IRDM

Iridium Communications Inc.

Nasdaq · Communications Services, NEC · Inc. NY · CIK 0001418819
$47.32 -5.19% $5.0B
High Impact Filing (7/10)18 New Institutional Positions20 Institutional Exits
Vol
Market Cap$5.0B
Cap SizeMid Cap
Analyst ConsensusBuy (65%)
Inst. Holders50 funds
Inst. Value$1.6B
Inst. Activity18 buys / 20 sells
Insider Activity0B / 2S
Insider Net $-$184.9K
Reddit Sentiment81° Bullish
SEC Reports4
Exchange Nasdaq·Sector Communications Services, NEC·Inc. NY·CIK 0001418819·Prev Close $49.91

Recent Activity

Jun 12, 2026 short_volume
Short Volume: IRDM — 72.7% short (1.2M / 1.6M)
Short: 1,176,838 | Exempt: 6,139 | TRF Vol: 1,618,222 | Short Ratio: 72.7% | Off-exchange volume (da
Jun 1, 2026 Insider
Kapalka Timothy was granted 4,175 shares
CAO Iridium Satellite LLC
Jun 1, 2026 Insider
Kapalka Timothy surrendered for taxes 692 shares
CAO Iridium Satellite LLC @ $51.78 ($35.8K)
Jun 1, 2026 Insider
McBride Suzanne E. surrendered for taxes 3,622 shares
Chief Operations Officer @ $51.78 ($187.5K)
May 20, 2026 SEC
Iridium held its 2026 annual meeting, re-elected all 11 directors, approved an amended equity incentive plan adding 4.85
8-K — Impact 3/10
May 14, 2026 SEC
Iridium Communications entered a definitive agreement to acquire the remaining 61% of Aireon Holdings LLC for approximat
8-K — Impact 7/10
Apr 23, 2026 SEC
Iridium Communications reported Q1 2026 earnings with $219.1M revenue (2% YoY growth) and $0.20 EPS, missing consensus e
8-K — Impact 7/10
Inst.
Gotham Asset Management, LLC — ADD
3,353,971 shares ($93.0M)

Price Targets

$37.88 -20.0% upside Strong Sell
Current $47.32 Low $16.00 Median $40.00 High $60.00 8 analysts
$16.00 $60.00

Analyst Ratings

Buy65% buy · 17 analysts
4Strong Buy
7Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Oppenheimer MAINTAIN Outperform → Outperform
Apr 27, 2026 BWS Financial MAINTAIN Sell → Sell
Apr 24, 2026 Raymond James DOWNGRADE Outperform → Market Perform
Apr 15, 2026 BWS Financial MAINTAIN Sell → Sell
Apr 9, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.30 ▼ -2.8% $0.28 — $0.32 49% YoY 3
Next Q $0.34 ▼ -4.8% $0.28 — $0.40 -1% YoY 3
Current FY $1.15 ▼ -2.4% $1.03 — $1.30 8% YoY 4
Next FY $1.38 ▲ +1.6% $1.17 — $1.93 20% YoY 4

Top Institutional Holders

FundValueMove
BlackRock, Inc.$386.7MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$169.0M
STATE STREET CORP$140.1M
VANGUARD CAPITAL MANAGEMENT LLC$114.0M
Gotham Asset Management, LLC$93.0MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Kapalka TimothyA$0.00
Jun 1, 2026Kapalka TimothyF$35.8K
Jun 1, 2026McBride SuzanneF$187.5K
Jun 1, 2026O'Neill VincentF$75.5K
Jun 1, 2026Last TimothyF$77.6K

