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Der Marktnarrativ am Freitag war einfach: Die Premiere von Elon Musks Raketen- und künstlichen-Intelligenz-Unternehmen SpaceX. Die Premiere von SpaceX hatte Auswirkungen auf andere Raumaktiengesellschaften während der Handelszeit. Anleger sehen den Satellitenhersteller als Proxy für SpaceX, weil er letztes Jahr einen Vertrag geschlossen hat, um Elon Musks Unternehmen Spektrum zu verkaufen, im Gegenzug für etwa 2% von SpaceX-Aktien.

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Vor dem letzten Handelsstag der Woche steigen die Vor-Markt-Futures erneut an, nachdem sie am Donnerstag um +1,75% (S&P 500) und mehr als +2,5% (Nasdaq) gestiegen waren. Der Dow ist um +300 Punkte gestiegen, der S&P 500 um +30, der Nasdaq um +70 und der Small-Cap-Russell-2000 um +13 Punkte höher. SpaceX wird heute an der Börse notiert und ist mit einer Marktkapitalisierung von 1,75 bis 2,00 Billionen US-Dollar der größte öffentlich gehandelte Raumfahrtkonzern. Das Unternehmen wird von Goldman Sachs unterwritten und soll 75 Milliarden US-Dollar aufbringen. Der CEO Elon Musk hat bereits Interesse an einer Übernahme von Tesla geäußert.

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Key Points

AST SpaceMobile aims to provide direct-to-cellular broadband via its BlueBird satellites. Its 2026 launch plans have been delayed due to issues with Blue Origin's New Glenn rocket. Despite the challenges, AST SpaceMobile has secured important partnerships with major telecom companies and has ramped up production capabilities.10 stocks we like better than AST SpaceMobile ›

The SpaceX initial public offering (IPO) has cast a spotlight on the growing space industry. One company in the news lately is AST SpaceMobile(NASDAQ: ASTS), which is launching a slew of satellites to build a telecommunications network entirely from space.

At the start of the year, AST SpaceMobile set a lofty goal of launching up to 45 satellites into orbit to provide continuous coverage in select markets. However, those plans have faced unexpected hurdles in recent months, pushing the timeline to next year. As a result, the stock has taken a hit and is now 34% below its 52-week high.

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Here's why investors may want to consider buying the dip in the space stock.

Image source: Getty Images.

Two Blue Origin mishaps disrupt AST SpaceMobile's 2026 launch goal

AST SpaceMobile is building a network of satellites that can provide direct-to-cellular broadband to unmodified smartphones, essentially acting as cellphone towers in space. The company has secured major deals over the past couple of years with the likes of Alphabet, AT&T, Verizon, and Vodafone to provide reliable coverage and eliminate dead zones in hard-to-reach areas.

To provide continuous coverage to its early select markets, AST SpaceMobile management said it needs between 45 and 60 of its BlueBird satellites in orbit to accomplish this. So far, the company has launched six of its satellites into space and had ambitious plans to launch several satellites a month through the end of this year to achieve its goal.

However, its orbital deployment schedule hit a roadblock in April, when its BlueBird 7 satellite, carried by Blue Origin's New Glenn rocket, was deployed into an orbit too low to be operational. As a result, the company de-orbited the satellite, which was fully insured. In May, Blue Origin faced another setback when its New Glenn rocket exploded on the launch pad in Cape Canaveral, destroying the rocket and, more importantly, destroying Blue Origin's only launch pad.

With New Glenn sidelined, AST SpaceMobile must rely on other launch companies, most notably SpaceX and its Falcon 9 launch vehicle, to get its satellites into orbit. The company is targeting mid-June for the launch of its BlueBird 8, 9, and 10 satellites. With that said, the company has been forced to delay its plans for continuous service into the first half of 2027.

The recent dip is an opportunity for investors bullish on the growing space economy

On a positive note, AST SpaceMobile has scaled its production capacity to manufacture six BlueBird satellites per month and will continue to build and launch them as quickly as possible. Long term, the company aims to have over 100 satellites in service to achieve full global coverage and support additional markets.

