IRDMIRDMCommunication Services · Telecom Services

IRDM Stock Forecast: Iridium Communications, Inc. Price Predictions for 2026-2027

Last close, 9 Oct 2026
$47
−0.19% on the day

The 8 Wall Street analysts covering Iridium Communications, Inc. hold a median 12-month price target of $40 — -15.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 10 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$5.0B
Ticker Nerd rank
80 / 100
Median analyst target
$40
Analysts covering
8
Revenue$225.2M+3.8% y/y
Operating income$34.0M
Net income$9.7M
Free cash flow$92.3M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.0%
1M
+1.2%
YTD
+176.4%
1Y
+145.7%
From 52W high
−14.5%
From 52W low
+205.9%
$16
$56
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

IRDM stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Iridium Communications, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 10 Oct 2026
80 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
95
Momentum
92
Accruals
89
Quality
80
Value
58
Revisions
55
Growth
38
Volatility
32
Size
23

Issuance (95): The share count has been shrinking and the company is not leaning on new borrowing.

Volatility (32): The share price moves around a lot.

Size (23): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

IRDM stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on IRDM, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$20$30$40$50$60Jan 26Apr 26Jul 26Oct 26IRDMHigh $54Median $40Low $36

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says8 analysts
4 Buy4 Hold0 Sell
Low $36Median $40High $54

The green dot is the last close — the median target sits −15.7% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
30 June 2026Morgan StanleyMaintainsEqual-Weight$26 → $54
3 June 2026OppenheimerMaintainsOutperform—
27 Apr 2026BWS FinancialMaintainsSell—
24 Apr 2026Raymond JamesDowngradeMarket Perform—
15 Apr 2026BWS FinancialMaintainsSell—
9 Apr 2026BarclaysMaintainsOverweight—
18 Feb 2026Morgan StanleyMaintainsEqual-Weight—
17 Feb 2026BWS FinancialMaintainsSell—
16 Jan 2026Morgan StanleyDowngradeEqual-Weight—
24 Oct 2025BWS FinancialMaintainsSell—
1 Oct 2025BarclaysMaintainsOverweight—
11 Sept 2025Raymond JamesDowngradeOutperform—
9 Sept 2025BWS FinancialDowngradeSell—
1 Aug 2025Morgan StanleyMaintainsOverweight—
28 July 2025BarclaysMaintainsOverweight—
25 July 2025Raymond JamesReiteratesStrong Buy—
5 May 2025OppenheimerInitiatesOutperform—
23 Apr 2025BWS FinancialMaintainsNeutral—
10 Mar 2025BarclaysMaintainsOverweight—
21 Oct 2024BWS FinancialMaintainsNeutral—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. IRDM appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

IRDM vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Oct 2026, Iridium Communications, Inc. returned +145.7% against +17.3% for the S&P 500, dividends included.

IRDM vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250300Jan 26Apr 26Jul 26Oct 26IRDMS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

IRDM analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−8.2%
Analysts raising
0
Analysts cutting
1
Fundamentals

Iridium Communications, Inc. (IRDM) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
53.6×

Cheaper than 14% of US stocks

Price / sales
5.7×

Cheaper than 22% of US stocks

Price / book
10.6×

Cheaper than 9% of US stocks

EV / EBITDA
15.7×

Cheaper than 21% of US stocks

Growth & margins
Revenue growth (YoY)
3.8%

Higher than 36% of US stocks

Earnings growth (YoY)
−55.9%

Higher than 9% of US stocks

Gross margin
71.2%

Higher than 83% of US stocks

Operating margin
15.1%

Higher than 73% of US stocks

Net margin
10.5%

Higher than 71% of US stocks

Returns & dividend
Return on equity
19.7%

Higher than 81% of US stocks

Return on assets
5.1%

Higher than 77% of US stocks

Dividend yield
1.3%

Higher than 73% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Iridium Communications, Inc. (IRDM) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Iridium Communications, Inc. has a market value of $5.0B and an enterprise value of $6.6B.

  • Revenue in the twelve months to 30 June 2026: $884.2M. The latest quarter grew 3.8% year on year.

  • Net income over the same four quarters: $93.3M, a 10.5% net margin.

  • Diluted earnings per share, trailing twelve months: $0.88.

  • Free cash flow in the twelve months to 30 June 2026: $288.3M, after $106.8M of capital spending.

  • Iridium Communications, Inc. spent $50.4M on share buybacks and $64.8M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 106.0M.

  • Trailing P/E: 53.6×; forward P/E: 27.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.27%, paying out 68% of earnings.

  • Iridium Communications, Inc. employs 975 people — $907K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 9 Oct 2026

Data provided by Twelve Data

Peers

IRDM vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelTelecom Services
CompanyMarket capTKN rank
IRDMIridium Communications, Inc.$5.0B
80
LUMNLumen Technologies, Inc. (Louisiana)$5.4B
51
TDSTelephone & Data Systems, Inc.$3.6B
48
ADArray Digital Infrastructure, Inc.$2.9B
72
LBTYKLiberty Global Ltd.$2.9B
—
KYIVKyivstar Group Ltd.$2.8B
49
GSATGlobalstar, Inc.$10.6B
50

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Iridium Communications, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest IRDM news & analysis

Rocket Lab: Iridium Could Explode EBITDA, But A Wildcard Decides If It's Worth It

Seeking Alpha · 7 Oct 2026positive

Rocket Lab canceled its $3.6 billion bridge loan without borrowing and says the Iridium deal is fully funded. The excerpt says Iridium's roughly $500 million in annual EBITDA could turn Rocket Lab's $80 million EBITDA loss into about $420 million before Neutron; up to 72 million new shares are expected, with 17 million tied to a collar stock-price window.

