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IRDM

Iridium Communications Inc

OPPORTUNISTIC BUY 2026-08-09 Data 34 days old USD 49.93 Communication Services - Telecommunications ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 49.93
Buy <=wait / entry
USD 36.00
Trim >=take some off
USD 52.00
Thesis breakTermination, material renegotiation, or non-completion of the announced Rocket L...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Acquisition by Rocket Lab Corporation in $7.93 billion cash and stock deal
  • Q2 2026 EPS miss ($0.09 actual vs $0.28 est, -67.86% surprise)
  • Trailing twelve-month earnings $93.3M with -12.9% YoY decline
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