TickrTrends GOGO fair value analysis

Gogo and Insitu collaborate on Group 3 UAS connectivity

manilatimes.net · 2026-09-22

BROOMFIELD, Colo., Sept. 22, 2026 (GLOBE NEWSWIRE) -- Gogo Special Missions, the military/government division of Gogo (NASDAQ: GOGO), and Insitu, a Boeing company, announced today the successful completion of testing and integration of a new, modified high-speed satellite connectivity solution, tailored specifically for Group 3 Uncrewed Aerial Systems (UAS). The leading Group 3 UAS OEM and the leading Global UAS connectivity supplier have partnered to optimize the Gogo Galileo HDX antenna for installation on Insitu’s Integrator UAS.

TickrTrends take: Gogo's collaboration with Insitu on Group 3 unmanned aerial systems connectivity represents an expansion into the defense and commercial drone markets, segments that could diversify revenue streams beyond its core aviation connectivity business. Given TickrTrends' current undervalued assessment, investors focused on valuation should monitor whether this partnership generates meaningful revenue contribution and helps justify the company's market position within the Communication Services sector. The success of this unmanned systems initiative will be a key factor in determining whether the current valuation discount accurately reflects future earning potential or represents genuine upside.

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