Blue Origin Rocket Test Anomaly Impacts Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14 hours ago
0mins
Source: stocktwits
- Launch Plans Disrupted: An anomaly during Blue Origin's hotfire test of the New Glenn rocket in Florida has impacted the planned fourth mission to launch Amazon's Project Kuiper satellites, highlighting the challenges and risks associated with developing new heavy-lift launch capabilities.
- Stock Price Volatility: AST SpaceMobile's shares fell 7% in overnight trading, reflecting investor concerns over Blue Origin's setbacks, although the stock had surged nearly 3% on Thursday, indicating market confidence in the company's long-term growth potential despite current challenges.
- Multi-Launch Agreement: AST SpaceMobile has signed a multi-launch agreement with Blue Origin for future Block 2 BlueBird satellite deployments, and despite the current launch delays, the company remains committed to its target of deploying 45 satellites this year, demonstrating strong confidence in its market strategy.
- Increased Market Competition: With Blue Origin's launch plans disrupted, AST SpaceMobile emphasizes its partnerships with multiple launch providers, ensuring that its satellite deployment is not reliant on a single launch provider, thereby enhancing its flexibility in the competitive direct-to-device satellite market.
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Analyst Views on ASTS
Wall Street analysts forecast ASTS stock price to fall
8 Analyst Rating
3 Buy
4 Hold
1 Sell
Hold
Current: 133.090
Low
43.00
Averages
91.68
High
137.00
Current: 133.090
Low
43.00
Averages
91.68
High
137.00
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 a 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.
AST SpaceMobile Faces Crisis with Launch Partner Blue Origin
- Launch Partner Crisis: AST SpaceMobile's launch partner Blue Origin experienced an explosion of its New Glenn rocket at Cape Canaveral, severely damaging the launch facility and causing AST's stock to drop 17.3%, indicating market concerns over its future launch plans.
- Historical Mishap: This marks the second incident related to Blue Origin for AST, as a previous rocket anomaly prevented a satellite from reaching orbit, raising doubts about AST's confidence in Blue Origin and potentially affecting future collaboration decisions.
- Diversified Launch Strategy: Despite the crisis with Blue Origin, AST has mitigated risk by partnering with multiple launch providers, with its next planned launch of three BlueBird satellites scheduled on SpaceX's Falcon 9 rocket, ensuring that its launch plans remain unaffected.
- Uncertain Commercial Prospects: Although AST aims to increase its satellite count to 45 by year-end to initiate commercial direct-to-cell satellite services, the lack of support from Blue Origin may complicate this goal, highlighting the high-risk nature of investing in start-ups.
See More
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- Energy Sector Decline: Energy stocks fell for the fourth consecutive day after President Trump indicated a potential deal to end the U.S.-Iran conflict, with OneOK leading the S&P 500 energy sector down over 3%, reflecting market concerns about the industry's outlook.
- Nextpower Acquisition: Nextpower's stock surged 13% following its announcement of acquiring battery storage company Prevalon Energy for approximately $365 million, while also raising its full-year revenue guidance, indicating its strategic expansion in the renewable energy sector.
- Dell Technologies Surge: Dell Technologies' shares jumped 29% after raising its full-year guidance, projecting adjusted earnings of $17.90 per share and revenue between $165 billion and $169 billion, significantly exceeding analyst expectations, showcasing strong market demand recovery.
- American Eagle's Poor Performance: American Eagle Outfitters' shares dropped 13% as comparable sales at its American Eagle banner fell 2% in Q1, with second-quarter guidance disappointing analysts, highlighting the sales pressure and intensified competition it faces.
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Starfighters Space Secures $17.5 Million Investment for STARLAUNCH
- Funding Support: On May 22, 2026, Starfighters Space announced a strategic equity investment of $17.5 million aimed at supporting the continued development of the STARLAUNCH platform and broader commercial space initiatives, with funds allocated for infrastructure development and operational expansion, thereby enhancing the company's competitive position in the market.
- Executive Appointments: The company appointed two senior leaders from Blue Origin, Jose Arias as Vice President of Space Operations and Catrina L. Medeiros as Director of STARLAUNCH Operations, which not only enhances the company's execution capabilities but also provides strong management support for the successful implementation of the STARLAUNCH project.
- Market Outlook: With SpaceX planning to go public on June 12, 2026, targeting up to $75 billion in funding, Starfighters Space is well-positioned to capitalize on this influx of capital, accelerating its commercial development and further solidifying its position in the rapidly growing space economy.
- Technical Progress: Recent milestones for the STARLAUNCH platform include a targeted space demonstration flight timeline over the next 18 to 24 months, which is expected to significantly reduce technical risks and boost market confidence through regulatory approvals and program execution.
See More
Starfighters Space Secures $17.5 Million Investment for STARLAUNCH
- Investment Support: On May 22, 2026, Starfighters Space announced a $17.5 million strategic equity investment aimed at advancing the STARLAUNCH platform and broader commercial space development, reflecting strong endorsement from global institutional investors for its long-term strategy.
