced its participation in three upcoming investor conferences in late February and early March 2026. These events include the Barclays Communications and Content Symposium, the Raymond James 47th Annual Institutional Investors Conference, and the Deutsche Bank 34th Annual Media, Internet & Telecom Conference. Webcast presentations for these events will be accessible on the Investor Relations section of Iridium's website for those interested.
Iridium investor talks: Barclays, Raymond James, Deutsche Bank in Feb–Mar
Iridium Communications Inc. (IRDM) announced its participation in three investor conferences in late February and March 2026: the Barclays Communications and Content Symposium, the Raymond James 47th Annual Institutional Investors Conference, and the Deutsche Bank 34th Annual Media, Internet & Telecom Conference. Webcasts and recordings of these presentations will be available on Iridium's investor relations website. The company is a global mobile satellite network provider offering voice, data, and PNT services.
Iridium to Participate in Investor Conferences
Iridium Communications Inc. (Nasdaq: IRDM) announced its participation in three upcoming investor conferences in late February and early March 2026: the Barclays Communications and Content Symposium, the Raymond James 47th Annual Institutional Investors Conference, and the Deutsche Bank 34th Annual Media, Internet & Telecom Conference. Webcast information for applicable sessions will be available on Iridium's investor relations website. The company provides global mobile satellite network services for various critical operations.
Iridium open to spectrum alliances for D2D
Iridium is exploring alliances and partnerships to leverage its global L-band spectrum for direct-to-device (D2D) services, aiming to maximize shareholder value amid growing industry interest in D2D broadband. The company sees its 9MHz of globally coordinated spectrum as valuable, especially for augmenting 5G connectivity for smartphones through non-terrestrial network (NTN) specifications, which would require partnering for a larger spectrum allocation. Iridium reported 2025 revenue of $871.7 million and a net income of $114 million, with commercial subscribers reaching 2.4 million, predominantly from IoT data.
Iridium Communications (IRDM) is a Top-Ranked Momentum Stock: Should You Buy?
Iridium Communications (IRDM) is highlighted as a top-ranked momentum stock, according to Zacks Style Scores. The article explains the Zacks Rank and Style Scores methodology, emphasizing how momentum investors can identify promising stocks. IRDM, a satellite communications company, has a Momentum Style Score of A and a VGM Score of B, with its shares up 21.7% in the past four weeks.
Iridium Communications (IRDM) is a Top-Ranked Momentum Stock: Should You Buy?
Iridium Communications (IRDM) is highlighted as a top-ranked momentum stock, earning a Zacks Rank #3 (Hold) and a VGM Score of B, with an A for Momentum Style. The article explains how Zacks Style Scores and Rank help investors identify stocks with the best potential for outperformance, focusing on value, growth, and momentum. Despite its "Hold" rank, IRDM's strong Momentum and VGM scores, along with recent positive earnings estimate revisions and stock performance, suggest it's a noteworthy stock for investors.
IRDM Q4 Deep Dive: New Technology Drives Strategic Transition Amid Flat Revenue
Iridium (IRDM) reported flat revenue in Q4 CY2025 at $212.9 million, missing analyst expectations, but its GAAP profit of $0.23 per share was in line with estimates. Despite the flat sales, the stock saw a positive market reaction, driven by investor focus on the company's strategic transition, including new technology launches like satellite-based PNT and narrowband IoT, and expanding government contracts. Management's 2026 outlook emphasizes growth from these new services and partnerships, alongside continued investment in its valuable L-band spectrum assets.
Iridium Targets IoT And PNT Growth With Satelles Deal And NTN Direct
Iridium Communications is expanding its reach in the satellite IoT and PNT markets by acquiring Satelles, a provider of satellite-based positioning, navigation, and timing services, and introducing Iridium NTN Direct for global IoT and direct-to-device connectivity. These strategic moves aim to position Iridium for broader use cases beyond traditional voice and data, targeting significant new revenue streams by the end of the decade despite anticipated moderate service revenue growth in 2026. Investors should monitor the adoption rate of these new offerings and competition from rivals like Starlink and Globalstar.