AST SpaceMobile is still in the early stages of building its satellite constellation, and the good news is that it has firm deals with several major mobile network operators and the production capacity to achieve its longer-term goals. That said, the stock remains vulnerable to setbacks and is best left for growth-focused investors who are bullish on the long-term outlook for the growing space economy.

Should you buy stock in AST SpaceMobile right now?

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Courtney Carlsen has positions in Alphabet. The Motley Fool has positions in and recommends AST SpaceMobile and Alphabet. The Motley Fool recommends Verizon Communications and Vodafone Group Public. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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[Satellite Orbiting The Earth] imaginima/iStock via Getty Images

Space stocks moved higher in premarket trading Thursday as investors positioned ahead of SpaceX's (SPCX [https://seekingalpha.com/symbol/SPCX]) highly anticipated IPO, which is expected to begin trading on Friday and could become one of the largest public offerings in history.

The gains were broad-based across the sector, with Firefly Aerospace (FLY [https://seekingalpha.com/symbol/FLY]) rising 6.5%, Momentus (MNTS [https://seekingalpha.com/symbol/MNTS]) gaining 6.3%, and Redwire (RDW [https://seekingalpha.com/symbol/RDW]) advancing 5.7%.

Other notable movers included Satellogic (SATL [https://seekingalpha.com/symbol/SATL]) (+5.0%), Intuitive Machines (LUNR [https://seekingalpha.com/symbol/LUNR]) (+4.9%), AST SpaceMobile (ASTS [https://seekingalpha.com/symbol/ASTS]) (+4.4%), Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]) (+4.4%), and Voyager Technologies (VOYG [https://seekingalpha.com/symbol/VOYG]) (+4.3%).

MDA Space (MDA [https://seekingalpha.com/symbol/MDA]) climbed 2.6%, while EchoStar (SATS [https://seekingalpha.com/symbol/SATS]) added 2.6%, and York Space Systems (YSS [https://seekingalpha.com/symbol/YSS]) rose 1.3%.

The rally comes as investors increasingly view SpaceX's debut as a potential catalyst for the broader commercial space industry, drawing new investor attention to the sector and potentially lifting valuations across publicly traded space companies.

SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) is expected to price its IPO on June 11 and begin trading the following day. The company is offering 555.6M shares at $135 each, a deal that would raise about $75B and value the company at approximately $1.8T.

The IPO has attracted demand for more than four times the available shares, _Bloomberg _reported, citing people familiar with the matter.

Space-focused ETFs include the Procure Space ETF (UFO [https://seekingalpha.com/symbol/UFO]), ARK Space Exploration & Innovation ETF (ARKX [https://seekingalpha.com/symbol/ARKX]), SPDR S&P Kensho Final Frontiers ETF (ROKT [https://seekingalpha.com/symbol/ROKT]), VanEck Space Innovators ETF (JEDI [https://seekingalpha.com/symbol/JEDI]), and Tema Space Innovators ETF (NASA [https://seekingalpha.com/symbol/NASA]).

MORE ON PROCURE SPACE ETF, ARK SPACE & DEFENSE INNOVATION ETF, ETC.

* Firefly: A High-Growth Space Play Worth Buying The Dip [https://seekingalpha.com/article/4914034-firefly-stock-high-growth-space-play-worth-buying-the-dip]
* Voyager Technologies, Inc. (VOYG) Shareholder/Analyst Call - Slideshow [https://seekingalpha.com/article/4913990-voyager-technologies-inc-voyg-shareholder-analyst-call-slideshow]
* EchoStar: Spectrum Is Real, But I Wouldn't Chase The Rally [https://seekingalpha.com/article/4913968-echostar-spectrum-is-real-but-i-wouldnt-chase-the-rally]
* Voyager CEO confident NASA will pick company’s space station [https://seekingalpha.com/news/4602471-voyager-ceo-confident-nasa-will-pick-companys-space-station]
* Musk to discuss Terafab chip plant plans at ASML event [https://seekingalpha.com/news/4602459-musk-to-discuss-terafab-chip-plant-plans-at-asml-event]

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SpaceX will make Elon Musk a trillionaire (officially). Space-related stocks are the first place to look for SpaceX-related movements. “A listed SpaceX does not validate the comps; it benchmarks them,” wrote AgentSmyth, an AI platform designed to bring market intelligence to brokers.

