<p>铱星通讯（IRDM）在被纳入标准普尔 600 指数后获得了提振，这一技术性变化引发了指数跟踪基金的新一轮买入，推动股价显著上涨。</p>
<p>查看我们对铱星通讯的最新分析。</p>
<p>这一指数的提升是在艰难时期之后出现的，股价为 17.40 美元，年初至今的股价回报为-41.16%。一年的总股东回报为-37.92%，显示长期持有者仍然处于亏损状态，尽管短期动能有所回升，7 天股价回报为 4.88%，30 天股价回报为 6.62%。这表明市场情绪正在稳定，而不是激增。</p>
<p>如果铱星在指数新闻上的表现让你想知道还有什么可能会反转的股票，现在是探索高内部持股的快速增长股票的好时机。</p>
<p>尽管股价在过去一到三年内大幅下跌，但交易价格大约比分析师目标低 30%，铱星是否是一个被低估的转机故事，还是市场已经将所有未来增长的预期都计入了？</p>
<h2>最受欢迎的叙述：41.5% 被低估</h2>
<p>铱星通讯最后收盘价为 17.40 美元，而叙述的公允价值为 29.75 美元，如果假设成立，这个故事指向了显著的上行空间。</p>
<blockquote>
<p><em>公司的下一代星座已全面部署，资本支出下降，为股票回购和稳定的股息增长释放了显著的现金流，直接提升了每股收益潜力，使铱星的自由现金流收益结构上具有吸引力。</em></p>
</blockquote>
<p>阅读完整的叙述。</p>
<p>想看看是什么推动了价格与叙述价值之间的差距吗？核心故事主要依赖于利润率上升、稳定增长和未来收益倍数的提升。想知道哪些具体的利润、收入和估值假设必须完美落地才能实现这种上行？继续阅读，解开这个公允价值判断背后的完整蓝图。</p>
<p><strong>结果：公允价值为 29.75 美元（被低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，仍然存在一些叙述风险，包括物联网采用速度放缓和频谱竞争加剧，这可能限制收入增长并对利润率施加压力。</p>
<p>了解铱星通讯叙述的关键风险。</p>
<h2>价值的另一种角度</h2>
<p>我们的 SWS DCF 模型描绘了比叙述公允价值更乐观的前景，表明铱星的交易价格远低于其长期现金流潜力。如果 DCF 和叙述都是正确的，那么现在的风险更多是关于执行而不是价格？</p>
<p>了解 SWS DCF 模型如何得出其公允价值。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/5fc3ee85-c1ea-4ff3-b523-1073e4cb7313/chart/dcf?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/5fc3ee85-c1ea-4ff3-b523-1073e4cb7313/chart/dcf"/></p>
<p>截至 2025 年 12 月的 IRDM 折现现金流</p>
<h2>自建铱星通讯叙述</h2>
<p>如果你对这个观点并不完全信服，或者更愿意自己审视数据，你可以在几分钟内自定义构建一个：按照你的方式进行。</p>
<p>铱星通讯研究的一个很好的起点是我们的分析，突出了 3 个关键回报和 1 个重要警示信号，这可能会影响你的投资决策。</p>
<h2>寻找更多投资想法？</h2>
<p>在你继续之前，通过扫描 Simply Wall Street 上的预构建股票想法来锁定你的下一个机会，这样你就不必仅仅依赖铱星。</p>
<ul>
<li>通过这些 902 只基于现金流的被低估股票，捕捉潜在的错误定价，定位那些交易价格低于内在价值的公司，并在情绪转变之前做好准备。</li>
<li>通过这 24 只 AI 便士股票评估机器学习和自动化的机会，专注于将 AI 创新转化为真实、持续收入的企业。</li>
<li>通过审查这 10 只收益率超过 3% 的股息股票，增强你的投资组合收入流，突出那些当前收益与看似可持续的派息结构相结合的公司。</li>
</ul>
<p><em>本文由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不构成财务建议。</strong> 这并不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们旨在为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
<p>用于防御和灾难的移动基础设施</p>
<p>机器人技术的下一个浪潮不是类人型的。它是完全自主的塔，在 30 分钟内提供 5G、ISR 和雷达，随处可达。</p>
<p>在下一轮合同之前获取投资者简报</p>
<p>由 CiTech 赞助</p>

铱星通讯

<p>铱星通讯（Iridium Communications，股票代码：IRDM）在被纳入标准普尔 600 指数后，股价大幅上涨，主要受到指数跟踪基金的推动。尽管近期有所上涨，但该股票在过去一年中仍大幅下跌。分析师认为该股票被低估，合理价值为 29.75 美元，而当前价格为 17.40 美元。主要风险包括物联网（IoT）采用速度放缓和频谱竞争。公司的下一代星座和资本支出下降正在提升现金流，以用于股票回购和分红</p>

<p>Iridium Communications (IRDM) just caught a lift after being added to the S&amp;P 600, a technical shift that sparked fresh buying from index-tracking funds and pushed the stock meaningfully higher.</p>
<div class="lb-trans"><p>铱星通讯（IRDM）在被纳入标准普尔 600 指数后获得了提振，这一技术性变化引发了指数跟踪基金的新一轮买入，推动股价显著上涨。</p>
</div><p>See our latest analysis for Iridium Communications.</p>
<div class="lb-trans"><p>查看我们对铱星通讯的最新分析。</p>
</div><p>That index bump arrives after a tough stretch, with the share price sitting at $17.40 and a year-to-date share price return of minus 41.16%. The one-year total shareholder return of minus 37.92% shows longer term holders are still deep in the red, even as short term momentum has perked up with a 7-day share price return of 4.88% and a 30-day share price return of 6.62%. This suggests sentiment is stabilising rather than surging.</p>
