Stock of the Day

September 18, 2020

Gogo (GOGO)

$3.58
+$0.03 (+0.8%)
Market Cap: $484.16M

About Gogo

Gogo Inc., together with its subsidiaries, provides broadband connectivity services to the aviation industry in the United States and internationally. The company's product platform includes networks, antennas, and airborne equipment and software. It offers in-flight systems; in-flight services; aviation partner support; and engineering, design, and development services, as well as production operations functions. The company offers voice and data, in-flight entertainment, and other services. In addition, it engages in the development, deployment, and operation of networks, towers, and data center infrastructure to support in-flight connectivity services, as well as in the provision of telecommunications connections to the internet. The company sells its products primarily to aircraft operators and original equipment manufacturers of business aviation aircraft through a distribution network of independent dealers. Gogo Inc. was founded in 1991 and is headquartered in Broomfield, Colorado. As of May 2024, Gogo Inc. claims that "Gogo is the only company in North America with a complete, certified airborne 5G network, meaning that all components within the network (including onboard equipment) are 5G native."

Today's Trend

Gogo Inc. (GOGO) is trading higher after a mixed Q3: revenue came in strong and the company guided revenue for FY2025, but reported EPS missed expectations and Roth Capital cut future earnings estimates. Below are the key points investors should watch.

  • Revenue momentum — Q3 revenue rose sharply year-over-year (reported ~122% y/y) and management issued FY2025 revenue guidance around $910M, which slightly exceeds consensus; this supports topline confidence. TipRanks: Gogo Inc. Reports Strong Revenue Growth in Q3 2025
  • Earnings call transcripts and slides are available for detail — management discussed results and outlook on the Nov 6 call; read the full transcript for commentary on margin drivers and product cadence. Seeking Alpha: Q3 2025 Earnings Call Transcript
  • EPS miss — Gogo reported a loss-per-share for the quarter (reported EPS missed the consensus), which undermined near-term profit expectations and likely pressured sentiment. MarketBeat: Q3 2025 Earnings
  • Analyst downgrades to near-term forecasts — Roth Capital trimmed multiple quarterly and long‑term EPS estimates (Q4 2025, several 2026 quarters, and FY2027), reducing future earnings visibility and raising the bar for operational improvement. MarketBeat: Analyst Note (Roth Capital) summary

Bottom line: the stock is up modestly on strong revenue and revenue guidance, but investors should weigh that against the EPS miss and analyst cuts — watch upcoming quarterly cadence, margin trends, and any management commentary on cost control and product rollouts.

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