Continue Reading

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Verizon Communications Inc. VZ and AST SpaceMobile ASTS are both strengthening their capabilities to expand the reach and accessibility of wireless connectivity. AST SpaceMobile is building the world’s first and only global cellular broadband network in space, accessible directly by standard smartphones (4G-LTE/5G devices) for commercial and government use, leveraging its extensive Intellectual Property and patent portfolio. As one of the leading wireless carriers in the United States, Verizon delivers communication services to a vast customer base across the public sector, small and medium businesses, as well as global enterprises.

Per a report from Precedence Research, the global wireless connectivity market was valued at $134.77 billion in 2026. It is expected to reach $412.84 billion in 2035, with a compound annual growth rate of 13.31%. The broader connectivity market is entering a phase where terrestrial wireless networks and satellite networks are converging rather than competing. Let us delve a little deeper into the companies’ competitive dynamics to understand which of the two is relatively better placed in this broader sector.

The Case for Verizon

Verizon’s broadband build continues to broaden its addressable market and create more room to sell converged offers over time. In first-quarter 2026, Verizon delivered 341,000 broadband net additions, including 214,000 fixed wireless access net additions and 127,000 fiber broadband net additions, bringing fixed wireless access and fiber broadband connections to about 16.8 million.

Verizon has launched a company-wide transformation initiative aimed at becoming an AI-first organization. The program emphasizes automation, AI-powered customer interactions, digital sales channels, micro-segmentation, and process simplification to enhance customer experience while improving operational efficiency. Through these initiatives, the company targets approximately $5 billion in operating expense savings and higher long-term profitability. AI integration will serve as a key enabler across its operations.

Moreover, Verizon continues to strengthen its network capabilities through investments in fiber infrastructure, network excellence, and advanced cybersecurity. Its participation in Anthropic's Project Glasswing underscores this strategy, leveraging cutting-edge artificial intelligence to identify complex vulnerabilities and bolster the security and resilience of its critical network infrastructure. The company faces stiff competition in the U.S. telecom market from other industry leaders such as AT&T and T-Mobile. However, its strong focus on innovation and customer retention strategies, such as bundled plan offerings, enables it to gain a competitive edge.

Verizon’s 2026 outlook reflects higher management confidence in earnings delivery, supported by cost actions and a more disciplined promotional stance. Verizon raised 2026 adjusted EPS guidance to $4.95-$4.99 from $4.90-$4.95 expected earlier. The company also reiterated 2026 cash flow from operations guidance of $37.5 billion to $38.0 billion and free cash flow guidance of $21.5 billion or more.

Story Continues

The Case for ASTS

Utilizing large phased array antennas, AST SpaceMobile’s technology is backed by approximately 3,900 patents and patent-pending claims. This design aims to deliver worldwide cellular coverage by eradicating dead zones and providing space-based connectivity to areas that lack broadband service.

The company has deployed an initial set of commercial satellites in low Earth orbit, branded BlueBird, and continues to expand its launch campaign. These satellites support non-continuous service and have been used to validate voice and data capabilities directly to unmodified smartphones. BlueBird 6, which features an approximately 2,400 square-foot communications array, remains in orbit and operating as expected.

The company recently announced that BlueBird satellites 8, 9 and 10 are scheduled to launch aboard a Falcon 9 rocket on June 17, 2026. The BlueBird 8, 9 and 10 satellites are expected to deliver nearly double the peak data speeds achieved by the company's initial Block 1 BlueBird satellites, which recently demonstrated download speeds of 98.9 Mbps directly to standard smartphones. The major advancement in throughput will allow the company to effectively support the most demanding applications used by enterprises.

However, AST SpaceMobile operates in a highly competitive mobile satellite services market with high development and launch costs and well-funded incumbents. Competition in direct-to-device satellite communications is increasing rapidly. Existing and new industry leaders like SpaceX’s Starlink, Viasat, Inc. VSAT are expanding their SATCOM infrastructure. Viasat announced the successful launch and initial signal acquisition of its ViaSat-3 Flight 3 (F3) satellite, completing the company’s next-generation global ViaSat-3 constellation. The satellite is designed to provide more than 1 Tbps of throughput capacity across the Asia-Pacific region. ViaSat-3 F3 features advanced beamforming and flexible bandwidth allocation capabilities, enabling Viasat to dynamically direct capacity toward high-demand commercial, enterprise and defense markets.

