$ASTSAST 스페이스모바일 · Telecommunications Services · 232억 달러
$56.95
프리마켓-0.2%
이벤트 흐름
주요 이벤트 · 시간순
28건
제품호재
ASTS, BlueBird 11 위성 13기 전부 배치 완료 발표
궤도상 약 2만 제곱피트의 위상배열 안테나가 계획대로 작동하며 제조 및 배치 역량을 입증
첫날 -3.1%
8-K 공시
8-K: 이사·임원 변동
첫날 -2.6% · 현재까지 -4.0%
이전 이벤트 26건›
기업
ASTS, 경영진 변경 시 퇴직금 지급 계획 공개…인수합병 추측 부추겨
9월 25일 경영진 변경 시 퇴직금 지급 정책 채택, 잠재적 인수합병 신호로 해석
첫날 -2.6% · 현재까지 -4.0%
규제악재
ASTS Faces New Class Action Lawsuit, Investor Rights Affected영어 원문
Reddit mentions new class action, related to existing lawsuit event, but lacks independent confirmation
첫날 +5.8% · 5일 후 -2.6%
›전개 과정 2회
2026-09-17Company announcement reveals lawsuit over securities law violations, drawing investor attention
2026-09-22Reddit mentions new class action, related to existing lawsuit event, but lacks independent confirmation
제품호재
Rakuten to Launch ASTS Direct-to-Cell in Japan; J-LEO in Defense Talks영어 원문
Japan defense panel discusses J-LEO dual-use, boosting ASTS commercial and strategic value in Japan
첫날 +6.1% · 5일 후 -11.1%
›전개 과정 2회
2026-09-05Nikkei reports Rakuten will debut satellite-to-cell service with ASTS this year, supporting video calls; partner calls it 'extremely critical'
2026-09-09Japan defense panel discusses J-LEO dual-use, boosting ASTS commercial and strategic value in Japan
애널리스트호재
Berenberg Reiterates Buy, $92 PT영어 원문
Reaffirms bullish view on D2C commercialization
첫날 -0.4% · 5일 후 -3.7%
›전개 과정 3회
2026-09-03Multiple sources confirm analyst bullish on direct-to-phone tech and 60+ carrier partnerships
2026-09-03New report highlights 60+ carrier partners; stock up 13% on day
2026-09-08Reaffirms bullish view on D2C commercialization
제품호재
Japan MIC Files 136-Satellite J-BLUEBIRD NGSO at ITU, Ties to ASTS Architecture영어 원문
Beyond J-LEO, Japan's new ITU filing under J-BLUEBIRD name feeds ASTS-as-platform narrative; unconfirmed by official parties.
첫날 +6.1% · 5일 후 -11.1%
M&A·자금조달호재
ASTS Director Cisneros Makes First Insider Buy of Year, Over $600K영어 원문
Largest insider buy in company history signals confidence after drawdown
첫날 +0.3% · 5일 후 -3.7%
내부자 매수
내부자 매수 60만 달러 (내부자 1명)
첫날 +1.8% · 5일 후 +11.9%
기업악재
ASTS loses $74 for 2nd week; 2W momentum cloud flips bearish for 1st time영어 원문
Key level lost with momentum structure breaking down, compounded by rate-hike expectations
첫날 -0.5% · 5일 후 -10.0%
›전개 과정 3회
2026-08-25Price dropped to $62.35 on Aug 24 near lower 52-week range, GF Score and technicals align bearish
2026-08-27Shares near $60, technical analysis eyes $61 support zone
2026-08-29Key level lost with momentum structure breaking down, compounded by rate-hike expectations
2026-08-09Starlink preparing to challenge T-Mobile, Verizon, AT&T; market expects carriers to turn to ASTS for competition
2026-08-21ASTS joins SpaceX in 800MHz bid, bolstering satellite D2D competitive position
기업
US Space Force Awards $981M NITE-STAR Contract to 15 Firms, Including ASTS영어 원문
Per-company value modest, yet marks ASTS's entry into government contracts amid sector recovery
첫날 -5.7% · 5일 후 -7.5%
M&A·자금조달호재
Institutions Added ASTS in Q2; Brokerage Cites Valuation Case영어 원문
Vanguard bought 3M+ shares in Q2; Morgan Stanley also added; Motley Fool's subscriber math justifies $74 price
첫날 -0.8% · 5일 후 -3.3%
애널리스트
Analysts and Media Keep Comparing ASTS Valuation vs Peers영어 원문
Motley Fool and Zacks revisit premium valuation vs deployment; Benzinga recaps split space earnings week
첫날 +0.9% · 5일 후 +22.0%
›전개 과정 2회
2026-07-31Fool and 247wallst published multiple comparison pieces, focusing on ASTS's direct-to-smartphone network differentiation.
