IRDM Iridium Communications Inc. Loading... : Bullish and Bearish Analyst Opinions
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02:50
Aug 22
Aug 22
Iridium acquisition by RKLB pending approvals.
Mentions Iridium as the acquisition target in the RKLB deal, subject to shareholder and regulatory approvals; no directional view expressed.
LOW
02:45
Aug 21
Aug 21
Iridium to be acquired at $54/share
Reports Iridium to be acquired by Rocket Lab at $54 per share in cash/stock; M&A event, no directional view stated.
LOW
02:39
Aug 17
Aug 17
Iridium-RKLB combination called big for space.
Speaker notes Iridium is combining with Rocket Lab in a deal he calls major for the space industry; no standalone Iridium position or price view is stated.
LOW
11:26
Aug 13
Aug 13
Author provides a factual update on RKLB's financing and IRDM acquisition milestones.
Author provides a factual update on RKLB's financing and IRDM acquisition milestones, describing it as business as usual without expressing a directional position.
LOW
10:24
Aug 11
Aug 11
RKLB acquiring IRDM, close mid-2027
Rocket Lab's planned acquisition of Iridium, expected to close mid-2027, cited as completing vertical integration into space applications; Iridium generates $870M+ annual revenue. No speaker directional view on IRDM standalone.
LOW
16:59
Jul 28
Jul 28
The author argues that Rocket Lab will capture more value from the Iridium acquisition than.
The author argues that Rocket Lab will capture more value from the Iridium acquisition than initially expected due to a new strategic partnership with Skywave.
LOW
15:16
Jul 14
Jul 14
Author highlights Iridium's newly commercially available PNT ASIC chip as a blue-ocean.
Author highlights Iridium's newly commercially available PNT ASIC chip as a blue-ocean opportunity in resilient GNSS/positioning, distinct from crowded D2D consumer satellite segment.
MED
13:08
Jul 14
Jul 14
IRDM announced commercial availability of Iridium PNT ASIC.
IRDM announced commercial availability of Iridium PNT ASIC; speaker flags it as big news without offering a personal directional view.
LOW
12:23
Jul 06
Jul 06
Iridium cited as mature, defensive LEO satcom with flat-to-low growth guidance and dividend.
Iridium cited as mature, defensive LEO satcom with flat-to-low growth guidance and dividend; framed as ballast in a space basket, not a personal buy.
LOW
13:23
Jul 03
Jul 03
Author notes L-band satellite phones in a movie scene.
Author notes L-band satellite phones in a movie scene, connecting them to Iridium and Rocket Lab without expressing a trade position.
LOW
01:49
Jun 30
Jun 30
Co-mention in acquisition news, factual reporting without directional stance.
LOW
00:19
Jun 30
Jun 30
The author states that IRDM has been around.
The author states that IRDM has been around for a while, correcting a SPAC acquisition assumption without expressing a directional view.
LOW
12:28
Jun 29
Jun 29
Comcast plans to spin off NBCUniversal and Sky assets.
Comcast plans to spin off NBCUniversal and Sky assets, while Charter and SPCX discuss a mobile partnership and Palantir delivers an AI platform with Nvidia.
12:27
Jun 29
Jun 29
Premarket movers include Magnificent Seven stocks all higher, Comcast up 22% on spin-off plans.
Premarket movers include Magnificent Seven stocks all higher, Comcast up 22% on spin-off plans, Doximity down 4% on BofA downgrade, Iridium up 20% on Rocket Lab acquisition, Martin Marietta down 3% on deal, and Viridian up 14% on FDA approval.
12:19
Jun 29
Jun 29
IRDM cited as acquisition target of RKLB; M&A event referenced as context.
IRDM cited as acquisition target of RKLB; M&A event referenced as context, no speaker directional view on IRDM.
LOW
12:01
Jun 29
Jun 29
IRDM is the target of RKLB's $8B acquisition. Speaker notes premarket momentum.
IRDM is the target of RKLB's $8B acquisition. Speaker notes premarket momentum, no directional view.
LOW
12:00
Jun 29
Jun 29
The tweet provides a ChatGPT-generated directional overview comparing ASTS, RKLB.
The tweet provides a ChatGPT-generated directional overview comparing ASTS, RKLB, and IRDM without stating any personal position or trade call.
LOW
11:20
Jun 29
Jun 29
Rocket Lab agreed to acquire Iridium Communications for 54 dollars per share.
Rocket Lab agreed to acquire Iridium Communications for 54 dollars per share in a cash-and-stock deal valuing the satellite communications company at about 8 billion dollars in enterprise value.
11:18
Jun 29
Jun 29
Reports M&A deal between RKLB and IRDM at $6.5B EV.
Reports M&A deal between RKLB and IRDM at $6.5B EV; the speaker offers no personal directional view, only factual summary.
LOW
11:18
Jun 29
Jun 29
The author is very bullish on both RKLB and IRDM following the acquisition announcement.
The author is very bullish on both RKLB and IRDM following the acquisition announcement, citing immediate revenue synergies and a more reasonable valuation multiple.
11:10
Jun 29
Jun 29
IRDM named as acquisition target by RKLB; M&A event flagged.
IRDM named as acquisition target by RKLB; M&A event flagged, no directional commitment from speaker.
MED
14:43
May 07
May 07
Long satellite payload and gateway suppliers as LEO/D2D production ramps in CY2027.
Long satellite payload and gateway suppliers as LEO/D2D production ramps in CY2027, supported by MACOM's robust commentary on constellation buildout.
HIGH
14:48
Mar 25
Mar 25
Awaits analyst view on competitive dynamics
Awaits analyst commentary on competitive dynamics as Ondas moves to fill a market gap.
LOW
14:29
Mar 25
Mar 25
Space stocks rally on SpaceX IPO rumors
Notes space sector stocks are rallying sharply on rumors of an upcoming SpaceX IPO.
LOW
22:11
Mar 02
Mar 02
Trump states, "We must strive to achieve connectivity in the most remote locations... roughly six billion individuals have a mobile device." Liberia and Somalia also call for technology that works in "low bandwidth" and "off-grid" environments. Traditional fiber/cell towers are targets in war (as noted by the DRC and Ukraine reps). The solution demanded is satellite-based, direct-to-device connectivity that bypasses local terrestrial infrastructure. Companies providing satellite broadband and low-earth orbit connectivity will see increased government subsidization to close the "digital divide" for security reasons. Long Satellite & Space Communications providers. High capital expenditure costs for satellite deployment and technical failure rates.
14:00
Mar 02
Mar 02
Oppenheimer names IRDM in drone observability theme
Oppenheimer analyst Timothy Horan names IRDM as a complementary investment to ONDS in the "drone observability" market; no personal directional commitment from the author.
MED
23:39
Jan 09
Jan 09
Deferred MSS expansion supports satellite incumbents
Direct-to-cell and MSS incumbents remain relevant to Starlink's partial MSS/SCS authority; deferred broad MSS expansion supports their spectrum positions near term but warrants monitoring.
MED
About IRDM Analyst Coverage
Buzzberg tracks IRDM (Iridium Communications Inc.) across 14 sources. 1 bullish vs 0 bearish calls from 14 analysts. Sentiment: predominantly bullish (4%). 27 total trade ideas tracked. Latest voices: Northwise Project, itschrisray, finnstockinger.