Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $ASTS are available with SpikePanel Pro.
Adoption of senior management change-of-control severance policy on Sep 25, seen as potential M&A signal
D1 -2.6% · +5d +6.3%
RegulationBear
ASTS Faces New Class Action Lawsuit, Investor Rights Affected
Reddit mentions new class action, related to existing lawsuit event, but lacks independent confirmation
D1 +5.8% · +5d -2.6%
›2 waves of this story
2026-09-17 Company announcement reveals lawsuit over securities law violations, drawing investor attention
2026-09-22 Reddit mentions new class action, related to existing lawsuit event, but lacks independent confirmation
ProductBull
Rakuten to Launch ASTS Direct-to-Cell in Japan; J-LEO in Defense Talks
Japan defense panel discusses J-LEO dual-use, boosting ASTS commercial and strategic value in Japan
D1 +6.1% · +5d -11.1%
›2 waves of this story
2026-09-05 Nikkei reports Rakuten will debut satellite-to-cell service with ASTS this year, supporting video calls; partner calls it 'extremely critical'
2026-09-09 Japan defense panel discusses J-LEO dual-use, boosting ASTS commercial and strategic value in Japan
AnalystBull
Berenberg Reiterates Buy, $92 PT
Reaffirms bullish view on D2C commercialization
D1 -0.4% · +5d -3.7%
›3 waves of this story
2026-09-03 Multiple sources confirm analyst bullish on direct-to-phone tech and 60+ carrier partnerships
2026-09-03 New report highlights 60+ carrier partners; stock up 13% on day
2026-09-08 Reaffirms bullish view on D2C commercialization
ProductBull
Japan MIC Files 136-Satellite J-BLUEBIRD NGSO at ITU, Ties to ASTS Architecture
Beyond J-LEO, Japan's new ITU filing under J-BLUEBIRD name feeds ASTS-as-platform narrative; unconfirmed by official parties.
D1 +6.1% · +5d -11.1%
CapitalBull
ASTS Director Cisneros Makes First Insider Buy of Year, Over $600K
Largest insider buy in company history signals confidence after drawdown
D1 +0.3% · +5d -3.7%
Insider buying
Insider buying $0.6M (1)
D1 +1.8% · +5d +11.9%
CompanyBear
ASTS loses $74 for 2nd week; 2W momentum cloud flips bearish for 1st time
Key level lost with momentum structure breaking down, compounded by rate-hike expectations
D1 -0.5% · +5d -10.0%
›3 waves of this story
2026-08-25 Price dropped to $62.35 on Aug 24 near lower 52-week range, GF Score and technicals align bearish
2026-08-27 Shares near $60, technical analysis eyes $61 support zone
2026-08-29 Key level lost with momentum structure breaking down, compounded by rate-hike expectations
AT&T COO publicly congratulates ASTS on FCC test approval, hinting at closer collaboration on spectrum and D2D
D1 +5.5% · +5d -15.4%
›2 waves of this story
2026-08-21 Licenses cover nearly all US population, could support D2D voice; FCC auction due by Nov 5
2026-08-22 AT&T COO publicly congratulates ASTS on FCC test approval, hinting at closer collaboration on spectrum and D2D
CompanyBull
SpaceX Starlink Mobile 2027, ASTS Spectrum Bid Strengthens D2D Push
ASTS joins SpaceX in 800MHz bid, bolstering satellite D2D competitive position
D1 -4.4% · +5d +3.5%
›8 waves of this story
2026-06-10 SpaceX's $1.8T valuation and CFO's 100GW annual orbital compute target spark IPO debate.
2026-06-12 SpaceX launched 29 Starlink satellites on Nasdaq debut day, with $1.7T valuation and Starlink's profit engine in spotlight.
2026-06-15 SpaceX co-sponsored White House UFC with Starlink ads, AST BlueBird launch set for June 17, and airline partnerships hit 39.
2026-08-05 SpaceX COO targets $600B carrier market with Starlink Mobile, and V3 satellites to debut on next Starship test.
2026-08-08 SpaceX announced Starlink Mobile launch, massive Texas investments with Tesla, and AI projected to dominate 2027 revenue.
2026-08-09 United Airlines notes consultants favor Starlink flights, SpaceX Q2 call elevates Starlink Mobile, and Intel patents dual-layer satellite network.
