Hoffnung auf einen "Tenbagger"

und daher bin ich heute eingestiegen - und zwar mit einem sehr kleinen Betrag, denn das Risiko sehe ich als hoch an.

Mehr als 1% meines Depots sollen das auch zunächst nicht werden.

Spacemobile's Wisniewski Sets Out 2026 Goals

12/09/2025

Space stock AST Spacemobile (ASTS) has a fervent fan base that follow the company on Reddit, on dedicated podcasts, and with an army of popular social media accounts.

AST is wrapping up a stellar year. The company signed major contracts with customers like Verizon (VZ) and Vodafone (VD) and saw its shares climb more than 230%.

AST is not the only space stock to soar in 2025. Rocket Lab (RKLB), which provides launch services for other space companies, is up about 105% this year. However, others have languished in the stock market. For example, Firefly Aeronautics (FLY) is down 35% and Richard Branson's Virgin Galactic (SPCE) fell roughly 37% so far for the year.

AST Spacemobile's Plans For 2026

As the year comes to a close AST is preparing for 2026. In an interview with Investor's Business Daily, AST Spacemobile President Scott Wisniewski outlined the company's plans for next year.

"In 2026, deploying the network and launching commercial service in our initial strategic markets is the main focus of the company," Wisniewski said.

AST specializes in building and operating low-orbit satellites that help wireless companies cover dead zones in their cellphone coverage. It currently has six satellites in orbit. Next year, AST plans to launch 45 to 60 satellites, according to the company.

AST Spacemobile Has A Cash Hoard

Throughout this year, AST Spacemobile underwent a series of transactions to raise money. In July and October, it executed to two rounds of convertible note offerings that yielded $1.6 billion, CFO Andrew Johnson said during an earnings call last month. Tech giant Alphabet also invested a further $200 million in AST.

Thanks in part to those financial moves, AST has a strong balance sheet with more than $1.2 billion in cash and cash equivalents, according to their third-quarter 10-Q filing. The company reported just over $700 million in long-term debt, up from less than $160 million at the start of the year.

www.investors.com/news/...-lab-firefly-satellites/?src=A00220

India delays launch of AST SpaceMobile satellite

December 10, 2025
By Chris Forrester

India’s Space Research Organisation (ISRO) has delayed by a week its planned launch of AST SpaceMobile’s first of its powerful next-generation ‘Block 2’ BlueBird satellites (BlueBird 6). A planned launch date of December 15th has slipped to December 20th at 04.20 UTC.

Scott Wisniewski, AST’s president, told UBS bankers at a December 8th conference that AST was putting more power into orbit than anyone in history.

He added that AST estimates that some 7.5 million devices will achieve a higher margin than ordinary connections. Observers have suggested that with an ARPU of $10 per month this would equate to some $900 million of annual revenues. At an 80 per cent margin that’s around $720 million in net profit.
However, Wisniewski told delegates that he anticipated AST’s overall margin to be 90 per cent.
He added that AST was planning 13 launches from now to the end of next year. Many (indeed most) of these launches will carry multiple AST BlueBirds, up to around 8 per flight.

Wisniewski said: “So we’re building out a low-band constellation now. There are other frequencies that are relevant. There are potential government constellations. And once you’ve built out these shells, especially over time, as space gets more constellations, we think that we’ll have a really attractive position as an operator of a couple of these very valuable shells. And what you see in speculation in the market is what do you do when you have a lot of power delivered to orbit in a very low-cost fashion and big markets and demand to support that and strategic interest of governments to support that.”

www.advanced-television.com/2025/12/10/...cemobile-satellite/

What Is AST SpaceMobile's Investment Narrative?

