Since I last covered AST SpaceMobile (NASDAQ: ASTS ) in September, it has successfully launched five BlueBird satellites in low earth orbit, marking an important step in the path toward commercialization. The stock rocketed by above 15% but, atAs a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

In the latest market close, AST SpaceMobile, Inc. (ASTS) reached $23.94, with a +0.38% movement compared to the previous day. The stock exceeded the S&P 500, which registered a loss of 0.28% for the day. On the other hand, the Dow registered a loss of 0.61%, and the technology-centric Nasdaq decreased by 0.33%.Heading into today, shares of the company had lost 8.66% over the past month, lagging the Computer and Technology sector's gain of 2.1% and the S&P 500's gain of 0.41% in that time.The upcoming earnin ...

AST SpaceMobile has billions to spend before it has a fully operating satellite network, which means it needs more money.AST SpaceMobile (ASTS 0.17%) is on the verge of having a revenue-generating business, having just launched its first five operational satellites. That's great news for the company and investors, and enthusiasm for the stock is clear as its price is up more than 600% over the past year. There's just one problem -- AST SpaceMobile is only at the start of a very expensive growth phase.Here's ...

Company Performance - AST SpaceMobile, Inc. closed at $26.98, with a daily increase of +0.94%, outperforming the S&P 500's gain of 0.16% [1] - The stock has risen by 2.22% over the past month, surpassing the Computer and Technology sector's gain of 1.87% and the S&P 500's gain of 1.67% [1] Earnings Forecast - The company is expected to report an EPS of -$0.18, reflecting a growth of 21.74% compared to the same quarter last year [2] Analyst Estimates - Recent changes to analyst estimates for AST SpaceMobile should be monitored, as they indicate short-term business trends and can signal optimism about the company's outlook [3] - The Zacks Rank system, which incorporates these estimate changes, provides a quantitative model for evaluating stock performance [4] Zacks Rank and Industry Position - AST SpaceMobile currently holds a Zacks Rank of 4 (Sell), with the Zacks Consensus EPS estimate remaining unchanged over the past month [5] - The Wireless Equipment industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 163, placing it in the bottom 36% of over 250 industries [6]

Core Insights - AST SpaceMobile has successfully deployed its first set of five commercial satellites, known as BlueBird 1-5, which are the largest commercial communications arrays sent into low Earth orbit [1] - The company aims to provide worldwide cellular coverage and eliminate dead zones by connecting directly to standard smartphones at broadband speeds [2] - AST SpaceMobile's technology is supported by over 3,450 patents and patent-pending claims, enhancing mobile networks without the need for special equipment [2] Company Developments - The completion of the BlueBird satellites was announced in July 2024, with commercial operations set to begin following the successful wrap-up of essential technical tasks ahead of schedule [1] - In September 2024, the company launched the satellites in collaboration with AT&T, following a definitive agreement established in May 2024 that extends until 2030 [4] - The deployment aims to expand service reach nationwide, utilizing over 5,600 cells on premium low-band spectrum through partnerships with major operators like AT&T, Verizon, and Vodafone [5] Government Applications - AST SpaceMobile's technology features dual-use capabilities, catering to both communication and non-communication needs, which allows for sophisticated space-based solutions for various strategic objectives [3] - The company ensures scalable, secure, and reliable connectivity to meet the demands of various government missions [3] Market Performance - AST SpaceMobile's shares have increased by 690.7% over the past year, significantly outperforming the sub-industry's growth of 67.8% [7]

Uncle Sam wants AST to help build it a missile defense system.Direct-to-cell satellite communications provider AST SpaceMobile (ASTS) ran up 16% through 10:05 a.m. ET Thursday after announcing, last night after close of trading, that the U.S. Space Development Agency (SDA, an arm of the Space Force) has chosen AST to participate in its new Hybrid Acquisition for Proliferated Low Earth Orbit (HALO) program.What this means for AST SpaceMobileThe initial award value is reported to be small -- just $20,000, acc ...

