$ASTS not being able to go green on a day like today is indicative of just how weak this stock is. Somebody please shoot it and put it out of its misery.
$ASTS - As promised, here is my latest report on AST SpaceMobile, specifically in two countries: Chile and Brazil. I will start off with Chile as it's a single update.
On October 15th, Chile's SUBTEL established into a decree ASTs authorization to use specific bands in Chile...
Chairman @BrendanCarrFCC on @POTUS bringing families across the digital divide:
“We are within a sight line now towards the end of the digital divide in this country. We’ve got this convergence of technology—5G, 6G, fiber, cable, fixed wireless, low earth orbit satellites…”
$ASTS: Did you know that AST Chief Commercial Officer Wayne Thorsen previously ran Google's device partnerships and was likely pivotal in Google's strategic investment and partnership w/ AST SpaceMobile.
"He liked the cooking so much that he joined"
$ASTS The convergence of private sector + military and government is converging at an accelerating rate.
Highly recommend a listen
https://t.co/Yo1Zk93ulO
$ASTS When someone says AST only has X number of satellites (they usually get the number wrong but gloat about it anyway), you show them this info-graphic and say, ‘they got almost half the phased array as Starlink up already; and AST’s WORK!’
I’d also give them this emoji, but that’s just me: 😜
$ASTS is projected to grow revenue from ~$166M in 2026 to ~$1.8B by 2028 and ~$5B by 2031 yet trades at just ~13x estimated 2028 EBITDA.
Keep in mind $RKLB agreed to acquire more mature $IRDM at ~16x 2026 EBITDA so if BlueBird launches scale and AST starts turning its global carrier partnerships into recurring revenue should cause a pretty big rerating.
"Adding a 40 kg two way reciever on top"
"You would need a permit"
"You would have to rewire your house"
Yeah this Starlink terrestrial network (using 7x7 MHz) is goingt o be up really quick. $ASTS
As I update The DD™️, I just look at disbelief at the fundamentals we've seen in contrast to the stock price. $ASTS beat $SPCX for the Japanese sovereign constellation. It likely has all 3 U.S. MNOs. It likely takes Europe via SCE. Then I see comments from people saying, "it's over - you're past the point of no return." I honestly don't get it.
$ASTS - Clear Street reiterates $115 price target on AST SpaceMobile and maintains buy rating
AST faces launch constraints today, and the market is watching every slip closely. AST currently depends on Falcon 9, a rocket owned by SpaceX, and that pressure could ease if other rockets return to service, particularly New Glenn, which carries up to eight BlueBirds per flight versus three from Falcon 9, the analyst tells investors in a research note.
On the flip side, the firm believes the market is underappreciating SpaceX's own launch risk, adding that it thinks AST remains positioned about six months ahead of SpaceX. Both companies are in this race and carry launch risk, the analyst adds.
$ASTS: @AST_SpaceMobile is featured in @2degreesmobile's Community Impact Report for FY26!
"For our customers and communities, that includes continued investment in a resilient network, supported by technologies such as AST SpaceMobile, and new tools to monitor heat-related outages across our radio access network as warmer conditions approach."
"We also continue to invest in network modernisation, redundancy and adaptation measures, including fibre and transport network upgrades, battery backup replacement, temporary power capability, satellite connectivity as a backhaul option where primary backhaul is disrupted, and the AST SpaceMobile partnership to support future connectivity resilience."
"Satellite Connectivity and AST SpaceMobile. 2degrees is partnering with AST SpaceMobile, the world's first space-based cellular broadband network that enables standard mobile devices to connect directly to satellites. This investment is intended to enhance network resilience by providing additional connectivity options where terrestrial infrastructure is unavailable, damaged or difficult to restore following severe weather events. The capability is expected to complement existing network infrastructure and support future service continuity in remote, isolated or disaster-affected areas."
https://t.co/mJCrGNAtuo
@JaguarAnalytics@pdxguy83 That's backward looking Jag. Forward looking includes Ariane, MHI, ISRO, Blue Origin, Rocket Lab. AST has proven it can flexibly be deployed on ISRO, SpaceX and BO.