2026-08-09 Starlink preparing to challenge T-Mobile, Verizon, AT&T; market expects carriers to turn to ASTS for competition
2026-08-21 ASTS joins SpaceX in 800MHz bid, bolstering satellite D2D competitive position
Company
US Space Force Awards $981M NITE-STAR Contract to 15 Firms, Including ASTS
Per-company value modest, yet marks ASTS's entry into government contracts amid sector recovery
D1 -5.7% · +5d -7.5%
Analyst
Analysts and Media Keep Comparing ASTS Valuation vs Peers
Motley Fool and Zacks revisit premium valuation vs deployment; Benzinga recaps split space earnings week
D1 +0.9% · +5d +22.0%
›2 waves of this story
2026-07-31 Fool and 247wallst published multiple comparison pieces, focusing on ASTS's direct-to-smartphone network differentiation.
2026-08-14 Motley Fool and Zacks revisit premium valuation vs deployment; Benzinga recaps split space earnings week
CapitalBull
Institutions Added ASTS in Q2; Brokerage Cites Valuation Case
Vanguard bought 3M+ shares in Q2; Morgan Stanley also added; Motley Fool's subscriber math justifies $74 price
D1 -0.8% · +5d -3.3%
Earnings
ASTS Q2 Earnings Miss, But Reaffirms Full-Year Guidance
Q2 revenue of $31.5M misses estimates, but full-year guidance reaffirmed; stock rises
D1 -3.0% · +5d +24.3%
›9 waves of this story
2026-07-28 Earnings date confirmed; market awaits results and satellite updates
2026-07-29 Broker turns positive after decline, PT above prior but below market price
2026-08-03 Zacks flags missing beat ingredients; with launch delays and funding needs, earnings are key near-term catalyst
2026-08-06 Earnings date approaching, market watches results and satellite deployment progress.
2026-08-07 Earnings calendar confirms Q2 report in week of Aug 10, approaching release date.
2026-08-11 Q2 revenue and EPS missed estimates, but FY2026 revenue guidance raised to $150M-$200M, backlog grows to $1.3B.
2026-08-11 Q2 revenue of $31.5M missed estimates, EPS loss widened, but FY guidance raised to $150-200M, backlog at $1.3B
2026-08-11 Q2 rev $31.5M miss, EPS loss widens, but FY guide raised to $150-200M, backlog $1.3B
2026-08-11 Q2 revenue of $31.5M misses estimates, but full-year guidance reaffirmed; stock rises
AnalystBull
Analysts Bullish on ASTS: Piper Reiterates Top Pick, Cantor Raises PT
Piper reiterates $98 PT, Cantor raises to $90, citing network progress
D1 +4.2% · +5d -6.4%
8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +4.2% · +5d -6.4%
Earnings
Earnings report
Q2 2026 revenue was $31.5 million, more than doubling Q1 revenue, and full-year 2026 guidance is reiterated at $150 million to $200 million.
D1 -4.4% · +5d +3.5%
CompanyBull
UBS sees ASTS near $2 billion in annual revenue by 2030 as 45-satellite target slips to early 2027
UBS updates model, highlighting carrier-led model scaling; beta service possible with fewer satellites in 2026
D1 -4.4% · +5d +3.5%
›7 waves of this story
2026-06-10 Space nerds were featured in Dow Jones News for earning millions on space bets years before the SpaceX IPO.
2026-07-16 Piper Sandler initiated AST SpaceMobile at Overweight with a $100 price target, and ASTS priced $1 billion in convertible notes.
2026-07-17 B. Riley upgraded ASTS to Buy with an $85 price target, stating it is now fully funded to deploy its global network.
2026-08-05 SpaceX signaled expectations for a large share of global mobile connectivity, while ASTS announced the successful orbital launch of BlueBirds 11, 12, and 13.
2026-08-08 UBS projected ASTS approaching $2 billion in annual earnings by 2030, driven by its carrier-led model.
2026-08-09 US mobile network operators will actively promote ASTS service to their existing subscriber base at zero customer acquisition cost.
2026-08-09 UBS updates model, highlighting carrier-led model scaling; beta service possible with fewer satellites in 2026
AnalystBull
Analysts and Social Accounts Continue to Favor ASTS Long-Term Competitiveness
UBS report and multiple social accounts reiterate ASTS's advantages in satellite communications, but no new facts.
D1 +3.7% · +5d +9.0%
›5 waves of this story
2026-07-27 Multiple sources cite 60+ MNO partnerships and clear catalysts
2026-08-01 Colonel Frazier, Space Force portfolio lead, actively engaged with AST SpaceMobile
2026-08-05 Post-launch analyst cites two data points boosting valuation confidence
2026-08-08 UBS cites carrier-led model scaling, beta service possible in 2026, 45 satellites targeted for early 2027
2026-08-09 UBS report and multiple social accounts reiterate ASTS's advantages in satellite communications, but no new facts.
