$IRDM

Iridium Communications Inc.

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No SEC Form 4 filings for $IRDM in the last 30 days.

Rocket Lab stock surges as Jefferies weighs in on Iridium deal

Rocket Lab USA (NASDAQ:RKLB) agreed to acquire Iridium Communications (NASDAQ:IRDM) for $54 per share in a cash-and-stock deal valued at about $8.0B enterprise value, according to Jefferies. The offer implies a modest premium to IRDM’s ~$51.09 price and is expected to close mid-2027. The combined operator would link launch, spacecraft manufacturing, and satellite communications.

IRDM Jumped 23% in Three Months. Is More Upside Ahead for Investors?

Iridium Communications (IRDM) shares rose 23.2% over three months as investors weighed expanding growth programs and two corporate transactions. In Q2 2026, revenues rose 4% to $225.2 million, service revenue was 72% of total, and billable subscribers grew 6%. Net income fell to $9.7 million from $22 million amid higher transaction costs and valuation at 5.9x trailing sales.

IRDM sentiment & insider activity

Over the past 7 days, alphai's AI scored 3 news stories mentioning IRDM (Iridium Communications Inc.). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.

Recent IRDM coverage spans technology, financial news and mergers & acquisitions.

What's driving IRDM

  • The SKYWAVE integration strengthens Iridium’s IoT distribution narrative by tying Short Burst Data to third-party industrial hardware platforms.

    simplywall.st · Aug 7, 2026

  • IRDM is the target of a priced takeout, making the primary trade a spread/closing-probability and deal-risk story.

    investing.com · Aug 7, 2026

  • Near-term upside is supported by recurring service growth and subscriber expansion, but earnings weakness and deal-related costs raise downside risk to the multiple.

    zacks.com · Aug 4, 2026

  • The article positions IRDM’s current profitability and FCF as the financial engine that could lift the combined company.

    yahoo.com · Aug 1, 2026

  • Partnership expands Iridium’s addressable industrial IoT connectivity use cases, but financial terms and near-term revenue impact are not disclosed.

    thefastmode.com · Jul 30, 2026

alphai scores every news story that mentions IRDM with an AI model for sentiment and relevance, and aggregates insider trades from Iridium Communications Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $IRDM

Score

How Iridium’s SKYWAVE IoT Partnership Could Reshape Remote Connectivity For Iridium Communications (IRDM) Investors

Simply Wall St reports Iridium Communications (IRDM) partnered with SKYWAVE to embed Iridium’s Short Burst Data into SKYWAVE’s OGx IoT multi-network platform for industrial terminals. The deal targets remote monitoring and predictive maintenance. The article cites Iridium’s 2029 projections of $1.0B revenue and $170.7M earnings.

$RKLBHighAI 9/10

Rocket Lab stock surges as Jefferies weighs in on Iridium deal

Rocket Lab USA (NASDAQ:RKLB) agreed to acquire Iridium Communications (NASDAQ:IRDM) for $54 per share in a cash-and-stock deal valued at about $8.0B enterprise value, according to Jefferies. The offer implies a modest premium to IRDM’s ~$51.09 price and is expected to close mid-2027. The combined operator would link launch, spacecraft manufacturing, and satellite communications.

$IRDMLow

IRDM Jumped 23% in Three Months. Is More Upside Ahead for Investors?

Iridium Communications (IRDM) shares rose 23.2% over three months as investors weighed expanding growth programs and two corporate transactions. In Q2 2026, revenues rose 4% to $225.2 million, service revenue was 72% of total, and billable subscribers grew 6%. Net income fell to $9.7 million from $22 million amid higher transaction costs and valuation at 5.9x trailing sales.

$RKLBLow

Prediction: Rocket Lab Will Turn Profitable and Free-Cash-Flow-Positive in 2027 -- Thanks to Iridium

Motley Fool article says Rocket Lab (RKLB) will become GAAP profitable and free-cash-flow positive in 2027 following its planned $8 billion acquisition of Iridium (IRDM). It cites 12-month results: Rocket Lab GAAP losses of $183M and negative FCF of $316M versus Iridium GAAP profit $93M and positive FCF $288M. It projects combined 2027 GAAP losses of $24M and positive FCF of $425M, based on analyst forecasts.

Iridium, SKYWAVE Partner to Advance Global Industrial IoT for Heavy Equipment OEMs

Iridium Communications said it is partnering with SKYWAVE to advance industrial IoT connectivity for heavy equipment OEMs. The plan integrates Iridium’s global LEO satellite network and Short Burst Data services into SKYWAVE satellite IoT terminals, enabling access across satellite, cellular, and Wi-Fi. Applications include remote monitoring, diagnostics, predictive maintenance, and service support.

Skywave to Add Iridium SBS Data Service Into Industrial IoT Offering

Skywave, a brand of Orbcomm, said it will embed Iridium’s Short Burst Data (SBD) service into Skywave industrial IoT satellite terminals for remote monitoring, diagnostics, predictive maintenance, and fleet modernization. The partnership, announced Tuesday, combines Skywave’s network orchestration with Iridium’s LEO network, marking the first collaboration between the firms.

$SPCXMed

SpaceX Slips 3%, Rocket Lab Sinks 9%, AST SpaceMobile Drops 7% Even as Six Members of Congress Buy SPCX Stock

SpaceX (NASDAQ:SPCX) shares fell about 3% to $109.96 after its June 12 IPO, extending a roughly 30% slide. Rocket Lab (NASDAQ:RKLB) dropped about 9% to $60.63 and AST SpaceMobile (NASDAQ:ASTS) fell about 7% to $54.09 as the Procure Space ETF (NASDAQ:UFO) also declined. Six members of Congress bought SPCX shares totaling $182,000 to $480,000, while Rocket Lab reported a $266 million U.S. Space Force contract and $200.3 million Q1 FY2026 revenue.

Iridium Communications Inc.: Iridium and SKYWAVE, an ORBCOMM company, Partner to Advance Global Industrial IoT for Heavy Equipment OEMs

Iridium Communications (Nasdaq: IRDM) announced a strategic partnership with SKYWAVE, an ORBCOMM company, to integrate Iridium’s pole-to-pole LEO satellite network and Short Burst Data services into SKYWAVE satellite IoT terminals. The combined platform is being built for heavy equipment OEMs to enable connected services across satellite, cellular, and Wi-Fi networks.

SpaceX Pullback of Over 40% Drags Down Space Sector: Why VSAT and IRDM Can Buck the Trend and Surge?

SpaceX (SPCX) has fallen more than 40% from its June 12 IPO high, trading near $116 versus a $135 offering price, pulling down space stocks and the MARS ETF. VSAT and IRDM rose while others declined. The article cites Rocket Lab’s $8B Iridium deal and spectrum value, plus ViaSat’s up to $430M U.S. Space Force contract and analyst targets for VSAT.

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