To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

The market expects Iridium Communications (IRDM) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing demand for electricity driven by AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions allocated to developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is not a chipmaker or cloud platform but is positioned to capitalize on the energy demands of AI data centers, which consume as much energy as small cities [2][3] Energy Infrastructure - The company owns significant nuclear energy infrastructure assets, making it central to America's future power strategy [7] - It is one of the few global firms capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being completely debt-free and holding cash reserves equivalent to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar, with some hedge fund managers discreetly promoting it to wealthy clients [9][10] - The company is trading at less than seven times earnings, indicating a potentially significant upside for investors [10] Future Outlook - The convergence of AI, energy, tariffs, and onshoring is creating a unique investment landscape, with the company positioned to benefit from these trends [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation, making investments in AI a strategic move for future growth [12]

We came across a bullish thesis on Iridium Communications Inc. on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on IRDM. Iridium Communications Inc.'s share was trading at $20.90 as of January 29th. IRDM’s trailing and forward P/E were 18.75 and 16.56 respectively according to Yahoo Finance. Planet Labs (PL) Hits New All-Time High as Morgan Stanley Hikes PT by 344% Copyright: lexaarts / 123RF Stock Photo Iridium Communications Inc. provides mobile voice and data communica ...

Core Insights - Iridium Communications Inc. has completed successful on-air testing of Iridium NTN Direct, marking a significant advancement in the satellite and telecom sectors as it prepares for commercial service in 2026 [2][7] - NTN Direct is positioned as the first globally available, 3GPP standards-based NB-IoT NTN service, facilitating easier integration into the mobile ecosystem [3][5] - The testing utilized Nordic Semiconductor's low-power chipset, validating the technology's readiness for the IoT market and aligning with Iridium's commercial timeline [4][8] Industry and Market Applications - Iridium NTN Direct supports diverse applications such as emergency messaging, asset tracking, automotive monitoring, and environmental monitoring, benefiting from 100% global coverage [5][6] - The unified network architecture of Iridium eliminates regulatory complexities, allowing for faster market entry and simplified commercial models for partners [6][8] - The company is expanding its IoT portfolio through partnerships with Karrier One and Deutsche Telekom, enhancing global connectivity and pursuing new revenue streams [8] Competitive Landscape - Despite the advancements, the satellite industry faces challenges such as low barriers to entry, intense competition, and a leveraged balance sheet impacting Iridium's prospects [9][11] - Iridium's stock has underperformed, losing 39.5% over the past year compared to a 185.6% increase in the broader satellite and communication industry [10]

Core Viewpoint - Iridium Communications Inc. will host a conference call on February 12, 2026, to discuss its fourth-quarter and full-year 2025 financial results [1]. Group 1: Conference Call Details - The conference call is scheduled for 8:30 a.m. Eastern Time (ET) on February 12, 2026 [1]. - Participants can join the call by dialing 1-412-902-6740 and should call five minutes prior to the start time [1]. - The call will also be available via a simultaneous webcast on the company's events page [1]. Group 2: Earnings Release Information - Iridium will issue its fourth-quarter 2025 earnings press release prior to the conference call, which will be accessible on the investor relations page of the company's website [1]. Group 3: Company Overview - Iridium Communications Inc. is the only mobile voice, data, and PNT satellite network that provides global coverage [3]. - The company enables real-time connections between people, organizations, and assets worldwide [3]. - In 2024, Iridium acquired Satelles, Inc., enhancing its positioning, navigation, and timing (PNT) services [3]. - The company is headquartered in McLean, Virginia, and trades on the Nasdaq Global Select Market under the ticker symbol IRDM [3].

Core Insights - Iridium Communications Inc. has successfully conducted on-air testing of its Iridium NTN Direct service, marking a significant advancement towards beta testing and commercial launch in 2026 [1][3] Company Developments - Iridium NTN Direct is positioned as the world's first global, standards-based NB-IoT and direct-to-device non-terrestrial network service, enabling mobile network operators to extend coverage beyond terrestrial networks [2][4] - The service utilizes new 5G waveform algorithms on Iridium's software-defined satellites, supporting the NB-IoT standards-based protocol defined by 3GPP [3] - The first mobile-originated messages were transmitted using the Nordic Semiconductor's nRF9151 module, showcasing collaboration with industry leaders [3] Market Opportunities - Iridium NTN Direct is designed for various applications in consumer and industrial markets, including emergency messaging, asset tracking, automotive monitoring, and agriculture [4] - For mobile network operators, the service offers an opportunity to fill coverage gaps, enhance subscriber retention, and create new revenue streams without additional terrestrial infrastructure [4] - The service aims to provide 100% global coverage, leveraging the existing satellite constellation to reduce barriers for partners and accelerate time to market [5] Future Plans - Iridium plans to continue expanding on-air testing and partner integrations leading up to the commercial availability of Iridium NTN Direct in 2026 [6]

Company Overview - Kemvera, formerly known as New Iridium, is a sustainable chemical innovation company focused on scaling bio-based chemical solutions using domestic agricultural feedstock [2][5] - The company aims to produce affordable, drop-in chemicals from bio-based and CO₂-derived feedstocks, such as corn ethanol, to support U.S. farmers and domestic manufacturing [3][9] Progress and Development - Kemvera has completed the process design package (FEL 1) for a planned commercial-scale plant with a capacity of 50,000 metric tons per year [1] - The company has also designed a 500 metric tons per year pre-commercial demonstration reactor and commissioned a 20 metric tons per year pilot reactor, demonstrating continuous operations [1] Market Potential - The domestic green chemicals market is projected to reach USD 7.46 billion by 2033, with a Compound Annual Growth Rate of 7.8% from 2025 [4] - Kemvera's strategy includes partnerships with ethanol producers and agricultural stakeholders to create a sustainable domestic value chain from cornfields to industrial users [4][8] Product Applications - Kemvera envisions its bio-acetic acid and bio-ethyl acetate products being used in footwear, disinfectants, and various consumer products, providing reliable alternatives to fossil-derived chemicals [6] Funding and Partnerships - The company is raising Series A funding and seeking partnerships with ethanol producers, chemical companies, and consumer brands to support its production anchored in renewable agricultural products [8]

Core Insights - Three stocks in the communication services sector are identified as potentially overbought, which may concern momentum-focused investors [1] Group 1: Overbought Stocks - Scholastic Corp (NASDAQ:SCHL) has an RSI value of 74.5, indicating it is overbought. The stock gained approximately 15% over the past month, closing at $33.44 [5] - Iridium Communications Inc (NASDAQ:IRDM) has an RSI value of 70.1, with a stock price increase of around 8% over the last five days, closing at $19.34 [5] - Sphere Entertainment Co (NYSE:SPHR) has an RSI value of 70.2, with a stock price increase of about 6% over the past month, closing at $95.26 [5]

Core Insights - Three stocks in the communication services sector are identified as potentially overbought, which may concern momentum-focused investors [1] Group 1: Overbought Stocks - Scholastic Corp (NASDAQ:SCHL) has an RSI value of 74.5, indicating it is overbought. The stock gained approximately 15% over the past month, closing at $33.44 [5] - Iridium Communications Inc (NASDAQ:IRDM) has an RSI value of 70.1, with a stock price increase of around 8% over the last five days, closing at $19.34 [5] - Sphere Entertainment Co (NYSE:SPHR) has an RSI value of 70.2, with a stock price increase of about 6% over the past month, closing at $95.26 [5]