2026-08-14Motley Fool and Zacks revisit premium valuation vs deployment; Benzinga recaps split space earnings week
실적
ASTS Q2 Earnings Miss, But Reaffirms Full-Year Guidance영어 원문
Q2 revenue of $31.5M misses estimates, but full-year guidance reaffirmed; stock rises
첫날 -3.0% · 5일 후 +24.3%
›전개 과정 9회
2026-07-28Earnings date confirmed; market awaits results and satellite updates
2026-07-29Broker turns positive after decline, PT above prior but below market price
2026-08-03Zacks flags missing beat ingredients; with launch delays and funding needs, earnings are key near-term catalyst
2026-08-06Earnings date approaching, market watches results and satellite deployment progress.
2026-08-07Earnings calendar confirms Q2 report in week of Aug 10, approaching release date.
2026-08-11Q2 revenue and EPS missed estimates, but FY2026 revenue guidance raised to $150M-$200M, backlog grows to $1.3B.
2026-08-11Q2 revenue of $31.5M missed estimates, EPS loss widened, but FY guidance raised to $150-200M, backlog at $1.3B
2026-08-11Q2 rev $31.5M miss, EPS loss widens, but FY guide raised to $150-200M, backlog $1.3B
2026-08-11Q2 revenue of $31.5M misses estimates, but full-year guidance reaffirmed; stock rises
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 +4.2% · 5일 후 -6.4%
애널리스트호재
Analysts Bullish on ASTS: Piper Reiterates Top Pick, Cantor Raises PT영어 원문
Piper reiterates $98 PT, Cantor raises to $90, citing network progress
첫날 +4.2% · 5일 후 -6.4%
실적
실적 발표
첫날 -4.4% · 5일 후 +3.5%
애널리스트호재
Analysts and Social Accounts Continue to Favor ASTS Long-Term Competitiveness영어 원문
UBS report and multiple social accounts reiterate ASTS's advantages in satellite communications, but no new facts.
첫날 +3.7% · 5일 후 +9.0%
›전개 과정 5회
2026-07-27Multiple sources cite 60+ MNO partnerships and clear catalysts
2026-08-01Colonel Frazier, Space Force portfolio lead, actively engaged with AST SpaceMobile
2026-08-05Post-launch analyst cites two data points boosting valuation confidence
2026-08-08UBS cites carrier-led model scaling, beta service possible in 2026, 45 satellites targeted for early 2027
2026-08-09UBS report and multiple social accounts reiterate ASTS's advantages in satellite communications, but no new facts.
기업호재
UBS sees ASTS near $2 billion in annual revenue by 2030 as 45-satellite target slips to early 2027영어 원문
UBS updates model, highlighting carrier-led model scaling; beta service possible with fewer satellites in 2026
첫날 -4.4% · 5일 후 +3.5%
›전개 과정 7회
2026-06-10Space nerds were featured in Dow Jones News for earning millions on space bets years before the SpaceX IPO.
2026-07-16Piper Sandler initiated AST SpaceMobile at Overweight with a $100 price target, and ASTS priced $1 billion in convertible notes.
2026-07-17B. Riley upgraded ASTS to Buy with an $85 price target, stating it is now fully funded to deploy its global network.
2026-08-05SpaceX signaled expectations for a large share of global mobile connectivity, while ASTS announced the successful orbital launch of BlueBirds 11, 12, and 13.