Iridium Targets IoT And PNT Growth With Satelles Deal And NTN Direct
Iridium Communications announced the acquisition of Satelles, a provider of satellite-based positioning, navigation, and timing (PNT) services, and introduced Iridium NTN Direct for IoT and direct-to-device connectivity. These moves aim to expand Iridium's presence in the satellite IoT and PNT markets, leveraging its satellite constellation for broader applications beyond traditional services. While management targets significant incremental revenue from these new offerings by the end of the decade, the company's 2026 service revenue guidance is modest, suggesting a potentially slow adoption curve amidst tightening competition.
Iridium Expands Into IoT And PNT As L Band Alliances Loom
Iridium Communications Inc. is expanding its services into narrowband IoT and Positioning, Navigation and Timing (PNT), signaling closer collaboration with the U.S. government and aviation sector. The company plans to leverage its L-band spectrum and explore potential alliances to monetize these assets. While near-term revenue growth is projected to be flat to 2% for 2026, these strategic moves are expected to broaden Iridium's role in global connectivity and critical infrastructure, attracting investor interest in its long-term potential despite risks like interest coverage and competition.
Iridium, Magnite, Sinclair, GEO Group, and Dell Shares Skyrocket, What You Need To Know
Shares of Iridium, Magnite, Sinclair, GEO Group, and Dell all saw significant jumps following a softer-than-anticipated Consumer Price Index (CPI) report. This unexpected moderation in inflation fueled investor optimism for potential interest rate cuts by the Federal Reserve, leading to a broad market rally. Specifically, the Russell 2000 index reacted strongly, benefiting smaller companies sensitive to economic conditions.
Iridium Communications Inc. (NASDAQ:IRDM) Q4 2025 Earnings Call Transcript
Iridium Communications Inc. (IRDM) reported its Q4 2025 earnings, exceeding EPS expectations with $0.24 against an anticipated $0.23. The company achieved its 2025 guidance with 3% service revenue growth and 5% operational EBITDA increase, generating nearly $300 million in pro forma free cash flow. Iridium outlined four key growth themes for the future: narrowband IoT expansion, PNT leadership, national security work with the U.S. government, and disrupting the aviation industry, aiming for significant long-term revenue opportunities.
Iridium Communications Inc. Reveals Decline In Q4 Profit
Iridium Communications Inc. (IRDM) reported a decrease in its fourth-quarter profit compared to the previous year, with net income falling to $24.86 million. The company's earnings per share also declined from $0.32 to $0.24. Revenue for the period saw a marginal drop of 0.0% to $212.94 million.
IRIDIUM COMMUNICATIONS ($IRDM) Releases Q4 2025 Earnings
IRIDIUM COMMUNICATIONS ($IRDM) reported its Q4 2025 earnings, missing both earnings per share and revenue estimates. The company posted earnings of $0.24 per share against an estimate of $0.24, and reported revenue of $212,940,000, falling short of the $222,559,012 estimate. The article also details recent insider trading activity, hedge fund movements, analyst ratings, and price targets for IRDM stock.
Iridium Communications Inc. Reports 2025 Financial Results and 2026 Outlook
Iridium Communications Inc. has released its financial results for Q4 and full-year 2025, alongside its 2026 guidance. The company reported steady revenue growth, a 3% increase in total billable subscribers, and strong cash flow, with total revenue reaching $871.7 million for the full year. For 2026, Iridium projects flat to 2% total service revenue growth and expects Operational EBITDA between $480 million and $490 million.