Product
ASTS Sets Launch Date for BlueBird Satellites 11-13
Falcon 9 deployed on Aug 5; company targets 30 satellites by year-end
D1 -3.0% · +5d +24.3%
›4 waves of this story
2026-07-28 New launch schedule advances constellation deployment
2026-08-01 Launch date moved up to Aug 5, with production advanced to BlueBird 42, indicating scaling capacity.
2026-08-05 Falcon 9 deployed on Aug 5; company targets 30 satellites by year-end
AnalystBull
Scotiabank upgrades to Sector Perform
D1 -6.2% · +5d +28.9%
CapitalBear
AST SpaceMobile Prices $1.0B Convertible Senior Notes Due 2034
Funding and launch plan support deployment, but target slipped to 2027
D1 -17.0% · +5d +7.6%
›7 waves of this story
2026-07-16 Company 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
2026-07-16 Pricing of $1B convertible notes triggers 13% drop amid dilution and launch delay concerns.
2026-07-17 Priced $1B convertible notes and pushed 45-satellite target to early 2027, driving shares down.
2026-07-17 Multiple 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
2026-07-21 Company closed $1.15B convertible senior notes due 2034, up from prior $1B offering
2026-07-27 Funding and launch plan support deployment, but target slipped to 2027
Related — this ticker is not the subject
RelatedRegulation
Hims rises in trading as FTC lawsuit follow-ups keep coming
Fresh social trading chatter and new lawsuit reminder coverage keep HIMS in focus.
D1 -3.1% · +5d -0.2%
RelatedCompany
SpaceX Starship reaches orbit in first flight, despite engine issue
The test marks a key step for reusability and NASA ambitions, while 26 next-gen Starlink satellites rode along.
D1 -1.3% · +5d -4.2%
①
Bull vs bear
by direction · sourced
Bull signals0
None yet
Bear signals0
None yet
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
⑩
Discussion
be the first
Be civil · your views are your own
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
30 items
RegulationBear
ASTS Falls 7% as Satellite Rival Clears Regulatory Hurdle
Rival's regulatory win may pressure ASTS's carrier partnership prospects
D1 -6.1%
CompanyBull
U.S. and Japan Endorse ASTS-Rakuten Satellite Cooperation
Named in U.S.-Japan Technology Prosperity Deal, boosting geopolitical backing
D1 +8.0% · since -9.8%
ProductBull
ASTS, TELUS Complete First Satellite-to-Smartphone Network Integration Test
Test covers broadband, voice and text; commercial service expected within a year, validating platform
D1 +0.0% · since -2.6%
RegulationBear
ASTS Faces Securities Class Action; DJS Law Group Seeks Investors
Lawsuit alleges violations of Sections 10(b) and 20(a) of the Exchange Act, affecting investor rights
D1 +0.0% · since -2.6%
Analyst
B. Riley Securities downgrades to Neutral
D1 +2.5% · since -2.6%
25 earlier events›
AnalystBear
B. Riley Downgrades ASTS to Neutral, PT Cut to $65
Adoption of senior management change-of-control severance policy on Sep 25, seen as potential M&A signal
D1 -2.6% · +5d +6.3%
RegulationBear
ASTS Faces New Class Action Lawsuit, Investor Rights Affected
Reddit mentions new class action, related to existing lawsuit event, but lacks independent confirmation
D1 +5.8% · +5d -2.6%
›2 waves of this story
2026-09-17 Company announcement reveals lawsuit over securities law violations, drawing investor attention
2026-09-22 Reddit mentions new class action, related to existing lawsuit event, but lacks independent confirmation
ProductBull
Rakuten to Launch ASTS Direct-to-Cell in Japan; J-LEO in Defense Talks
Japan defense panel discusses J-LEO dual-use, boosting ASTS commercial and strategic value in Japan
D1 +6.1% · +5d -11.1%
›2 waves of this story
2026-09-05 Nikkei reports Rakuten will debut satellite-to-cell service with ASTS this year, supporting video calls; partner calls it 'extremely critical'
2026-09-09 Japan defense panel discusses J-LEO dual-use, boosting ASTS commercial and strategic value in Japan
AnalystBull
Berenberg Reiterates Buy, $92 PT
Reaffirms bullish view on D2C commercialization
D1 -0.4% · +5d -3.7%
›3 waves of this story
2026-09-03 Multiple sources confirm analyst bullish on direct-to-phone tech and 60+ carrier partnerships
2026-09-03 New report highlights 60+ carrier partners; stock up 13% on day
2026-09-08 Reaffirms bullish view on D2C commercialization
ProductBull
Japan MIC Files 136-Satellite J-BLUEBIRD NGSO at ITU, Ties to ASTS Architecture
Beyond J-LEO, Japan's new ITU filing under J-BLUEBIRD name feeds ASTS-as-platform narrative; unconfirmed by official parties.
