Market Cap
$5.1B
IRDM
Iridium Communications Inc.
$49.23 ▲ +2.84%
Prev close $47.87Market cap$5.1B
12-mo target$42.00 (-14.7%)
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits Space & Satellites
Snapshot
The big-picture read on IRDM right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$4.0B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $19.8M sell
Insider Net $
-$19.8M
Social Sentiment
73° Bullish
SEC Reports
20
Price chart 30d +4.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 other
Sep 15, 2026 SEC Iridium Stockholders Approve Acquisition by Rocket Lab
Stockholder approval marks important milestone toward completion of transaction MCLEAN, Va. and LONG
Iridium Communications Inc. entered into Consent and Amendment No. 4 to its Credit Agreement, which consents to the pend
425 — Impact 6/10
Iridium Communications Inc. entered into Consent and Amendment No. 4 to its Credit Agreement, which consents to the pend
8-K — Impact 6/10
Sep 15, 2026 Insider
Sep 3, 2026 SEC Last Timothy James sold 5,769 shares
EVP, Sales & Marketing @ $46.35 ($267.4K)
Iridium filed a Rule 425 letter to stockholders urging them to vote FOR the proposed merger with Rocket Lab at the Septe
425 — Impact 4/10
Sep 3, 2026 Insider
Last Timothy James sold 2,013 shares
EVP, Sales & Marketing @ $47.36 ($95.3K)
Sep 1, 2026 Insider
Scheimreif Scott surrendered for taxes 2,207 shares
EVP-Government Programs @ $46.98 ($103.7K)
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — ADD
4,856,440 shares ($266.4M)
Analyst ratings buy % -34.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jun 3, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 27, 2026 | BWS Financial | MAINTAIN | Sell | 62% |
| Apr 24, 2026 | Raymond James | DOWNGRADE | Market Perform | 54% |
| Apr 15, 2026 | BWS Financial | MAINTAIN | Sell | 62% |
| Apr 9, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 7 | 0 | 0 | 53% | |
| Aug 1, 2026 | 2 | 6 | 7 | 0 | 0 | 53% | |
| Jul 1, 2026 | 2 | 6 | 7 | 0 | 0 | 53% | |
| Jun 1, 2026 | 4 | 7 | 5 | 1 | 0 | 65% | |
| May 1, 2026 | 4 | 7 | 4 | 1 | 0 | 69% | |
| Apr 1, 2026 | 4 | 8 | 3 | 1 | 0 | 75% | |
| Mar 1, 2026 | 4 | 8 | 3 | 1 | 0 | 75% | |
| Feb 1, 2026 | 4 | 8 | 3 | 1 | 0 | 75% |
Price targets
Where 5 covering analysts think IRDM trades over the next 12 months.
$42.00 -14.7% upside Sell
Current$49.23 Low$36.00 Median$40.00 High$54.00 5 analysts
$36.00$54.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
73°
Bullish
BearishNeutralBullish
Recent posts
Let’s talk about SpaceX’s TAM and it’s potential impact on other space stocks
▲ 1 · 💬 6· ⚡ 0.5
Would it be a dumb idea to roll 100k on IRDM to take benefit of the spread?
▲ 1 · 💬 2· ⚡ 0.5
Which satellite stock is currently the most worth watching?
▲ 1 · 💬 5· ⚡ 0.5
IRDM halted. RKLB will acquire Iridium
▲ 1 · 💬 1· ⚡ 0.5
My options flow scanner caught these institutional sweeps yesterday: AMD PUT up 294%, IRDM PUT up 61
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 7 bullish, 2 bearish, 1 mixed, 10 neutral · avg impact 4.8/10.
BULLISH4256/10
Iridium Communications Inc. entered into Consent and Amendment No. 4 to its Credit Agreement, which
Sep 15, 2026
BULLISH8-K6/10
Iridium Communications Inc. entered into Consent and Amendment No. 4 to its Credit Agreement, which
Sep 15, 2026
NEUTRAL4254/10
Iridium filed a Rule 425 letter to stockholders urging them to vote FOR the proposed merger with Roc
Sep 3, 2026
NEUTRALCLUSTER4/10
Six Iridium insiders sold a total of ~$7.1M in open-market shares over a 7-day window, led by the CO
Aug 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
other
Iridium Stockholders Approve Acquisition by Rocket Lab
Stockholder approval marks important milestone toward completion of transaction MCLEAN, Va. and LONG BEACH, Calif., Sept. 24, 2026 /PRNewswire/ -- Iri
Sep 15, 2026
short_interest_report
Short Interest: IRDM up 33% to 3.4M shares
Settlement 2026-09-15 | Days to cover: 4.75 | ≈3.21% of shares outstanding (est.)
Sep 10, 2026
other
Iridium, Deutsche Telekom IoT, and Toyota Demonstrate Voice Messaging over Satellite via Iridium NTN Direct
Newly completed roaming agreement extends Deutsche Telekom's IoT coverage onto Iridium's satellite network MCLEAN, Va., Sept. 10, 2026 /PRNewswire/ --
Sep 7, 2026
dark_pool
Dark Pool: IRDM — 0.7M shares, 19,445 trades
Week starting 2026-09-07. Total ATS volume: 665,038 shares across 19,445 trades.
