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Upturn AI Summary - About
Iridium Communications Inc(IRDM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IRDM
10/29/2026: IRDM (2-star) is currently NOT-A-BUY. Pass it for now.
Iridium Communications is a satellite service provider known for its unique pole-to-pole, low-earth orbit network, which supports critical global communications. The company benefits from stable, recurring revenue, particularly through long-term contracts with the U.S. government, providing a solid foundation for its recently initiated dividend. Its primary investment opportunity lies in growing the satellite IoT market and providing secure positioning services. However, the company faces significant competition from new mega-constellations, which may pressure market share and pricing. Iridium is best suited for income-focused investors who value the defensive nature of government contracts, though they must monitor the evolving competitive landscape in space-based connectivity.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Iridium offers steady, predictable growth rather than rapid hyper-growth. |
| Momentum investor | Weak fit | The stock typically exhibits lower volatility compared to high-growth tech momentum plays. |
| Value investor | Mixed fit | Valuation is often tied to stable cash flows, which may appear expensive if growth remains moderate. |
| Dividend investor | Strong fit while signal remains positive | The company has established a dividend, making it attractive for income-focused investors looking for satellite exposure. |
| Low-risk investor | Mixed fit | While service revenues are stable, the company operates in a high-tech, capital-intensive sector with inherent operational risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can be sensitive to sector-wide news and broad market interest in space technology. |
| Valuation risk | Medium | Investors should monitor if the stock price reflects future growth expectations for satellite IoT. |
| Competition risk (Space / Connectivity) | High | Aggressive expansion by LEO competitors like SpaceX could pressure Iridium's market share in commercial segments. |
| Business quality | Strong | The company benefits from high-moat, recurring service revenue and essential infrastructure status. |
| Dividend income | Medium | The dividend is relatively new, and its long-term sustainability depends on continued free cash flow generation. |
| Execution risk | Medium | Maintaining a complex satellite constellation requires ongoing technical operational excellence. |
Price Behavior

Rolling Over
The price momentum is slowing down and beginning to turn downward.

Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -20.68% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.87B USD | Price to earnings Ratio 29.83 | 1Y Target Price 48 |
Price to earnings Ratio 29.83 | 1Y Target Price 48 | ||
Volume (30-day avg) 1.1M shares | Beta 0.85 | 52 Weeks Range 15.33 - 56.99 | Updated Date 10/29/2026 |
52 Weeks Range 15.33 - 56.99 | Updated Date 10/29/2026 | ||
Dividends yield (FY) 1.31% | Basic EPS (TTM) 1.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Commercial Services | Voice and data services for maritime, aviation, and land-mobile users. | This is the core ongoing revenue stream from customers who pay for recurring satellite access. |
| Government Services | Managed satellite services for U.S. and international government entities. | Provides highly stable, long-term revenue that is largely immune to economic downturns. |
| Equipment and Engineering | Hardware modules and terminals. | These sales act as a gateway, locking customers into the Iridium service network. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-20 | When Before Market | Estimate 0.29 | Actual 0.38 |
Profitability
Profit Margin 18.06% | Operating Margin (TTM) 12.87% |
Management Effectiveness
Return on Assets (TTM) 3.81% | Return on Equity (TTM) 31.74% |
Valuation
Trailing PE 29.83 | Forward PE 23.15 | Enterprise Value 6.42B | Price to Sales(TTM) 5.39 |
Enterprise Value 6.42B | Price to Sales(TTM) 5.39 | ||
Enterprise Value to Revenue 7.26 | Enterprise Value to EBITDA 15.19 | Shares Outstanding 105.98M | Shares Floating 87.04M |
Shares Outstanding 105.98M | Shares Floating 87.04M | ||
Percent Insiders 11.86 | Percent Institutions 88.94 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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