AST SpaceMobile's BlueBird 7 Launch Fails, Impacting Future Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy ASTS?
AST SpaceMobile Inc. saw its stock rise by 6.09% in pre-market trading as it crossed above the 5-day SMA.
The recent failure of AST SpaceMobile's BlueBird 7 satellite to reach its intended orbit during the New Glenn rocket launch has raised concerns about the company's operational capabilities. Although the costs associated with the launch failure will be covered by insurance, the incident could negatively affect customer trust and future contracts. The company plans to conduct regular orbital launches throughout 2026, aiming to maintain its commitment to expanding its satellite network despite this setback.
This launch failure highlights the challenges AST SpaceMobile faces in the competitive aerospace sector. However, the company's ongoing production of new satellites and plans for frequent launches indicate a strong commitment to its long-term goals, which may reassure investors about its future prospects.
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Analyst Views on ASTS
Wall Street analysts forecast ASTS stock price to rise
8 Analyst Rating
3 Buy
4 Hold
1 Sell
Hold
Current: 78.750
Low
43.00
Averages
91.68
High
137.00
Current: 78.750
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 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 Reports Significant Revenue Growth
- Significant Revenue Growth: AST SpaceMobile's total revenue reached $70 million in 2025, a substantial increase from $4 million in 2024, with service revenues soaring from $3.9 million to $26.5 million, indicating strong growth potential in the space-based broadband network sector.
- Attractive Partnership Model: The company has established a broad customer base through partnerships with telecom giants like AT&T and Verizon, and while significant investments are still needed to support satellite launches and service expansion, this business model lays a solid foundation for future revenue growth.
- Satellite Launch Plans: AST SpaceMobile expects to launch more satellites every one to two months in 2026; although it currently has limited service capabilities, achieving global service will require deploying many more satellites, which will incur substantial upfront costs.
- Stock Price Volatility Impact: Despite a remarkable 280% increase in stock price over the past year, shares have lost more than a third of their value since peaking in January, reflecting market concerns about the company's future profitability, prompting investors to carefully assess risks and rewards.
See More
FCC Rejects Expansion of Satellite Spectrum Access
- FCC Decision Impacts Market: The FCC's rejection of requests from satellite operators, including AST SpaceMobile, to expand access to the 1.5 GHz and 2 GHz bands confirms existing control, limiting AST's expansion plans and potentially diminishing its competitive edge in the market.
- Stock Price Decline: AST SpaceMobile's shares have dropped 8% this week, closing at $78.75 on Thursday, reflecting cautious investor sentiment in response to the FCC ruling, particularly as competition with SpaceX and Amazon intensifies.
- Satellite Launch Progress: Despite FCC restrictions, AST SpaceMobile continues to advance its next-generation satellites, with BlueBird-8 through BlueBird-10 expected to be ready for shipment within 30 days, demonstrating the company's ongoing commitment to technological development.
- Mixed Investor Sentiment: While retail sentiment for ASTS remains bullish, concerns about the stock price persist, with users on social media expressing disappointment over the lack of a clear launch schedule, which could impact future investment decisions.
See More
Analysis of Significant Stock Movements Among Companies
- Calix Stock Decline: Calix's shares fell 16% after the company warned of margin pressures for the year, overshadowing better-than-expected first-quarter results, indicating investor concerns about future profitability.
- TE Connectivity Guidance Miss: TE Connectivity's stock dropped 12% as the company's second-quarter guidance of $2.65 EPS and $4.7 billion revenue aligned with FactSet consensus but failed to inspire investor confidence, leading to downward pressure on the stock.
- Healthcare Services Group Strong Performance: Healthcare Services Group's shares surged 18% after reporting a first-quarter profit of $0.37 per share and revenue of $462.8 million, both exceeding analyst expectations, showcasing the company's competitive edge and growth potential in the market.
- United Airlines Guidance Cut: United Airlines shares fell 6% after the company provided disappointing guidance for the current quarter and full year, expecting adjusted earnings of $7 to $11 per share for 2026, down from prior estimates of $12 to $14, reflecting rising fuel price pressures.
See More
Manhattan Associates Reports Strong Cloud Revenue Growth and AI Strategy Advancements
- Cloud Revenue Surge: Manhattan Associates reported a cloud revenue growth acceleration to 24.2%, up from 20% in the previous quarter, indicating significant progress in its transformation and expected to drive future revenue growth.