2026-08-08UBS projected ASTS approaching $2 billion in annual earnings by 2030, driven by its carrier-led model.
2026-08-09US mobile network operators will actively promote ASTS service to their existing subscriber base at zero customer acquisition cost.
2026-08-09UBS updates model, highlighting carrier-led model scaling; beta service possible with fewer satellites in 2026
제품
ASTS Sets Launch Date for BlueBird Satellites 11-13영어 원문
Falcon 9 deployed on Aug 5; company targets 30 satellites by year-end
2026-08-01Launch date moved up to Aug 5, with production advanced to BlueBird 42, indicating scaling capacity.
2026-08-05Falcon 9 deployed on Aug 5; company targets 30 satellites by year-end
애널리스트호재
Scotiabank: 투자의견 상향 → Sector Perform
첫날 -6.2% · 5일 후 +28.9%
M&A·자금조달악재
AST SpaceMobile Prices $1.0B Convertible Senior Notes Due 2034영어 원문
Funding and launch plan support deployment, but target slipped to 2027
첫날 -17.0% · 5일 후 +7.6%
›전개 과정 7회
2026-07-16Company prices $1B private offering of convertible notes due 2034, with effective conversion price of $149.20 per share and capped call transactions to reduce dilution
2026-07-16Pricing of $1B convertible notes triggers 13% drop amid dilution and launch delay concerns.
2026-07-17Priced $1B convertible notes and pushed 45-satellite target to early 2027, driving shares down.
2026-07-17Multiple sources analyze dilution impact; B. Riley upgrades to Buy with $85 PT
2026-07-21$1B convertible notes; analyst upgrades to Strong Buy; Jim Cramer bearish
2026-07-21Company closed $1.15B convertible senior notes due 2034, up from prior $1B offering
2026-07-27Funding and launch plan support deployment, but target slipped to 2027
제품악재
AST SpaceMobile Delays 45-Satellite Target to Early 2027영어 원문
이번 시험은 재사용성과 NASA의 계획에 중요한 단계이며, 차세대 Starlink 위성 26기도 함께 탑승했다.
첫날 -1.3% · 현재까지 -6.5%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
28건
제품호재
ASTS, BlueBird 11 위성 13기 전부 배치 완료 발표
궤도상 약 2만 제곱피트의 위상배열 안테나가 계획대로 작동하며 제조 및 배치 역량을 입증
첫날 -3.1%
8-K 공시
8-K: 이사·임원 변동
첫날 -2.6% · 현재까지 -4.0%
기업
ASTS, 경영진 변경 시 퇴직금 지급 계획 공개…인수합병 추측 부추겨
9월 25일 경영진 변경 시 퇴직금 지급 정책 채택, 잠재적 인수합병 신호로 해석
첫날 -2.6% · 현재까지 -4.0%
규제악재
ASTS Faces New Class Action Lawsuit, Investor Rights Affected영어 원문
Reddit mentions new class action, related to existing lawsuit event, but lacks independent confirmation
첫날 +5.8% · 5일 후 -2.6%
›전개 과정 2회
2026-09-17Company announcement reveals lawsuit over securities law violations, drawing investor attention
2026-09-22Reddit mentions new class action, related to existing lawsuit event, but lacks independent confirmation
제품호재
Rakuten to Launch ASTS Direct-to-Cell in Japan; J-LEO in Defense Talks영어 원문
Japan defense panel discusses J-LEO dual-use, boosting ASTS commercial and strategic value in Japan
첫날 +6.1% · 5일 후 -11.1%
›전개 과정 2회
2026-09-05Nikkei reports Rakuten will debut satellite-to-cell service with ASTS this year, supporting video calls; partner calls it 'extremely critical'
2026-09-09Japan defense panel discusses J-LEO dual-use, boosting ASTS commercial and strategic value in Japan
이전 이벤트 23건›
애널리스트호재
Berenberg Reiterates Buy, $92 PT영어 원문
Reaffirms bullish view on D2C commercialization
첫날 -0.4% · 5일 후 -3.7%
›전개 과정 3회
2026-09-03Multiple sources confirm analyst bullish on direct-to-phone tech and 60+ carrier partnerships
2026-09-03New report highlights 60+ carrier partners; stock up 13% on day
2026-09-08Reaffirms bullish view on D2C commercialization
제품호재
Japan MIC Files 136-Satellite J-BLUEBIRD NGSO at ITU, Ties to ASTS Architecture영어 원문
Beyond J-LEO, Japan's new ITU filing under J-BLUEBIRD name feeds ASTS-as-platform narrative; unconfirmed by official parties.
