Libuda
: $100.0 Million from Non-Dilutive Financing
AST SpaceMobile Secures Additional $100.0 Million of Liquidity from Non-Dilutive Equipment Financing
Thu, July 3, 2025
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 closing of a $100.0 million equipment financing facility led by Trinity Capital Inc. (NASDAQ: TRIN) ("Trinity"), a leading alternative asset manager. This non-dilutive financing is designed to support AST SpaceMobile’s accelerated manufacturing and network deployment goals during 2025 and 2026.
Clear Street initiates coverage on AST Spacemobile stock with Buy rating
Published 07/10/2025
Clear Street initiated coverage on AST Spacemobile with a Buy rating and a $59.00 price target on Thursday. The stock, which has surged over 100% year-to-date, currently trades near $42.50, with analyst targets ranging from $30 to $64.
The research firm sees AST Spacemobile as a long-term mobile growth opportunity targeting approximately 5.6 billion global mobile users with patented satellite technology that eliminates the need for specialized ground equipment.
The firm highlighted key collaborations supporting AST Spacemobile’s growth potential, including partnerships with Verizon (NYSE:VZ), AT&T, Vodafone (NASDAQ:VOD), and Rakuten.
Wenn man einen Tenbagger ankündigt, glaubt man eigentlich selbst nicht so ganz dran - aber inzwischen bin ich so weit, dass ich sage: Nichts ist unmöglich!
AST SpaceMobile (NASDAQ: ASTS) stock rocketed higher in the first half of this year's trading thanks to some strong business results and signs that the space industry will continue heating up. The company's share price surged 121.5% across the stretch, according to data from S&P Global Market Intelligence. Meanwhile, the S&P 500 index's level rose 5.5% over the period.
Milliarden über den Wolken: SpaceX, Starlink & Co. greifen nach dem Markt
Die Raumfahrtbranche befindet sich im Umbruch – weg vom staatlich dominierten Prestigeprojekt, hin zu einem dynamischen Wachstumsmarkt mit realen Cashflows und privatwirtschaftlicher Führungsrolle.
Bei monatlichen Abo-Preisen von 80 bis 120 US-Dollar zählt Starlink inzwischen über 5 Millionen Kunden. Die Tendenz ist steigend. Das mittelfristige Ziel liegt bei bis zu 50 Millionen Nutzern, was einem potenziellen Umsatzvolumen von bis zu 70 Milliarden US-Dollar entspricht. Die Bewertung von SpaceX lag Ende 2024 bei rund 350 Milliarden US-Dollar. Das sei das 5-Fache vom dem, was der norwegische Ölriese Equinor wert ist.
Noch radikaler ist der Ansatz von AST SpaceMobile. Das US-Unternehmen entwickelt Satelliten, die direkt mit Smartphones kommunizieren können – ganz ohne Funkmasten. Damit entsteht ein globales 5G-Netzwerk aus dem All. Unterstützt wird das Projekt von Branchenriesen wie Apple, T-Mobile, Samsung und Vodafone. Sollte die Technologie funktionieren, könnte sie die Telekommunikationsbranche grundlegend verändern.
Klingt spannend... und wer weiß, vielleicht steckt da wirklich ein Tenbagger drin... Die Story hat auf jeden Fall Potenzial, besonders mit dem aktuellen Rückenwind im Sektor... Bin gespannt, wie sich das weiterentwickelt.....
Wow\...das liest sich richtig spannend... AST SpaceMobile scheint endlich richtig durchzustarten... die neue Finanzierung und die Langzeit-Spektrumrechte sind ein starkes Zeichen... ich glaub da könnte in nächster Zeit noch einiges passieren...
Forrester’s Digest: AST SpaceMobile plans 20 satellite launches this year
July 28, 2025
AST SpaceMobile, which is building a satellite-based system to provide global 5G cellular access, says it will see 20 of its powerful Block 2 satellites launched this year. The first of that number will be launched during August on nan Indian rocket.
It already has five of its earlier Block 1 satellites in orbit which has enabled it to test connections with its partners such as Rakuten in Japan, Vodafone, and Verizon and AT&T in the U.S.
The first two of these Block 2 satellites, including FM1 (the Indian launch), will operate at an altitude of 520km, and the remaining 18 satellites will operate at an altitude of 690 km.
However, there’s a long way to go. AST is planning to have 243 of its satellites in orbit by the end of 2026, and then another 72 — or more — each year thereafter until 2028.
AST SpaceMobile Boosts Satellite-To-Phone Network With Key S-Band Spectrum
Wed, August 6, 2025
AST SpaceMobile Inc. (NASDAQ:ASTS) is broadening its satellite spectrum portfolio through a new agreement to obtain global S-Band priority rights governed by the International Telecommunication Union (ITU).
ARIVA.DE
: Nicht Eutelsat: Diese Raumfahrt-Aktie hebt ...
Dies ist ein automatisiert generierter Hinweis auf die neueste News zu "AST SpaceMobile Inc" aus der ARIVA.DE Redaktion.
AST SpaceMobile, ein auf Kommunikationssatelliten spezialisierter Raumfahrtkonzern hat am Montagabend seine Quartalszahlen vorgelegt. Die stoßen auf Interesse.