To own AST SpaceMobile today, you have to believe that direct-to-smartphone satellite broadband can move from impressive demos to a scalable, paying network before the company’s cash and investor patience run thin. The BlueBird 6 launch is central to that belief: its much larger phased array and 10x data capacity are meant to validate the architecture that underpins the planned 45–60 satellite constellation and the billions in contracted revenue commitments. The recent launch delays and sharp share price swings underline that execution remains the key short term catalyst and the biggest risk at the same time. If BlueBird 6 performs as advertised, it could strengthen confidence in AST’s ambitious manufacturing ramp and new partnerships like SatCo and stc. If it stumbles, dilution and funding risk come back into sharp focus.

finance.yahoo.com/news/...high-capacity-launch-080653112.html

Keith R. Larson, ein Director von AST SpaceMobile, Inc. (NASDAQ:ASTS), hat am 10. Dezember 2025 insgesamt 675 Stammaktien der Klasse A des Unternehmens erworben. Laut einer Pflichtmitteilung (Form 4) an die US-Börsenaufsicht SEC wurden die Aktien zu einem Preis von 72,71 $ gekauft, was einem Gesamtwert von 49.079 $ entspricht.

vielen dank für die info.!

lg.

AST SpaceMobile Announces Successful Orbital Launch of BlueBird 6, the Largest Commercial Communications Array Ever Deployed in Low Earth Orbit

MIDLAND, Texas, December 24, 2025--(BUSINESS WIRE)--AST SpaceMobile, Inc. ("AST SpaceMobile") (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced the successful orbital launch of BlueBird 6.

The BlueBird 6 mission lifted off at 10:25 p.m. EST on December 23 from the Satish Dhawan Space Centre in Sriharikota, India. BlueBird 6 becomes now the largest commercial communications array ever deployed in low Earth orbit, spanning nearly 2,400 square feet, three times larger than AST SpaceMobile’s previous record-breaking BlueBirds 1-5, engineered to deliver commercial and government applications, including high-speed 4G and 5G space-based cellular broadband directly to standard, unmodified smartphones, and government applications that benefit from the power, size, and patented technology of AST SpaceMobile’s BlueBird spacecrafts.

Today’s successful launch kicks off our next phase of execution and keeps us on track to launch 45–60 satellites by the end of 2026, with launches planned every one or two months on average.
BlueBird 6 was assembled, integrated, and tested at AST SpaceMobile’s manufacturing facilities in Midland, Texas. AST SpaceMobile operates nearly 500,000 square feet of manufacturing and operations facilities worldwide, supported by a workforce of more than 1,800 employees and a technology platform backed by over 3,800 patents and patent-pending claims.

AST SpaceMobile has agreements with over 50 mobile network operators globally with nearly 3 billion subscribers combined and strategic partnerships with AT&T, Verizon, Vodafone, Rakuten, Google, American Tower, Bell and stc Group.

finance.yahoo.com/news/...s-successful-orbital-053100284.html

vielen dank!

lg.

If AST get only 10% of market = $ 180 billion

According to McKinsey, the space sector is projected to reach $1.8 trillion by 2035, so it's not surprising Alphabet is attempting to cash in on the explosive growth expected.

2025 - a turning point for satellites in telecoms

2025 saw telecom giants accelerate their integration efforts of non-terrestrial networks (NTNs) to bridge connectivity gaps and future-proof the sector.

December 24, 2025

As the industry further shifts from viewing satellites as standalone solutions to critical components of hybrid terrestrial-NTN architectures, here we look back at some of the top stories and key developments over this past year.

Satellite and terrestrial integration

A 2025 survey showed that NTNs are viewed by the telecom industry as reinforcing service reliability and adding an extra layer of network redundancy to 5G. This view increasingly makes the convergence of satellites and 5G (and fibre) a mainstream application in telecoms.

Similarly, and Rakuten Mobile's and AST SpaceMobile's claim of a world first with their satellite video call in Japan further supports satellite’s charm globally.

The market trends on the whole signal a maturing market where scale and spectrum ownership are critical for market competitiveness. If the stars align right, 2026 ought to bring more headlines for the satellite comms sector.

www.telecoms.com/satellite/...al-network-developments-in-2025

Why AST SpaceMobile could stay a space stock winner

Contrast Redwire's questionable prospects with those of one of the top-performing space stocks this year, AST SpaceMobile (NASDAQ: ASTS). Year to date, shares in this provider of satellite-based cellular broadband services have been on a tear, rising over fourfold, from the low $20s per share in January to the low $80s per share.

