Hoffnung auf einen "Tenbagger"

In order to get the product in the hands of customers, AST SpaceMobile is partnering with the major telecommunications providers such as AT&T and their equivalent carriers in other countries to bring direct connection satellite internet as an add-on service you can pay for through your internet bill. According to management, its partners have 3 billion combined existing customers that it can upsell this internet service to.

But when will the service be ready? Sooner than you think. As of the latest quarterly update, AST SpaceMobile said it will enable satellite internet connectivity in the United States at some point in 2025, leading to between $50 million and $75 million in revenue in the back half of the year. The company generates close to zero revenue today. This revenue will include commercial contracts as well as deals with the United States government.

There are six satellites in orbit today, with plans to get 45 to 60 in orbit through 2026 to enable service in other markets such as Japan, the United Kingdom, and Canada. Eventually, the service will be available in all markets globally.

Huge investments, but a large opportunity

Running some quick estimates, you can see how large the potential market opportunity is for AST SpaceMobile as the only provider of direct internet connectivity for telecommunications providers today.

For example, if it can drive 100 million customers to sign up for AST SpaceMobile's service at $10 a month in revenue sharing for the company, that is $12 billion in annual revenue. It will not show up immediately, but you can see why management is confident it can quickly scale up revenue to a $100 million annual run rate in the United States from a standing start this year. Remember, too, it has an existing partnership with the U.S. government that will bolster sales.

finance.yahoo.com/news/...st-spacemobile-stock-130000965.html

What Is AST SpaceMobile's Investment Narrative?

AST SpaceMobile’s recent deployment of its first five commercial satellites is an early proof point for its ambitious mission: building a space-based mobile broadband network that links directly to standard smartphones. This step reinforces their vision and addresses a major technical challenge. In the short term, it may accelerate confidence around near-term catalysts such as the schedule for mass satellite launches and subsequent commercial launches in the US with partners AT&T and Verizon, now targeted for late 2025. These developments could create new momentum, but risks remain. Ballooning losses, ongoing dilution from frequent equity raises, and high negative cash flow are still material hurdles. The business model depends on quickly scaling revenue long before the current cash reserves run dry, keeping the need for additional funding and flawless satellite deployment near the center of the investment debate. The recent news could shift sentiment on execution but does not erase these fundamental risks. Yet, for all the promise, share dilution and funding needs are risks investors cannot ignore.

finance.yahoo.com/news/...ast-spacemobile-asts-100826628.html

Meanwhile, Avellan  reported that “other systems (require) tens of thousands of satellites” in order to provide global coverage.  In addition to enabling AST to kick off its service in many countries in relatively short order, the superior efficiency of its technology will allow it to begin providing a great deal of coverage relatively cheaply. And since other companies will need to launch an enormous number of satellites to offer a similar service, AST shouldn’t face too much competition for many years.

news.clearancejobs.com/2025/08/25/...could-change-everything/

ist mein Kursziel, womit wir schon den Tenbagger hätten.

ASTS Almost Doubles in 6 Months: Worth Including in Your Portfolio?

Supriyo Bose

Tue, September 2, 2025

finance.yahoo.com/news/...ost-doubles-6-months-131700349.html

ASTS im Vergleich zur Konkurrenz extrem niedrig  bewertet - selbst wenn sich die erarteten Erlösströme noch bestätigen mussen.

ASTS Almost Doubles in 6 Months: Worth Including in Your Portfolio?

Supriyo Bose

Tue, September 2, 2025

finance.yahoo.com/news/...ost-doubles-6-months-131700349.html

Updated 10 minutes ago

AST SpaceMobile (ASTS) has experienced significant stock performance, gaining 91% in six months, fueled by its satellite deployment and partnerships. However, challenges like high operating costs and macroeconomic pressures persist, prompting cautious investment sentiment.