D1 +6.1% · +5d -11.1%
CapitalBull
ASTS Director Cisneros Makes First Insider Buy of Year, Over $600K
Largest insider buy in company history signals confidence after drawdown
D1 +0.3% · +5d -3.7%
Insider buying
Insider buying $0.6M (1)
D1 +1.8% · +5d +11.9%
CompanyBear
ASTS loses $74 for 2nd week; 2W momentum cloud flips bearish for 1st time
Key level lost with momentum structure breaking down, compounded by rate-hike expectations
D1 -0.5% · +5d -10.0%
›3 waves of this story
2026-08-25 Price dropped to $62.35 on Aug 24 near lower 52-week range, GF Score and technicals align bearish
2026-08-27 Shares near $60, technical analysis eyes $61 support zone
2026-08-29 Key level lost with momentum structure breaking down, compounded by rate-hike expectations
AT&T COO publicly congratulates ASTS on FCC test approval, hinting at closer collaboration on spectrum and D2D
D1 +5.5% · +5d -15.4%
›2 waves of this story
2026-08-21 Licenses cover nearly all US population, could support D2D voice; FCC auction due by Nov 5
2026-08-22 AT&T COO publicly congratulates ASTS on FCC test approval, hinting at closer collaboration on spectrum and D2D
CompanyBull
SpaceX Starlink Mobile 2027, ASTS Spectrum Bid Strengthens D2D Push
ASTS joins SpaceX in 800MHz bid, bolstering satellite D2D competitive position
D1 -4.4% · +5d +3.5%
›8 waves of this story
2026-06-10 SpaceX's $1.8T valuation and CFO's 100GW annual orbital compute target spark IPO debate.
2026-06-12 SpaceX launched 29 Starlink satellites on Nasdaq debut day, with $1.7T valuation and Starlink's profit engine in spotlight.
2026-06-15 SpaceX co-sponsored White House UFC with Starlink ads, AST BlueBird launch set for June 17, and airline partnerships hit 39.
2026-08-05 SpaceX COO targets $600B carrier market with Starlink Mobile, and V3 satellites to debut on next Starship test.
2026-08-08 SpaceX announced Starlink Mobile launch, massive Texas investments with Tesla, and AI projected to dominate 2027 revenue.
2026-08-09 United Airlines notes consultants favor Starlink flights, SpaceX Q2 call elevates Starlink Mobile, and Intel patents dual-layer satellite network.
2026-08-09 Starlink preparing to challenge T-Mobile, Verizon, AT&T; market expects carriers to turn to ASTS for competition
2026-08-21 ASTS joins SpaceX in 800MHz bid, bolstering satellite D2D competitive position
Company
US Space Force Awards $981M NITE-STAR Contract to 15 Firms, Including ASTS
Per-company value modest, yet marks ASTS's entry into government contracts amid sector recovery
D1 -5.7% · +5d -7.5%
Analyst
Analysts and Media Keep Comparing ASTS Valuation vs Peers
Motley Fool and Zacks revisit premium valuation vs deployment; Benzinga recaps split space earnings week
D1 +0.9% · +5d +22.0%
›2 waves of this story
2026-07-31 Fool and 247wallst published multiple comparison pieces, focusing on ASTS's direct-to-smartphone network differentiation.
2026-08-14 Motley Fool and Zacks revisit premium valuation vs deployment; Benzinga recaps split space earnings week
CapitalBull
Institutions Added ASTS in Q2; Brokerage Cites Valuation Case
Vanguard bought 3M+ shares in Q2; Morgan Stanley also added; Motley Fool's subscriber math justifies $74 price
D1 -0.8% · +5d -3.3%
Earnings
ASTS Q2 Earnings Miss, But Reaffirms Full-Year Guidance
Q2 revenue of $31.5M misses estimates, but full-year guidance reaffirmed; stock rises
D1 -3.0% · +5d +24.3%
›9 waves of this story
2026-07-28 Earnings date confirmed; market awaits results and satellite updates
2026-07-29 Broker turns positive after decline, PT above prior but below market price
2026-08-03 Zacks flags missing beat ingredients; with launch delays and funding needs, earnings are key near-term catalyst
2026-08-06 Earnings date approaching, market watches results and satellite deployment progress.
2026-08-07 Earnings calendar confirms Q2 report in week of Aug 10, approaching release date.
2026-08-11 Q2 revenue and EPS missed estimates, but FY2026 revenue guidance raised to $150M-$200M, backlog grows to $1.3B.
