Current stock research snapshot · 8/28/26 Fresh

IRDMIridium Communications Inc.

WATCH

Investment conviction○○○○○0 of 5 · current snapshot

Research target—Current stock price target

Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26

Market cap$5.05BSnapshot value · 8/28/26

Research history

What changed

Aug 28, 2026

Coverage
— → Added to coverage

Current investment thesis

Digital Sovereignty > Secure Communications > Iridium EMSS as the DoD/USG satcom contract that cannot be easily rebid

Current stock catalysts

Next earnings (last reported 2026-07-22); EMSS/government service revenue in next 10-Q; ex-div 2026-09-15

Current investment risks

Trailing EPS turns negative; EMSS contract loss or material rate cut; Starlink/Kuiper displaces government satcom mix two quarters

Stock social sentiment

needs X/Reddit sentiment sweep

Snapshot · 8/28/26

Institutional positioning

No positioning snapshot available.

Snapshot · 8/28/26