첫날 +6.1% · 5일 후 -11.1%
M&A·자금조달호재
ASTS Director Cisneros Makes First Insider Buy of Year, Over $600K영어 원문
Largest insider buy in company history signals confidence after drawdown
첫날 +0.3% · 5일 후 -3.7%
내부자 매수
내부자 매수 60만 달러 (내부자 1명)
첫날 +1.8% · 5일 후 +11.9%
기업악재
ASTS loses $74 for 2nd week; 2W momentum cloud flips bearish for 1st time영어 원문
Key level lost with momentum structure breaking down, compounded by rate-hike expectations
첫날 -0.5% · 5일 후 -10.0%
›전개 과정 3회
2026-08-25Price dropped to $62.35 on Aug 24 near lower 52-week range, GF Score and technicals align bearish
2026-08-27Shares near $60, technical analysis eyes $61 support zone
2026-08-29Key level lost with momentum structure breaking down, compounded by rate-hike expectations
2026-08-09Starlink preparing to challenge T-Mobile, Verizon, AT&T; market expects carriers to turn to ASTS for competition
2026-08-21ASTS joins SpaceX in 800MHz bid, bolstering satellite D2D competitive position
기업
US Space Force Awards $981M NITE-STAR Contract to 15 Firms, Including ASTS영어 원문
Per-company value modest, yet marks ASTS's entry into government contracts amid sector recovery
첫날 -5.7% · 5일 후 -7.5%
M&A·자금조달호재
Institutions Added ASTS in Q2; Brokerage Cites Valuation Case영어 원문
Vanguard bought 3M+ shares in Q2; Morgan Stanley also added; Motley Fool's subscriber math justifies $74 price
첫날 -0.8% · 5일 후 -3.3%
애널리스트
Analysts and Media Keep Comparing ASTS Valuation vs Peers영어 원문
Motley Fool and Zacks revisit premium valuation vs deployment; Benzinga recaps split space earnings week
첫날 +0.9% · 5일 후 +22.0%
›전개 과정 2회
2026-07-31Fool and 247wallst published multiple comparison pieces, focusing on ASTS's direct-to-smartphone network differentiation.
2026-08-14Motley Fool and Zacks revisit premium valuation vs deployment; Benzinga recaps split space earnings week
실적
ASTS Q2 Earnings Miss, But Reaffirms Full-Year Guidance영어 원문
Q2 revenue of $31.5M misses estimates, but full-year guidance reaffirmed; stock rises
첫날 -3.0% · 5일 후 +24.3%
›전개 과정 9회
2026-07-28Earnings date confirmed; market awaits results and satellite updates
2026-07-29Broker turns positive after decline, PT above prior but below market price
2026-08-03Zacks flags missing beat ingredients; with launch delays and funding needs, earnings are key near-term catalyst
2026-08-06Earnings date approaching, market watches results and satellite deployment progress.
2026-08-07Earnings calendar confirms Q2 report in week of Aug 10, approaching release date.
2026-08-11Q2 revenue and EPS missed estimates, but FY2026 revenue guidance raised to $150M-$200M, backlog grows to $1.3B.
