Should I buy, hold, or sell IRDM stock right now?

Iridium Communications Inc (IRDM) currently earns a Roarable Rating of C+ (Hold — HOLD) with 69/100 RQD Confidence. Solid steady margins (51% return on capital), mixed timing at 43x P/E—hold if owned, no rush to chase.

What is IRDM's 12-month price target and RQD AI Jury consensus?

IRDM's 12-month base price target is $47.13 (range $36.76 to $60.04), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Stock Ratings / Consumer Discretionary / IRDM

CALX (49) VSAT (60) GSAT (61) ASTS (34) ⌘ Pro Terminal →

Iridium Communications Inc (IRDM) — RQD Stock Rating Cockpit

$44.91 -2.48% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $44.62

Iridium Communications Inc (IRDM) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C+ • HOLD / WATCH Cap $4.77B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on IRDM Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is IRDM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Iridium Communications Inc (NASDAQ: IRDM) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $44.91 (-2.48% 1D, market cap $4.77B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 15/20, and Executive Insider Alignment 15/20. Across 1009 tracked Consumer Discretionary issuers, IRDM ranks #168 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does IRDM compare to CALX and VSAT in the Consumer Discretionary sector?

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Within the Consumer Discretionary sector (Telecommunications Equipment), IRDM carries a Roarable C+ (69/100 RQD), trailing P/E of 42.7x, gross margin of —, and ROIC of 50.9%. By comparison, CALX (Calix Inc) holds a D grade (49/100 RQD, P/E 134.9x, ROIC 2.3%, cap $2.32B) and VSAT (ViaSat Inc.) posts a C- grade (60/100 RQD, P/E N/A, ROIC 1.1%, cap $10.61B). Among the 5-stock peer group, IRDM leads on earnings multiple (42.7x) while IRDM leads on capital efficiency (50.9% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for IRDM?

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Per IRDM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001418819), Iridium Communications Inc generated $871.7M in revenue (+4.9% YoY), $114.4M in net income, and $299.8M in free cash flow against $2.53B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 43x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $44.62 (-0.64%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 34.4% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 69/100 (C+) historically posted market-perform odds over rolling 90-day windows (+2.0% avg 90D alpha vs SPY • 57.3% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C+

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C+ · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+4.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for IRDM)Realized 20D OHLCV Swing Band: ±4.3%

Deterministic 5-Pillar Attribution (69/100 Composite)

🔍 WHY IRDM SCORES 69/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+16/20 pts (23% of score)

SEC XBRL FY 2025 (10-K): 34.4% FCF Margin ($299.8M FCF) & 52% Gross Margin

▲ #2 Bullish Driver: Macro Regime Fit+15/20 pts (22% of score)

FRED Regime × Technicals: 70% of 52W Range • RSI-14 at 43.8 (NEUTRAL RANGE)

▼ #1 Drag / Risk Factor: Whale & Options Positioning9/20 pts (-11 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-11 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B+$46.73-6% Next Q

Q2 (-2Q)

Grade B+$43.94+3.9% Next Q

Q3 (-1Q)

Grade B$45.65-1.6% Next Q

Current

Grade C+$44.91+2% Hist 90D α

Trajectory: B+ (77) → C+ (69)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the IRDM Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 69/100 (C+) score, IRDM faces multiple-compression risk if 42.7x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 43x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($46.78) or 200D SMA ($40.04) invalidates the momentum regime and cuts Target Base ($47.13) toward Bear Floor ($36.76).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $IRDM• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “IRDM Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 69%NO 31%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

43.830 Oversold · 70 Hot

ALTMAN-Z SHIELDWATCH ZONE (1.8–3.0)

1.92>3.0 Fortress Safe

PIOTROSKI F-SCOREHIGH QUALITY (7–9)

8 / 99-Pt Accounting

52-WEEK LASER RANGE70% OF RANGE

L: $16$44.91H: $57

1. Money & Cash Health● HEALTHY

Are profits real cash in the bank?

Real cash coming in backs up reported profits (steady margins and healthy balance-sheet cushion).

Factor Grade: B+RQD 16 / 20

2. Big Money & Insiders● NEUTRAL

Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: C-RQD 24 / 40

3. Hidden Risks & Market Weather● ALL CLEAR

SEC fine-print scan & interest-rate fit

Clean SEC fine-print check with low hidden accounting risk and favorable interest-rate weather.

Factor Grade: BRQD 29 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

2-of-3 JEV AI Jury Bullish on IRDM

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BULLISH (80)

50.9% ROIC with 42.0% gross margin and 6.13% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BULLISH (70)

Altman-Z 1.92 and Piotroski 8/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

NEUTRAL (65)

24/40 institutional & smart-money positioning score with 15/20 macro alignment.

