SpaceX IPO Sparks Surge in Space Investment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy ASTS?
Source: Newsfilter
- 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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ASTS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ASTS
Wall Street analysts forecast ASTS stock price to rise
8 Analyst Rating
3 Buy
4 Hold
1 Sell
Hold
Current: 86.910
Low
43.00
Averages
91.68
High
137.00
Current: 86.910
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 Announces Launch Date for BlueBird 7
- Launch Schedule: AST SpaceMobile is set to launch BlueBird 7 on April 19 from Kennedy Space Center in Florida, aiming to provide over 120 Mbps space-based broadband connectivity to everyday smartphones, marking a significant milestone in the company's global communication network development.
- Satellite Technology: BlueBird 7 features a 2,400 square foot phased-array antenna designed to support full 4G and 5G broadband services, enabling direct connectivity to unmodified mobile phones, which will significantly enhance user network experience and drive market share in commercial and government applications.
- Shareholder Engagement: Qualified retail shareholders are invited to attend the launch event, requiring them to hold shares for at least six months and remain shareholders at the time of application, which not only enhances shareholder engagement but also reflects the company's commitment to investor relations, likely increasing shareholder trust.
- Global Network Expansion: AST SpaceMobile has agreements with over 50 mobile network operators globally, covering nearly 3 billion subscribers, showcasing its strong influence and strategic partnerships in the global market, laying the groundwork for future commercial opportunities.
See More
Ast Spacemobile vs. Iridium: Revenue Comparison
- Revenue Growth Comparison: Ast Spacemobile reported $54.3 million in revenue for Q4 2025, marking a staggering 2,731% year-over-year increase, indicating its rapid expansion potential in the space broadband market, although its total revenue remains significantly lower than Iridium's $212.9 million.
- Market Performance Discrepancy: While Iridium maintains stable revenue with a net income of $25 million in Q4 2025, its stock performance has been lackluster, reflecting investors' higher expectations for Ast Spacemobile's future growth, which has led to a 1,400% increase in its stock price over the past few years.
- Business Model Analysis: Ast Spacemobile focuses on providing mobile broadband services to fill gaps in terrestrial coverage, while Iridium aims to sustain its market share by expanding its IoT and national security operations, showcasing differing strategic focuses between the two companies.
- Investor Focus: With a market capitalization of $33 billion, Ast Spacemobile's ability to continue expanding revenue is crucial for justifying its high valuation, especially given that its revenue is still in the early stages of growth.
See More
Ast Spacemobile Revenue Growth Narrows Gap with Iridium
- Narrowing Revenue Gap: Ast Spacemobile has shown a remarkable quarter-over-quarter growth with a staggering 2,731% year-over-year increase over the last eight quarters, while Iridium Communications maintained stable revenue, indicating that Ast Spacemobile is rapidly closing the revenue gap, which may attract more investor attention.
- Market Performance Comparison: Despite Ast Spacemobile's revenue being significantly lower than Iridium's, its stock has skyrocketed by 1,400% over the past few years, reflecting strong market confidence in its future growth potential, while Iridium's stock price has remained relatively stable without significant changes.
- Business Model Differences: Ast Spacemobile focuses on providing a space-based mobile broadband network aimed at users lacking terrestrial services, whereas Iridium offers mobile satellite communication services to a broader range of business and government clients, highlighting their differing market positions.
- Investor Watchpoints: With Ast Spacemobile's market valuation reaching $33 billion, investors should monitor its ability to continue expanding revenue to justify its high valuation, while Iridium is also actively expanding its IoT operations and national security projects to seek faster growth.
See More
Gilead Sciences and Nokia Stock Outlook Analysis
- Gilead Sciences Outlook: Analysts express admiration for Gilead Sciences' CEO Daniel O'Day, suggesting that the company has solid business fundamentals, recommending investors to hold the stock, which reflects confidence in its future growth.
- AST SpaceMobile Potential: Analysts highly recognize AST SpaceMobile's unique assets, and while not explicitly calling for a takeover, comparisons to Global Star and Amazon imply that the company may possess attractive potential for investors.