AST SpaceMobile relies on third-party launch providers, and any failure, delay, or underperformance could disrupt satellite deployment and push out commercialization timelines. In April 2026, the Block 2 BlueBird 7 satellite was placed into a lower-than-planned orbit, separated and powered on, but was de-orbited because the altitude was too low for sustained operations. Scale and execution risk remain one of the biggest concerns for investors regarding ASTS. The company must successfully coordinate satellite manufacturing, launch schedules, telecom network integration, regulatory approvals and, ultimately, large-scale commercial service activation. Recent events underscore these challenges.

How Do Zacks Estimates Compare for VZ & ASTS?

The Zacks Consensus Estimate for Verizon’s 2026 sales and EPS implies year-over-year growth of 3.27% and 5.31%, respectively. The EPS estimate for 2026 have moved northward over the past 60 days.Zacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for AST SpaceMobile’s 2026 sales implies year-over-year growth of 132.32%, while that for EPS suggests a decline of 9.7%. The EPS estimate has declined over the past 60 days.Zacks Investment Research

Image Source: Zacks Investment Research

Price Performance & Valuation of VZ & ASTS

Over the past year, VZ has gained 4.7% compared to ASTS’ growth of 143.2%.Zacks Investment Research

Image Source: Zacks Investment Research

Verizon looks more attractive than AST SpaceMobile from a valuation standpoint. Going by the price/sales ratio, ASTS’ shares currently trade at 81.91 forward sales, significantly higher than 1.33 for VZ.Zacks Investment Research

Image Source: Zacks Investment Research

VZ or AST SpaceMobile: Which is a Better Pick?

VZ carries a Zacks Rank #3 (Hold), while ASTS has a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Both companies are taking several initiatives to expand their next-generation connectivity portfolio. ASTS’ growing prowess in the direct-to-device broadband capability is evident from its recent achievements. However, the execution risks of ASTS’s massive and technologically intricate project remain a major concern for investors. Verizon is benefiting from strong wireless subscriber additions. The company reported its first positive first-quarter postpaid phone net additions since 2013. This was possible due to lower churn and improved customer satisfaction. Verizon’s focus on AI integration and improving cybersecurity is a positive factor. Owing to these factors and a better Zacks Rank, Verizon is a better investment option at present.

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Verizon Communications Inc. (VZ) : Free Stock Analysis Report

Viasat Inc. (VSAT) : Free Stock Analysis Report

AST SpaceMobile, Inc. (ASTS) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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AST SpaceMobile plans to launch three next generation BlueBird satellites, numbered 8, 9, and 10, on a SpaceX Falcon 9 on June 17. The mission follows the setback of the BlueBird 7 satellite and is intended to advance the company’s direct to smartphone network. The new satellites are designed to nearly double peak data speeds and are backed by partners including AT&T, Verizon, and Google.

For investors watching NasdaqGS:ASTS, this launch comes after a period of sharp share price swings. The stock closed at $88.71, with a 1 year return of 148.4% and a 3 year gain that is very large. Over shorter windows, the share price is up 18.2% over the past 30 days but down 24.9% over the past week.

June 17 now serves as a key test for AST SpaceMobile’s technology and its commercial story with major telecom and tech partners. How effectively these next generation satellites perform in orbit is likely to influence sentiment around the company’s direct to device ambitions and its longer term rollout plans.

Stay updated on the most important news stories for AST SpaceMobile by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on AST SpaceMobile.NasdaqGS:ASTS Earnings & Revenue Growth as at Jun 2026

2 things going right for AST SpaceMobile that this headline doesn't cover.