Iridium Communications Inc. SEC 10-K Report
Iridium Communications Inc. has released its 2025 Form 10-K report, highlighting significant financial growth with total revenue of $871.7 million and an 18% increase in operating income. The report details strategic initiatives such as the acquisition of Satelles, expansion of Iridium Certus, and the upcoming launch of Iridium NTN DirectSM, alongside continued subscriber growth and strong government contracts. The company also addresses operational, regulatory, and market risks, outlining strategies to mitigate challenges through continuous innovation, product diversification, and debt management.
Iridium: Q4 Earnings Snapshot
Iridium Communications Inc. (IRDM) reported fourth-quarter net income of $24.9 million, or 24 cents per share, surpassing analyst expectations. The company's revenue for the quarter was $212.9 million, which missed Street forecasts. For the full year, Iridium reported a profit of $114.4 million on revenue of $871.7 million.
Iridium: Q4 Earnings Snapshot
Iridium Communications Inc. (IRDM) reported fourth-quarter net income of $24.9 million, or 24 cents per share, surpassing analyst expectations of 23 cents per share. However, the satellite phone company's revenue of $212.9 million missed Street forecasts of $219.6 million. For the full year, Iridium reported a profit of $114.4 million, or $1.06 per share, on revenue of $871.7 million.
Iridium (IRDM) Q4 Earnings Report Preview: What To Look For
Iridium Communications Inc. (IRDM) is set to report its Q4 earnings before market hours on Thursday. Analysts anticipate a 3.3% year-on-year revenue growth to $219.9 million and adjusted earnings of $0.25 per share, with the company consistently beating revenue estimates in the past two years. Despite some underperformance in the broader telecommunication services segment, Iridium's stock has risen 3.8% over the last month, heading into earnings with an average analyst price target significantly above its current share price.
Iridium (IRDM) Q4 Earnings Report Preview: What To Look For
Iridium (IRDM) is set to report its Q4 earnings before market hours on Thursday. The satellite communications provider is expected to announce revenues of $219.9 million, a 3.3% year-on-year increase, and adjusted earnings of $0.25 per share. Analysts have largely reconfirmed their estimates, suggesting stability, and the company has historically exceeded revenue expectations.
Iridium Communications Inc $IRDM Shares Bought by IQ EQ FUND MANAGEMENT IRELAND Ltd
IQ EQ FUND MANAGEMENT IRELAND Ltd significantly increased its stake in Iridium Communications Inc. (NASDAQ:IRDM) by 128.3% in the third quarter of 2025, now owning 385,311 shares valued at $6.73 million. Other institutional investors also adjusted their positions, and 84.36% of the stock is held by hedge funds. Wall Street analysts have a mixed view, with a "Hold" consensus rating and a $25.00 average target price for IRDM.
Earnings Preview: Iridium Communications (IRDM) Q4 Earnings Expected to Decline
Iridium Communications (IRDM) is predicted to report a year-over-year decline in earnings but higher revenues for Q4 2025, with analysts expecting $0.23 EPS and $219.64 million in revenue. The Zacks Earnings ESP indicates a potential earnings beat, despite the stock's Zacks Rank of #4, suggesting investors consider other factors before the February 12 release. The company has a history of beating EPS estimates, exceeding them in three of the last four quarters.
Earnings Preview: Iridium Communications (IRDM) Q4 Earnings Expected to Decline
Iridium Communications (IRDM) is expected to report a year-over-year decline in Q4 earnings but higher revenues for the quarter ended December 2025. The consensus EPS estimate is $0.23 per share, a 25.8% decrease from the prior year, while revenues are projected to increase by 3.1% to $219.64 million. Despite a positive Earnings ESP of +8.25%, the stock's Zacks Rank #4 makes it difficult to definitively predict an earnings beat.
Penserra Capital Management LLC Purchases 360,015 Shares of Iridium Communications Inc $IRDM
Penserra Capital Management LLC significantly increased its stake in Iridium Communications Inc. by 86.4% in the third quarter, acquiring an additional 360,015 shares. This purchase brings their total holdings to 776,576 shares, valued at approximately $13.56 million, representing about 0.74% ownership of the company. Despite this institutional buying, analyst sentiment on Iridium Communications is mixed, with a "Hold" consensus rating and a $25 average price target.