Reddit Sentiment

81°
Bullish
Bearish Neutral Bullish
17 mentions 13 bullish 0 bearish
50 institutional holders with $1.6B total value (56,744,340 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net selling activity: 20 institutions trimmed/exited vs 18 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.13,939,618$386.7M24.6%ADD +26.3%
2VANGUARD PORTFOLIO MANAGEMENT LLC6,091,749$169.0M10.8%
3STATE STREET CORP5,050,166$140.1M8.9%
4VANGUARD CAPITAL MANAGEMENT LLC4,111,325$114.0M7.3%
5Gotham Asset Management, LLC3,353,971$93.0M5.9%ADD +45.2%
6DIMENSIONAL FUND ADVISORS LP2,159,061$59.9M3.8%
7ARK Investment Management LLC1,726,802$47.9M3.0%TRIM -39.4%
8MORGAN STANLEY1,583,337$43.9M2.8%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,366,005$37.9M2.4%
10SCHRODER INVESTMENT MANAGEMENT GROUP1,282,639$34.4M2.2%ADD +34.3%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,101,231$30.5M1.9%
12BARCLAYS PLC994,069$27.6M1.8%
13Invesco Ltd.987,926$27.4M1.7%
14Select Equity Group, L.P.942,519$26.1M1.7%
15GOLDMAN SACHS GROUP INC928,388$25.8M1.6%
16JUPITER ASSET MANAGEMENT LTD893,282$24.8M1.6%
17Sumitomo Mitsui Trust Group, Inc.791,773$22.0M1.4%TRIM -32.3%
18VANGUARD FIDUCIARY TRUST CO636,855$17.7M1.1%
19FMR LLC540,053$15.0M1.0%
20Mitsubishi UFJ Asset Management Co., Ltd.538,427$14.9M1.0%ADD +35.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Gotham Asset Management, LLCADD2,309,7503,353,971+45.2%$93.0M2026-Q1
ARK Investment Management LLCTRIM2,850,6061,726,802-39.4%$47.9M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD954,7071,282,639+34.3%$34.4M2026-Q1
Sumitomo Mitsui Trust Group, Inc.TRIM1,170,252791,773-32.3%$22.0M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.ADD396,642538,427+35.7%$14.9M2026-Q1
PANAGORA ASSET MANAGEMENT INCNEW529,520$14.7M2026-Q1
Nuveen, LLCTRIM599,400425,145-29.1%$11.8M2026-Q1
STIFEL FINANCIAL CORPADD302,780397,887+31.4%$11.0M2026-Q1
BANK OF AMERICA CORP /DE/ADD216,371351,234+62.3%$9.7M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM322,542219,206-32.0%$6.1M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED332192,128+57769.9%$5.3M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM190,558123,555-35.2%$3.4M2026-Q1
Point72 Asset Management, L.P.TRIM248,461106,833-57.0%$3.0M2026-Q1
SEI INVESTMENTS CODOUBLED39,75688,790+123.3%$2.5M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED23,75554,061+127.6%$1.8M2026-Q1
CAPITAL FUND MANAGEMENT S.A.NEAR_EXIT378,57563,259-83.3%$1.8M2026-Q1
ExodusPoint Capital Management, LPTRIM109,24462,450-42.8%$1.7M2026-Q1
CWM, LLCDOUBLED9,59358,511+509.9%$1.6M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM113,47351,398-54.7%$1.4M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED18,31550,781+177.3%$1.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM64,51248,112-25.4%$1.3M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,36739,786+2810.5%$1.1M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD22,76629,424+29.2%$816.2K2026-Q1
AmundiNEAR_EXIT138,93727,912-79.9%$774.3K2026-Q1
HSBC HOLDINGS PLCTRIM44,35827,510-38.0%$768.5K2026-Q1
17 unique insiders with 44 transactions. Net insider value: -$184.9K ($0.00 bought, $184.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Kapalka TimothyCAO Iridium Satellite LLCAWARD4,175
Jun 1, 2026Kapalka TimothyCAO Iridium Satellite LLCTAX W/H692$51.78$35.8K
Jun 1, 2026McBride Suzanne E.Chief Operations OfficerTAX W/H3,622$51.78$187.5K
Jun 1, 2026O'Neill Vincent JamesChief Financial OfficerTAX W/H1,459$51.78$75.5K
Jun 1, 2026Last Timothy JamesEVP, Sales & MarketingTAX W/H1,498$51.78$77.6K
Jun 1, 2026Scheimreif ScottEVP-Government ProgramsTAX W/H2,205$51.78$114.2K
Jun 1, 2026DESCH MATTHEW JChief Executive OfficerTAX W/H9,583$51.78$496.2K
Jun 1, 2026Morgan Kathleen A.Chief Legal OfficerTAX W/H2,052$51.78$106.3K
May 20, 2026Canfield Thomas CDirectorD135.7
Apr 6, 2026Kapalka TimothyCAO Iridium Satellite LLCSELL2,043$33.00$67.4K
Apr 2, 2026Kapalka TimothyCAO Iridium Satellite LLCSELL3,790$31.00$117.5K
Mar 31, 2026FRAZIER LEON ANTHONYDirectorAWARD182.4
Mar 31, 2026NIEHAUS ROBERT HDirectorAWARD742.9
Mar 31, 2026Alterman Louis MDirectorAWARD74.1
Mar 31, 2026Canfield Thomas CDirectorAWARD1,257.4
Mar 31, 2026Olson Eric TDirectorAWARD756.7
Mar 31, 2026FITZPATRICK THOMASDirectorAWARD95.4
Mar 31, 2026Krongard A BDirectorAWARD639.6
Mar 31, 2026Sears KayDirectorAWARD58.5
Mar 31, 2026YEANEY JACQUELINE EDirectorAWARD58.5
Mar 31, 2026Shivanandan Monique S.DirectorAWARD85.5
Mar 9, 2026Last Timothy JamesEVP, Sales & MarketingTAX W/H2,335$24.01$56.1K
Mar 9, 2026DESCH MATTHEW JChief Executive OfficerTAX W/H8,747$24.01$210.0K
Mar 9, 2026McBride Suzanne E.Chief Operations OfficerTAX W/H3,067$24.01$73.6K
Mar 9, 2026O'Neill Vincent JamesChief Financial OfficerTAX W/H2,514$24.01$60.4K
Mar 9, 2026Scheimreif ScottEVP-Government ProgramsTAX W/H2,397$24.01$57.6K
Mar 9, 2026Kapalka TimothyCAO Iridium Satellite LLCTAX W/H744$24.01$17.9K
Mar 9, 2026Morgan Kathleen A.Chief Legal OfficerTAX W/H2,191$24.01$52.6K
Mar 1, 2026Scheimreif ScottEVP-GOVERNMENT PROGRAMSAWARD66,805
Mar 1, 2026Morgan Kathleen A.CHIEF LEGAL OFFICERAWARD70,981
Mar 1, 2026DESCH MATTHEW JCHIEF EXECUTIVE OFFICERAWARD292,275
Mar 1, 2026McBride Suzanne E.CHIEF OPERATIONS OFFICERAWARD133,611
Mar 1, 2026Last Timothy JamesEVP, Sales & MarketingAWARD66,805
Mar 1, 2026FITZPATRICK THOMASDirectorTAX W/H8,767$22.49$197.2K
Mar 1, 2026O'Neill Vincent JamesChief Financial OfficerAWARD83,507
Mar 1, 2026Kapalka TimothyCAO IRIDIUM SATELLITE LLCAWARD13,569
Feb 26, 2026Kapalka TimothyCAO IRIDIUM SATELLITE LLCAWARD2,471
Feb 26, 2026O'Neill Vincent JamesChief Financial OfficerAWARD5,066
Feb 26, 2026FITZPATRICK THOMASDirectorAWARD34,247
Feb 26, 2026Scheimreif ScottEVP-GOVERNMENT PROGRAMSAWARD4,963
Feb 26, 2026Morgan Kathleen A.CHIEF LEGAL OFFICERAWARD4,859
Feb 26, 2026DESCH MATTHEW JCHIEF EXECUTIVE OFFICERAWARD19,396
Feb 26, 2026McBride Suzanne E.CHIEF OPERATIONS OFFICERAWARD7,329
Feb 26, 2026Last Timothy JamesEVP, Sales & MarketingAWARD4,634