<div class="lb-trans"><p>这一指数的提升是在艰难时期之后出现的，股价为 17.40 美元，年初至今的股价回报为-41.16%。一年的总股东回报为-37.92%，显示长期持有者仍然处于亏损状态，尽管短期动能有所回升，7 天股价回报为 4.88%，30 天股价回报为 6.62%。这表明市场情绪正在稳定，而不是激增。</p>
</div><p>If Iridium’s move on index news has you wondering what else might be setting up for a turn, this is a good moment to explore fast growing stocks with high insider ownership.</p>
<div class="lb-trans"><p>如果铱星在指数新闻上的表现让你想知道还有什么可能会反转的股票，现在是探索高内部持股的快速增长股票的好时机。</p>
</div><p>With shares still down sharply over one and three years but trading at roughly a 30% discount to analyst targets, is Iridium an undervalued turnaround story, or is the market already pricing in all the future growth?</p>
<div class="lb-trans"><p>尽管股价在过去一到三年内大幅下跌，但交易价格大约比分析师目标低 30%，铱星是否是一个被低估的转机故事，还是市场已经将所有未来增长的预期都计入了？</p>
</div><h2>Most Popular Narrative: 41.5% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：41.5% 被低估</h2>
</div><p>With Iridium Communications last closing at $17.40 against a narrative fair value of $29.75, the story points to meaningful upside if assumptions hold.</p>
<div class="lb-trans"><p>铱星通讯最后收盘价为 17.40 美元，而叙述的公允价值为 29.75 美元，如果假设成立，这个故事指向了显著的上行空间。</p>
</div><blockquote>
<p><em>The company's fully deployed next-gen constellation and declining capex profile are freeing up significant cash flow for buybacks and steady dividend increases, directly boosting per-share earnings potential and making Iridium's free cash flow yield structurally attractive.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>公司的下一代星座已全面部署，资本支出下降，为股票回购和稳定的股息增长释放了显著的现金流，直接提升了每股收益潜力，使铱星的自由现金流收益结构上具有吸引力。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整的叙述。</p>
</div><p>Want to see what is powering this gap between price and narrative value? The core story leans heavily on rising margins, steady growth, and a richer future earnings multiple. Curious which specific profit, revenue, and valuation assumptions have to land perfectly for that upside to materialise? Read on to unpack the full blueprint behind this fair value call.</p>
<div class="lb-trans"><p>想看看是什么推动了价格与叙述价值之间的差距吗？核心故事主要依赖于利润率上升、稳定增长和未来收益倍数的提升。想知道哪些具体的利润、收入和估值假设必须完美落地才能实现这种上行？继续阅读，解开这个公允价值判断背后的完整蓝图。</p>
</div><p><strong>Result: Fair Value of $29.75 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 29.75 美元（被低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, several narrative risks linger, including slower IoT adoption and intensifying spectrum competition, which could limit revenue growth and pressure margins if they worsen.</p>
<div class="lb-trans"><p>然而，仍然存在一些叙述风险，包括物联网采用速度放缓和频谱竞争加剧，这可能限制收入增长并对利润率施加压力。</p>
</div><p>Find out about the key risks to this Iridium Communications narrative.</p>
<div class="lb-trans"><p>了解铱星通讯叙述的关键风险。</p>
</div><h2>Another Angle on Value</h2>
<div class="lb-trans"><h2>价值的另一种角度</h2>
</div><p>Our SWS DCF model paints an even more optimistic picture than the narrative fair value, suggesting Iridium is trading at a deep discount to its long term cash flow potential. If both the DCF and narrative are right, is the risk now more about execution than price?</p>