Libuda
: Jumps on Massive Satellite Launch Ambition
AST SpaceMobile Stock Jumps on Massive Satellite Launch Ambition
Tue, August 12, 2025
AST SpaceMobile (NASDAQ:ASTS) is shooting for the stars, literally, and investors are taking notice. Shares jumped more than 12% in premarket trading Tuesday after the satellite company laid out a bold plan to launch between 45 and 60 satellites over 2025 and 2026. The roadmap calls for at least five orbital launches by Q1 2026, with liftoffs scheduled roughly every one to two months. We are confirming our fully funded plan to deploy 45 to 60 satellites into orbit by 2026, said founder and CEO Abel Avellan, adding that these will serve markets across the U.S., Europe, Japan, and other strategic regions, including government contracts. In fact, AST SpaceMobile has already secured eight contracts with the U.S. Government as an end customer.
AST SpaceMobile: Weltraum-Aktie: Hohes Risiko, aber hohe Chancen
15.08.2025 17:23 Uhr
UBS nahm die Beobachtung der Aktie des Satellitenentwicklers und -herstellers am Donnerstag wieder auf, vergab eine Kaufempfehlung und hob das Kursziel von 38 US-Dollar auf 62 US-Dollar an. Das entspricht einem erwarteten Aufwärtspotenzial von rund 21 Prozent gegenüber dem Schlusskurs von 48,50 US-Dollar am Donnerstag.
Analyst Christopher Schoell: "Neben potenziellen Finanzmitteln in Milliardenhöhe für Satellitenkonnektivität aus verschiedenen Programmen der US-Regierung (u. a. Golden Dome, PLEO-Programm des Verteidigungsministeriums usw.) und dem steigenden Interesse europäischer Staaten glauben wir, dass AST SpaceMobile in einer starken Position ist, um die Nutzung seines Satellitennetzes zu steigern."
While SpaceX dominates headlines with Starlink, AST SpaceMobile is building something potentially more disruptive: satellites that connect directly to unmodified smartphones. No special equipment, no new devices -- just your regular phone connecting to space when terrestrial towers can't reach you. Partners include AT&T, Verizon, Alphabet's Google, and Vodafone, covering billions of potential subscribers through carrier relationships.
AST SpaceMobile has 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. This achievement follows the success of the company's in-orbit BlueWalker 3 satellite, creating a space-based cellular broadband network that can directly link with mobile devices, eliminating the need for ground-based infrastructure. It plans to deploy 45 to 60 satellites into orbit by the first quarter of 2026. The company boasts a diverse portfolio of more than 3,650 patents and patent-pending claims worldwide for the direct-to-cell satellite ecosystem from space to Earth.
The SpaceMobile service is compatible with all major brands available in the market and connects directly to everyday mobile phones. It delivers broadband connectivity from space to unmodified mobile devices, providing a service to fill cellular coverage gaps in a differentiated approach compared to other space-based communication services. AST SpaceMobile has partnered with leading carriers such as AT&T Inc. T and Verizon Communications Inc. VZ to tap into a pre-existing pool of cell customers and raise funds to help build a worldwide satellite network. This has enhanced cellular coverage in the United States, essentially eliminating dead zones and empowering remote areas of the country with space-based connectivity.
However, unfavorable macroeconomic conditions, including rising inflation, higher interest rates, capital market volatility, tariff imposition and geopolitical conflicts, are negatively impacting the company’s operations. These have led to continued fluctuations in satellite material prices, resulting in increased capital costs and pressure on the company’s financial performance. In addition, AST SpaceMobile faces severe competition from existing and new industry leaders like SpaceX’s Starlink and Globalstar, which are developing satellite communications technology using LEO constellations. To combat such competitive pressure, ASTS has to continuously customize its network offerings, enhance the cost-effectiveness of its products and services and boost the satellite data networks, which increases operating costs and reduces margins.
Libuda
: Low-earth orbit service providers flying high
15 August 2025
Low-earth orbit (LEO) systems are increasingly attractive to businesses (especially SMEs) and to domestic subscribers all over the world
The value of the sector is forecast to grow by almost 25% to hit US$14.8bn by 2026 LEO services for global IoT connectivity will also grow by 32% in the same period Meanwhile, geostationary-orbit satellites (GEOs) retain their own advantages, bringing about a trend towards the ‘complementarity’ of satellite system
This Space Economy Stock Is Up Over 100% This Year and Planning to Disrupt SpaceX's Starlink Service
Mon, August 25, 2025
Key Points
AST SpaceMobile is trying to disrupt the terminal-based Starlink business.
It has plans to partner with major telecommunications providers.
The growth potential is massive, but AST's stock trades at a premium valuation.
SpaceX is one of the best-known companies in the world. It is privately valued at an estimated $400 billion, with a lot of that market value coming from its fast growing satellite internet service called Starlink that has a reported 6 million customers and is growing rapidly. But what if there was a company about to disrupt Starlink's entire business model?
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.
This would be a stepchange in customer value for satellite internet, and could lead to two outcomes. One is more people willing to pay for satellite internet, and two is existing customers of Starlink and equivalent services switching to AST SpaceMobile with its direct-to-device technology.
As it launches more of its satellites, AST SpaceMobile expects to turn on its service in the United States and then grow to Canada, the United Kingdom, and Japan throughout 2026. It will take steady launches of these large satellites, but eventually AST SpaceMobile has a path to true global coverage with direct-to-device internet.
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.
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.
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