Blue Origin (BORGN) Unveils 5,408 Satellite Constellation TeraWave Set for 2027 Deployment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy ASTS?
Source: seekingalpha
- Satellite Network Expansion: Blue Origin has announced the launch of a new satellite constellation named TeraWave, which will deploy 5,408 satellites to meet the increasing demand for space-based communication, significantly enhancing its competitive position in the space market.
- Intensified Market Competition: This expansion will put Blue Origin in direct competition with existing player Starlink, which already has 9,000 satellites in orbit and has doubled its customer base over the past year, likely putting pressure on Blue Origin's market share.
- Technological Innovation: TeraWave aims to provide data speeds of up to 6 terabits per second through a hybrid network of Low Earth Orbit and Medium Earth Orbit satellites, utilizing infrared laser technology for high bandwidth and security, further differentiating its service offerings.
- Target User Base: The network is primarily aimed at data centers, enterprise users, and governments, with a planned deployment in the fourth quarter of 2027, marking a strategic shift for Blue Origin from suborbital tourism to commercial communications.
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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: 83.990
Low
43.00
Averages
91.68
High
137.00
Current: 83.990
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.
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- Significant Tech Potential: The company is developing a satellite-based mobile broadband network, planning to launch between 45 and 60 satellites by the end of this year, addressing connectivity needs in remote areas, with the satellite broadband market projected to exceed $70 billion by 2035.
- Revenue Growth Expectations: Analysts forecast AST SpaceMobile's revenue to rise from $71 million last year to over $180 million this year, with projections of at least $785 million next year, indicating strong business growth potential.
- Market Reaction Pattern: Despite the 30% pullback, historical trends show that AST SpaceMobile's stock typically rebounds to new highs after similar declines, suggesting that investor sentiment will likely turn positive in response to this year's scheduled satellite launches.
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- Business Model Advantage: The company's reusable rockets significantly reduce the cost of reaching orbit, enabling periodic launches that attract more contract demand and drive innovation, creating a virtuous cycle that enhances its competitive position in the market.
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- Strategic Partnership: On March 30, 2026, Starfighters Space announced a strategic partnership with Blackstar Orbital to advance the testing of reusable hypersonic space systems from simulation to real-world flight validation, enhancing its competitiveness in the defense market.
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- Stock Price Decline: AST SpaceMobile's shares have fallen over 30% from their January peak, primarily due to uncertainties from the Middle East conflict and distractions from SpaceX's upcoming IPO, compounded by overall market weakness.
- Significant Tech Potential: The company is developing a satellite-based mobile broadband network, planning to launch between 45 and 60 satellites by the end of this year, addressing connectivity needs in remote areas, with the satellite broadband market projected to exceed $70 billion by 2035.
- Revenue Growth Expectations: Analysts forecast AST SpaceMobile's revenue to rise from $71 million last year to over $180 million this year, with projections of at least $785 million next year, indicating strong business growth potential.
- Market Reaction Pattern: Despite the 30% pullback, historical trends show that AST SpaceMobile's stock typically rebounds to new highs after similar declines, suggesting that investor sentiment will likely turn positive in response to this year's scheduled satellite launches.
See More
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- Massive IPO Potential: SpaceX is targeting a valuation of up to $1.75 trillion for its IPO, which, if successful, would surpass Saudi Aramco's record $1.7 trillion debut in 2019, highlighting its strong appeal in the capital markets.
- Significant Launch Advantages: By utilizing reusable Falcon rockets, SpaceX has drastically reduced the cost of reaching orbit, creating operational efficiencies that not only attract more contract demand but also fund innovation, establishing a virtuous cycle.
- Starlink Revenue Growth: Starlink serves as SpaceX's primary revenue driver, providing high-speed internet access, particularly in underdeveloped regions, through a predictable high-margin subscription model that helps offset R&D and infrastructure costs.