Market Position and Competition: AST SpaceMobile is navigating a competitive landscape with rivals like Starlink and Viasat, but its satellite launch plans could position it favorably for long-term growth.
Investor Sentiment and Future Prospects: Investor optimism remains high, with a consensus 'Moderate Buy' rating and a potential upside of 27% based on price targets, despite ongoing financial challenges.

finance.yahoo.com/ai-analyst/ASTS/

The market ignoring the strong patents of ASTS

Partnered with Vodafone [10] for immediate access to 271 million unconnected people, as well as additional agreements with major mobile network operators who together have 1.8 billion mobile customers [11]

50/50 revenue sharing business model with mobile network operators leads to extremely attractive 90%+ profit margins, as AST will be selling its services wholesale only and most of the administrative, sales, advertising and related expenses will be on the side of operators

Commercial viability validated by enterprise partners and investors, including Vodafone, Rakuten, American Tower [12], AT&T [13], Telefonica, Nokia [14], TSMC [15] and more

Explosive stock price growth potential (>$500 share price 2030 target in case the company succeeds in its mission, a 50x return from $10 price)

transhumanica.com/asts

The AST SpaceMobile bet making billionaires nervous

Tech giants and investment firms bet big on satellite internet service reaching smartphones directly

Sep 08, 2025

rollingout.com/2025/09/08/...emobile-bet-making-billionaires/

Roth expects near-term pressure in AST shares from the EchoStar deal with Starlink, but thinks the agreement validates the company’s strategy and market opportunity. It believes AST’s long-term story is unchanged and keeps a Buy rating on the name with a $56 price target.

www.tipranks.com/news/the-fly/...st-from-starlink-deal-thefly

50+ MNO partners with nearly 3 billion subscribers globally

ADVANCED COMMERCIALIZATION EFFORTS WITH EXPANSION OF PARTNERSHIPS, DERIVED FROM AGREEMENTS WITH MORE THAN 50 MOBILE NETWORK OPERATORS GLOBALLY, WHICH HAVE NEARLY 3.0 BILLION EXISTING SUBSCRIBERS

AT&T, Vodafone, Verizon, Bell, Rakuten, Orange, Telefonica, MTN, Smart, Liberty, Africell, Indosat, Telstra, Tico, Zain, Smartfren, Tim, Etisalat, Globe, Stc and more

ASTSpaceMobileQ22025QuarterlyBusinessUpdate_vF.pdf

AT&T, Vodafone, Verizon, Bell, Rakuten, Orange, Telefonica, MTN, Smart, Liberty, Africell, Indosat, Telstra, Tico, Zain, Smartfren, Tim, Etisalat, Globe, Stc and the lot of others provider will never change from AST to Musk’s Starlink.

I am 99,9% certain all the short activity is paid for by Elon.

Below is the list of 10 most cited patents of AST SpaceMobile:

Publication Number Citation Count

US9973266B1
37
WO2020190517A1
3
US11159228B2
2
US10979133B2
2
US20230239060A1
2
WO2021030046A1
2
US11777700B2
1
US11718421B2
1
US10972195B1
1
US20240022318A1
1

insights.greyb.com/...atents/#10-best-ast-spacemobile-patents

Shortsellers believe they must not cover.

But I am sure, the shortsuezze will coming soon.

AST SpaceMobile (ASTS) is pioneering the only space-based cellular broadband network designed to connect standard, unmodified smartphones directly via low-Earth orbit (LEO) satellites. The company aims to close mobile coverage gaps globally by working with mobile network operators and leveraging an extensive portfolio of over 3,300 patents. Its innovative technology promises to deliver affordable, high-speed internet access to underserved communities and remote areas, marking a major step forward in universal connectivity.

finance.yahoo.com/news/...st-spacemobile-stock-195319518.html

Satellite internet services like Starlink are great, but they come with one big drawback: clunky terminals. The standard dish is not ginormous, but is not something you could take out on a hike. AST SpaceMobile plans to get rid of the terminals altogether with its constellation of ultra-large satellites that can beam high speed internet directly to smartphones.

finance.yahoo.com/news/...onomy-stock-over-100-100000224.html

ASTS Stock Analysis September 2025: Explosive Potential?

08.09.2025

Is AST SpaceMobile (ASTS) a buy in September 2025? This in-depth analysis reveals the explosive potential and critical risks you MUST know before investing. We dive deep into ASTS's financial health, management quality, and market sentiment to help you make informed decisions.

