以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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IRDM
11 atoms · 跨 4 天 · 首见 2026-04-20 · 最近 2026-06-30
三色: 🟦 fact 7 · 🟥 take 4 · stance ▲1/▼3/◆4
来源: X 10 · 卖 1
时态: fresh:9 · aging:2
标签: 好数字:6 · 好观点:2 · 好思考:2 · 好信源:1
叙事 (narrative) (3)
- 2026-04-24
[老化中] · 业务估值依赖度判断
we think IRDM’s valuation is much more hinged on the business itself versus the massive value unlocks at GSAT and SATS, stocks whose value we feel was much more rooted in spectrum and other strategic optionality
tags: 好思考 · → daily
- 2026-06-30 · 频谱带宽
~8 MHz of very scarce, weather-resilient spectrum
tags: 好数字 · → daily
value: qty=~8 MHz · date=
- 2026-04-24
[老化中] · 竞争担忧程度判断
We continue to believe that competitive fears around IRDM had recently been exaggerated
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-04-24 · 风险回报比判断
we now feel the risk/reward in the valuation is much less skewed to the upside than previously
tags: 好思考 · → daily
立场 (position) (1)
- 2026-06-29 · 评级
MS rates IRDM Equal-Weight
tags: 好观点 · → daily
value: rating=Equal-Weight
事实 (fact) (6)
- 2026-06-29 · 收购对应隐含企业价值
Implied EV for Iridium of ~$8B
tags: 好数字 · → daily
value: qty=~$8B · date=2026-06-29
- 2026-06-30 · 卫星数量
highly profitable, 60-satellite mission-critical communications constellation
tags: 好数字 · → daily
value: qty=60 · date=
- 2026-04-24 · 评级调整
Raymond James Downgrades $IRDM to Market Perform from Outperform
tags: 好信源 · → daily
value: qty=Market Perform from Outperform · direction=downgrade
- 2026-04-24 · 年初至今涨幅
recent run in the share price, up approximately 136% year to date
tags: 好数字 · → daily
value: qty=136% · date=YTD 2026
- 2026-04-24 · 全球 DTD 频谱频宽
IRDM’s slice of global DTD spectrum, at approximately 9 MHz
tags: 好数字 · → daily
value: qty=9 MHz
- 2026-04-20 · ARK 基金卖出股数
ARK 基金卖出 IRDM 股数: 81,422
tags: 好数字 · → daily
value: qty=81,422 · date=2026-04-20
时间轴 (近 20)
- 2026-06-30 ·
fact · 卫星数量 · → daily
- 2026-06-30 ·
narrative · 频谱带宽 · → daily
- 2026-06-29 ·
position · 评级 · → daily
- 2026-06-29 ·
fact · 收购对应隐含企业价值 · → daily
- 2026-04-24 ·
fact · 评级调整 · → daily
- 2026-04-24 ·
fact · 年初至今涨幅 · → daily
- 2026-04-24 ·
fact · 全球 DTD 频谱频宽 · → daily
- 2026-04-24 ·
narrative · 业务估值依赖度判断 · → daily
- 2026-04-24 ·
narrative · 竞争担忧程度判断 · → daily
- 2026-04-24 ·
forecast · 风险回报比判断 · → daily
- 2026-04-20 ·
fact · ARK 基金卖出股数 · → daily
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