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GOGOGO

Gogo Inc.

Hot onWhy it's trendingX chatter spiked vs its recent norm
$GOGO·$491M·Telecommunications Services·Communication Services
$3.46-2.3%YTD-27.0%1Y-77.7%
Mentions · last 7 days
2026-07-07: 4 posts2026-07-08: 7 posts2026-07-09: 7 posts2026-07-10: 22 posts2026-07-11: 37 posts2026-07-12: 70 posts2026-07-13: 81 posts229+80%
Price updated 3h ago·X counts updated 1d ago
GOGOGO
$GOGOGogo Inc.
$3.46-2.26%229 posts+80%
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.

Proven numbersAcceleratingAI verdict · as of 2026-07-14

The move is getting stronger, with heavier trading behind it.

Business-jet connectivity story broadening from ATG toward the Galileo satellite platform.

Gogo is the dominant in-flight connectivity provider for business aviation. The near-term story is the Galileo HDX rollout — satellite-based service that lifts the addressable fleet beyond the ground-station-limited ATG network. Product certifications keep landing (Gulfstream G650/G650ER, Pilatus PC-12, Dassault Falcon 7X/8X), and a new $7.5M NOAA contract for the "hurricane hunter" aircraft adds a government reference.

  • Q1 revenue was $226M with EPS of $0.10 — the top line held, but EPS missed the $0.09 consensus modestly and the last quarter also came in light.
  • Consensus sees the business scaling toward $915M revenue this year with EPS of $0.34, then $951M / $0.51, then $1.07B / $0.58 — a real inflection embedded in estimates but not yet in the reported quarters.
  • There's an unusual side plot: a spin-out of an AI subsidiary via a definitive arrangement with Algo8 Industrial AI — small, but a genuine capital-markets event to track.
  • Insider activity was routine director equity awards — no informational content.
  • X sentiment from May was quietly bullish on the Q1 print, but the signal is thin (five posts).

The operating thesis is that Galileo HDX widens the moat and unlocks a much larger installed base of business jets. Estimates already price in that inflection; the August 6 Q2 print is where execution has to start showing up in the numbers rather than the pipeline.

Agrees with X sentimentThe thin bullish sample lines up with the Galileo rollout evidence, but low post count makes this a soft alignment rather than a strong crowd read.

What to watch: August 6 Q2 print vs $0.09 EPS consensus; Galileo HDX unit sales versus ATG mix; any margin lift as satellite ARPU scales; specifics on the Algo8 spin-out mechanics.

On the calendar: 2026-08-06 — Q2 earnings (consensus EPS $0.09)

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

Partial — Provides in-flight broadband connectivity to commercial and business aviation via air-to-ground and satellite networks; this segment overlaps with the LEO satellite global coverage and Apple SOS emergency positioning but is not the dominant revenue driver.

Industry benchmark

19-name peer basket
+21.2%YTD
+39.0%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
Q1 2026May 7, 2026$0.07$0.09-22.2%
Q4 2025Feb 27, 2026$-0.01$0.02-150.0%
Q3 2025Nov 6, 2025$0.10$0.11-9.1%
Q2 2025Aug 7, 2025$0.13$0.12+8.3%
Next earningsThu, Aug 6·consensus EPS $0.09

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$0.23 – $0.493
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.0.8×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.4%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.-8.5%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.-34.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 78.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β1.165-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 inkinds · 9 exempts) 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
Free, forever. No credit card.

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

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 13Gs · 2 earnings 8-Ks · 2 proxys · 1 S-8) in window

Recent news

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

Gogo announces new STC for Galileo HDX on the Gulfstream G650 and Gulfstream G650ERglobenewswire.com·14d agoGoGo AI Network Inc. and Algo8 Industrial AI Inc. Announce Definitive Arrangement Agreement to Spin Out Full-Stack Industrial AI Platform to Public Marketsglobenewswire.com·23d agoSD Government announces Federal Aviation Administration STC approval for Gogo Galileo HDX installation on the Pilatus PC-12globenewswire.com·29d agoGogo announces new STC approved to install Gogo Galileo connectivity on Dassault Falcon 7X/8Xglobenewswire.com·30d agoGogo secures $7.5 million NOAA contract, providing mission-critical communications services for ‘hurricane hunter' aircraftglobenewswire.com·41d ago

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