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$IRDMIridium Communications Inc. · Telecommunications Services · $5.2B

Street Buy · PT $49.75 (+0.0%)

$48.98

+1.1%

Event thread

Key events, in time order

14 items

2026-08-17内部人卖出
Insider selling $18.5M (6)
D1 -0.3% · since -2.1%
2026-08-118-K filing
8-K: Item 5.03, Item 7.01, Item 9.01
D1 +0.1% · +5d -0.7%

12 earlier events

2026-07-22 → 08-02CapitalBull
Rocket Lab Post-IRDM Acquisition Expected Profitable by 2027 with ~$140M Annual Earnings
New details on 2027 profitability and Iridium network offsetting Rocket Lab's burn
D1 -0.8% · +5d -5.3%
4 waves of this story
- 2026-07-22 IRDM announces Q2 results and strategic update; acquisition expected mid-2027
- 2026-07-22 Company updates strategic initiatives, confirms acquisition expected to close mid-2027.
- 2026-08-01 Analysts project combined company profitability in 2027, deal closing mid-2027
- 2026-08-02 New details on 2027 profitability and Iridium network offsetting Rocket Lab's burn
2026-07-22 → 07-28EarningsBull
Iridium Announces Strategic Partnership with SKYWAVE for Industrial IoT
New partnership targets industrial IoT connectivity for heavy equipment manufacturers
D1 -0.8% · +5d -5.3%
5 waves of this story
- 2026-07-22 Revenue $225.2M up 4% YoY, but EPS below Zacks consensus
- 2026-07-22 Q2 EPS missed estimates, but total revenue rose 4% YoY to $225.2M.
- 2026-07-23 Zacks confirms Q2 results and acquisition status, same line as prior earnings event
- 2026-07-24 Deal price and total value disclosed; closing expected mid-2027
- 2026-07-28 New partnership targets industrial IoT connectivity for heavy equipment manufacturers
2026-07-22Earnings
Earnings report
D1 -0.8% · +5d -5.3%
2026-07-228-K filing
8-K: Item 2.02, Item 9.01
D1 -0.8% · +5d -5.3%
2026-06-29 → 07-21CapitalBear
Amova Cuts IRDM Stake by 34.1%
Institutional reduction coincides with Q2 results and pending RKLB acquisition
D1 +25.4% · +5d -6.4%
15 waves of this story
- 2026-06-29 $54/share with $27 cash plus stock, combining satellite network and launch capabilities
- 2026-06-30 $54/share with $27 cash and stock; combines launch capabilities with satellite constellation
- 2026-07-02 CNBC interview and multiple X posts discuss deal, telecom-AI convergence
- 2026-07-03 Multiple X accounts discuss Rocket Lab becoming end-to-end space company post-acquisition, and speculate on next target
- 2026-07-03 Multiple independent accounts reference IRDM-RKLB deal and highlight Iridium PNT reliability for critical industries
- 2026-07-06 Deal terms and dividend policy clarified as acquisition progresses, defining shareholder return path
- 2026-07-07 Iridium completes Aireon acquisition; investor law firm probes Rocket Lab deal fairness
- 2026-07-08 Investor rights firm Halper Sadeh probes IRDM among four firms over deal fairness
- 2026-07-08 Rocket Lab announces $8B acquisition of Iridium; shareholder probe ongoing as deal advances
- 2026-07-10 Multiple sources reference the deal, but no new facts today; only recaps of prior news
- 2026-07-10 Multiple sources reiterate the acquisition plan and record launch contracts; no new factual developments
- 2026-07-18 Multiple sources confirm IRDM's strong FCF provides financial flexibility for post-acquisition expansion
- 2026-07-20 Bessemer raised stake 54,682% in Q1; analyst sees core revenue growing ~8% annually to $1.30B by 2030
- 2026-07-21 Institutional moves diverge as Amova trims 34.1% vs Bessemer's large increase
- 2026-07-21 Institutional reduction coincides with Q2 results and pending RKLB acquisition
2026-07-14 → 07-21产品Bull
Iridium and Intellian Launch C100M GMDSS Maritime Safety System
Extends Iridium Certus safety portfolio with compact new option
D1 +0.6% · +5d -3.3%
4 waves of this story
- 2026-07-14 First-to-market ultra-compact chip shields GPS/GNSS devices from jamming and spoofing
- 2026-07-15 Following yesterday's announcement, multiple sources today confirm the chip offers a first-to-market solution targeting global satellite navigation vulnerabilities
- 2026-07-16 Analyst notes chip will be RKLB's post-merger, extending prior PNT ASIC commercialization line
- 2026-07-21 Extends Iridium Certus safety portfolio with compact new option
2026-07-078-K filing
8-K: Item 1.01, Item 2.03, Item 5.02, Item 7.01
D1 -2.9% · +5d -4.4%
2026-06-298-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +25.4% · +5d -6.4%
2026-06-24 → 06-25OtherBull
IRDM call activity persists; Aug 50C OI +19k
Aug 50C OI up 19k contracts; again flagged in unusual call volume scan
D1 -4.3% · +5d +31.8%
2 waves of this story
- 2026-06-24 Multiple sources confirm unusual options activity, with large Aug 50C trades
- 2026-06-25 Aug 50C OI up 19k contracts; again flagged in unusual call volume scan
2026-05-208-K filing
8-K: Item 5.02, Item 5.07, Item 7.01, Item 9.01
D1 +3.9% · +5d +13.2%
2026-05-17CapitalBull
Iridium up 134% YTD; SpaceX IPO expectations lift satellite comms sector
Multiple sources confirm Iridium as top YTD gainer in satellite comms, listed as SpaceX IPO beneficiary
D1 +4.3% · +5d +15.6%
2026-05-148-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +0.8% · +5d +5.2%