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (65% buy). Based on 17 analysts: 4 strong buy, 7 buy, 5 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$37.88 mean target -20.0% upside Strong Sell (2.10)
$16.00 Low $60.00 High
MetricValue
Current Price$47.32
Target Low$16.00
Target Mean$37.88
Target Median$40.00
Target High$60.00
# Analysts8
RecommendationStrong Sell (2.10)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.30 $0.28 $0.32 48.7% -2.8% 1↑ 0↓ $0.2B 1.8% 3
Next Q
2026-09-30
$0.34 $0.28 $0.40 -1.5% -4.8% 1↑ 0↓ $0.2B -0.1% 3
Current FY
2026-12-31
$1.15 $1.03 $1.30 7.9% -2.4% 1↑ 0↓ $0.9B 3.2% 4
Next FY
2027-12-31
$1.38 $1.17 $1.93 20.5% +1.6% 1↑ 0↓ $0.9B 4.7% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.297
7d ago$0.297
30d ago$0.306-0.009
60d ago$0.280+0.017
90d ago$0.280+0.017
5 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 27, 2026 BWS Financial MAINTAIN Sell Sell
Apr 24, 2026 Raymond James DOWNGRADE Outperform Market Perform
Apr 15, 2026 BWS Financial MAINTAIN Sell Sell
Apr 9, 2026 Barclays MAINTAIN Overweight Overweight
Feb 18, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 17, 2026 BWS Financial MAINTAIN Sell Sell
Jan 16, 2026 Morgan Stanley DOWNGRADE Overweight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264751065%
May 1, 20264741069%
Apr 1, 20264831075%
Mar 1, 20264831075%
Feb 1, 20264831075%
Jan 1, 20264921081%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

