Iridium Communications Inc (IRDM) Stock Analysis
Range Bound setup
Communication Services · Telecom Services
Sell if holding. Analyst target reached at $47.17 — A.R:R is negative (-2.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.8): -1.5.
Iridium operates the only true global LEO satellite network (66 operational satellites) providing voice, data, and PNT services to government, maritime, aviation, IoT, and consumer customers worldwide. Revenue was $871.7M in 2025 with ~2.537M billable subscribers; the U.S.... Read more
Sell if holding. Analyst target reached at $47.17 — A.R:R is negative (-2.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.8): -1.5. Chart setup: RSI 47 mid-range, Bollinger mid-band. Score 4.4/10, high confidence.
Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 46d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-06-14Recent Developments — Iridium Communications Inc
Latest news
- NEWS Iridium Communications Inc (IRDM) Shares Fall 5.9% -- GF Value S - GuruFocus — GuruFocus negative
- NEWS Iridium Communications (IRDM) Set to Release Q1 Earnings on Apri - GuruFocus — GuruFocus neutral
- NEWS What To Expect From Iridium’s (IRDM) Q1 Earnings - StockStory — StockStory neutral
- NEWS IRDM Maintained by BWS Financial -- Rating Stays at Sell - GuruFocus — GuruFocus negative
- NEWS BWS Financial Reiterates Sell Rating for Iridium Communications (NASDAQ:IRDM) - MarketBeat — MarketBeat negative
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerU.S. government29%10-K Item 1: 'The U.S. government, directly and indirectly, has been and continues to be our largest single customer, generating $257.0 million in revenue, representing 29% of our total revenue, for the year ended December 31, 2025.'
Material Events(8-K, last 90d)
- 2026-02-27Item 5.02LOWCompensation Committee approved Annual Performance Bonus Plan effective January 1, 2026 for eligible employees including CEO, CFO and NEOs, with awards payable in cash, RSUs, or combination based on corporate and individual performance goals.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $47.17 — A.R:R is negative (-2.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.8): -1.5. Chart setup: RSI 47 mid-range, Bollinger mid-band. Prior stop was $44.01. Score 4.4/10, high confidence.
Take-profit target: $52.75 (+11.5% upside). Prior stop was $44.01. Stop-loss: $44.01.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 3.8): -1.5; Consecutive earnings misses (3).
Iridium Communications Inc trades at a P/E of 47.8 (forward 34.2). TrendMatrix value score: 3.6/10. Verdict: Sell.
17 analysts cover IRDM with a consensus score of 3.8/5. Average price target: $38.
What does Iridium Communications Inc do?Iridium operates the only true global LEO satellite network (66 operational satellites) providing voice, data, and PNT...
Iridium operates the only true global LEO satellite network (66 operational satellites) providing voice, data, and PNT services to government, maritime, aviation, IoT, and consumer customers worldwide. Revenue was $871.7M in 2025 with ~2.537M billable subscribers; the U.S. government is the largest single customer at 29% of revenue under the EMSS contract.