- Future Obligations Rise: The company's future obligations (RPO) increased by 24%, reflecting strong ongoing demand for its cloud services, which enhances its competitive position in the market.
- New Client Contributions: 55% of new bookings came from new clients, demonstrating Manhattan's success in attracting new business, further solidifying its market position and driving overall sales growth.
- AI Strategy Implementation: The company has seen initial successes in building and deploying its AI platform, and with ongoing technological advancements, it is expected to provide new momentum for future business growth.
See More
AST SpaceMobile Secures FCC Approval for Satellite Launch
- Stock Surge: AST SpaceMobile (ASTS) shares rose nearly 8% in premarket trading on Wednesday, reflecting positive market sentiment regarding the newly secured FCC authorization, indicating investor confidence in the company's growth potential.
- FCC Approval: The U.S. Federal Communications Commission (FCC) granted AST SpaceMobile the modification of its license, allowing the launch and operation of a non-geostationary orbit satellite system in low Earth orbit, marking a significant advancement in the company's satellite communications efforts.
- Satellite Deployment Plan: This authorization enables AST SpaceMobile to deploy up to 248 satellites to provide Supplemental Coverage from Space directly to unmodified mobile devices across the U.S., utilizing premium low-band spectrum at 700 MHz and 800 MHz, enhancing its competitive edge in the market.
- Strategic Partnerships: The collaboration with mobile network operators such as Verizon, AT&T, and FirstNet will further drive AST SpaceMobile's business development, ensuring successful implementation and operation in the U.S. market.
See More
AST SpaceMobile Receives FCC Approval for Space-Based Broadband
- FCC Approval: The Federal Communications Commission (FCC) has granted AST SpaceMobile the modification of its authorization to deploy up to 248 non-geostationary satellites in low Earth orbit, enabling Supplemental Coverage from Space (SCS) using 700/800 MHz spectrum, significantly enhancing the company's competitive edge in the global broadband market.
- Enhanced Network Resilience: By integrating with strategic partners like Verizon, AT&T, and FirstNet, AST SpaceMobile's network will bolster critical communication capabilities for government agencies and enterprises, thereby improving its market positioning and service capabilities.
- Support for Global Deployment: This authorization not only facilitates AST SpaceMobile's operations in the U.S. but also provides a regulatory framework for its global deployment across multiple frequency bands, ensuring the company can secure necessary authorizations in various countries and further expand its international market.
- Manufacturing Capability Boost: With over 500,000 square feet of facilities and more than 2,000 employees at its primary manufacturing hub in Texas, AST SpaceMobile's 95% vertical integration strategy ensures U.S. control over its manufacturing processes, strengthening its leadership position in space-based broadband connectivity.
See More
AST SpaceMobile Reports Significant Revenue Growth
- Significant Revenue Growth: AST SpaceMobile's total revenue reached $70 million in 2025, a substantial increase from $4 million in 2024, with service revenues soaring from $3.9 million to $26.5 million, indicating strong growth potential in the space-based broadband network sector.
- Attractive Partnership Model: The company has established a broad customer base through partnerships with telecom giants like AT&T and Verizon, and while significant investments are still needed to support satellite launches and service expansion, this business model lays a solid foundation for future revenue growth.
- Satellite Launch Plans: AST SpaceMobile expects to launch more satellites every one to two months in 2026; although it currently has limited service capabilities, achieving global service will require deploying many more satellites, which will incur substantial upfront costs.
- Stock Price Volatility Impact: Despite a remarkable 280% increase in stock price over the past year, shares have lost more than a third of their value since peaking in January, reflecting market concerns about the company's future profitability, prompting investors to carefully assess risks and rewards.
See More
FCC Rejects Expansion of Satellite Spectrum Access
- FCC Decision Impacts Market: The FCC's rejection of requests from satellite operators, including AST SpaceMobile, to expand access to the 1.5 GHz and 2 GHz bands confirms existing control, limiting AST's expansion plans and potentially diminishing its competitive edge in the market.
- Stock Price Decline: AST SpaceMobile's shares have dropped 8% this week, closing at $78.75 on Thursday, reflecting cautious investor sentiment in response to the FCC ruling, particularly as competition with SpaceX and Amazon intensifies.