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Community

AI synthesis + sources

Insiders sold $19 million of Iridium Communications ($IRDM) stock following a significant price increase, raising questions about the timing and motivation.

Main discussion

Six insiders sold $19 million of Iridium Communications ($IRDM) stock.
The insider sales occurred after a 100% price run-up for $IRDM.

View 1 source posts· AI-organized · For reference only, not investment advice

@ceostockwatcher· 15.9K followers
6 insiders just sold $19m of Iridium Communications $IRDM after its 100% run-up https://t.co/c7NeWr6Dxd

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

14 items

2026-08-17内部人卖出
Insider selling $18.5M (6)
D1 -0.3% · since -2.1%
2026-08-118-K filing
8-K: Item 5.03, Item 7.01, Item 9.01
D1 +0.1% · +5d -0.7%
2026-07-22 → 08-02CapitalBull
Rocket Lab Post-IRDM Acquisition Expected Profitable by 2027 with ~$140M Annual Earnings
New details on 2027 profitability and Iridium network offsetting Rocket Lab's burn
D1 -0.8% · +5d -5.3%
4 waves of this story
- 2026-07-22 IRDM announces Q2 results and strategic update; acquisition expected mid-2027
- 2026-07-22 Company updates strategic initiatives, confirms acquisition expected to close mid-2027.
- 2026-08-01 Analysts project combined company profitability in 2027, deal closing mid-2027
- 2026-08-02 New details on 2027 profitability and Iridium network offsetting Rocket Lab's burn
2026-07-22 → 07-28EarningsBull
Iridium Announces Strategic Partnership with SKYWAVE for Industrial IoT
New partnership targets industrial IoT connectivity for heavy equipment manufacturers
D1 -0.8% · +5d -5.3%
5 waves of this story
- 2026-07-22 Revenue $225.2M up 4% YoY, but EPS below Zacks consensus
- 2026-07-22 Q2 EPS missed estimates, but total revenue rose 4% YoY to $225.2M.
- 2026-07-23 Zacks confirms Q2 results and acquisition status, same line as prior earnings event
- 2026-07-24 Deal price and total value disclosed; closing expected mid-2027
- 2026-07-28 New partnership targets industrial IoT connectivity for heavy equipment manufacturers
2026-07-22Earnings
Earnings report
D1 -0.8% · +5d -5.3%