Bull Case: Why Buyers Like IRDM

✓Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.
✓Company leadership has skin in the game with net positive insider conviction.

Bear Case: What Could Go Wrong

!Priced at 43x earnings—high expectations leave less room for a lukewarm quarter.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (IRDM Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

IRDM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +12.58%▼ DESCENDING CHANNEL

2026-11-03O $46.05H $46.05L $44.91C $44.91VOL 380.2K

RES: $48.88SUP: $42.50SMA50: $46.78SMA200: $40.04

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

IRDM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 IRDM Butterfly Map → + Track IRDM →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

32.1%/yr Implied 5Y Growth

vs. +4.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on IRDM today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for IRDM. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for IRDM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IRDM)

Consumer Discretionary Rank #168 of 1009 ⚔️ CALX vs IRDM Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (IRDM vs. CALX, VSAT, GSAT, ASTS)

Industry: Telecommunications Equipment (81 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Iridium Communications Inc (IRDM) ranks #168 by composite RQD confidence (69/100, grade C+) and #276 by equity capitalization ($4.77B). Within this direct 5-issuer industry benchmark cohort, IRDM leads on earnings valuation at 42.7x trailing P/E, while IRDM leads on capital efficiency and profitability with 50.9% ROIC and — gross margin. IRDM currently leads its immediate peer cohort in composite quantitative strength at 69/100 (C+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
IRDM ACTIVE Iridium Communications Inc	C+	69/100	42.7x	—	50.9%	-2.48%	$4.77B	Benchmark Subject
CALX Calix Inc	D	49/100	134.9x	56.8%	2.3%	-3.89%	$2.32B	/calx-vs-irdm →
VSAT ViaSat Inc.	C-	60/100	—	—	1.1%	-1.24%	$10.61B	/vsat-vs-irdm →
GSAT Globalstar Inc.	C-	61/100	—	—	0.7%	-1.47%	$10.66B	/gsat-vs-irdm →
ASTS AST SpaceMobile Inc.	E	34/100	—	—	-14.6%	-4.88%	$15.94B	/asts-vs-irdm →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001418819 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Iridium Communications Inc (IRDM) reported GAAP revenue of $871.7M (+4.9% vs. FY2024 revenue of $830.7M , and +10.2% cumulative change since FY2023) , GAAP net income of $114.4M, operating cash flow of $400.1M, and free cash flow of $299.8M (-2.0% YoY). On the balance sheet, IRDM closed FY2025 with $2.53B in total assets against $0 in total debt (Altman Z-Score: 1.92, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$871.7M	$114.4M	$400.1M	$299.8M	$2.53B	—
FY2024 (FY)	2024-12-31	$830.7M	$112.8M	$376.0M	$306.1M	$2.67B	—
FY2023 (FY)	2023-12-31	$790.7M	$15.4M	$314.9M	$314.9M	—	—

3. IRDM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is IRDM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does IRDM compare to CALX and VSAT in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for IRDM?

Where is IRDM trading relative to its 50-day, 200-day, and 52-week technical levels?

IRDM last traded at $44.91 (-2.48% on volume of 380,206 shares), positioning the stock -4.00% below its 50-day simple moving average ($46.78) and +12.16% above its 200-day simple moving average ($40.04). Across its 52-week range of $15.65 to $57.18, IRDM sits at the 70.5% percentile with a 14-day RSI of 43.8 (NEUTRAL RANGE) and an implied next-earnings move of ±4.3% ($42.98 to $46.84).

Direct Sub-Reports: IRDM RQD Cockpit IRDM 12M Forecast IRDM Earnings & Move IRDM Dividends & DRIP IRDM Insiders & 13F IRDM Whale Options IRDM Profit Sankey IRDM News & Why

ROARABLE RATING BRIEF • RQD 69/100 (C+) ✓ SEC XBRL & RQD VERIFIED

IRDM — Iridium Communications Inc: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Iridium Communications Inc (IRDM) earns a live Roarable RQD composite score of 69/100, corresponding to a C+ letter grade (Roarable Hold) at a spot price of $44.91 (-2.48% 1D, market capitalization $4.77B).