- Nokia Growth Potential: Analysts recommend investors to hold Nokia stock, believing there is still a 30% growth potential ahead, indicating an optimistic outlook on the company's market performance.
- Market Investment Strategy: The positive comments from analysts suggest that despite market volatility, stocks like Gilead Sciences and Nokia are still viewed as attractive investment options, potentially drawing the attention of long-term investors.
See More
AST SpaceMobile Stock Rebounds to $85 Amid Satellite Launches
- Stock Recovery: AST SpaceMobile's stock has rebounded from a record low of $2.01 to approximately $85, primarily driven by partnerships with AT&T and Verizon and the successful launch of five BB1 satellites, indicating a potential resurgence in the low Earth orbit satellite market.
- Satellite Launch Plans: The company aims to increase its satellite count in orbit to 60 by the end of 2024, with a long-term goal of launching over 240 satellites, a strategy that will significantly enhance its market competitiveness and drive future revenue growth.
- Surging Revenue Expectations: Analysts project AST's revenue to soar from $71 million in 2025 to $1.92 billion by 2028, reflecting positive developments in new deals and satellite expansion, although its current market cap of $26 billion suggests that much of this growth is already priced in.
- Competitive Pressure and Opportunities: Despite fierce competition from SpaceX's Starlink, AST's technological advancements and market strategies position it for sustainable growth in the future, attracting investor interest and boosting market confidence.
See More
AST's Satellite Launch Boosts Stock Surge
- Successful Satellite Launch: AST SpaceMobile's launch of its first five BB1 commercial satellites has propelled its stock from a historic low of $2.01 to approximately $85, indicating strong market confidence in its future growth prospects.
- Revenue Surge Expectations: Analysts project AST's revenue to skyrocket from $71 million in 2025 to $1.92 billion by 2028, reflecting the potential of its partnerships with telecom giants and satellite expansion plans.
- Nio's Vehicle Growth: Nio's annual vehicle deliveries are expected to rise from 43,728 in 2020 to 326,028 by 2025, achieving a 40% CAGR, although its stock still trades below one times this year's sales, raising concerns about its profitability.
- Joby's Market Outlook: Joby plans to launch its first commercial flights in Dubai, with revenue projected to grow from $53 million in 2025 to $459 million in 2028, and if FAA approval is granted, its stock could see significant appreciation.
See More
AST SpaceMobile Announces Launch Date for BlueBird 7
- Launch Schedule: AST SpaceMobile is set to launch BlueBird 7 on April 19 from Kennedy Space Center in Florida, aiming to provide over 120 Mbps space-based broadband connectivity to everyday smartphones, marking a significant milestone in the company's global communication network development.
- Satellite Technology: BlueBird 7 features a 2,400 square foot phased-array antenna designed to support full 4G and 5G broadband services, enabling direct connectivity to unmodified mobile phones, which will significantly enhance user network experience and drive market share in commercial and government applications.
- Shareholder Engagement: Qualified retail shareholders are invited to attend the launch event, requiring them to hold shares for at least six months and remain shareholders at the time of application, which not only enhances shareholder engagement but also reflects the company's commitment to investor relations, likely increasing shareholder trust.
- Global Network Expansion: AST SpaceMobile has agreements with over 50 mobile network operators globally, covering nearly 3 billion subscribers, showcasing its strong influence and strategic partnerships in the global market, laying the groundwork for future commercial opportunities.
See More
Ast Spacemobile vs. Iridium: Revenue Comparison
- Revenue Growth Comparison: Ast Spacemobile reported $54.3 million in revenue for Q4 2025, marking a staggering 2,731% year-over-year increase, indicating its rapid expansion potential in the space broadband market, although its total revenue remains significantly lower than Iridium's $212.9 million.
- Market Performance Discrepancy: While Iridium maintains stable revenue with a net income of $25 million in Q4 2025, its stock performance has been lackluster, reflecting investors' higher expectations for Ast Spacemobile's future growth, which has led to a 1,400% increase in its stock price over the past few years.
- Business Model Analysis: Ast Spacemobile focuses on providing mobile broadband services to fill gaps in terrestrial coverage, while Iridium aims to sustain its market share by expanding its IoT and national security operations, showcasing differing strategic focuses between the two companies.
