AST SpaceMobile Advances Space-Based Cellular Broadband in Europe in Collaboration with European Mobile Network Operator Partners
https://t.co/PzfuEQdPKX
AST SpaceMobile Advances Space-Based Cellular Broadband in Europe in Collaboration with European Mobile Network Operator Partners
https://t.co/PzfuEQdPKX
Unsubscribing… You’re acting like a hysterical man-child. I’ve always been a subscriber until now. You should see a psychiatrist — your behavior reminds me of a 13-year-old teenager. Why should they have to prove anything to you? 😂 You’re nothing compared to BlackRock and the others, and they couldn’t care less about the shares you’ve sold.
If you can’t handle seeing the market go down, just buy the S&P 500 and settle for 3% a year. And don’t invest money you can’t afford to lose. You’re acting like a child. Absolutely disgraceful.
$ASTS: Roth Capital Buy Rating and $108 Price Target
"ASTS is the preferred D2D partner: The SpaceX actions should push a cozier relationship with tier 1 mobile operators (Verizon, AT&T, T-Mo). ASTS becomes the preferred neutral D2D partner. This has already been underway with 60+ global MNO partnerships comprising over 3B existing mobile subs. We further note that T-Mo has distanced itself from SPCX after its mid-2025 satellite text service launch. Also, SPCX requires next-gen satellites to compete effectively with the ASTS D2D network, which we believe will provide ASTS with a time to market advantage in 2027."
$ASTS is building a truly legendary company. Only those who can stay with the company and resist selling their shares during the dips will be rewarded with $500 per share in a couple of years. 💪😌�
American operators hold ~1,000 MHz of low and mid band spectrum, tunable on the @AST_SpaceMobile network. With our current satellites in orbit and in build, our United States partners will access critical low-band and mid-band spectrum that no one can match!
When combined with the mobile network operators' extensive spectrum assets, and in combination with AST SpaceMobile controlled 45 MHz of L-band spectrum, users will see peak data rates of nearly 200 Mbps from the largest-ever satellites in low Earth orbit.
Together we are making the strongest, most resilient, AI ready networks on the planet. 🇺🇸 🌎📶📱🤠
@endless_frank If you’re so stressed about it, why not just sell the stocks? Have you ever considered that maybe this type of stock just isn’t for you? Because I know plenty of people who feel absolutely relaxed about it.
$ASTS: 🚨BERENBERG REITERATES $92 PRICE TARGET AND BUY RATING
BlueBirds 14-16 ship; cadence is key
What happened: AST SpaceMobile (ASTS) announced via X that BlueBirds 14, 15 and 16 have left its Midland, Texas, facility for Cape Canaveral. Launch typically follows shipment by about four weeks, pointing to a launch around late October, which would bring ASTS to 16 spacecraft in orbit. ASTS also said production is advancing through BlueBird 50, with more than 20 spacecraft structures now in integration.
About a month behind plan: The Q2 2026 presentation on 10 August showed BlueBirds 14-16 ready to ship in August, followed by a further eight batches ready to ship between September 2026 and February 2027, supporting the target of approximately 45 satellites in orbit in early 2027. A late-September shipment puts this batch about a month behind that schedule, and a late-October launch would come roughly two and a half months after BlueBirds 11-13 flew in early August. That said, we believe that our assumption of three launches by year-end is still achievable.
Delay is temporary, not structural: We believe that the slip reflects the ramp-up of expanded manufacturing capacity in Midland, with new headcount, tooling and test equipment coming up to speed, and satellites that need rework after issues are found in final testing, rather than anything structural. Upstream production is running ahead, with hardware through BlueBird 50, and we do not believe that launch plans have moved. We expect the final-test bottleneck to ease as processes mature.
Expect a lumpy cadence, not a monthly one: Launch slots can be confirmed with a provider at short notice, meaning that a gap in launch announcements is not in itself evidence of delay. We think that the path into early 2027 is more likely to feature clustered launches – eg one in October, followed by several across December and January – rather than a steady monthly rhythm. This batch brings the number of Block 2 satellites in orbit to 10, halfway to the 20 Block 2 satellites that the 10-Q associates with intermittent service (when combined with five Block 1 satellites), meaning that two to four further batches are likely needed for beta service this year.