81°
Bullish
Bearish Neutral Bullish
17 mentions 13 bullish 0 bearish 11 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026150° Neutral001
Jun 9, 2026150° Neutral001
Apr 21, 2026475° Bullish404
Apr 21, 2026475° Bullish404
Apr 14, 2026160° Warm101
Apr 14, 2026160° Warm101
Apr 8, 2026160° Warm101
Apr 5, 2026150° Neutral001
Apr 5, 2026150° Neutral001
Mar 18, 2026160° Warm101
Mar 18, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 1mo ago
IRDM YOLOZ going well (so far)
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Sheeeesh
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Sheeeesh
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Sheeeesh
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
Sometimez is crazy gainz | $IRDM
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
SpaceX IPO Exposure
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 2mo ago
stocks connected to SpaceX? For when the ipo drops?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
What’s up playa ? $IRDM
▲ 1 💬 1 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: IRDM — 72.7% short (1.2M / 1.6M)
Short: 1,176,838 | Exempt: 6,139 | TRF Vol: 1,618,222 | Short Ratio: 72.7% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: IRDM — 61.8% short (0.9M / 1.5M)
Short: 948,509 | Exempt: 401 | TRF Vol: 1,534,193 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: IRDM — 64.2% short (0.6M / 0.9M)
Short: 599,704 | Exempt: 854 | TRF Vol: 933,966 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: IRDM — 73.4% short (0.9M / 1.2M)
Short: 869,061 | Exempt: 3,289 | TRF Vol: 1,184,393 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: IRDM — 72.5% short (0.5M / 0.7M)
Short: 533,244 | Exempt: 21,452 | TRF Vol: 735,518 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: IRDM — 65.0% short (0.7M / 1.1M)
Short: 690,168 | Exempt: 15,782 | TRF Vol: 1,062,255 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: IRDM — 61.2% short (0.6M / 1.0M)
Short: 585,002 | Exempt: 603 | TRF Vol: 955,770 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: IRDM — 56.4% short (0.3M / 0.6M)
Short: 339,438 | Exempt: 0 | TRF Vol: 602,010 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: IRDM — 63.1% short (0.6M / 1.0M)
Short: 629,889 | Exempt: 4,172 | TRF Vol: 998,407 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: IRDM — 60.3% short (0.6M / 1.0M)
Short: 600,483 | Exempt: 2,677 | TRF Vol: 995,811 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: IRDM — 66.7% short (0.5M / 0.7M)
Short: 465,355 | Exempt: 0 | TRF Vol: 698,038 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: IRDM — 69.5% short (0.6M / 0.8M)
Short: 588,364 | Exempt: 0 | TRF Vol: 846,135 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: IRDM — 70.2% short (0.9M / 1.2M)
Short: 861,359 | Exempt: 2,879 | TRF Vol: 1,227,197 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: IRDM — 2.2M shares, 50,233 trades
Week starting 2026-05-25. Total ATS volume: 2,189,088 shares across 50,233 trades.
May 22, 2026
short_volume
Short Volume: IRDM — 76.3% short (0.6M / 0.8M)
Short: 639,085 | Exempt: 833 | TRF Vol: 837,890 | Short Ratio: 76.3% | Off-exchange volume (dark pool + OTC)