Core Insights - Investor excitement around AST SpaceMobile has led to a stock price increase to a 52-week high of $38, but it has since cooled to around $24, raising questions about potential buying opportunities [1][5] Group 1: Business Opportunities - AST SpaceMobile has partnered with over 45 mobile telecommunications companies, including major players like Verizon and AT&T, which collectively serve approximately 2.8 billion global subscribers, providing a significant customer base [2][4] - The company estimates that 90% of the Earth's surface lacks cellular coverage, with 5.6 billion mobile devices frequently moving in and out of coverage, indicating a substantial market opportunity for its services [3][4] Group 2: Technology and Service Limitations - The initial five satellites will only provide non-continuous cellular broadband service in the U.S. and select global markets, with a full-fledged service requiring 95 satellites to be operational [5][6] - Management estimates a cost of $200 million for the next 20 satellites, suggesting a total expenditure of approximately $1.8 billion before a comprehensive service can be offered [6] Group 3: Investment Perspective - The recent pullback in stock price may present a buying opportunity for long-term investors, as the company has shown potential to fulfill its promises and could generate significant recurring revenue in the future [7][9] - Volatility is common in the early stages of fast-growing companies, and the stock could rebound following the recent decline, potentially surpassing previous highs [8][9]

Company Summary - AST SpaceMobile, Inc. (ASTS) closed at $28.49, reflecting a +0.96% change from the previous day, outperforming the S&P 500's daily loss of 0.02% [1] - Over the past month, shares of AST SpaceMobile have decreased by 0.28%, underperforming the Computer and Technology sector's gain of 4.44% and the S&P 500's gain of 3.77% [1] - The upcoming earnings release is anticipated, with projected earnings per share (EPS) of -$0.18, indicating a 21.74% increase from the same quarter last year [1] - Recent changes to analyst estimates for AST SpaceMobile are noteworthy, as positive adjustments reflect optimism regarding the company's business and profitability [1] Industry Summary - AST SpaceMobile operates within the Wireless Equipment industry, which is part of the Computer and Technology sector [2] - The Wireless Equipment industry currently holds a Zacks Industry Rank of 58, placing it in the top 24% of over 250 industries [2] - The Zacks Rank system, which includes estimate changes, indicates that AST SpaceMobile has a current Zacks Rank of 3 (Hold) [2]

Group 1: Momentum Stock Trading Overview - Momentum traders focus on strong uptrends and believe that stocks will continue to move in the same direction, akin to paddling a canoe with the current [1] - Key traits of the best momentum stocks include being in a "hot" industry group, having robust price and volume action, and possessing high short interest or a bullish catalyst [2] Group 2: Current Momentum Trends - **Space/Satellite Stocks**: The space industry has gained renewed interest due to SpaceX's innovations, which have significantly reduced costs and enabled the company to handle about 90% of Earth's payload to orbit [3] - **Stock to Buy**: AST SpaceMobile (ASTS) is developing a satellite network for mobile connectivity, with a strong price action of +480% YTD and a high short interest of ~37% [4] Group 3: Chinese Stocks - Chinese equities surged following a government stimulus package aimed at revitalizing the economy, with billionaire investor David Tepper advocating for investment in China [6] - **Stock to Buy**: JD.com (JD) has shown resilience and is currently testing its 21-day moving average, making it an attractive investment opportunity [7] Group 4: Nuclear Energy Stocks - The demand for energy, particularly from big tech companies, is driving interest in nuclear energy as a reliable power source for data centers [8] - **Stock to Buy**: Oklo (OKLO) is a nuclear company backed by OpenAI CEO Sam Altman, with shares up ~75% this week, appealing to aggressive momentum traders [9][10] Group 5: Conclusion - Momentum trading is highlighted as a powerful investment strategy, with space, Chinese, and nuclear stocks identified as the best momentum opportunities in the current market environment [11]