Key financial metrics and valuation analysis
Comprehensive assessment of management's expertise and execution
Detailed identification and evaluation of key risk factors
Clear investment recommendation based on our rigorous analysis

00:00 Chapter 1: Business Understanding
05:57 Chapter 2: Management Evaluation
08:21 Chapter 3: Financial Health
28:30 Chapter 4: Market Sentiment
29:09 Chapter 5: Ownership Structure
29:55 Chapter 6: Risk Assessment
30:41 Chapter 7: Conclusion

https://www.youtube.com/watch?v=dqjfbAcyOHc&t=912s

What 6 Analyst Ratings Have To Say About AST SpaceMobile

September 9, 2025 by Benzinga Insights

The 12-month price targets, analyzed by analysts, offer insights with an average target of $48.72, a high estimate of $62.00, and a low estimate of $42.90. Witnessing a positive shift, the current average has risen by 7.43% from the previous average price target of $45.35.

www.benzinga.com/insights/analyst-ratings/...-ast-spacemobile

How FCC Approval of 20 Satellites Could Shape AST SpaceMobile’s (ASTS) Connectivity Ambitions

Tue, September 16, 2025

In this article:

AST SpaceMobile announced that its first Block 2 BlueBird satellite, BlueBird 6, is fully assembled and undergoing final tests for shipment, with 20 satellites now approved for launch by the FCC as of early September 2025.

This regulatory progress and satellite readiness marks a significant milestone toward expanding space-based mobile broadband connectivity for standard smartphones, validating AST SpaceMobile’s operational momentum.

We’ll explore how FCC approval for 20 satellites highlights AST SpaceMobile’s momentum in scaling its technology and investment narrative.

finance.yahoo.com/news/...-20-satellites-could-111112553.html

Roth MKM Reaffirms Buy on AST SpaceMobile (ASTS) Despite Rising Competition

Wed, September 17, 2025

AST SpaceMobile Inc. (NASDAQ:ASTS) is one of the best emerging technology stocks to buy right now. The company is positioning itself as a pioneer in next-generation telecom, developing the first satellite-based broadband network designed to connect directly to standard mobile phones.

By combining satellite technology with existing cellular infrastructure, the company aims to address one of the industry’s most significant gaps in providing affordable, seamless coverage in remote and underserved regions.

The company has tremendous opportunities. AST SpaceMobile Inc. (NASDAQ:ASTS) estimates the 10-year demand for satellite direct-to-device communications at roughly $100 billion, within a global mobile wireless services market exceeding $1 trillion.

Roth MKM Reaffirms Buy on AST SpaceMobile (ASTS) Despite Rising Competition

With its low-earth orbit (LEO) BlueBird satellite constellation, the company aims to turn that potential into scale, moving closer to commercial rollout.

On September 4, the company disclosed that its first Block 2 BlueBird satellite, BlueBird 6, is now fully assembled and undergoing final tests before shipment. The company also confirmed that 20 satellites have received approval from the Federal Communications Commission for launch, underscoring steady operational progress.

Days later, Scott Searle, an analyst at Roth MKM, reiterated a Buy rating with a $56 price target. Searle’s September 8 note reflects his continued confidence in AST SpaceMobile Inc.’s (NASDAQ:ASTS) ability to deliver on its vision of space-based cellular connectivity.

finance.yahoo.com/news/...km-reaffirms-buy-ast-181814804.html

I am sure, nobody want to work together with Elon Musk.

But all with fair 50:50-partner CEO of AST Space Mobile.

On Tuesday, reports said that Mexican billionaire Carlos Slim, who owns América Móvil, is infusing more cash into AST SpaceMobile, Inc.

Slim already owns a significant stake in the company, while his daughter sits on the board of directors.
AST SpaceMobile, Inc. (NASDAQ:ASTS) has yet to confirm or deny the reports.

If proven, Slim’s billion-dollar investment would largely support the company’s expansion plans, including its planned launches into orbit of 45 to 60 satellites by next year.

finance.yahoo.com/news/...e-asts-extends-rally-131147024.html

About 45-60 satellites in orbit by the end of 2026

AST SpaceMobile is on track to deploy about 45-60 satellites in orbit by the end of 2026. The company has completed the assembly of microns for phased arrays of eight Block 2 BlueBird satellites. This will be the largest deployment in LEO for commercial use. Management believes that the larger aperture array will enable greater spectrum reuse, enhanced signal strength and increased capacity, reducing the number of satellites required to achieve service coverage compared to smaller aperture designs. This is likely to provide nationwide intermittent service in the United States by the end of 2025, followed by the United Kingdom, Japan and Canada in the first quarter of 2026.

It has already deployed its first five commercial satellites (dubbed BlueBird) in LEO, marking a key advancement in developing a space-based mobile network infrastructure. These satellites have the largest-ever commercial communications arrays spanning 693 square feet. They offer non-continuous service across the United States using more than 5,600 cells within the premium low-band spectrum.

finance.yahoo.com/news/...ile-asts-stock-jumps-142700125.html