AST SpaceMobile Expands Satellite Constellation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Should l Buy ASTS?
Source: NASDAQ.COM
- Satellite Constellation Expansion: AST SpaceMobile plans to deploy 45 to 60 satellites by the end of 2026, ultimately aiming for over 240, which will significantly enhance its competitive edge in the global communications market, particularly in rural network coverage.
- Revenue Growth Expectations: Analysts forecast AST's revenue will rise from $71 million in 2025 to $1.92 billion by 2028, with profitability expected in 2027 and 2028 as customer numbers and satellite launches increase, indicating strong market potential.
- Impact of Rivian's New Model: Rivian's R2 SUV, priced $30,000 to $40,000 lower than its flagship R1 models, is expected to significantly broaden its market reach, with analysts predicting revenue growth from $5.4 billion to $16.4 billion between 2025 and 2028, despite facing near-term challenges.
- QuantumScape Battery Outlook: QuantumScape's solid-state batteries are projected to increase revenue from under $1 million in 2026 to $545 million by 2028; while not yet profitable, its partnership with Volkswagen will aid in commercializing its technology, suggesting a bright future ahead.
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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: 88.570
Low
43.00
Averages
91.68
High
137.00
Current: 88.570
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.
BlueBird 7 Satellite Set for April 16 Launch
- Launch Preparation Progress: The BlueBird 7 satellite has been integrated with Blue Origin's New Glenn rocket and is set for launch on April 16, marking a significant milestone for AST SpaceMobile's next-generation Block 2 series, although shares slipped 2% in premarket trading.
- Bandwidth Enhancement Capability: BlueBird 7 is designed to deliver up to 10x more bandwidth than existing satellites, supporting nationwide coverage across over 5,600 cells with peak transmission speeds of up to 120 Mbps, and is expected to become the largest commercially deployed satellite in low Earth orbit.
- Market Sentiment Impact: Despite optimistic launch prospects, Barclays raised its price target on AST SpaceMobile to $65 while maintaining an 'Underweight' rating, reflecting increasing pressure on traditional satellite service providers amid the expansion of low Earth orbit constellations.
- Investor Sentiment Shift: On Stocktwits, retail sentiment for ASTS shifted from 'bullish' to 'neutral' amid high message volume, indicating cautious investor attitudes towards the upcoming launch, even as the stock has risen 31% over the past year but faces macroeconomic uncertainties.
See More
Investment Opportunities for the Next Decade
- AST SpaceMobile Outlook: AST SpaceMobile plans to launch 45 to 60 satellites by the end of 2026, with revenue expected to grow from $71 million in 2025 to $1.92 billion by 2028, indicating strong market demand and profitability potential.
- Rivian Market Expansion: Rivian anticipates that its new R2 SUV will significantly lower market entry barriers, with revenue projected to increase from $5.4 billion in 2025 to $16.4 billion by 2028, showcasing substantial long-term growth potential despite short-term challenges.
- QuantumScape Technological Breakthrough: QuantumScape's solid-state lithium-metal batteries are expected to commercialize by 2026, with revenue forecasted to rise from less than $1 million in 2026 to $545 million by 2028, indicating a promising long-term outlook despite near-term profitability challenges.
- Market Environment Analysis: Despite macro challenges such as inflation and rising interest rates, the S&P 500 has more than tripled over the past decade, leading investors to consider ETF investments to navigate future market volatility.
See More
AST SpaceMobile Expands Satellite Constellation
- Satellite Constellation Expansion: AST SpaceMobile plans to deploy 45 to 60 satellites by the end of 2026, ultimately aiming for over 240, which will significantly enhance its competitive edge in the global communications market, particularly in rural network coverage.
- Revenue Growth Expectations: Analysts forecast AST's revenue will rise from $71 million in 2025 to $1.92 billion by 2028, with profitability expected in 2027 and 2028 as customer numbers and satellite launches increase, indicating strong market potential.
- Impact of Rivian's New Model: Rivian's R2 SUV, priced $30,000 to $40,000 lower than its flagship R1 models, is expected to significantly broaden its market reach, with analysts predicting revenue growth from $5.4 billion to $16.4 billion between 2025 and 2028, despite facing near-term challenges.
- QuantumScape Battery Outlook: QuantumScape's solid-state batteries are projected to increase revenue from under $1 million in 2026 to $545 million by 2028; while not yet profitable, its partnership with Volkswagen will aid in commercializing its technology, suggesting a bright future ahead.
See More
SpaceX IPO Sparks Surge in Space Investment
- New Investment Opportunities: SpaceX's planned IPO in June 2026, targeting a valuation of $1.75 trillion, is set to become the largest in history, attracting participation from a syndicate of 21 banks including Morgan Stanley and Goldman Sachs, potentially transforming the space investment landscape.
