Garmin Ltd. in 2 stories
The narratives GRMN currently appears in, with its side and exposure in each.
Bull side
0 storiesNo bull-side stories for GRMN yet.
Bear side
2 stories- SpaceX Drains the Stock Market for Capital
GRMN in “SpaceX Drains the Stock Market for Capital”
AcceleratingExposure: not rated yetA mega SpaceX offering could reroute risk capital toward Musk’s space empire and away from competing growth stocks.
Garmin's inReach satellite-messaging franchise faces longer-term substitution risk as Starlink expands direct-to-device connectivity.
- Satellites Turn Every Phone Into a Terminal
GRMN in “Satellites Turn Every Phone Into a Terminal”
FadingExposure: not rated yetDirect-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.
Ubiquitous satellite messaging on ordinary smartphones could reduce consumer demand for Garmin's dedicated inReach communicators, especially among occasional outdoor users.