- Operational Expansion Plans: The funding is earmarked specifically for operational expansion and infrastructure development, with a targeted timeline for space demonstration flights over the next 18 to 24 months, further enhancing the company's competitiveness in the flexible, high-cadence space access market.
- Executive Team Enhancement: On May 7, 2026, the company appointed two senior leaders from Blue Origin, responsible for space operations and STARLAUNCH operations, which boosts the team's expertise and execution capability, thereby increasing market confidence.
- Optimistic Market Outlook: With SpaceX planning a historic IPO, Starfighters Space's performance in the commercial space sector is increasingly under scrutiny, and it is expected to attract more investor attention due to its potential in flexible launch architecture.
See More
Deutsche Bank Warns New Glenn Explosion Could Disrupt Launch Schedule
- Launch Schedule Disruption: Deutsche Bank warned that the explosion of Blue Origin's New Glenn rocket could significantly disrupt the launch schedule, likely causing substantial damage to the launchpad and requiring an extended restoration period, thereby jeopardizing AST SpaceMobile's satellite rollout plans.
- Stock Price Plunge: AST SpaceMobile shares tumbled nearly 18% in Friday morning trading, with analysts expressing concerns that the 'catastrophic' explosion of Blue Origin's rocket could delay ASTS's launch targets for this year.
- Deployment Timeline Delay: Deutsche Bank now expects that AST SpaceMobile's goal of placing 45 satellites in orbit by the end of 2026 may be delayed by approximately six months due to the lack of access to Blue Origin's launch capacity, impacting the company's deployment timeline.
- Broader Market Implications: Analysts at Roth Capital cautioned that the explosion could push AST SpaceMobile's commercial constellation deployment from Q4 2026 to Q1 2027, potentially slowing Amazon's low-Earth orbit satellite deployment and affecting competitive dynamics in the satellite communications market.
See More
Blue Origin Rocket Explosion Causes Space Stocks to Plummet
- Rocket Testing Incident: A rocket being tested by Jeff Bezos' Blue Origin exploded on the launchpad at Cape Canaveral, Florida, leading to a widespread decline in space technology stocks during early trading on Friday, with AST SpaceMobile's shares plummeting 18.5%, indicating market concerns over launch capabilities.
- Deutsche Bank Downgrade: Deutsche Bank downgraded AST SpaceMobile from Buy to Hold with a price target of $106, stating that without Blue Origin's support, ASTS will struggle to meet its target of launching approximately 45 satellites by the end of 2026, significantly impacting its competitive position in the market.
- SpaceX Valuation Cut: A Bloomberg report indicated that SpaceX is targeting a valuation of $1.8 trillion, down from $2 trillion reported in April, reflecting a cautious market sentiment towards the aerospace sector and exacerbating investor concerns.
- Widespread Decline in Space Stocks: The fallout from the incident caused other U.S. space-related stocks to drop significantly, including Rocket Lab down 5.4% and Intuitive Machines down 12.3%, showcasing a broader decline in investor confidence in the aerospace industry.
See More
AST SpaceMobile Faces Crisis with Launch Partner Blue Origin
- Launch Partner Crisis: AST SpaceMobile's launch partner Blue Origin experienced an explosion of its New Glenn rocket at Cape Canaveral, severely damaging the launch facility and causing AST's stock to drop 17.3%, indicating market concerns over its future launch plans.
- Historical Mishap: This marks the second incident related to Blue Origin for AST, as a previous rocket anomaly prevented a satellite from reaching orbit, raising doubts about AST's confidence in Blue Origin and potentially affecting future collaboration decisions.
- Diversified Launch Strategy: Despite the crisis with Blue Origin, AST has mitigated risk by partnering with multiple launch providers, with its next planned launch of three BlueBird satellites scheduled on SpaceX's Falcon 9 rocket, ensuring that its launch plans remain unaffected.
- Uncertain Commercial Prospects: Although AST aims to increase its satellite count to 45 by year-end to initiate commercial direct-to-cell satellite services, the lack of support from Blue Origin may complicate this goal, highlighting the high-risk nature of investing in start-ups.
See More
Energy Stocks Decline as Nextpower Acquires Battery Firm
- Energy Sector Decline: Energy stocks fell for the fourth consecutive day after President Trump indicated a potential deal to end the U.S.-Iran conflict, with OneOK leading the S&P 500 energy sector down over 3%, reflecting market concerns about the industry's outlook.
- Nextpower Acquisition: Nextpower's stock surged 13% following its announcement of acquiring battery storage company Prevalon Energy for approximately $365 million, while also raising its full-year revenue guidance, indicating its strategic expansion in the renewable energy sector.
