Added to YB: 2025-01-31
Pitch date: 2025-01-29
GOGO [bullish]
Gogo Inc.
-39.33%
current return
Author Info
Pound the Rock Investing, written by Adam Wilk, the founder and CIO of Greystone Capital Management, will serve as an ongoing discussion about business, investing and things I find interesting. Sign up for the newsletter.
Company Info
Gogo Inc., together with its subsidiaries, provides broadband connectivity services to the aviation industry in the United States and internationally.
Market Cap
$955.7M
Pitch Price
$8.39
Price Target
30.00 (+489%)
Dividend
N/A
EV/EBITDA
7.58
P/E
-165.08
EV/Sales
2.11
Sector
Wireless Telecommunication Services
Category
growth
Some Interesting Ideas for 2025 - Gogo Inc.
GOGO: 90%+ market share in biz aviation w/ ATG network & 7000+ planes. 40%+ EBITDA margins, 30%+ ROIC. Concerns: 5G delays & Starlink competition. Catalysts: 5G/LEO launch in H2 2025. 15x 2025 FCF = 2x upside. 15x 2028E FCF = $30/share. Strong moat, growing market, 30% penetrated.
Read full article (2 min)