Earnings Estimates
EPS: −$0.18 | Revenue: $40.69M. Company guided H2 2025 revenue at $50–75M. Analysts expect losses to narrow as commercial service ramps.
What to Watch
Satellite launch timeline updates (45-60 planned by end 2026). New MNO partner announcements. Government contract wins. $30M SDA contract just awarded Feb 23.
Short Squeeze Setup
28% short interest on the float — among the highest for stocks >$20B market cap. If report triggers a rally, shorts covering could amplify the move dramatically.
Risk Flags
Stock down 35% from ATH ($129.89 on Jan 30). Pre-earnings drift is negative. Pomerantz Law Firm investigating securities claims. Cash burn is significant ($122M net loss last quarter).