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
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🤖 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, Executive Insider Alignment 14/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, IRDM ranks #170 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+
025507510069
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
Cash (16)Whales (9)SEC (14)Macro (15)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+4.9% Base Target
$60 Bull$47 Base$37 Bear
📬 FREE IRDM RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
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)
77
Grade B+$46.73-6% Next Q
Q2 (-2Q)
74
Grade B+$43.94+3.9% Next Q
Q3 (-1Q)
72
Grade B$45.65-1.6% Next Q
Current
69
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”
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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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
$59.58$49.62$39.66$29.70$19.74RES $48.88SUP $42.50$44.912026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

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

Share Count & Dilution Monitor (#25)

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

Reverse-DCF Expectations Hurdle (#30)
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 (#33)

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 #170 of 1011 ⚔️ 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 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Iridium Communications Inc (IRDM) ranks #170 by composite RQD confidence (69/100, grade C+) and #278 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?

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, Executive Insider Alignment 14/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, IRDM ranks #170 in composite RQD confidence.

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

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).

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

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.

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).

IRDM Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

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.

ROARABLE RATING BRIEF • RQD 69/100 (C+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

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

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:21:00Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, IRDM scores 71 out of 100, graded B-, with the verdict "Roarable Buy — Sound Institutional Accumulation." The five pillars are:

  • Fundamental Cash Engine (16/20): Cited with ROIC of 50.9% and FCF yield of 6.13%. Strong capital efficiency and cash generation are the largest driver of the score.
  • Whale 13F Flow (11/20): Reflects institutional accumulation and options positioning. The source does not provide 13F holder detail (see Analyst View), so this pillar's basis cannot be independently checked here.
  • Insider Conviction (15/20): Reflects SEC Form 4 and Congressional PTR cluster flow. Specific trade data is not itemized in the source data.
  • Macro Regime Fit (15/20): Reflects Beta of 1.0 and sector sensitivity.
  • Forensic Balance Sheet (14/20): Cited with Altman Z of 1.92, Piotroski F of 8/9, and Debt/Equity of 0.5.

For a prospective investor evaluating the stock on 2026-11-02, the score points to strong cash conversion and balance sheet quality as the principal supports. The valuation tradeoff is material: per the market data section, trailing P/E is 42.7 and forward P/E is 39.7, which means the stock is priced at a premium relative to current earnings, and the upside case depends on sustaining cash generation and earnings growth. The stock trades at $46.05 within a 52-week range of $15.65 to $57.18, so it sits well above its low and below its high. The RQD score is a composite signal and does not constitute a recommendation to buy or sell.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
$46.05$4.89B42.739.714.91.081.29%1.0$15.65 - $57.1850.9%

Business

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.

Recent Catalysts & News Wire Analysis

Per the recent news section, six headlines are listed, all tagged with a YELLOW signal and "MARKET WIRE" impact. The headlines reference a Q3 earnings release that "Lags" stock price action (per one headline) and a Q3 earnings and revenues report that "Surpass Estimates" (per another); the source does not give the actual reported figures or estimates, so the two headlines cannot be reconciled from the data. Additional items include a Simply Wall St forecast page, a MarketBeat report describing a "Hold" rating from sell-side brokerages, and a Stock Titan report stating that the CEO received a 42,800-share gift and holds 1,398,634 shares directly. Risk watch items are not separately enumerated in the source. Per the Butterfly Supply-Chain Graph, no proprietary signals are recorded.

Open Questions

  • What are the actual reported and estimated figures for the Q3 earnings release, and what drove the conflicting "Lags" and "Surpass Estimates" headlines?
  • What products and services does Iridium sell, and what share of revenue comes from each customer category?
  • What is total debt and EPS for each reported period, given that both fields are missing from the financials?
  • What is the consensus analyst rating and price target range, and how many analysts contribute?
  • What specific insider, 13F institutional, and Congressional trades underlie the RQD whale and insider pillar scores?

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) ↓
🔥 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
1. Pick Your Side on IRDM:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $54.34 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is IRDM (B- • RQD 71/100) a Buy at $46.05?

Welcome to the IRDM (Iridium Communications Inc) Roar Pit. Current RQD Composite is 71/100 (Roarable Buy — Sound Institutional Accumulation) in Telecommunications Equipment. Bulls point to capital efficiency (50.9% ROIC), while bears focus on valuation multiple compression (42.7x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

FO ForensicBear Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $34.54 (-25.0%)
Spot @ $46.05

Pump the brakes on IRDM — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on IRDM, but look at what you are paying: 42.7x trailing P/E with tightening sector spreads. Unless Iridium Communications Inc expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

TA TapeReader_Pro Verified K Arena Trader 🐂 BULLISH 🎯 Target: $58.94 (+28.0%)
Spot @ $46.05

IRDM cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on IRDM, the market is fixating on short-term headline noise in Telecommunications Equipment and ignoring the balance sheet and cash flow trajectory. At $46.05 (52-wk range $15.65 - $57.18), any beat on forward guidance forces shorts and underweight funds to chase.

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