Fundamental Cash Engine (16/20): Anchored by return on invested capital (ROIC) of 50.9%, gross margin of —, operating margin of 27.1%, and free cash flow yield of 6.13%.
Whale 13F & Options Flow (9/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (15/20) + Forensic Balance Sheet (14/20): Incorporates a 1.00x equity beta, Altman Z-Score of 1.92, Piotroski F-Score of 8/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Iridium Communications Inc is classified in the Consumer Discretionary sector and Telecommunications Equipment industry and is listed on NASDAQ. The profile section does not describe its products, customers, or revenue model. Per the financials, the company reported FY 2025 revenue of $871.7M, which is the only business-scale fact available in the source data. Source data is otherwise silent on what it sells, to whom, and how it earns revenue.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Iridium Communications Inc (IRDM) reported $871.7M in annual revenue (up from $830.7M in FY2024, +4.9% YoY) and $114.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($790.7M revenue, $15.4M net income) through FY2025, IRDM scaled operating cash flow to $400.1M and free cash flow to $299.8M, backed by $2.53B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (C+ • RQD 69/100): Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 16/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $15.65 – $57.18 52-week range.
🐻 Primary Bear Case & Valuation Risk: Priced at 43x earnings—high expectations leave less room for a lukewarm quarter. Investors must weigh 42.7x trailing P/E and 14.9x EV/EBITDA against 27.1% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies, sector correlations, and second-order bottlenecks are therefore — The only sector-level context is the Consumer Discretionary / Telecommunications Equipment classification and the beta of 1.0 per the market data section.

Key Question #1: Can IRDM sustain or expand its 27.1% operating margin and 50.9% ROIC against Telecommunications Equipment peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $871.7M and free cash flow of $299.8M, how will capital allocation balance growth reinvestment against $0 in total debt?
Key Question #3: How sensitive is IRDM's 39.7x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

IRDM Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Iridium Communications Inc (IRDM) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to IRDM Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 1d ago

Iridium Communications (IRDM) Stock Price Lags Strong Q3 Earnings

Yahoo Finance report covering Iridium Communications Inc (IRDM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE 24/7 Wall St. • 1d ago

Iridium Communications (IRDM) Stock Price, News & Analysis

24/7 Wall St. report covering Iridium Communications Inc (IRDM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Iridium Communications (IRDM) Q3 Earnings and Revenues Surpass Estimates

Yahoo Finance report covering Iridium Communications Inc (IRDM) market action, institutional positioning, and fundamental catalysts.

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🟡 MARKET WIRE Simply Wall St • 1d ago

Iridium Communications (NasdaqGS:IRDM) Stock Forecast & Analyst Predictions

Simply Wall St report covering Iridium Communications Inc (IRDM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

Iridium Communications Inc (NASDAQ:IRDM) Stock Rated "Hold" by Sell-Side Brokerages

MarketBeat report covering Iridium Communications Inc (IRDM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

After a 42,800-share gift, Iridium (IRDM) CEO holds 1,398,634 shares directly.

Stock Titan report covering Iridium Communications Inc (IRDM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Should Iridium’s Expanded Oscilloquartz PNT Integration Reshape How Investors View Iridium Communications’ (IRDM) Core Moat?

Yahoo Finance report covering Iridium Communications Inc (IRDM) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

Iridium Communications (NASDAQ:IRDM) Stock Price Crosses Above 200 Day Moving Average - Time to Sell?

MarketBeat report covering Iridium Communications Inc (IRDM) market action, institutional positioning, and fundamental catalysts.

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🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

IRDM Bull vs. Bear Conversation Board — What's Your Call at $44.91?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IRDM 🐻 33% BEARISH CONVICTION

TA TapeReader_Pro RQD DEBATE OPENER • Price Action & Volume Trader 🐂 BULLISH 🎯 Target: $52.99 (+18.0%)

📌 Pinned Debate

ROIC of 50.9% and FCF yield of 6.13% anchor the highest pillar score, with Piotroski F of 8 of 9 signaling strong balance sheet quality

Here is why I am bullish on IRDM here at $44.91: ROIC of 50.9% and FCF yield of 6.13% anchor the highest pillar score, with Piotroski F of 8 of 9 signaling strong balance sheet quality.. Compare IRDM's 27.1% operating margin and 50.9% ROIC against the rest of Telecommunications Equipment. As long as cash conversion holds up, dips toward $42.66 are getting bought.

RetailWhale_TX 🐂 BULL

Both sides have a point here — IRDM's 14/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

ME MeanReversion_88 RQD DEBATE OPENER • Quantitative Statistical Arb 🐻 BEARISH 🎯 Target: $38.62 (-14.0%)

Spot @ $44.91

Trailing P/E of 42.7 and forward P/E of 39.7 price the stock at a premium that requires sustained earnings growth to justify.

I respect the product at Iridium Communications Inc, but the stock at $44.91 is a different story. Trailing P/E of 42.7 and forward P/E of 39.7 price the stock at a premium that requires sustained earnings growth to justify.. FCF yield is 6.13% and RQD sits at 69/100 (C+) — why pay up here when you can wait for next quarter's numbers?