Coverage
— → Added to coverage
Investment conviction●●●○○3 of 5
Research target$57.54Stock price target
Investment thesis statusINTACTLast reviewed 7/22/26
Market cap$24.58BSnapshot value
Research history
See all ASTS changes ↗What changed
AST SpaceMobile is building the first space-based cellular broadband network that works directly with standard smartphones. The strategic value is enormous — sovereign nations need communication resilience independent of terrestrial infrastructure. BlueBird satellite constellation (Q3 2026 launch) is the key de-risking milestone.
BlueBird Block 2 satellite launch (target H2 2026) — first commercial service demo AT&T/Verizon commercial service agreement revenue commencing US government direct-to-device contract for sovereign emergency comms
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
research_only - seeded from company_layer_membership
Snapshot · 7/22/26🟡 Mixed · ins-$283.9M · 13F 17+/5-×0.0 · short↓0.23
Snapshot · 7/22/26