AST SpaceMobile and Rocket Lab Drop 4%, Then Recover: Is ASTS or RKLB the Better Bet Right Now? - 24/7 Wall St. AST SpaceMobile and Rocket Lab Drop 4%, Then Recover: Is ASTS or RKLB the Better Bet Right Now? By David MoadelPublished Mar 24, 11:44AM EDT Quick Read S&P 5006,597.50 +0.09% Dow Jones46,415.60 +0.30% Nasdaq 10024,163.00 -0.26% Russell 20002,514.39 +0.77% FTSE 1009,974.80 +0.17% Nikkei 22552,883.00 -0.75% Stock Market Live March 24, 2026: S&P 500 (SPY) Under Pressure Again Investing AST SpaceMobil ...

Key Takeaways AST SpaceMobile prepares for BlueBird 7 launch after BlueBird 6 success, advancing its D2D network plans.ASTS aims to deploy 45-60 satellites by 2026, boosting global cellular broadband from space.Large phased-array satellites and LEO expansion could enhance AST SpaceMobile's market position.AST SpaceMobile, Inc. (ASTS) is reportedly gearing up for the upcoming launch of its BlueBird 7 satellite, following the successful introduction of BlueBird 6. These next-generation satellites are designed ...

Although artificial intelligence has been capturing the attention and capital of investors for years, space may mark the next game-changing opportunity. According to an April 2024 report from McKinsey, the space economy is expected to nearly triple in value from $630 billion in 2023 to an estimated $1.8 trillion by 2035 -- and investors are taking notice. Two of Wall Street's most popular stocks among retail investors are space stocks. Shares of AST SpaceMobile (ASTS 1.71%) and Intuitive Machines (LUNR +13. ...

Is ASTS a good stock to buy? We came across a bullish thesis on AST SpaceMobile, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on ASTS. AST SpaceMobile, Inc.'s share was trading at $89.11 as of March 16th. Iridium’s (IRDM) 2025 results and 2026 outlook frame a steady cash-flow story even as growth moderates Copyright: lexaarts / 123RF Stock Photo AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satell ...

Core Thesis - AST SpaceMobile, Inc. (ASTS) presents a bullish investment opportunity, particularly through the sale of long-dated $35 strike puts expiring in January 2028, leveraging expected fundamental de-risking over the next two years [2][5]. Financial Position - As of March 16th, ASTS shares were trading at $89.11, with a current position near $85.73 providing a substantial margin of safety, as shares would need to decline by approximately 60% before breaching the strike price [1][3]. - The effective entry price of $30.10 aligns with pre-commercialization support levels, indicating a favorable risk-reward profile [3]. Operational Catalysts - The company plans to deploy 45–60 satellites by 2026, which is expected to facilitate continuous coverage across key markets and transition ASTS from a pre-revenue concept to a scaled infrastructure provider [3][4]. - Over $1 billion in committed revenue from strategic partners such as AT&T and Verizon enhances visibility into future cash flows, supporting the operational transformation [4]. Risk Mitigation - Backing from major telecom players and integration with U.S. government entities adds credibility and reduces existential risk, which is crucial for a capital-intensive space-based communications model [5]. - The setup combines a double-digit yield with a high probability that the underlying business trajectory will support sustained valuation levels well above the strike price [5]. Historical Performance - ASTS's stock price has appreciated by approximately 239.59% since previous bullish coverage, indicating strong market confidence in the company's transition toward commercialization and satellite deployment progress [6].

In the latest trading session, AST SpaceMobile, Inc. (ASTS) closed at $89.93, marking a -4.42% move from the previous day. The stock fell short of the S&P 500, which registered a loss of 1.51% for the day. On the other hand, the Dow registered a loss of 0.97%, and the technology-centric Nasdaq decreased by 2.01%. Shares of the company have appreciated by 8.9% over the course of the past month, outperforming the Computer and Technology sector's loss of 1.84%, and the S&P 500's loss of 3.63%.The upcoming earn ...

Core Insights - VanEck Associates increased its holdings of AST SpaceMobile stock by 125% in Q3 2025, now owning 782,041 shares valued at $69.7 million [1] - The value of VanEck's stake in AST SpaceMobile has risen from $38.4 million to $69.7 million, indicating an 81% profit in less than six months [2] - AST SpaceMobile's stock has tripled over the last 12 months and increased 13.5 times over the last three years [3] Institutional Interest - Institutional investors, including Vanguard, Invesco, and Dimensional Fund Advisors, have significantly increased their stakes in AST SpaceMobile, reflecting strong market interest [4] - The company's recent performance suggests it may have reached an inflection point, becoming a revenue-generating business for the first time in Q4 2025 [5] Revenue and Growth Potential - AST SpaceMobile reported revenue of $70.9 million in 2025, driven by multiple U.S. government contracts, with expectations for further growth from mobile telecommunications partners and government contracts [6] - The company plans to launch its seventh BlueBird satellite soon, with future launches scheduled every month or two, aiming to have between 45 and 60 satellites in orbit by the end of 2026 [6] Market Outlook - While AST SpaceMobile has had a slow start in deploying satellites, achieving a significant increase in satellites could support a beta opening of its direct-to-cell satellite service [7]