Why our estimates already allow for this: Reaching roughly 45 satellites in early 2027 from 16 requires ~29 more in four to five months. As per our initiation, we assume continuous US service from mid-2027 rather than management's target of early 2027, which builds in slippage of this kind. A pattern of late shipments would naturally put pressure on 2027 commercial revenue timing, and the next batch shipping is the data point to watch.
Estimates unchanged: We make no changes to our estimates or $92 price target. The shipment keeps deployment moving, and we see the recent delay as a ramp issue rather than a structural one, but the cadence into year-end is now the variable that matters for both beta service and the early-2027 target.
Valuation: 15x 2030 EBITDA discounted back at 15%.
BlueBird 11. Fully deployed.
All 13 satellites - 20,000 sq ft of phased arrays in orbit - performing as planned.
American innovation built for space based cellular broadband, resilience, and security. 🇺🇸🌎📶📱
BlueBird 11. Fully deployed.
All 13 satellites - 20,000 sq ft of phased arrays in orbit - performing as planned.
American innovation built for space based cellular broadband, resilience, and security. 🇺🇸🌎📶📱
@endless_frank@AbelAvellan It’s funny that BlackRock and other major institutional holders don’t demand explanations or throw tantrums, while the people holding a few million dollars’ worth of shares—which is basically pocket change at that scale—seem to be the ones panicking the most.Please just sell.
@endless_frank Sorry,but it seems to me that you have bipolar disorder and a split personality😅One post says that everything is great and everything will keep growing and the next one says that everything is terrible and it’s all over😅Just be patient and invest what can afford to lose.
Successful launch… again!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 🚀🚀 🚀
Our DC team in full comms with BlueBirds 11, 12, and 13 within minutes, and just confirmed full Nominal Operations.
BlueBirds 14, 15, and 16 to follow soon after, with production underway in Texas through spacecraft 42.
We now have ~20,000 sq ft of combined aperture hardware in Space! Bigger is better and we have the biggest!!!
Beta service around the corner! 🤠 🇺🇸🌎📶📱
While most people focus on today’s share price, leaders focus on what the company can become tomorrow. To me, $ASTS SpaceMobile is a future industry giant. 🚀
BlueBirds 11, 12, and 13 are stacked and getting ready for their August 5th orbital launch from Cape Canaveral Space Force Station in Florida.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
BlueBirds 14, 15, and 16 to follow right after.
Production advancing through BlueBird 42.
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🇺🇸🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
BlueBirds 11, 12, and 13 are stacked and getting ready for their August 5th orbital launch from Cape Canaveral Space Force Station in Florida.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
BlueBirds 14, 15, and 16 to follow right after.
Production advancing through BlueBird 42.
Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🇺🇸🌎📶📱
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
@spacanpanman@808emanresu History shows that companies building new infrastructure rarely move in a straight line. Tesla’s stock fell 30–50% several times early on, and Amazon lost over 90% during the dot-com crash before becoming one of the world’s largest companies. $ASTS 💪
Everyone loves a stock at all-time highs.
Very few people want to buy it after a 40–50% drop.
That’s usually where the biggest opportunities begin.
$ASTS
$ASTS is getting crushed with the rest of the market right now.
The war is real. The fear is real. The selling is indiscriminate.
Here is what is sitting directly in front of this stock.
What’s already done:
• $3.9 billion cash. Fully funded. Zero dilution risk.
• BlueBird 6 deployed. Largest commercial array ever put in LEO.
• Deals signed with AT&T, Verizon, Vodafone, Rakuten, TELUS. 50+ carriers. 3.2 billion subscribers.
• US government contracts. Pentagon is already a customer.
• 3,800+ patents. The moat is built.
What’s coming:
• BlueBird 7 launch. Encapsulated and ready to go.
• BB8 through BB29 in production. Batch launches every 1 to 2 months through year end.
• AT&T and Verizon beta testing starting first half of 2026.
• Full US commercial service launch late 2026. Revenue turns on.
• SpaceX IPO. When the most valuable space company on earth goes public at a $1.85 trillion median valuation, every investor on earth starts asking what else is in the sector.
The stock is down because the market is down. Not because anything broke.
45 to 60 satellites by end of year.
Commercial billing starting. $3.9 billion in the bank.
This is what catalyst season looks like.
So much company for a company that has already completed so much.