2026-08-11Q2 revenue of $31.5M missed estimates, EPS loss widened, but FY guidance raised to $150-200M, backlog at $1.3B
2026-08-11Q2 rev $31.5M miss, EPS loss widens, but FY guide raised to $150-200M, backlog $1.3B
2026-08-11Q2 revenue of $31.5M misses estimates, but full-year guidance reaffirmed; stock rises
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 +4.2% · 5일 후 -6.4%
애널리스트호재
Analysts Bullish on ASTS: Piper Reiterates Top Pick, Cantor Raises PT영어 원문
Piper reiterates $98 PT, Cantor raises to $90, citing network progress
첫날 +4.2% · 5일 후 -6.4%
실적
실적 발표
첫날 -4.4% · 5일 후 +3.5%
애널리스트호재
Analysts and Social Accounts Continue to Favor ASTS Long-Term Competitiveness영어 원문
UBS report and multiple social accounts reiterate ASTS's advantages in satellite communications, but no new facts.
첫날 +3.7% · 5일 후 +9.0%
›전개 과정 5회
2026-07-27Multiple sources cite 60+ MNO partnerships and clear catalysts
2026-08-01Colonel Frazier, Space Force portfolio lead, actively engaged with AST SpaceMobile
2026-08-05Post-launch analyst cites two data points boosting valuation confidence
2026-08-08UBS cites carrier-led model scaling, beta service possible in 2026, 45 satellites targeted for early 2027
2026-08-09UBS report and multiple social accounts reiterate ASTS's advantages in satellite communications, but no new facts.
기업호재
UBS sees ASTS near $2 billion in annual revenue by 2030 as 45-satellite target slips to early 2027영어 원문
UBS updates model, highlighting carrier-led model scaling; beta service possible with fewer satellites in 2026
첫날 -4.4% · 5일 후 +3.5%
›전개 과정 7회
2026-06-10Space nerds were featured in Dow Jones News for earning millions on space bets years before the SpaceX IPO.
2026-07-16Piper Sandler initiated AST SpaceMobile at Overweight with a $100 price target, and ASTS priced $1 billion in convertible notes.
2026-07-17B. Riley upgraded ASTS to Buy with an $85 price target, stating it is now fully funded to deploy its global network.
2026-08-05SpaceX signaled expectations for a large share of global mobile connectivity, while ASTS announced the successful orbital launch of BlueBirds 11, 12, and 13.
2026-08-08UBS projected ASTS approaching $2 billion in annual earnings by 2030, driven by its carrier-led model.
2026-08-09US mobile network operators will actively promote ASTS service to their existing subscriber base at zero customer acquisition cost.
2026-08-09UBS updates model, highlighting carrier-led model scaling; beta service possible with fewer satellites in 2026
제품
ASTS Sets Launch Date for BlueBird Satellites 11-13영어 원문
Falcon 9 deployed on Aug 5; company targets 30 satellites by year-end
2026-08-01Launch date moved up to Aug 5, with production advanced to BlueBird 42, indicating scaling capacity.
2026-08-05Falcon 9 deployed on Aug 5; company targets 30 satellites by year-end
애널리스트호재
Scotiabank: 투자의견 상향 → Sector Perform
첫날 -6.2% · 5일 후 +28.9%
M&A·자금조달악재
AST SpaceMobile Prices $1.0B Convertible Senior Notes Due 2034영어 원문
Funding and launch plan support deployment, but target slipped to 2027
첫날 -17.0% · 5일 후 +7.6%
›전개 과정 7회
2026-07-16Company prices $1B private offering of convertible notes due 2034, with effective conversion price of $149.20 per share and capped call transactions to reduce dilution
2026-07-16Pricing of $1B convertible notes triggers 13% drop amid dilution and launch delay concerns.
2026-07-17Priced $1B convertible notes and pushed 45-satellite target to early 2027, driving shares down.
2026-07-17Multiple sources analyze dilution impact; B. Riley upgrades to Buy with $85 PT
2026-07-21$1B convertible notes; analyst upgrades to Strong Buy; Jim Cramer bearish
2026-07-21Company closed $1.15B convertible senior notes due 2034, up from prior $1B offering
2026-07-27Funding and launch plan support deployment, but target slipped to 2027
제품악재
AST SpaceMobile Delays 45-Satellite Target to Early 2027영어 원문