Iridium Communications Inc (NASDAQ:IRDM) Receives Average Rating of "Hold" from Brokerages
Iridium Communications (NASDAQ:IRDM) has received an average "Hold" rating from seven brokerages, with an average 12-month price target of $25.00. The company's shares are trading around $19.62, and it recently announced a quarterly dividend of $0.15 per share. Institutional ownership is high at approximately 84.36%, with several funds increasing their positions in the last quarter.
Trading the Move, Not the Narrative: (IRDM) Edition
This article provides an AI-driven analysis for Iridium Communications Inc (NASDAQ: IRDM), highlighting a near-term weak sentiment within a broader long-term weak bias, but with mid-term strength. It details specific institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with entry points, targets, and stop losses. The analysis also includes multi-timeframe signal strengths and support/resistance levels to guide potential trading decisions.
Satellite Infrastructure Stocks Surge as Orbital Economy Expands Beyond SpaceX's Shadow
The article highlights five publicly traded companies benefiting from the expanding orbital economy beyond SpaceX's direct influence, focusing on satellite infrastructure. It details Globalstar, Intuitive Machines, EchoStar, Rocket Lab, and Iridium Communications, outlining their financial performance, market positioning, and associated risks. The overarching theme is that while space exploration is exciting, the real investment opportunities lie in the "unglamorous" infrastructure supporting the commercialization of space.
Y Intercept Hong Kong Ltd Raises Stock Holdings in Iridium Communications Inc $IRDM
Y Intercept Hong Kong Ltd has significantly increased its stake in Iridium Communications Inc. by 2,459.5%, now owning 345,226 shares valued at approximately $6.03 million. Concurrently, Iridium Communications saw insider buying from CEO Matthew J. Desch and Director Robert H. Niehaus, although there were also insider sales, with insiders owning about 2.40% of the stock. Analyst sentiment remains mixed, with an average "Hold" rating and a target price of $25.00, reflecting cautious expectations despite a recent earnings beat.
Market Participants Recognise Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings Pushing Shares 25% Higher
Iridium Communications Inc. (NASDAQ:IRDM) recently experienced a 25% increase in its share price, recovering some losses but still down 30% over the last year. The company's P/E ratio of 18.1x is consistent with the market's median P/E, driven by strong past earnings growth and a modest future growth forecast of 13% per annum, aligning with the broader market. This indicates that shareholders are currently comfortable with the company's performance, as its P/E ratio reflects expectations of continued, but not exceptional, growth.
Market Participants Recognise Iridium Communications Inc.'s (NASDAQ:IRDM) Earnings Pushing Shares 25% Higher
Iridium Communications Inc. (NASDAQ:IRDM) recently experienced a 25% surge in its share price following a period of strong earnings growth, though the stock is still down 30% over the last year. Despite this jump, the company's P/E ratio remains moderate at 18.1x, aligning with the market average. Analysts predict a continued 13% annual earnings growth for Iridium Communications over the next three years, consistent with the broader market's forecast, which explains the stable P/E ratio.
(IRDM) Volatility Zones as Tactical Triggers
This article provides an AI-generated analysis of Iridium Communications Inc (NASDAQ: IRDM), highlighting strong near and mid-term sentiment but a weak long-term outlook. It details various trading strategies—position, momentum breakout, and risk hedging—alongside multi-timeframe signal analysis, including support and resistance levels. The analysis indicates a current breakout for IRDM that, if sustained, could lead to higher price levels.
