Investment Opportunities in Satellite Connectivity Technology
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: seekingalpha
- Growing Market Demand: The recent IPO of SpaceX has heightened investor interest in satellite technology, positioning satellite connectivity as a complement to traditional mobile networks, particularly in remote areas and during outages, which is expected to drive market demand for related companies.
- Operator and Hardware Collaboration: Mobile carriers are partnering with satellite providers to integrate satellite access directly into their services, a collaboration that not only enhances network coverage but also opens new revenue streams for operators.
- Rising Component Demand: Hardware suppliers linked to satellite launch frequency, such as Syntec Optics, are experiencing significant increases in order flow, indicating a rapid acceleration in market demand for satellite-related components.
- Diverse Investment Angles: Within the satellite-terrestrial connectivity theme, both the operator layer and hardware supply chain represent distinct investment angles, allowing investors to choose suitable companies based on market trends and further diversify their investment risks.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 225.630
Low
150.00
Averages
269.14
High
298.00
Current: 225.630
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
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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