- Dell Technologies Surge: Dell Technologies' shares jumped 29% after raising its full-year guidance, projecting adjusted earnings of $17.90 per share and revenue between $165 billion and $169 billion, significantly exceeding analyst expectations, showcasing strong market demand recovery.
- American Eagle's Poor Performance: American Eagle Outfitters' shares dropped 13% as comparable sales at its American Eagle banner fell 2% in Q1, with second-quarter guidance disappointing analysts, highlighting the sales pressure and intensified competition it faces.
See More
Starfighters Space Secures $17.5 Million Investment for STARLAUNCH
- Funding Support: On May 22, 2026, Starfighters Space announced a strategic equity investment of $17.5 million aimed at supporting the continued development of the STARLAUNCH platform and broader commercial space initiatives, with funds allocated for infrastructure development and operational expansion, thereby enhancing the company's competitive position in the market.
- Executive Appointments: The company appointed two senior leaders from Blue Origin, Jose Arias as Vice President of Space Operations and Catrina L. Medeiros as Director of STARLAUNCH Operations, which not only enhances the company's execution capabilities but also provides strong management support for the successful implementation of the STARLAUNCH project.
- Market Outlook: With SpaceX planning to go public on June 12, 2026, targeting up to $75 billion in funding, Starfighters Space is well-positioned to capitalize on this influx of capital, accelerating its commercial development and further solidifying its position in the rapidly growing space economy.
- Technical Progress: Recent milestones for the STARLAUNCH platform include a targeted space demonstration flight timeline over the next 18 to 24 months, which is expected to significantly reduce technical risks and boost market confidence through regulatory approvals and program execution.
See More
Starfighters Space Secures $17.5 Million Investment for STARLAUNCH
- Investment Support: On May 22, 2026, Starfighters Space announced a $17.5 million strategic equity investment aimed at advancing the STARLAUNCH platform and broader commercial space development, reflecting strong endorsement from global institutional investors for its long-term strategy.
- Operational Expansion Plans: The funding is earmarked specifically for operational expansion and infrastructure development, with a targeted timeline for space demonstration flights over the next 18 to 24 months, further enhancing the company's competitiveness in the flexible, high-cadence space access market.
- Executive Team Enhancement: On May 7, 2026, the company appointed two senior leaders from Blue Origin, responsible for space operations and STARLAUNCH operations, which boosts the team's expertise and execution capability, thereby increasing market confidence.
- Optimistic Market Outlook: With SpaceX planning a historic IPO, Starfighters Space's performance in the commercial space sector is increasingly under scrutiny, and it is expected to attract more investor attention due to its potential in flexible launch architecture.
See More
Deutsche Bank Warns New Glenn Explosion Could Disrupt Launch Schedule
- Launch Schedule Disruption: Deutsche Bank warned that the explosion of Blue Origin's New Glenn rocket could significantly disrupt the launch schedule, likely causing substantial damage to the launchpad and requiring an extended restoration period, thereby jeopardizing AST SpaceMobile's satellite rollout plans.
- Stock Price Plunge: AST SpaceMobile shares tumbled nearly 18% in Friday morning trading, with analysts expressing concerns that the 'catastrophic' explosion of Blue Origin's rocket could delay ASTS's launch targets for this year.
- Deployment Timeline Delay: Deutsche Bank now expects that AST SpaceMobile's goal of placing 45 satellites in orbit by the end of 2026 may be delayed by approximately six months due to the lack of access to Blue Origin's launch capacity, impacting the company's deployment timeline.
- Broader Market Implications: Analysts at Roth Capital cautioned that the explosion could push AST SpaceMobile's commercial constellation deployment from Q4 2026 to Q1 2027, potentially slowing Amazon's low-Earth orbit satellite deployment and affecting competitive dynamics in the satellite communications market.
See More
Blue Origin Rocket Explosion Causes Space Stocks to Plummet
- Rocket Testing Incident: A rocket being tested by Jeff Bezos' Blue Origin exploded on the launchpad at Cape Canaveral, Florida, leading to a widespread decline in space technology stocks during early trading on Friday, with AST SpaceMobile's shares plummeting 18.5%, indicating market concerns over launch capabilities.
- Deutsche Bank Downgrade: Deutsche Bank downgraded AST SpaceMobile from Buy to Hold with a price target of $106, stating that without Blue Origin's support, ASTS will struggle to meet its target of launching approximately 45 satellites by the end of 2026, significantly impacting its competitive position in the market.
- SpaceX Valuation Cut: A Bloomberg report indicated that SpaceX is targeting a valuation of $1.8 trillion, down from $2 trillion reported in April, reflecting a cautious market sentiment towards the aerospace sector and exacerbating investor concerns.
- Widespread Decline in Space Stocks: The fallout from the incident caused other U.S. space-related stocks to drop significantly, including Rocket Lab down 5.4% and Intuitive Machines down 12.3%, showcasing a broader decline in investor confidence in the aerospace industry.
See More
