IRDM

Iridium Communications Inc. Communication Services - Satellite Investor Relations → Deep dive →

NO
33.8% ABOVE
↓ Approaching Was 34.9% last week
-15% -10% -5% 0% 5% 10% 15%+
Signal Threshold $34.95
14-Week RSI 50
Rel. Volume (14w) This week's trading vs. the 14-week average 1.6x
Buyers vs. Sellers (14w) Are up-weeks or down-weeks getting more volume? 0.86

Iridium Communications Inc. (IRDM) closed at $46.77 as of 2026-09-18, trading 33.8% above its 200-week moving average of $34.95. The stock is currently moving closer to the line, down from 34.9% last week. The 14-week RSI sits at 50, indicating neutral momentum.

Trading volume is running at 1.6x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.86 ratio) is neutral — neither side is clearly dominating.

Over the past 917 weeks of data, IRDM has crossed below its 200-week moving average 13 times. On average, these episodes lasted 28 weeks. Historically, investors who bought IRDM at the start of these episodes saw an average one-year return of +4.5%.

With a market cap of $5.0 billion, IRDM is a mid-cap stock. The company generates a free cash flow yield of 4.8%. Return on equity stands at 19.7%, a solid level. The stock trades at 10.5x book value.

The company has been aggressively buying back shares, reducing its share count by 16.7% over the past three years.

Over the past 17.7 years, a hypothetical investment of $100 in IRDM would have grown to $535, compared to $1416 for the S&P 500. IRDM has returned 10.0% annualized vs 16.2% for the index, underperforming the broader market over this period.

In the past 12 months, corporate insiders have made 2 open-market purchases totaling $871,300.

Free cash flow has been volatile over the past several years, making the quality of earnings harder to assess.

Business Health

Annual financials — how the underlying business has performed over the past several years.

Cash Flow Free cash flow & net income ($M)

Revenue Annual revenue ($M) — business growth proxy

Total Debt Balance sheet debt ($M)

ROIC Return on invested capital (%)

FCF Yield Free cash flow / market cap (%) — Yartseva signal

Gross Margin Pricing power & competitive moat (%)

Shares Outstanding Buybacks vs dilution (millions)

Growth of $100: IRDM vs S&P 500

Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.

What Happens After IRDM Crosses Below the Line?

Across 13 historical episodes, buying IRDM when it crossed below its 200-week moving average produced an average return of +3.6% after 12 months (median -7.0%), compared to +15.5% for the S&P 500 over the same periods. 46% of those episodes were profitable after one year. After 24 months, the average return was +16.0% vs +36.8% for the index.

Each line shows $100 invested at the moment IRDM crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.

Bean Score Experimental

The Bean Score measures how far a stock's free cash flow yield has deviated from its own quarterly baseline, normalized by the stock's historical behavior. Between earnings dates, FCF is constant — so the score is purely a function of stock price. The levels below show at what prices IRDM would reach each dislocation threshold.

Current Bean Score +1.07σ
Current FCF Yield 5.82%
Baseline Yield 5.08%
Historical σ 1.52pp

Dislocation Price Levels

Prices where IRDM's Bean Score would hit each σ threshold. Valid until next earnings report: 2026-10-22.

LevelσPriceSignal
Deep Value+2σ$37.64Unusually cheap — analysis point
Value+1σ$47.66Cheap vs. own history
Fair Value+0σ$64.95Historical mean behavior
Expensive-1σ$101.96Expensive vs. own history
Deep Expensive-2σ$236.94Unusually expensive — analysis point

Quarterly FCF & Yield Trailing twelve-month free cash flow and yield at each quarter end

Recent Earnings

DateEPS Est.EPS ActualSurprise
2026-07-22$0.30$0.19-34.8%
2026-04-23$0.28$0.20-26.9%
2026-02-12$0.25$0.24-2.6%
2025-10-23$0.25$0.35+41.1%
Data depth: 2 quarterly baselines, 24 price observations — Limited history (4+ quarters preferred for reliability)

Signal Accuracy Collecting Data

The Bean Score system is accumulating weekly data to validate signal accuracy. After 13+ weeks of history, this section will display win rates and average returns for each σ threshold crossing — answering the question: "When this score says cheap or expensive, does the price subsequently move in the expected direction?"

