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GOGOGO

Gogo Inc.

$GOGO·$492M·Telecommunications Services·Communication Services
$2.72-0.4%YTD-1.7%1Y-75.2%
Mentions · last 7 days
2026-08-20: 3 posts2026-08-21: 1 posts2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 1 posts120%
Price updated 1d ago·X counts updated 5d ago
GOGOGO
$GOGOGogo Inc.
$2.72-0.37%12 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GOGO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-08-21

Falling on heavy selling — points lower unless it turns around.

Aviation-broadband name down 79% in a year sitting at the 1st percentile of its range — Q2 EPS missed by half, and 334 antennas are waiting on paperwork.

Gogo Inc. provides in-flight broadband connectivity to business aviation and, historically, commercial airlines. The bull case has always been the next-generation network deployment plus subscriber growth; the recent narrative has been execution problems on regulatory paperwork.

  • Q1 revenue was down 1.7% year-on-year to $226M and Q2 EPS came in at $0.03 vs $0.06 consensus (50% miss) — the pattern of misses has extended to the last four quarters (-50%, -22%, -450%, -109%), which the market has read as a broken execution story.
  • A Seeking Alpha piece (Aug 14) flags '334 antennas waiting on paperwork' — a specific operational bottleneck that management hasn't been able to resolve, and it's the direct cause of the deployment delay.
  • Stock is -79% over 12 months, sitting at the 1st percentile of its 52-week range and 43% below the 200-day trend — the tape has been in aggressive distribution, and the operational-bottleneck framing keeps the pressure on.
  • Trades at ~0.6x sales with a 37x trailing P/E — the P/E is elevated because 2025 earnings were impaired, and the sales multiple is genuinely cheap only if the ramp actually materializes.

What restarts the move is Nov 5 Q3 confirming FAA/regulatory antenna-approval backlog is being cleared alongside a sequential revenue improvement. What confirms the breakdown is another Q3 miss with continued antenna-approval delays; the operational execution is the specific catalyst that would flip the tape.

What to watch: Nov 5 Q3 earnings — FAA antenna-approval progress and sequential revenue trajectory. Watch for any specific regulatory-timeline update.

On the calendar: 2026-11-05 — Q3 earnings

beta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-05-09

Gogo Business Aviation posts bullish after Q1 equipment revenue up 22% YoY on record ATG unit sales, with the stock up 4% pre-market on the results.

Read the AI verdict + X sentiment for $GOGO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides in-flight broadband connectivity to commercial and business aviation via air-to-ground and satellite networks.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $GOGO.

Telecommunications Services · Communication Services

No material change from last week — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $GOGO

Neutral — Provides in-flight broadband connectivity to commercial and business aviation via air-to-ground and satellite networks; limited read-through from telecommunications services macro dynamics to this specific revenue mix.

Industry benchmark

18-name peer basket
+33.2%YTD
+40.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
36.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
52.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
7.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.03$0.06-50.0%
Q1 2026May 7, 2026$0.07$0.09-22.2%
Q4 2025Feb 27, 2026$-0.07$0.02-450.0%
Q3 2025Nov 6, 2025$-0.01$0.11-109.1%
Next earningsThu, Nov 5·consensus EPS $0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$226.3M-1.7%34.4%14.8%$0.10$-33.0M
Q4 FY25$230.6M+67.3%70.5%6.2%$-0.07$-25.4M
Q3 FY25$223.6M+122.4%59.0%12.9%$-0.01$24.2M
Q2 FY25$226.0M+121.5%47.3%15.9%$0.10$33.5M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$914.6M$910.1M – $921.4M$0.34$0.30 – $0.373
FY27$950.7M$924.0M – $966.9M$0.51$0.33 – $0.763
FY28$1.1B$1.1B – $1.1B$0.58$0.57 – $0.591

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-19.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-38.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 78.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMar 12Charles C TownsendDirector158.6K sh$724KBuyMar 11Charles C TownsendDirector91.4K sh$415K
+ 41 other (23 awards · 9 exempts · 9 inkinds) in window

See when $GOGO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 243
AI summary

CHRISTENSEN MICHAEL filed an initial Form 3 as a 10%+ owner of GOGO, disclosing initial beneficial ownership of securities as of the event date. This is a standard Section 16 reporting obligation triggered by the relationship with the issuer. Routine administrative filing with no indication of open-market transactions.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Gogo Inc. disclosed that Hayden Olson has transitioned to Executive Vice President, Corporate Development and is no longer considered an executive officer, though he remains employed. This senior leadership restructuring removes Olson from Section 16 reporting obligations at the in-flight connectivity provider.

8-KOfficer or director changeJun 28-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Gogo's stockholders approved the Amended and Restated 2024 Omnibus Equity Incentive Plan at the May 28, 2026 annual meeting, becoming effective immediately. Routine equity incentive plan expansion; modestly dilutive.

+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gogo: 334 Antennas Waiting On Paperworkseekingalpha.com·16d agoContrasting Iridium World Communications (OTCMKTS:IRIDQ) and Gogo (NASDAQ:GOGO)defenseworld.net·17d agoGogo Inc. (GOGO) Q2 2026 Earnings Call Transcriptseekingalpha.com·24d agoGogo Q2 Earnings Call Highlightsmarketbeat.com·24d agoGogo (GOGO) Q2 Earnings and Revenues Miss Estimateszacks.com·24d ago

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