Yes, after making a triple-digit leap higher, you may be thinking, "How much more room does this stock have to recover?" As seen from the stock's resilience, even after reporting weaker-than-expected quarterly results last month, investors remain focused on the long-term story with AST SpaceMobile.
Namely, as commercial activity continues to accelerate, including commercial agreements with major telecom companies such as Verizon Communications, investors will remain bullish about the company's growth prospects over the next few years.

In the near term, sell-side analyst forecasts anticipate AST SpaceMobile's sales to increase by 342.6%, or more than fourfold, in 2026 Better yet, long-term earnings forecasts suggest that the company is just a few years away from positive earnings. Longer-term earnings projections anticipate earnings per share (EPS) of $0.35 in 2027 and $2.57 in 2028.

finance.yahoo.com/news/...re-stock-space-stock-013100821.html

T Expands Into Satellite Connectivity Space: Will it Boost Prospects?

AT&T, Inc. T is collaborating with AST Spacemobile to expand into the emerging satellite connectivity space. Despite rapid deployments of 5G and fiber networks nationwide, a large area of the United States has remained outside of the network coverage area. Remote and rural locations, which are sparsely populated, are often deemed unviable for network deployment by major telecom companies. Moreover, geographically challenging terrain makes it difficult to set up ground network infrastructure. By leveraging ASTS Satcom capabilities, T aims address these limitations of terrestrial network infrastructure.

T Expands Into Satellite Connectivity Space: Will it Boost Prospects?

ASTS: Is This a Buffett-Worthy Investment? UP 18%!!!!

December 04, 2025

Dive deep into the potential of AST SpaceMobile (ASTS) with our comprehensive financial analysis! Is ASTS poised to revolutionize global connectivity, or are there hidden risks lurking beneath the surface? This video provides a strategic evaluation of ASTS, examining its business model, management team, financial health, and market sentiment. We dissect the complexities of this aerospace and telecommunications innovator to provide you with a clear and concise investment perspective. Here's what we'll cover:

Business Understanding & Model: We break down ASTS's core value proposition - transforming standard smartphones into satellite phones - and analyze its wholesale capacity leasing model to Mobile Network Operators (MNOs).
Management Evaluation: We assess the leadership team's competency, integrity, and alignment with shareholder interests, including a look at CEO Abel Avellan's strategic vision and past performance.
Financial Health Assessment: We scrutinize ASTS's balance sheet, cash flow, and key financial ratios to determine its financial stability and ability to fund its ambitious growth plans.
Market Sentiment Analysis: We gauge the current market's perception of ASTS, examining investor sentiment, analyst ratings, and potential catalysts that could drive future price movements.
Ownership Structure Review: We explore the ownership structure of ASTS, identifying major shareholders and potential implications for corporate governance and decision-making.
Risk Assessment: We identify and analyze the key risks facing ASTS, including technological hurdles, regulatory uncertainties, competitive pressures, and execution challenges.
Investment Conclusion: We present our informed investment conclusion, weighing the potential rewards against the inherent risks, and provide actionable insights for your investment decision.

Why should you watch? If you're considering investing in ASTS, or simply want to understand the intricacies of this high-growth company, this video is a must-watch. We cut through the hype and provide a balanced, objective, and data-driven analysis to help you make informed decisions.

https://www.youtube.com/watch?v=FdHtY9aTBNc&t=720s

sagenhaften Bewertung von 1500 Milliarden (1.5 trillions) gelingt, wird sich meines Erachtens der Kurs von ASTS noch einmal  verdreifachen - das wären dann 81 Milliarden Marktkapitalisierung gegenüber den momentanen 27 Milliarden.

to buy shares of ASTS again.

ist nicht mehr normal .... der Kurs explodiert  

Fast 7 % an einem Tag  

AST SpaceMobile Stock Jumps on Securing Role in U.S. Defense Program

Fri, January 16, 2026

AST SpaceMobile (NASDAQ:ASTS) shares jumped more than 15% on Friday trading after the satellite communications company secured a prime contract position tied to a U.S. defense program.
The company was named among firms eligible to compete for work under the Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense, or SHIELD, program, according to a Thursday press release.