Sep 1, 2026
other
Furuno Unveils New SOLION-100 Terminal for Iridium GMDSS
The SOLION-100 combines GMDSS, Ship Security Alert System and Long-Range Identification and Tracking capabilities in a single Iridium Certus 100 termi
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.41–$0.41 | 17.1% | +27.7% | 0↑ 1↓ | $0.2B | 1 |
| Next Q | $0.38 | $0.38–$0.38 | 56.1% | +21.9% | 0↑ 1↓ | $0.2B | 1 |
| Current FY | $1.08 | $1.08–$1.08 | 1.5% | -4.9% | 0↑ 1↓ | $0.9B | 1 |
| Next FY | $1.72 | $1.46–$1.97 | 58.8% | +35.5% | 1↑ 0↓ | $1.0B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.410 | — |
| 7d ago | $0.307 | +0.103 |
| 30d ago | $0.321 | +0.089 |
| 60d ago | $0.339 | +0.071 |
| 90d ago | $0.362 | +0.048 |
Institutional ownership
Which big funds own IRDM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.0B total value (72,384,765 shares) as of 2026-Q2. Top holders: BlackRock,, AQR, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,447,338 | $737.6M | 18.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 6,847,072 | $374.3M | 9.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,440,399 | $298.4M | 7.5% | — |
| AMERICAN CENTURY COMPANIES INC | 4,856,440 | $266.4M | 6.7% | ADD +40.0% |
| STATE STREET CORP | 4,733,714 | $259.6M | 6.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,232,161 | $232.1M | 5.8% | — |
| Gotham Asset Management, LLC | 2,514,317 | $137.9M | 3.5% | TRIM -25.0% |
| DIMENSIONAL FUND ADVISORS LP | 2,357,845 | $129.3M | 3.3% | — |
| VAN ECK ASSOCIATES CORP | 2,270,799 | $124.6M | 3.1% | ADD +50.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,044,823 | $112.2M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | ADD | 3,469,954 | 4,856,440 | +40.0% | $266.4M |
| Gotham Asset Management, LLC | TRIM | 3,353,971 | 2,514,317 | -25.0% | $137.9M |
| VAN ECK ASSOCIATES CORP | ADD | 1,504,628 | 2,270,799 | +50.9% | $124.6M |
| ARK Investment Management LLC | TRIM | 1,726,802 | 1,215,113 | -29.6% | $66.6M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 123,555 | 967,572 | +683.1% | $53.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 1,101,231 | 754,424 | -31.5% | $41.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 1,282,639 | 641,884 | -50.0% | $35.0M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 128,100 | 609,799 | +376.0% | $33.4M |
| Sumitomo Mitsui Trust Group, Inc. | TRIM | 791,773 | 587,179 | -25.8% | $32.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 509,978 | — | $28.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$19.8M — $0.00 bought, $19.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Last Timothy James | EVP, Sales & Marketing | SELL | 5,769 | $46.35 | $267.4K |
| Sep 3, 2026 | Last Timothy James | EVP, Sales & Marketing | SELL | 2,013 | $47.36 | $95.3K |
| Sep 1, 2026 | Scheimreif Scott | EVP-Government Programs | TAX W/H | 2,207 | $46.98 | $103.7K |
| Sep 1, 2026 | DESCH MATTHEW J | Chief Executive Officer | TAX W/H | 9,583 | $46.98 | $450.2K |
| Sep 1, 2026 | O'Neill Vincent James | Chief Financial Officer | TAX W/H | 1,461 | $46.98 | $68.6K |
| Sep 1, 2026 | Last Timothy James | EVP, Sales & Marketing | TAX W/H | 1,501 | $46.98 | $70.5K |
| Sep 1, 2026 | Morgan Kathleen A. | Chief Legal Officer | TAX W/H | 2,053 | $46.98 | $96.4K |
| Sep 1, 2026 | Kapalka Timothy | CAO Iridium Satellite LLC | TAX W/H | 693 | $46.98 | $32.6K |
| Sep 1, 2026 | McBride Suzanne E. | Chief Operations Officer | TAX W/H | 3,623 | $46.98 | $170.2K |
| Aug 20, 2026 | McBride Suzanne E. | Chief Operations Officer | GIFT | 17,403 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IRDM.
Shares short
3,400,564
Settlement Sep 15, 2026
Change vs prior
+32.9%
Semi-monthly cycle
Days to cover
4.8
At avg daily volume
Of shares outstanding
≈3.2%
Estimate — not % of float
All IRDM filing & press-release reports (23)
- 425 reportSep 15, 2026
- 8-K reportSep 15, 2026
- 425 reportSep 3, 2026
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 20, 2026
- 8-K reportAug 11, 2026
- 425 reportAug 6, 2026
- 8-K reportJul 22, 2026
- PRESS-RELEASE reportJul 9, 2026
- 425 reportJul 6, 2026
- 425, 8-K reportJul 3, 2026
- 425 reportJun 29, 2026
- 425 reportJun 29, 2026
- 425 reportJun 29, 2026
- 425 reportJun 29, 2026
- 425 reportJun 29, 2026
- 425 reportJun 29, 2026
- 425 reportJun 29, 2026
- 425 reportJun 29, 2026
- 8-K reportMay 20, 2026
- 8-K reportMay 14, 2026
- 8-K reportApr 23, 2026
- 8-K reportMar 5, 2026