Iridium Communications Achieves Successful 5G NTN Direct Test, Targeting 2026 Launch
Iridium Communications announced a successful test of its NTN Direct network, demonstrating two-way message transmission and moving closer to a commercial 5G service launch in 2026. This achievement led to an 11% stock surge and positive market sentiment, with Iridium planning collaborations with telecom companies like T-Mobile to expand services, particularly for IoT devices. Despite some analyst downgrades due to potential increasing competition and strategic pivot uncertainty, the company's CEO, Matt Desch, stated that their network aims to complement existing mobile operators, fostering partnerships and future growth.
Iridium Announces Release Date for Fourth-Quarter and Full Year 2025 Financial Results
Iridium Communications Inc. (Nasdaq: IRDM) will host a conference call on Thursday, February 12, 2026, at 8:30 a.m. ET to discuss its fourth-quarter and full-year 2025 financial results. The company will issue its earnings press release in advance of the call, which will be accessible on its investor relations website. A live webcast and replay of the call will also be available on the company's website.
Investors Purchase Large Volume of Call Options on Iridium Communications (NASDAQ:IRDM)
Iridium Communications (NASDAQ:IRDM) saw a significant increase in call option trading activity, with 4,875 call options purchased, a 144% rise from the daily average, indicating strong bullish investor interest. This coincides with insider buying by CEO Matthew J. Desch and Director Robert H. Niehaus, who collectively acquired 50,000 shares. The company also reported beating quarterly earnings and revenue estimates, alongside announcing a $0.15 quarterly dividend.
Iridium Announces Release Date for Fourth-Quarter and Full Year 2025 Financial Results
Iridium Communications Inc. (Nasdaq: IRDM) announced it will host a conference call on Thursday, February 12, 2026, at 8:30 a.m. Eastern Time to discuss its fourth-quarter and full-year 2025 financial results. The earnings press release will be available on the company's investor relations page before the call, which will also be webcast. Iridium provides global voice, data, and PNT satellite services.
Iridium Communications (IRDM) Valuation Check After Iridium NTN Direct Testing Milestone
Iridium Communications (IRDM) has achieved a significant technical milestone with successful NTN Direct testing, setting the stage for commercial launch. While the stock's P/E ratio suggests it's overvalued compared to peers, a Discounted Cash Flow model indicates the shares are trading at a steep discount to their intrinsic value. Investors are left to weigh these conflicting valuation signals and consider other investment opportunities.
Iridium Communications (IRDM) Valuation Check After Iridium NTN Direct Testing Milestone
Iridium Communications (IRDM) has achieved a technical milestone with successful on-air testing of its Iridium NTN Direct service, setting the stage for commercial launch. While the company's P/E ratio suggests it is overvalued compared to its peers and internal estimates, a Discounted Cash Flow (DCF) model indicates the stock is trading at a significant discount with a fair value of US$70.36 per share against its current price of US$19.62. Investors are encouraged to consider both valuation metrics and other potential investment opportunities.
Did New Scrutiny Of Slowing Sales And Cash Flows Just Shift Iridium Communications' (IRDM) Investment Narrative?
Iridium Communications is facing new scrutiny due to slowing sales trends and pressure on free cash flow margins, leading to questions about the effectiveness of its capital spending and allocation decisions. While the core investment narrative around its niche satellite network remains, the focus has shifted to capital allocation as a key catalyst. Investors are divided on the company's fair value, highlighting the need to consider diverse viewpoints before investing.
New Iridium satellite network links IoT devices anywhere on Earth
Iridium announced successful on-air testing of its NTN Direct service, demonstrating two-way message transmission over its low-Earth orbit satellite network using new 5G waveform algorithms and Nordic Semiconductor's nRF9151 module. The company plans beta testing and commercial availability for the standards-based NB-IoT and direct-to-device service in 2026, aiming to provide 100% global coverage for various IoT applications. This development allows mobile network operators and device manufacturers to extend coverage and integrate standardized satellite capabilities.