SHIELD is part of the U.S. government's broader Golden Dome strategy, which aims to strengthen layered defenses across air, missile, space, cyber, and hybrid threat domains. The program is designed to support next-generation technologies that can operate across multiple environments.

finance.yahoo.com/news/...stock-jumps-securing-182601495.html

    Holder    Shares§Date Reported % Out Value

Rakuten Group, Inc. 31.02M Sep 30, 2025 11.17% 3,591,203,240
Vanguard Group Inc 19.92M Sep 30, 2025 7.18% 2,306,125,366
Blackrock Inc. 10.68M Sep 30, 2025 3.85% 1,235,981,206
Alphabet Inc. 8.94M Sep 30, 2025 3.22% 1,035,387,344

finance.yahoo.com/quote/ASTS/holders/

Deutsche ups AST SpaceMobile target on higher valuation multiple

Deutsche Bank raised the firm’s price target on AST SpaceMobile (ASTS) to $137 from $81 and keeps a Buy rating on the shares. The firm rolled forward its share valuation given the new year and AST’s EBITDA multiple to 20-times from 15. The reason for the increase in Deutsche’s 2030 valuation multiple is that its new forecast exits 2030 with a 60% higher EBITDA growth rate of 40%, the analyst tells investors in a research note. The firm believes AST has the partnerships in place to be successful and scale its direct-to-device business.

finance.yahoo.com/news/...t-spacemobile-target-134155732.html

AST SpaceMobile, a provider of low-Earth orbit satellite architecture, surged after announcing its upcoming launch schedule.

The company plans to launch its BlueBird 7 commercial communications array in late February, as part of Jeff Bezos' Blue Origin New Glenn-3 mission.

The mission will launch from the Cape Canaveral Space Force Station's Launch Complex 36. The exact timing of the launch is still subject to change based on weather conditions and readiness of the New Glenn launcher system, as well as other factors.

The BlueBird 7 is the second satellite in AST SpaceMobile's next-generation constellation. The satellite array provides a space-based cellular broadband network for everyday smartphones. This mission marks the first time AST has utilized Blue Origin's New Glenn rocket.

"This launch advances our mission to bring space-based cellular broadband connectivity to everyday smartphones as we progress towards launching commercial services in 2026," said Scott Wisniewski, president of AST SpaceMobile. "BlueBird 7 moves us closer to delivering a new layer of cellular broadband connectivity for consumers, enterprises, and government customers worldwide.
AST SpaceMobile said that the next generation of BlueBirds are designed to be compatible with all major launch vehicles. The company completed previous missions with the Indian Space Research Organization (ISRO) and SpaceX.

www.investors.com/news/...s-stock-launch-schedule/?src=A00220

"interessant"

lg.

US space stocks rise after Musk's SpaceX merges with xAI at $1.25 trillion valuation

By Jaspreet Singh

Feb 3 (Reuters) - U.S. space stocks rose on Tuesday after Elon Musk announced the merger of SpaceX and xAI in a deal that valued the combined entity at $1.25 trillion, a major push to expand artificial intelligence infrastructure outside Earth.

Musk estimates that within two to three years, the most cost-effective way to generate AI compute will be in space, as Big Tech companies spend hundreds of billions in the pursuit of artificial general intelligence, a theoretical milestone where machines could surpass human capabilities in cognitive tasks.

finance.yahoo.com/news/...ce-stocks-rise-musks-111421530.html

was bedeutet das evntl. für ast bzw. welche auswirkungen könnten sich daraus ergeben.

lg.

sollte nicht im februar der nächste satellit in den orbit geschickt werden??
habe noch nichts gelesen,hoffe es wird erfolgreich.

es sollte ja zwischen 45-60 dieser art von kommunikationssatelliten im diesem jahr in den orbit.
hier ist nmm. sehr viel phantasie drin.

lg.