2026-08-11 Q2 revenue of $31.5M missed estimates, EPS loss widened, but FY guidance raised to $150-200M, backlog at $1.3B
2026-08-11 Q2 rev $31.5M miss, EPS loss widens, but FY guide raised to $150-200M, backlog $1.3B
2026-08-11 Q2 revenue of $31.5M misses estimates, but full-year guidance reaffirmed; stock rises
AnalystBull
Analysts Bullish on ASTS: Piper Reiterates Top Pick, Cantor Raises PT
Piper reiterates $98 PT, Cantor raises to $90, citing network progress
D1 +4.2% · +5d -6.4%
8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +4.2% · +5d -6.4%
Earnings
Earnings report
Q2 2026 revenue was $31.5 million, more than doubling Q1 revenue, and full-year 2026 guidance is reiterated at $150 million to $200 million.
D1 -4.4% · +5d +3.5%
CompanyBull
UBS sees ASTS near $2 billion in annual revenue by 2030 as 45-satellite target slips to early 2027
UBS updates model, highlighting carrier-led model scaling; beta service possible with fewer satellites in 2026
D1 -4.4% · +5d +3.5%
›7 waves of this story
2026-06-10 Space nerds were featured in Dow Jones News for earning millions on space bets years before the SpaceX IPO.
2026-07-16 Piper Sandler initiated AST SpaceMobile at Overweight with a $100 price target, and ASTS priced $1 billion in convertible notes.
2026-07-17 B. Riley upgraded ASTS to Buy with an $85 price target, stating it is now fully funded to deploy its global network.
2026-08-05 SpaceX signaled expectations for a large share of global mobile connectivity, while ASTS announced the successful orbital launch of BlueBirds 11, 12, and 13.
2026-08-08 UBS projected ASTS approaching $2 billion in annual earnings by 2030, driven by its carrier-led model.
2026-08-09 US mobile network operators will actively promote ASTS service to their existing subscriber base at zero customer acquisition cost.
2026-08-09 UBS updates model, highlighting carrier-led model scaling; beta service possible with fewer satellites in 2026
AnalystBull
Analysts and Social Accounts Continue to Favor ASTS Long-Term Competitiveness
UBS report and multiple social accounts reiterate ASTS's advantages in satellite communications, but no new facts.
D1 +3.7% · +5d +9.0%
›5 waves of this story
2026-07-27 Multiple sources cite 60+ MNO partnerships and clear catalysts
2026-08-01 Colonel Frazier, Space Force portfolio lead, actively engaged with AST SpaceMobile
2026-08-05 Post-launch analyst cites two data points boosting valuation confidence
2026-08-08 UBS cites carrier-led model scaling, beta service possible in 2026, 45 satellites targeted for early 2027
2026-08-09 UBS report and multiple social accounts reiterate ASTS's advantages in satellite communications, but no new facts.
Product
ASTS Sets Launch Date for BlueBird Satellites 11-13
Falcon 9 deployed on Aug 5; company targets 30 satellites by year-end
D1 -3.0% · +5d +24.3%
›4 waves of this story
2026-07-28 New launch schedule advances constellation deployment
2026-08-01 Launch date moved up to Aug 5, with production advanced to BlueBird 42, indicating scaling capacity.
2026-08-05 Falcon 9 deployed on Aug 5; company targets 30 satellites by year-end
AnalystBull
Scotiabank upgrades to Sector Perform
D1 -6.2% · +5d +28.9%
CapitalBear
AST SpaceMobile Prices $1.0B Convertible Senior Notes Due 2034
Funding and launch plan support deployment, but target slipped to 2027
D1 -17.0% · +5d +7.6%
›7 waves of this story
2026-07-16 Company 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
2026-07-16 Pricing of $1B convertible notes triggers 13% drop amid dilution and launch delay concerns.
2026-07-17 Priced $1B convertible notes and pushed 45-satellite target to early 2027, driving shares down.
2026-07-17 Multiple 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
2026-07-21 Company closed $1.15B convertible senior notes due 2034, up from prior $1B offering
2026-07-27 Funding and launch plan support deployment, but target slipped to 2027
Related — this ticker is not the subject
RelatedRegulation
Hims rises in trading as FTC lawsuit follow-ups keep coming
Fresh social trading chatter and new lawsuit reminder coverage keep HIMS in focus.
D1 -3.1% · +5d -0.2%
RelatedCompany
SpaceX Starship reaches orbit in first flight, despite engine issue
The test marks a key step for reusability and NASA ambitions, while 26 next-gen Starlink satellites rode along.
