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$ASTS - Scotia Bank thinks AST SpaceMobile is now a top acquisition target!
I tend to agree for once with Scotia but ewww what did I just say…🤣
$ASTS: 🚨SCOTIA BANK UPGRADES AST SPACEMOBILE TO BUY AND RAISES PRICE TARGET TO $55.70
"SpaceX’s oversized ambitions to become a planetary carrier make ASTS’s wholesale 5G model especially valuable to terrestrial networks, which will fight to defend their business model."
"We do believe that ASTS is a top target but we don’t set our target based on M&A speculation."
$ASTS - Roth reveals winners of SpaceX potentially leasing towers
Roth Capital analyst Scott Searle weighs in following Bloomberg's report that SpaceX $SPCX is exploring options to lease tower capacity at 80,000 sites. The move is presumably part of SpaceX's strategy to build a complementary terrestrial network to support its direct-to-device satellite constellation to compete with incumbent U.S.-based Tier 1 mobile network operators, the analyst tells investors in a research note.
Roth says potential winners of SpaceX's buildout include AST SpaceMobile (ASTS), RAN suppliers Ericsson (ERIC) and Nokia (NOK), as well as wireless backhaul suppliers Aviat Networks (AVNW) and Ceragon Networks (CRNT) and spectrum holders Anterix (ATEX), NextNav (NN), and Gogo (GOGO).
$ASTS - For context, these 3 regional operators have about 3M subs while iez telecom holds 3.5GHz and 700MHz regional spectrum.
AST has also signed agreements with Brazil's national operators Claro and TIM which combined have about 130M subs or about 60% of the TOTAL Brazil market
$ASTS - Brisanet, Unifique, Iez! to Offer AST’s D2D Service in Brazil
(Bloomberg) -- Brazil’s telecom companies Brisanet, Unifique and Iez! Telecom has signed a commercial agreement with AST SpaceMobile to offer mobile satellite broadband services (Direct-to-Device-D2D) throughout Brazil, according to a filing.
Regional mobile operators provide 700 MHz band frequencies; AST SpaceMobile provides satellite constellation technology Operators will invest in ground gateway infrastructure to connect mobile networks to AST SpaceMobile’s satellites
Final contract details remain under negotiation and the binding agreement is subject to certain conditions
H/T: @spacanpanman
$ASTS - Beta service starts year end…
The revenue ramp is only just beginning!
The AST SpaceMobile network is taking shape, in orbit and on the ground.
Today, over 60 gateways are in various stages of completion, installation and planning worldwide.
Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world.
A new layer of connectivity, designed to connect directly to the smartphones people already use.
🇺🇸 📶🌎📱
#ASTSpaceMobile #ConnectingtheUnconnected
$ASTS - Brisanet, Unifique, Iez! to Offer AST’s D2D Service in Brazil
(Bloomberg) -- Brazil’s telecom companies Brisanet, Unifique and Iez! Telecom has signed a commercial agreement with AST SpaceMobile to offer mobile satellite broadband services (Direct-to-Device-D2D) throughout Brazil, according to a filing.
Regional mobile operators provide 700 MHz band frequencies; AST SpaceMobile provides satellite constellation technology Operators will invest in ground gateway infrastructure to connect mobile networks to AST SpaceMobile’s satellites
Final contract details remain under negotiation and the binding agreement is subject to certain conditions
H/T: @spacanpanman
$ASTS - J-LEO Coming Soon....😎
More funding for our Bluebirds incoming!
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$ASTS - Great news for Blue Origin...😎
More launch options coming soon for AST SpaceMobile.
Reminder, New Glenn can hold 8-12 Bluebirds per launch depending on the configuration (7x2 versus 9x4)
BREAKING: The first indication of @BlueOrigin's New Glenn Return-To-Flight is here...
December 28, 2026.
The CADENA air traffic advisory lists this mission as "New Glenn 4.1". The rocket which exploded was "New Glenn-4".
As ever, these dates are extremely provisional, and should be taken with a pinch of salt until more concrete information is released.
📷 @thenasaman/@NASASpaceflight
$ASTS - Sentiment is driven usually by price. The story is just beginning with a major revenue ramp in the next 6-12 months.
AST SpaceMobile forecasts $1B in revenue with half coming from gov't in the first year of commercial service.
Macro sucks right now with a lot of rate sensitive names down more than 50% from their ATH's.
I don't own $ASTS and not advice, but if you're capitulating just because a stock price went down..
There's little investment thesis or conviction in the first place.
People always have multi-year ideas like $RKLB becoming the next $SPCX or AST becoming the next Starlink competitor.
Kinda reminiscent of retail favorite names like $HOOD back in 2024, or $NBIS later in 2025...
But there's always capitulation periods along the way like the time hedge funds shorted Nebius to $70 in Dec/Jan, after calling it the Neocloud winter.
Or the wave of negative analyst DGs on Robinhood on the drop back to $17.
Or even macro scares like April 2025.
So lot of retail investors never gave their original longs time to play out.
Fast forward, a lot of these popular retail names do end up cooking... so kinda sad seeing how quickly sentiment turns.
$SPCX - BofA raises SpaceX price target to $275 from $235 and maintains a buy rating
Q3 results beat the Street across metrics and the company "raised the ante on what's coming in 2027." Last quarter's $100B run-rate revenue guidance by end of 2026 is "not only on track, its approaching rapidly," says the analyst, who notes that the company now anticipates $33B-$37B of revenue in Q1 of 2027, well ahead of the roughly $22B consensus coming into the report.