- Satellite Launch Progress: Despite FCC restrictions, AST SpaceMobile continues to advance its next-generation satellites, with BlueBird-8 through BlueBird-10 expected to be ready for shipment within 30 days, demonstrating the company's ongoing commitment to technological development.
- Mixed Investor Sentiment: While retail sentiment for ASTS remains bullish, concerns about the stock price persist, with users on social media expressing disappointment over the lack of a clear launch schedule, which could impact future investment decisions.
See More
Analysis of Significant Stock Movements Among Companies
- Calix Stock Decline: Calix's shares fell 16% after the company warned of margin pressures for the year, overshadowing better-than-expected first-quarter results, indicating investor concerns about future profitability.
- TE Connectivity Guidance Miss: TE Connectivity's stock dropped 12% as the company's second-quarter guidance of $2.65 EPS and $4.7 billion revenue aligned with FactSet consensus but failed to inspire investor confidence, leading to downward pressure on the stock.
- Healthcare Services Group Strong Performance: Healthcare Services Group's shares surged 18% after reporting a first-quarter profit of $0.37 per share and revenue of $462.8 million, both exceeding analyst expectations, showcasing the company's competitive edge and growth potential in the market.
- United Airlines Guidance Cut: United Airlines shares fell 6% after the company provided disappointing guidance for the current quarter and full year, expecting adjusted earnings of $7 to $11 per share for 2026, down from prior estimates of $12 to $14, reflecting rising fuel price pressures.
See More
Manhattan Associates Reports Strong Cloud Revenue Growth and AI Strategy Advancements
- Cloud Revenue Surge: Manhattan Associates reported a cloud revenue growth acceleration to 24.2%, up from 20% in the previous quarter, indicating significant progress in its transformation and expected to drive future revenue growth.
- Future Obligations Rise: The company's future obligations (RPO) increased by 24%, reflecting strong ongoing demand for its cloud services, which enhances its competitive position in the market.
- New Client Contributions: 55% of new bookings came from new clients, demonstrating Manhattan's success in attracting new business, further solidifying its market position and driving overall sales growth.
- AI Strategy Implementation: The company has seen initial successes in building and deploying its AI platform, and with ongoing technological advancements, it is expected to provide new momentum for future business growth.
See More
AST SpaceMobile Secures FCC Approval for Satellite Launch
- Stock Surge: AST SpaceMobile (ASTS) shares rose nearly 8% in premarket trading on Wednesday, reflecting positive market sentiment regarding the newly secured FCC authorization, indicating investor confidence in the company's growth potential.
- FCC Approval: The U.S. Federal Communications Commission (FCC) granted AST SpaceMobile the modification of its license, allowing the launch and operation of a non-geostationary orbit satellite system in low Earth orbit, marking a significant advancement in the company's satellite communications efforts.
- Satellite Deployment Plan: This authorization enables AST SpaceMobile to deploy up to 248 satellites to provide Supplemental Coverage from Space directly to unmodified mobile devices across the U.S., utilizing premium low-band spectrum at 700 MHz and 800 MHz, enhancing its competitive edge in the market.
- Strategic Partnerships: The collaboration with mobile network operators such as Verizon, AT&T, and FirstNet will further drive AST SpaceMobile's business development, ensuring successful implementation and operation in the U.S. market.
See More
AST SpaceMobile Receives FCC Approval for Space-Based Broadband
- FCC Approval: The Federal Communications Commission (FCC) has granted AST SpaceMobile the modification of its authorization to deploy up to 248 non-geostationary satellites in low Earth orbit, enabling Supplemental Coverage from Space (SCS) using 700/800 MHz spectrum, significantly enhancing the company's competitive edge in the global broadband market.
- Enhanced Network Resilience: By integrating with strategic partners like Verizon, AT&T, and FirstNet, AST SpaceMobile's network will bolster critical communication capabilities for government agencies and enterprises, thereby improving its market positioning and service capabilities.
- Support for Global Deployment: This authorization not only facilitates AST SpaceMobile's operations in the U.S. but also provides a regulatory framework for its global deployment across multiple frequency bands, ensuring the company can secure necessary authorizations in various countries and further expand its international market.
- Manufacturing Capability Boost: With over 500,000 square feet of facilities and more than 2,000 employees at its primary manufacturing hub in Texas, AST SpaceMobile's 95% vertical integration strategy ensures U.S. control over its manufacturing processes, strengthening its leadership position in space-based broadband connectivity.
See More
