Target
$63.17 → $63.01
Current stock research snapshot · 7/22/26 35 days old
ASTSAST SpaceMobile, Inc.
Investment conviction●●○○○2 of 5 · current snapshot
Research target$63.01Current stock price target
Investment thesis statusINTACTLast reviewed 7/22/26
Market cap$21.81BSnapshot value · 7/22/26
Research history
See all ASTS changes ↗What changed
Target
$63.21 → $63.17
AST SpaceMobile is building the first space-based cellular broadband network that works directly with standard smartphones. The strategic value is enormous — sovereign nations need communication resilience independent of terrestrial infrastructure. BlueBird satellite constellation (Q3 2026 launch) is the key de-risking milestone.
BlueBird Block 2 satellite launch (target H2 2026) — first commercial service demo AT&T/Verizon commercial service agreement revenue commencing US government direct-to-device contract for sovereign emergency comms
Thesis weakens if launch cadence slips (45-satellite 2026 target missed, service activation into 2027), losses persist at scale (>$287M FY25 op loss, $191M Q1 26 net loss), or capital-market reliance (7/15 converts) continues without revenue conversion. (vault 2026-08)
Neutral — Mixed; @ChrisHendrixAG bullish on space verticals with RKLB comparison and xAI tie-in, @VladSaigau nervous pending satellite launch volume increase. [X search Aug 2026]
Snapshot · 7/22/26🟡 Mixed · ins-$129.4M · 13F 20+/3-×0.5 · short↑0.28
Snapshot · 7/22/26