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Iridium Communications is downgraded from 'Strong Buy' to 'Buy' after a 35.6% rally and recent fundamental softness. Q4 2025 revenue was flat at $212.9 million, with government subscribers down 14.2% and growth concentrated in low-value commercial IoT data customers. 2026 guidance calls for flat to 2% service revenue growth and EBITDA of $480–$490 million, impacted by cash-only incentive compensation.

February 2026 drew a sharp line through the space and aerospace sector. On one side: defense giants riding a wave of geopolitical demand, record backlogs, and earnings beats.

Iridium Communications Inc. (IRDM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

Iridium Communications (IRDM) is upgraded to a strong buy due to positive momentum, discounted valuation, and upcoming growth catalysts. IRDM's fundamentals remain robust, with sector-leading margins and operational efficiency; 2025 revenue grew 5% to $871.55 million and net income rose 1%. Commercialization of NTN Direct and PNT ASICs, plus potential enterprise alliances, are expected to drive topline growth and support a 39% stock upside.

Smaller, purpose-built, and designed for scale, the new Iridium 9604 unifies satellite, cellular, and GNSS in a single platform engineered for global IoT MCLEAN, Va., Feb. 24, 2026 /PRNewswire/ -- Iridium Communications Inc. (Nasdaq: IRDM), a leading provider of global voice, data, and positioning, navigation, and timing (PNT) satellite services, today unveiled the Iridium 9604, a compact, three-in-one IoT module that integrates Iridium Short Burst Data® (SBD®) satellite service, LTE-M cellular connectivity, and GNSS positioning into a single platform.

MCLEAN, Va., Feb. 17, 2026 /PRNewswire/ -- Iridium Communications Inc. (Nasdaq: IRDM) ("Iridium"), a leading provider of global voice, data, and PNT satellite services, today announced its participation in the following investor events: Barclays Communications and Content Symposium Date: Tuesday, February 24, 2026 Raymond James 47th Annual Institutional Investors Conference Date: Tuesday, March 3, 2026 (webcast session at 3:25 p.m.

Space stocks delivered a mixed week of performance last week, with established players showing resilience while high-growth names faced pressure.