<div class="lb-trans"><p>我们的 SWS DCF 模型描绘了比叙述公允价值更乐观的前景，表明铱星的交易价格远低于其长期现金流潜力。如果 DCF 和叙述都是正确的，那么现在的风险更多是关于执行而不是价格？</p>
</div><p>Look into how the SWS DCF model arrives at its fair value.</p>
<div class="lb-trans"><p>了解 SWS DCF 模型如何得出其公允价值。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/5fc3ee85-c1ea-4ff3-b523-1073e4cb7313/chart/dcf" alt="" original-src="https://images.simplywall.st/company/5fc3ee85-c1ea-4ff3-b523-1073e4cb7313/chart/dcf"/></p>
<p>IRDM Discounted Cash Flow as at Dec 2025</p>
<div class="lb-trans"><p>截至 2025 年 12 月的 IRDM 折现现金流</p>
</div><h2>Build Your Own Iridium Communications Narrative</h2>
<div class="lb-trans"><h2>自建铱星通讯叙述</h2>
</div><p>If you are not fully convinced by this view, or would rather interrogate the numbers yourself, you can build a custom take in minutes: Do it your way.</p>
<div class="lb-trans"><p>如果你对这个观点并不完全信服，或者更愿意自己审视数据，你可以在几分钟内自定义构建一个：按照你的方式进行。</p>
</div><p>A great starting point for your Iridium Communications research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.</p>
<div class="lb-trans"><p>铱星通讯研究的一个很好的起点是我们的分析，突出了 3 个关键回报和 1 个重要警示信号，这可能会影响你的投资决策。</p>
</div><h2>Looking for more investment ideas?</h2>
<div class="lb-trans"><h2>寻找更多投资想法？</h2>
</div><p>Before you move on, lock in your next opportunity by scanning pre-built stock ideas on Simply Wall Street, so you are not relying on Iridium alone.</p>
<div class="lb-trans"><p>在你继续之前，通过扫描 Simply Wall Street 上的预构建股票想法来锁定你的下一个机会，这样你就不必仅仅依赖铱星。</p>
</div><ul>
<li>Capture potential mispricings by targeting companies trading below intrinsic value through these 902 undervalued stocks based on cash flows, and position yourself ahead of a sentiment shift.</li>
<li>Evaluate opportunities in machine learning and automation with these 24 AI penny stocks, focusing on businesses turning AI innovation into real, recurring revenue.</li>
<li>Strengthen your portfolio income stream by reviewing these 10 dividend stocks with yields &gt; 3%, spotlighting companies combining current yields with payout profiles that appear sustainable.</li>
</ul>
<div class="lb-trans"><ul>
<li>通过这些 902 只基于现金流的被低估股票，捕捉潜在的错误定价，定位那些交易价格低于内在价值的公司，并在情绪转变之前做好准备。</li>
<li>通过这 24 只 AI 便士股票评估机器学习和自动化的机会，专注于将 AI 创新转化为真实、持续收入的企业。</li>
<li>通过审查这 10 只收益率超过 3% 的股息股票，增强你的投资组合收入流，突出那些当前收益与看似可持续的派息结构相结合的公司。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>本文由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不构成财务建议。</strong> 这并不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们旨在为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div><p>Mobile Infrastructure for Defense and Disaster</p>
<div class="lb-trans"><p>用于防御和灾难的移动基础设施</p>
</div><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p>
<div class="lb-trans"><p>机器人技术的下一个浪潮不是类人型的。它是完全自主的塔，在 30 分钟内提供 5G、ISR 和雷达，随处可达。</p>
</div><p>Get the investor briefing before the next round of contracts</p>
<div class="lb-trans"><p>在下一轮合同之前获取投资者简报</p>
</div><p>Sponsored On Behalf of CiTech</p>
<div class="lb-trans"><p>由 CiTech 赞助</p>
</div>

铱星通讯（IRDM）：被纳入标普 600 指数后，估值检查引发了新的买入兴趣