13 / 13 weeks minimum

the write-ups I read Simply Wall St · Visual company reports and write-ups. Free tier covers five reports a month. referral

Theoretical framework — not backtested or forward-tested. The Bean Score uses trailing twelve-month free cash flow yield as a dislocation identifier. It measures whether the market has pushed a stock's yield unusually far from its own baseline behavior. These levels are analysis points: prices at which the yield deviation becomes unusual enough to justify the work. FCF values update quarterly with earnings; between reports, all movement is price-driven.

Dislocation Scores Experimental

Each score measures deviation from IRDM's own historical baseline — the same idea as the Bean Score, applied to different fundamentals. Positive means cheaper or more dislocated than this stock's norm. Scores marked σ are normalized by the stock's own variability; pp values are simple deltas from its recent baseline.

⚠ Earnings quality deteriorating — net income is outrunning free cash flow vs this company's own norm. Cheapness signals here deserve extra scrutiny.
Yield Dislocation -0.57σ Dividend yield vs own 10-yr norm
Drawdown Score -0.42σ Distance from line vs own history
Sector-Relative N/A Vs sector median this week
Buyback Acceleration +1.0pp YoY share change vs own 3-yr pace (− = accelerating)
Insider Intensity 58th TTM buys / market cap, percentile of buyers
FCF Yield vs History -3.8pp Vs own recent annual mean
Earnings Quality Deteriorating Accrual gap trend (+8.3pp of revenue)

Theoretical framework — not backtested. These scores describe how unusual today's readings are for this specific company. Each one is an analysis point, a reason to open the filings. Annual-statement scores (buyback, accruals, FCF vs history) rest on only ~4 yearly data points and are deltas, not sigmas.

Insider Buying Activity

1 conviction buy in the past 12 months (purchases over $500K with meaningful position increases).

DateInsiderTitleValueSharesPosition +%
2025-10-28NIEHAUS ROBERT HDirector$524,70030,000+12.7%

Historical Touches

IRDM has crossed below its 200-week MA 13 times with an average 1-year return of +4.5% after recovery.

Crossed BelowRecoveredWeeksMax Depth1-Year ReturnReturn Since Touch
Oct 2009Jun 20103528.2%+2.9%+479.9%
Sep 2010Nov 201078.8%-24.2%+467.4%
Dec 2010Feb 20111011.6%-16.0%+463.0%
Mar 2011Mar 20125237.5%+8.3%+511.0%
Apr 2012Apr 201211.3%-24.4%+486.7%
May 2012Jun 201234.0%-14.2%+490.8%
Jul 2012Jul 20134833.8%-8.0%+568.0%
Jul 2013May 20144330.5%+19.4%+626.1%
Jul 2015Oct 20151421.8%+22.3%+568.9%
Nov 2015Dec 201554.9%+18.1%+572.5%
Jan 2016Apr 20161513.9%+42.9%+568.9%
Aug 2016Sep 2016310.9%+47.8%+558.4%
Oct 2023Apr 202613056.0%-16.4%+29.3%
Average28+4.5%

Frequently Asked Questions

Is IRDM below its 200-week moving average?

No. Iridium Communications Inc. (IRDM) is currently 33.8% above its 200-week moving average of $34.95. It would need to fall to $34.95 to cross below the line.

What is IRDM's 200-week moving average price?

Iridium Communications Inc.'s 200-week moving average is $34.95 as of 2026-09-18. This is the average weekly closing price over roughly the last 4 years, and it acts as a long-term trend line. When a stock drops below this level, it can signal that the price has fallen far enough from the long-term trend to attract value-oriented investors.

What happens when IRDM drops below its 200-week moving average?

IRDM has crossed below its 200-week moving average 13 times in our data. On average, buying at that moment produced a one-year return of +4.5%. These dips have historically been decent entry points. These episodes lasted 28 weeks on average.

Is IRDM a good value right now?

Here's what our data says about IRDM as of 2026-09-18: The stock is above its 200-week moving average, so it doesn't currently meet our primary signal. The 14-week RSI is 50. Free cash flow yield is 4.8%. Return on equity is 19.7%. Price-to-book is 10.5x. This is not a buy or sell recommendation — always do your own research.

How does IRDM compare to the S&P 500?

Over the past 17.7 years, $100 invested in IRDM would have grown to $535, compared to $1416 for the S&P 500. That's 10.0% annualized vs 16.2% for the index. IRDM has underperformed the broader market over this period.

Does IRDM pay a dividend?

Yes. Iridium Communications Inc. currently pays a dividend yield of 128.00%.

Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.

Data as of week of 2026-09-18