- Investor Focus: With a market capitalization of $33 billion, Ast Spacemobile's ability to continue expanding revenue is crucial for justifying its high valuation, especially given that its revenue is still in the early stages of growth.
See More
Ast Spacemobile Revenue Growth Narrows Gap with Iridium
- Narrowing Revenue Gap: Ast Spacemobile has shown a remarkable quarter-over-quarter growth with a staggering 2,731% year-over-year increase over the last eight quarters, while Iridium Communications maintained stable revenue, indicating that Ast Spacemobile is rapidly closing the revenue gap, which may attract more investor attention.
- Market Performance Comparison: Despite Ast Spacemobile's revenue being significantly lower than Iridium's, its stock has skyrocketed by 1,400% over the past few years, reflecting strong market confidence in its future growth potential, while Iridium's stock price has remained relatively stable without significant changes.
- Business Model Differences: Ast Spacemobile focuses on providing a space-based mobile broadband network aimed at users lacking terrestrial services, whereas Iridium offers mobile satellite communication services to a broader range of business and government clients, highlighting their differing market positions.
- Investor Watchpoints: With Ast Spacemobile's market valuation reaching $33 billion, investors should monitor its ability to continue expanding revenue to justify its high valuation, while Iridium is also actively expanding its IoT operations and national security projects to seek faster growth.
See More
Gilead Sciences and Nokia Stock Outlook Analysis
- Gilead Sciences Outlook: Analysts express admiration for Gilead Sciences' CEO Daniel O'Day, suggesting that the company has solid business fundamentals, recommending investors to hold the stock, which reflects confidence in its future growth.
- AST SpaceMobile Potential: Analysts highly recognize AST SpaceMobile's unique assets, and while not explicitly calling for a takeover, comparisons to Global Star and Amazon imply that the company may possess attractive potential for investors.
- Nokia Growth Potential: Analysts recommend investors to hold Nokia stock, believing there is still a 30% growth potential ahead, indicating an optimistic outlook on the company's market performance.
- Market Investment Strategy: The positive comments from analysts suggest that despite market volatility, stocks like Gilead Sciences and Nokia are still viewed as attractive investment options, potentially drawing the attention of long-term investors.
See More
AST SpaceMobile Stock Rebounds to $85 Amid Satellite Launches
- Stock Recovery: AST SpaceMobile's stock has rebounded from a record low of $2.01 to approximately $85, primarily driven by partnerships with AT&T and Verizon and the successful launch of five BB1 satellites, indicating a potential resurgence in the low Earth orbit satellite market.
- Satellite Launch Plans: The company aims to increase its satellite count in orbit to 60 by the end of 2024, with a long-term goal of launching over 240 satellites, a strategy that will significantly enhance its market competitiveness and drive future revenue growth.
- Surging Revenue Expectations: Analysts project AST's revenue to soar from $71 million in 2025 to $1.92 billion by 2028, reflecting positive developments in new deals and satellite expansion, although its current market cap of $26 billion suggests that much of this growth is already priced in.
- Competitive Pressure and Opportunities: Despite fierce competition from SpaceX's Starlink, AST's technological advancements and market strategies position it for sustainable growth in the future, attracting investor interest and boosting market confidence.
See More
AST's Satellite Launch Boosts Stock Surge
- Successful Satellite Launch: AST SpaceMobile's launch of its first five BB1 commercial satellites has propelled its stock from a historic low of $2.01 to approximately $85, indicating strong market confidence in its future growth prospects.
- Revenue Surge Expectations: Analysts project AST's revenue to skyrocket from $71 million in 2025 to $1.92 billion by 2028, reflecting the potential of its partnerships with telecom giants and satellite expansion plans.
- Nio's Vehicle Growth: Nio's annual vehicle deliveries are expected to rise from 43,728 in 2020 to 326,028 by 2025, achieving a 40% CAGR, although its stock still trades below one times this year's sales, raising concerns about its profitability.
- Joby's Market Outlook: Joby plans to launch its first commercial flights in Dubai, with revenue projected to grow from $53 million in 2025 to $459 million in 2028, and if FAA approval is granted, its stock could see significant appreciation.
See More