9 earlier events

2026-07-228-K filing
8-K: Item 2.02, Item 9.01
D1 -0.8% · +5d -5.3%
2026-06-29 → 07-21CapitalBear
Amova Cuts IRDM Stake by 34.1%
Institutional reduction coincides with Q2 results and pending RKLB acquisition
D1 +25.4% · +5d -6.4%
15 waves of this story
- 2026-06-29 $54/share with $27 cash plus stock, combining satellite network and launch capabilities
- 2026-06-30 $54/share with $27 cash and stock; combines launch capabilities with satellite constellation
- 2026-07-02 CNBC interview and multiple X posts discuss deal, telecom-AI convergence
- 2026-07-03 Multiple X accounts discuss Rocket Lab becoming end-to-end space company post-acquisition, and speculate on next target
- 2026-07-03 Multiple independent accounts reference IRDM-RKLB deal and highlight Iridium PNT reliability for critical industries
- 2026-07-06 Deal terms and dividend policy clarified as acquisition progresses, defining shareholder return path
- 2026-07-07 Iridium completes Aireon acquisition; investor law firm probes Rocket Lab deal fairness
- 2026-07-08 Investor rights firm Halper Sadeh probes IRDM among four firms over deal fairness
- 2026-07-08 Rocket Lab announces $8B acquisition of Iridium; shareholder probe ongoing as deal advances
- 2026-07-10 Multiple sources reference the deal, but no new facts today; only recaps of prior news
- 2026-07-10 Multiple sources reiterate the acquisition plan and record launch contracts; no new factual developments
- 2026-07-18 Multiple sources confirm IRDM's strong FCF provides financial flexibility for post-acquisition expansion
- 2026-07-20 Bessemer raised stake 54,682% in Q1; analyst sees core revenue growing ~8% annually to $1.30B by 2030
- 2026-07-21 Institutional moves diverge as Amova trims 34.1% vs Bessemer's large increase
- 2026-07-21 Institutional reduction coincides with Q2 results and pending RKLB acquisition
2026-07-14 → 07-21产品Bull
Iridium and Intellian Launch C100M GMDSS Maritime Safety System
Extends Iridium Certus safety portfolio with compact new option
D1 +0.6% · +5d -3.3%
4 waves of this story
- 2026-07-14 First-to-market ultra-compact chip shields GPS/GNSS devices from jamming and spoofing
- 2026-07-15 Following yesterday's announcement, multiple sources today confirm the chip offers a first-to-market solution targeting global satellite navigation vulnerabilities
- 2026-07-16 Analyst notes chip will be RKLB's post-merger, extending prior PNT ASIC commercialization line
- 2026-07-21 Extends Iridium Certus safety portfolio with compact new option
2026-07-078-K filing
8-K: Item 1.01, Item 2.03, Item 5.02, Item 7.01
D1 -2.9% · +5d -4.4%
2026-06-298-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +25.4% · +5d -6.4%
2026-06-24 → 06-25OtherBull
IRDM call activity persists; Aug 50C OI +19k
Aug 50C OI up 19k contracts; again flagged in unusual call volume scan
D1 -4.3% · +5d +31.8%
2 waves of this story
- 2026-06-24 Multiple sources confirm unusual options activity, with large Aug 50C trades
- 2026-06-25 Aug 50C OI up 19k contracts; again flagged in unusual call volume scan
2026-05-208-K filing
8-K: Item 5.02, Item 5.07, Item 7.01, Item 9.01
D1 +3.9% · +5d +13.2%
2026-05-17CapitalBull
Iridium up 134% YTD; SpaceX IPO expectations lift satellite comms sector
Multiple sources confirm Iridium as top YTD gainer in satellite comms, listed as SpaceX IPO beneficiary
D1 +4.3% · +5d +15.6%
2026-05-148-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +0.8% · +5d +5.2%

Insider selling $18.5M (6)

8-K: Item 5.03, Item 7.01, Item 9.01

Rocket Lab Post-IRDM Acquisition Expected Profitable by 2027 with ~$140M Annual Earnings

Iridium Announces Strategic Partnership with SKYWAVE for Industrial IoT

Earnings report

8-K: Item 2.02, Item 9.01

Amova Cuts IRDM Stake by 34.1%

Iridium and Intellian Launch C100M GMDSS Maritime Safety System

8-K: Item 1.01, Item 2.03, Item 5.02, Item 7.01

8-K: Item 1.01, Item 7.01, Item 9.01

IRDM call activity persists; Aug 50C OI +19k

8-K: Item 5.02, Item 5.07, Item 7.01, Item 9.01

Iridium up 134% YTD; SpaceX IPO expectations lift satellite comms sector

8-K: Item 1.01, Item 7.01, Item 9.01

Bull vs bear

Community

Discussion

Insider selling $18.5M (6)

8-K: Item 5.03, Item 7.01, Item 9.01

Rocket Lab Post-IRDM Acquisition Expected Profitable by 2027 with ~$140M Annual Earnings

Iridium Announces Strategic Partnership with SKYWAVE for Industrial IoT

Earnings report

8-K: Item 2.02, Item 9.01

Amova Cuts IRDM Stake by 34.1%

Iridium and Intellian Launch C100M GMDSS Maritime Safety System

8-K: Item 1.01, Item 2.03, Item 5.02, Item 7.01

8-K: Item 1.01, Item 7.01, Item 9.01

IRDM call activity persists; Aug 50C OI +19k

8-K: Item 5.02, Item 5.07, Item 7.01, Item 9.01

Iridium up 134% YTD; SpaceX IPO expectations lift satellite comms sector

8-K: Item 1.01, Item 7.01, Item 9.01