- Accelerated Testing through Partnership: Starfighters Space has signed a Technical Interchange Agreement with Blackstar Orbital to utilize its F-104 aircraft platform for flight testing reusable hypersonic space systems, with operations expected to commence in Q4 FY26, driving rapid advancements in aerospace technology.
- Strong Financial Performance: GE Aerospace is expected to report Q1 2026 earnings based on a solid Q4 performance of $1.57 EPS and $11.9 billion in revenue, benefiting from a record $190 billion backlog and robust demand for defense contracts, showcasing the company's growth potential in the aerospace sector.
- Surging Market Demand: The global space economy is projected to reach $1.8 trillion by 2035, driven by increased government budgets and expanding commercial applications, with Starfighters' partnership with Blackstar aligning perfectly with these growth trends, enhancing the company's critical position in space infrastructure.
See More
Tech Rally Keeps Markets Near Record Highs Amid Ceasefire Talks
- Market Sentiment Improvement: A strong rally in tech stocks and improving retail sentiment have pushed markets close to record highs, with the SPDR S&P 500 ETF (SPY) sentiment shifting from 'bearish' to 'neutral', indicating a recovery in investor confidence.
- ASML Sales Guidance Raised: ASML raised its 2026 sales guidance, signaling that AI-driven chip demand continues to outstrip supply, reflecting strong growth potential in the semiconductor industry that could drive related stocks higher.
- U.S.-Iran Ceasefire Talks: The U.S. and Iran are engaged in second-round ceasefire talks, despite the ongoing naval blockade of the Strait of Hormuz, a development that may impact market stability in the Middle East, keeping investors on high alert.
- Economic Data Release: Traders will be watching for the release of the March Import Price Index and the Empire State Manufacturing Survey today, as these data points will provide crucial economic signals that could influence future monetary policy directions.
See More
Amazon's Acquisition of Globalstar Sparks Satellite Competition
- Intensifying Market Competition: FCC Chair Brendan Carr indicated that Amazon's $11.57 billion acquisition of Globalstar could lead to a three-player race in satellite-to-phone connectivity, potentially reshaping the competitive landscape and impacting AST SpaceMobile and SpaceX's market shares.
- Amazon's Strategic Positioning: Amazon aims to launch approximately 3,200 satellites by 2029, integrating Globalstar's satellite operations and spectrum licenses, with plans to roll out direct-to-device voice, messaging, and data services by 2028, thereby enhancing its competitive edge in the low-Earth orbit communications market.
- Pressure on AST SpaceMobile: Following the FCC's warning, AST SpaceMobile's shares fell 11% on Tuesday, marking its worst session in over a month, while the delay of its BlueBird Block 2 satellite launch further added to market uncertainty regarding its operational timeline.
- Shifts in Investor Sentiment: Despite ASTS's stock surging nearly 290% over the past year, retail investors expressed skepticism about its deployment timelines, questioning the feasibility of achieving their satellite launch goals by 2026, reflecting concerns over its competitive viability.
See More
BlueBird 7 Satellite Set for April 16 Launch
- Launch Preparation Progress: The BlueBird 7 satellite has been integrated with Blue Origin's New Glenn rocket and is set for launch on April 16, marking a significant milestone for AST SpaceMobile's next-generation Block 2 series, although shares slipped 2% in premarket trading.
- Bandwidth Enhancement Capability: BlueBird 7 is designed to deliver up to 10x more bandwidth than existing satellites, supporting nationwide coverage across over 5,600 cells with peak transmission speeds of up to 120 Mbps, and is expected to become the largest commercially deployed satellite in low Earth orbit.
- Market Sentiment Impact: Despite optimistic launch prospects, Barclays raised its price target on AST SpaceMobile to $65 while maintaining an 'Underweight' rating, reflecting increasing pressure on traditional satellite service providers amid the expansion of low Earth orbit constellations.
- Investor Sentiment Shift: On Stocktwits, retail sentiment for ASTS shifted from 'bullish' to 'neutral' amid high message volume, indicating cautious investor attitudes towards the upcoming launch, even as the stock has risen 31% over the past year but faces macroeconomic uncertainties.
See More
Investment Opportunities for the Next Decade
- AST SpaceMobile Outlook: AST SpaceMobile plans to launch 45 to 60 satellites by the end of 2026, with revenue expected to grow from $71 million in 2025 to $1.92 billion by 2028, indicating strong market demand and profitability potential.
- Rivian Market Expansion: Rivian anticipates that its new R2 SUV will significantly lower market entry barriers, with revenue projected to increase from $5.4 billion in 2025 to $16.4 billion by 2028, showcasing substantial long-term growth potential despite short-term challenges.