On-Air Trials Underway: Iridium NTN Direct Prepares to Enter Beta as Testing Continues
Iridium Communications Inc. successfully completed on-air testing of its Iridium NTN Direct service, including two-way message transmission over its LEO satellite network. This achievement is a crucial step before entering beta testing and commercial service in 2026. The service, developed in collaboration with Nordic Semiconductor, aims to provide global, standards-based NB-IoT and direct-to-device non-terrestrial network service, expanding coverage for mobile network operators and integrating satellite capability into devices for various consumer and industrial applications.
Did New Scrutiny Of Slowing Sales And Cash Flows Just Shift Iridium Communications' (IRDM) Investment Narrative?
Iridium Communications (IRDM) is facing increased scrutiny due to slowing sales trends and pressure on free cash flow margins, as highlighted by recent mixed brokerage commentary and new analyst coverage. This renewed focus questions the effectiveness of Iridium's capital spending and the company's capital allocation decisions, making it a central point of the investment case. Despite this, the company's niche satellite network, government ties, and expanding IoT partnerships are still seen as justifications for its capital intensity and modest revenue growth profile.
Did New Scrutiny Of Slowing Sales And Cash Flows Just Shift Iridium Communications' (IRDM) Investment Narrative?
Recent analyst coverage and mixed brokerage commentary have brought Iridium Communications' slowing sales and free cash flow challenges into sharper focus. This shift puts management's capital allocation decisions—balancing dividends, buybacks, and investments in new projects—under increased scrutiny, making it central to the investment case. Despite potential downsides and wide variations in fair value estimates among investors, the company's investment narrative is now heavily influenced by the effectiveness of its capital deployment and growth efficiency.
Zacks Industry Outlook Highlights Globalstar, Iridium and Gilat Satellite
The Zacks Satellite and Communication industry, encompassing companies like Globalstar, Iridium Communications, and Gilat Satellite Networks, is experiencing transformative growth driven by technological advancements and increasing global connectivity needs, despite macroeconomic uncertainties. Key factors include rising defense budgets, expansion of LEO constellations, and integration of AI, while challenges like high capital spending and regulatory approvals persist. The industry has significantly outperformed the S&P 500 and the broader tech sector over the past year.
Is It Time To Revisit Iridium Communications (IRDM) After Its Multi‑Year Share Price Slump
Iridium Communications (IRDM) has experienced a significant share price decline over the past three to five years, prompting an analysis of its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is currently 73.8% undervalued, estimating an intrinsic value of $72.58 per share compared to its recent price of US$19.04. The P/E ratio aligns closely with its "Fair Ratio," indicating the stock is priced about right based on earnings.
Iridium Communications Inc (IRDM) Trading Down 4.05% on Jan 16
Iridium Communications Inc (IRDM) saw its shares fall 4.05% in mid-day trading on January 16, hitting an intraday low of $18.07 before closing at $18.49. This price is 46.33% below its 52-week high but 18.18% above its 52-week low. Analyst forecasts suggest an average target price of $27.33, implying a 47.83% upside, with a consensus "Outperform" recommendation.
Iridium Communications (NASDAQ:IRDM) Earns "Equal Weight" Rating from Morgan Stanley
Morgan Stanley reaffirmed an "Equal Weight" rating for Iridium Communications (NASDAQ:IRDM) but lowered its price target from $37 to $24, implying a 24.6% upside. This follows mixed analyst views, with Barclays also trimming its target while maintaining an "Overweight" rating. Iridium slightly surpassed Q3 earnings estimates and its CEO recently increased his stake by purchasing 20,000 shares.
Price-Driven Insight from (IRDM) for Rule-Based Strategy
This article provides a price-driven insight into Iridium Communications Inc. (NASDAQ: IRDM) for rule-based trading strategies. It highlights strong near and mid-term sentiment, a weak long-term outlook, and identifies a significant short setup with an exceptional risk-reward ratio. The analysis includes various AI-generated trading strategies and real-time signal access.
