IRDM
Iridium Communications Inc
ACTIONABLEMethodology gates passed
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
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 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