Why it matters — The deal's funding status, contribution to Rocket Lab's EBITDA, and potential share issuance are key details for Iridium watchers assessing the transaction.

3 Space Stocks Worth Owning This October

24/7 Wall Street · 7 Oct 2026positive

The article frames space investing in October 2026 around discipline, citing rising defense budgets, the Golden Dome missile defense initiative, and growing demand for direct-to-device satellite connectivity as factors lifting the sector.

Why it matters — IRDM watchers may note the article’s reference to growing demand for direct-to-device satellite connectivity as a sector trend.

Why Rocket Lab Wants To Pay Up Big For Iridium

Seeking Alpha · 25 Sept 2026positive

Rocket Lab is acquiring Iridium Communications for approximately $54 per share, aiming to build a vertically integrated space infrastructure platform. The deal would give Rocket Lab Iridium's mature LEO network, government contracts, and recurring revenues.

Why it matters — The acquisition would place a premium valuation on Iridium's cash-generating satellite network and defense/government business, underscoring the strategic value IRDM holders may see realized.

Rocket Lab Sold $1.9 Billion of New Stock to Pay for Iridium. Here's the Dilution Math.

The Motley Fool · 22 Sept 2026neutral

Rocket Lab completed a stock sale, raising $1.94 billion by issuing about 29.3 million new shares at an average price of roughly $66 each. The proceeds allowed the company to cancel the $3.6 billion bridge loan that had backed its pending acquisition of Iridium.

Why it matters — For Iridium watchers, this financing step indicates progress in the acquisition and removes bridge-loan funding, which affects how the deal is structured and financed.

Rocket Lab Jumps 6% as FCC Clears First Hurdle on Iridium Deal; Iridium Communications Barely Budges

24/7 Wall Street · 17 Sept 2026neutral

Rocket Lab shares rallied about 6% after receiving a first-step regulatory clearance from the FCC on its planned acquisition of Iridium Communications. Iridium's shares barely moved in response to the same news.

Why it matters — IRDM watchers would care because the FCC's clearance is an early regulatory step in the acquisition process involving Iridium as the acquisition target.

FAQ

Frequently asked questions about IRDM stock

What is the IRDM stock price forecast for 2026-2027?

The 8 Wall Street analysts covering Iridium Communications, Inc. have a median 12-month price target of $40, with estimates ranging from $36 to $54. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is IRDM stock a buy right now?

Of the 8 analysts covering Iridium Communications, Inc., 4 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Iridium Communications, Inc. 80 out of 100 across roughly 4,600 US stocks as at 10 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IRDM?

As at 10 Oct 2026, Iridium Communications, Inc. ranks 80 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (95 of 100).

Will IRDM stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies -15.7% from the last close, and Ticker Nerd's factor model ranks Iridium Communications, Inc. 80 out of 100 as at 10 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the IRDM stock forecast for 2030?

No analyst covering Iridium Communications, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for IRDM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $36 to $54 over the next 12 months.

How has IRDM stock performed over the past year?

Iridium Communications, Inc. returned +145.7% over the 12 months to 9 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Iridium Communications, Inc. do?

Iridium Communications Inc. is a satellite communications company that provides mobile voice, data, messaging, and positioning, navigation, and timing services through its global low-Earth-orbit network.

What is the latest news on IRDM?

The most recent item we track (Seeking Alpha, 7 Oct 2026): "Rocket Lab: Iridium Could Explode EBITDA, But A Wildcard Decides If It's Worth It". Rocket Lab canceled its $3.6 billion bridge loan without borrowing and says the Iridium deal is fully funded. The excerpt says Iridium's roughly $500 million in annual EBITDA could turn Rocket Lab's $80 million EBITDA loss into about $420 million before Neutron; up to 72 million new shares are expected, with 17 million tied to a collar stock-price window.

Company

About Iridium Communications, Inc.

Iridium Communications Inc. is a satellite communications company that provides mobile voice, data, messaging, and positioning, navigation, and timing services through its global low-Earth-orbit network. Iridium Communications Inc. serves commercial, government, defense, maritime, aviation, public safety, and industrial customers that need reliable connectivity in remote or hard-to-reach environments. Its offerings include satellite phones, broadband terminals, IoT connectivity, tracking solutions, and specialized services designed for mission-critical communications where terrestrial networks are unavailable or limited. The company operates a worldwide partner ecosystem that supports device distribution, service integration, and application development across multiple sectors. Based in McLean, Virginia, Iridium Communications Inc. plays a distinctive role in the communications market by enabling resilient, weather-resistant, and truly global satellite coverage for people, assets, and operations.

CEO Mr. Matthew J. Desch · 975 employees · United States · https://www.iridium.com