The BlueBird 8, 9, and 10 launch is important because it directly links AST SpaceMobile’s technology story to its commercial agreements. The company already has partnerships with AT&T, Verizon, Vodafone, Google and nearly 60 mobile network operators, covering more than 3b subscribers. To turn those relationships into meaningful revenue, AST SpaceMobile needs enough satellites in orbit to support voice, data and video services to standard smartphones, with performance that meets carrier expectations. These next generation satellites are designed to nearly double peak data speeds compared with earlier units, which, if achieved, could make the service more attractive for high usage customers and enterprise or government contracts. At the same time, relying on a single primary launch provider in SpaceX introduces supplier concentration risk at a point when access to orbit and launch pricing are front and center for the sector. For you as an investor, this launch is therefore both an opportunity marker for AST SpaceMobile’s direct to smartphone network plan and a reminder that execution, capital intensity and launch dependency remain central parts of the risk and reward trade off.

Story Continues

How This Fits Into The AST SpaceMobile Narrative

The move to deploy three next generation satellites at once aligns with the narrative of scaling from R&D to an operating network that can start addressing contracted commitments with large mobile operators. The continued reliance on SpaceX as the launch provider, especially after the BlueBird 7 setback, reinforces concerns in the narrative about execution risk around launch schedules and capital deployment. The near doubling of peak data speeds and the push into direct to smartphone services may not be fully captured in older narratives that focused more on initial constellation milestones than on performance improvements per satellite.

Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for AST SpaceMobile to help decide what it's worth to you.

The Risks and Rewards Investors Should Consider

⚠️ Access to orbit is concentrated, and analyst commentary has pointed to AST SpaceMobile’s dependence on SpaceX as a material risk if launch pricing or availability change. ⚠️ The company is still unprofitable and has been flagged for dilution and insider selling, which could matter more if additional capital is needed to complete the constellation after setbacks like BlueBird 7. 🎁 Revenue is forecast to grow strongly, and the launch supports the company’s plan to build a global direct to smartphone network using satellites it has developed internally. 🎁 The planned improvement in peak data speeds, combined with agreements covering more than 3b mobile subscribers, gives AST SpaceMobile a differentiated position versus satellite connectivity providers such as SpaceX’s Starlink and Iridium.

What To Watch Going Forward

From here, focus on whether BlueBird 8, 9, and 10 reach orbit and operate as designed, including any disclosed data speed or service quality metrics. Track how quickly AST SpaceMobile moves from technical validation to commercial service launches with partners like AT&T, Verizon and Vodafone, and whether additional mobile operators sign firm contracts rather than memorandums of understanding. It is also worth monitoring any updates on future launch plans, particularly diversification beyond SpaceX, and management commentary on capital spending and funding needs as the constellation grows.

To ensure you're always in the loop on how the latest news impacts the investment narrative for AST SpaceMobile, head to the community page for AST SpaceMobile to never miss an update on the top community narratives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ASTS.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Als Beispiel: Die AST SpaceMobile-Aktien stiegen um 1,4% im frühen Handel am Dienstag an, während die anderen Aktien um 0,3% sanken. Eine Ankündigung des Unternehmens, dass drei seiner Kommunikationssatelliten am 17. Juni auf einem SpaceX-Raketenstart ins All geschickt werden sollen, schien die Gewinne zu katalysieren. AST baut eine Kommunikationssatellit-Konstellation auf, die von Verizon Communications, AT&T und anderen zum Verbessern der drahtlosen Dienste auf Erden verwendet wird.

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SpaceX’s Starlink ist, gut, weit über seiner Konkurrenz. Das bedeutet nicht, dass Konkurrenten aufgegeben haben. Jeff Bezos scheint sich entschieden zu haben, einen Teil von Elon Musks Raumfahrtmarkt für sich zu beanspruchen. Amazon.com hat Kenia zum Standort seines ersten Satelliten-Grundstations in Afrika ausgewählt, laut Berichten.

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Viele Investoren verkaufen andere Aktien, um Geld für die SpaceX-Börse zu haben. Ist es Zeit, in AST zu verkaufen und in seinen größeren Peer zu investieren? SpaceX könnte mit einem Wert von $2 Billionen den größten Börsengang aller Zeiten machen. AST SpaceMobile hat jedoch trotz des SpaceX-IPOs mehr als 30% gestiegen. Soll man seine AST-Aktien verkaufen, um in SpaceX zu investieren?