- QuantumScape Technological Breakthrough: QuantumScape's solid-state lithium-metal batteries are expected to commercialize by 2026, with revenue forecasted to rise from less than $1 million in 2026 to $545 million by 2028, indicating a promising long-term outlook despite near-term profitability challenges.
- Market Environment Analysis: Despite macro challenges such as inflation and rising interest rates, the S&P 500 has more than tripled over the past decade, leading investors to consider ETF investments to navigate future market volatility.
See More
AST SpaceMobile Expands Satellite Constellation
- Satellite Constellation Expansion: AST SpaceMobile plans to deploy 45 to 60 satellites by the end of 2026, ultimately aiming for over 240, which will significantly enhance its competitive edge in the global communications market, particularly in rural network coverage.
- Revenue Growth Expectations: Analysts forecast AST's revenue will rise from $71 million in 2025 to $1.92 billion by 2028, with profitability expected in 2027 and 2028 as customer numbers and satellite launches increase, indicating strong market potential.
- Impact of Rivian's New Model: Rivian's R2 SUV, priced $30,000 to $40,000 lower than its flagship R1 models, is expected to significantly broaden its market reach, with analysts predicting revenue growth from $5.4 billion to $16.4 billion between 2025 and 2028, despite facing near-term challenges.
- QuantumScape Battery Outlook: QuantumScape's solid-state batteries are projected to increase revenue from under $1 million in 2026 to $545 million by 2028; while not yet profitable, its partnership with Volkswagen will aid in commercializing its technology, suggesting a bright future ahead.
See More
SpaceX IPO Sparks Surge in Space Investment
- New Investment Opportunities: SpaceX's planned IPO in June 2026, targeting a valuation of $1.75 trillion, is set to become the largest in history, attracting participation from a syndicate of 21 banks including Morgan Stanley and Goldman Sachs, potentially transforming the space investment landscape.
- Accelerated Testing through Partnership: Starfighters Space has signed a Technical Interchange Agreement with Blackstar Orbital to utilize its F-104 aircraft platform for flight testing reusable hypersonic space systems, with operations expected to commence in Q4 FY26, driving rapid advancements in aerospace technology.
- Strong Financial Performance: GE Aerospace is expected to report Q1 2026 earnings based on a solid Q4 performance of $1.57 EPS and $11.9 billion in revenue, benefiting from a record $190 billion backlog and robust demand for defense contracts, showcasing the company's growth potential in the aerospace sector.
- Surging Market Demand: The global space economy is projected to reach $1.8 trillion by 2035, driven by increased government budgets and expanding commercial applications, with Starfighters' partnership with Blackstar aligning perfectly with these growth trends, enhancing the company's critical position in space infrastructure.
See More
Tech Rally Keeps Markets Near Record Highs Amid Ceasefire Talks
- Market Sentiment Improvement: A strong rally in tech stocks and improving retail sentiment have pushed markets close to record highs, with the SPDR S&P 500 ETF (SPY) sentiment shifting from 'bearish' to 'neutral', indicating a recovery in investor confidence.
- ASML Sales Guidance Raised: ASML raised its 2026 sales guidance, signaling that AI-driven chip demand continues to outstrip supply, reflecting strong growth potential in the semiconductor industry that could drive related stocks higher.
- U.S.-Iran Ceasefire Talks: The U.S. and Iran are engaged in second-round ceasefire talks, despite the ongoing naval blockade of the Strait of Hormuz, a development that may impact market stability in the Middle East, keeping investors on high alert.
- Economic Data Release: Traders will be watching for the release of the March Import Price Index and the Empire State Manufacturing Survey today, as these data points will provide crucial economic signals that could influence future monetary policy directions.
See More
Amazon's Acquisition of Globalstar Sparks Satellite Competition
- Intensifying Market Competition: FCC Chair Brendan Carr indicated that Amazon's $11.57 billion acquisition of Globalstar could lead to a three-player race in satellite-to-phone connectivity, potentially reshaping the competitive landscape and impacting AST SpaceMobile and SpaceX's market shares.
- Amazon's Strategic Positioning: Amazon aims to launch approximately 3,200 satellites by 2029, integrating Globalstar's satellite operations and spectrum licenses, with plans to roll out direct-to-device voice, messaging, and data services by 2028, thereby enhancing its competitive edge in the low-Earth orbit communications market.
- Pressure on AST SpaceMobile: Following the FCC's warning, AST SpaceMobile's shares fell 11% on Tuesday, marking its worst session in over a month, while the delay of its BlueBird Block 2 satellite launch further added to market uncertainty regarding its operational timeline.
- Shifts in Investor Sentiment: Despite ASTS's stock surging nearly 290% over the past year, retail investors expressed skepticism about its deployment timelines, questioning the feasibility of achieving their satellite launch goals by 2026, reflecting concerns over its competitive viability.
See More