Core Insights - AST SpaceMobile aims to revolutionize telecommunications by eliminating dead zones globally through next-generation satellite constellations [1] - The company has experienced significant stock growth over the past year, outperforming competitors in the broadband market [2] Company Overview - AST SpaceMobile designs low Earth orbit satellites that provide 5G signals to mobile devices and has partnerships with over 50 network operators, including major players like AT&T, Verizon, Vodafone, and Google [4] - The company's vertical integration of manufacturing facilities domestically is expected to enhance cost efficiency in satellite deployments as it scales [5] Growth Drivers - Factors contributing to AST SpaceMobile's stock surge include its innovative space-based model, which offers high growth potential and a first-mover advantage in a maturing terrestrial communications market [7] - The company's approach to connectivity is seen as a pathway to democratized access to AI technologies, improved edge data collection, and reduced latency in cloud environments [9] Financial Performance - AST SpaceMobile has secured $1.2 billion in revenue commitments from commercial and public sector contracts, validating its operational strategies [11] - The company has garnered increasing support from institutional investors, including Alphabet, leading to multiple price target upgrades from Wall Street analysts [11] Investment Considerations - Despite execution risks, AST SpaceMobile presents an asymmetric upside potential due to its disruptive capabilities in the global communications market [10] - The stock may still be a viable investment option for 2026, particularly for investors with a tolerance for volatility and an interest in AI-themed growth portfolios [10]

Key Takeaways Viasat outperforms AST SpaceMobile in valuation, growth stability, and overall stock performance.VSAT's ViaSat-3 platform boosts bandwidth, global reach, and supports rising IFC and ARPU growth.ASTS expands LEO network with BlueBird satellites but faces rising costs and competitive pressure.AST SpaceMobile, Inc. (ASTS) and Viasat, Inc. (VSAT) are two leading communications services providers aiming to deliver global connectivity via satellites. AST SpaceMobile is building the world’s first and ...

Group 1 - Zhipu AI (02513) saw a price increase of over 10% during trading, currently up 7.4%, following the announcement of its first closed-source model GLM-5-Turbo and a 20% price hike for its new model API [1] - Capital Airport (00694) dropped over 4% after JPMorgan downgraded its investment rating from "Neutral" to "Underweight" and cut the target price by 40% to HKD 1.8, citing structural challenges and potential selling pressure from being removed from the Hong Kong Stock Connect list [1] - Cloudwalk Technology (02670) rose over 7% after signing a strategic cooperation agreement with SF Express to define new standards for building delivery [1] Group 2 - Yiming Anke-B (01541) increased by over 8% after receiving approval for its II phase clinical study of IMM0306 for treating Primary Membranous Nephropathy [2] - WanGuo Data-SW (09698) surged over 12.6% after reporting a net revenue of RMB 11.4323 billion (USD 1.6348 billion) for the year, a 10.8% year-on-year increase, with adjusted EBITDA also up by 10.8% [2] - Automotive stocks collectively fell, with Li Auto-W (02015) down 6.24%, Xpeng Motors-W (09868) down 4.35%, and Great Wall Motors (02333) down 2.64%, amid warnings from multiple CEOs about rising chip costs [2] Group 3 - Smoore International (06969) opened slightly higher but fell 15.21% after reporting a revenue of approximately RMB 14.256 billion for 2025, a 20.8% increase, but a net profit decline of 18.5% [3] - China Cosco Shipping Energy Transportation (01138) rose 5.39% as reports indicated significant impacts on the tanker and energy markets due to ongoing Middle East conflicts [3] Group 4 - China Oriental Education (00667) increased by 6.57% after reporting a revenue of RMB 4.616 billion for 2025, a 12.1% year-on-year increase, with net profit up 47.5% [4] - Changfeng Pharmaceutical (02652) surged over 21%, currently up 9.99%, after announcing the acceptance of its IND application for a new inhalation powder for treating pulmonary arterial hypertension [4] Group 5 - Swarmer (SWMR.US) debuted on the US stock market with a staggering opening price increase of 315.4%, currently up 520%, focusing on AI-driven drone swarm control systems [5] - 36Kr (KRKR.US) rose 37.39% after reporting a total revenue of RMB 227 million for 2025, with a gross margin increase to 58% and a net profit of approximately RMB 11.42 million [5] - Space-related stocks saw active trading, with Rocket Lab (RKLB.US) up 10.21% and Planet Labs PBC (PL.US) up 10.08% [5] Group 6 - Solaris Energy Infrastructure (SEI.US) rose 10.88% after announcing agreements worth USD 620 million to add approximately 900 MW of gas turbine capacity between 2026 and 2029 [7] - Uber (UBER.US) increased by 4.19% following a partnership with NVIDIA to deploy autonomous taxi fleets in major US cities by 2027 [8] - Aiko Solar (CSIQ.US) rose 1.94% after announcing a supply agreement for a 500 MW energy storage project [8] - Atour (ATAT.US) saw a price increase of 5.98% after reporting a net revenue of approximately RMB 2.788 billion for Q4 2025, a 33.8% year-on-year increase [8]