- Investment Risks to Consider: While SpaceX's prospects are enticing, it faces regulatory scrutiny and the potential for execution and governance risks due to founder Elon Musk's divided attention across multiple ventures, necessitating careful evaluation of its future profitability viability.
See More
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- IPO Valuation Target: SpaceX is reportedly seeking an IPO valuation of up to $1.75 trillion, a figure that could surpass Saudi Aramco's record $1.7 trillion debut in 2019, highlighting its immense potential in the space economy.
- Business Model Advantage: The company's reusable rockets significantly reduce the cost of reaching orbit, enabling periodic launches that attract more contract demand and drive innovation, creating a virtuous cycle that enhances its competitive position in the market.
- Starlink Revenue Growth: Starlink serves as SpaceX's primary cash flow source, providing high-speed internet access, particularly in underdeveloped regions, with a subscription model that generates high-margin revenue to offset R&D and infrastructure costs.
- Risks and Challenges: While SpaceX offers unique investment opportunities in the space economy, its future is heavily reliant on founder Elon Musk's decisions, and regulatory scrutiny along with execution risks could impact its business performance, necessitating cautious evaluation by investors.
See More
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- Clearwater Options Volume: Clearwater Analytics saw options trading volume of 35,505 contracts, equating to approximately 3.6 million shares, which is about 76% of its average daily trading volume of 4.7 million shares over the past month, indicating strong market interest in its future performance.
- High-Frequency Trading Insight: Within Clearwater, the $20 strike put option has been particularly active, with 17,734 contracts traded today, representing around 1.8 million shares, reflecting investor expectations of potential price declines.
- Super Micro Options Activity: Super Micro Computer experienced options trading volume of 343,082 contracts, representing approximately 34.3 million shares, or about 73.1% of its average daily trading volume of 46.9 million shares over the past month, showcasing significant market interest in its stock.
- Bullish Call Option Trend: For Super Micro, the $25 strike call option saw trading of 33,405 contracts today, equating to approximately 3.3 million shares, indicating investor confidence in the company's potential for future price increases.
See More
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- Significant Budget Increase: The U.S. Space Force's budget for fiscal 2026 reaches approximately $40 billion, more than doubling from $15 billion in 2021, reflecting Congress's heightened focus on space defense and expected to drive growth for related companies.
- Investment in Hypersonic Weapons: The Air Force allocates $387.1 million to resume production of the Air-Launched Rapid Response Weapon and $802.8 million for the Hypersonic Attack Cruise Missile flight testing, indicating a shift in defense spending towards advanced technology weapons.
- Strategic Partnership: Starfighters Space announces a strategic partnership with Blackstar Orbital to advance flight testing of reusable hypersonic systems, marking a critical transition from simulation to real-world flight validation, enhancing its competitive edge in the defense market.
- Expanding Market Opportunities: Starfighters Space operates the only commercial fleet of F-104 aircraft capable of sustained Mach 2+ speeds, positioning itself as a unique provider of flight testing environments, likely attracting more defense contracts and commercial partnerships to solidify its market position.
See More
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- Defense Budget Surge: The U.S. Space Force's budget for FY2026 reaches approximately $40 billion, more than doubling from $15 billion in FY2021, reflecting urgent needs for hypersonic weapons and space infrastructure, which is expected to drive market opportunities for related companies.
- Strategic Partnership: On March 30, 2026, Starfighters Space announced a strategic partnership with Blackstar Orbital to advance the testing of reusable hypersonic space systems from simulation to real-world flight validation, enhancing its competitiveness in the defense market.
- Technological Advancements: The integration of Starfighters' F-104 aircraft with Blackstar's SpaceDrone aims for flight tests at speeds up to Mach 2, which, if successful, will provide the U.S. Space Force with rapid reconstitution and on-orbit flexibility capabilities, aligning with its core strategic needs.
- Market Opportunities: As the defense and commercial space sectors converge, Starfighters Space is well-positioned in a rapidly growing market due to its unique operational capabilities and government relationships, which are expected to attract more investment and secure key contracts.
See More
