Research
ASTS, IRDM: SpaceX's 100GW Space Datacenter Goal Reprices
SpaceX S-1 commits 100GW orbital compute target. Semianalysis flags late 2030s timeline. ASTS at 86x P/S vs IRDM at 5.9x — two clean equity proxies.
IRDM
Iridium Communications Inc.
NASDAQ · USCommunication ServicesTelecommunications Services
$46.41-0.58%
Price as of Jul 20, 2026
IRDM analysis
Iridium Communications Inc. stock analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
RKLB, GSAT, IRDM Trade the 50% SpaceX Morningstar Gap
Morningstar sees SpaceX worth less than half its $1.75T IPO target. The publicly-traded satellite cohort — RKLB, GSAT, IRDM — reprices both sides of that gap.
Research
IRDM Q1: Service Revenue Climbs 2% to $158M as OEBITDA Slips 5% on Equipment Drag
Iridium's Q1 2026 service revenue grew 2% to $158M with 5% subscriber growth, but OEBITDA fell 5% to $116.3M on equipment weakness. Management reiterated full-year guidance, requiring Q2-Q4 OEBITDA to average $121-124M quarterly.