AST SpaceMobile Achieves Breakthrough with BlueBird 6 Launch, Stock Surges 244%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 11 2026
0mins
Should l Buy ASTS?
Source: NASDAQ.COM
- Stock Surge: AST SpaceMobile's stock soared 244% in 2025, driven by investor excitement over its potential for direct satellite internet access, leading to a further 35% increase at the start of 2026.
- Breakthrough Launch: The successful launch of the BlueBird 6 satellite array in December marked the largest commercial communications constellation ever, boasting ten times the data capacity of existing satellites, which is expected to significantly enhance voice, video, and data services.
- Market Expectations Rise: Bank of America analysts raised AST's price target from $85 to $100, reflecting optimism about future revenue growth, although the current market capitalization of approximately $35 billion indicates high expectations for the success of upcoming launches.
- Risk Warning: Despite agreements with numerous global mobile network operators, Scotiabank analyst Andres Coello downgraded the rating to sell, citing an unjustified valuation with projected 2026 sales of only $270 million, suggesting a potential 50% downside for the stock.
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Analyst Views on ASTS
Wall Street analysts forecast ASTS stock price to fall
9 Analyst Rating
4 Buy
3 Hold
2 Sell
Hold
Current: 82.220
Low
43.00
Averages
74.26
High
100.00
Current: 82.220
Low
43.00
Averages
74.26
High
100.00
About ASTS
AST SpaceMobile, Inc. is engaged in building a global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on its intellectual property (IP) and patent portfolio and designed for both commercial and government applications. The Company is engaged in designing and developing the constellation of BlueBird (BB) satellites and has planned space-based Cellular Broadband network distributed through a constellation of low Earth orbit (LEO) satellites. Its SpaceMobile Service is being designed to provide high-speed cellular broadband services to end-users who are out of terrestrial cellular coverage using existing mobile devices. The Company intends to continue testing capabilities of the BW3 test satellite, including further testing with cellular service providers and the government. The Company has operations in India, Scotland, Spain, and Israel.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Shareholder Dilution Risk: The financing will result in the issuance of approximately 1.15 million additional shares, and while it will reduce $300 million in debt and save over $50 million in interest payments, existing shareholders face the risk of direct dilution, potentially impacting their equity value.
- Capital Expenditure Needs: AST SpaceMobile still requires significant capital to complete its satellite array construction, planning to use part of the additional capital to accelerate the deployment of controlled spectrum bands globally, indicating urgency in expanding service capabilities.
- Market Volatility Warning: The company cautioned that common stock could experience
See More
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- Starlink User Growth: The Starlink business has surpassed 9.2 million paying customers and generates over $10 billion in annual revenue, indicating strong growth potential in the satellite internet market and solidifying its market leadership.
- DTC Satellite Expansion: SpaceX has launched 650 satellites for its direct-to-cell (DTC) service, covering 22 countries and becoming the largest 4G coverage provider globally, showcasing rapid expansion in the telecommunications sector.
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