Core Insights - AST SpaceMobile (ASTS) shares surged approximately 15% after being selected as a prime contractor for the Missile Defense Agency's SHIELD program [1] - The SHIELD program represents a strategic shift towards utilizing commercial space technology for national security applications [3] - AST SpaceMobile's innovative low-Earth-orbit satellite architecture has been recognized, featuring the largest commercial phased arrays ever deployed [5] Company Developments - The indefinite-delivery, indefinite-quantity contract allows AST SpaceMobile to compete for future task orders related to the Trump administration's "Golden Dome" program, which aims to provide comprehensive protection against various threats [2] - The company operates nearly 500,000 square feet of manufacturing facilities in the U.S., with 95% vertical integration and all major manufacturing processes under domestic control [4] - AST SpaceMobile is transitioning from technology demonstration to commercial-scale deployment of its space-based cellular broadband network, marking a significant market opportunity [7] Industry Context - The administration is prioritizing the involvement of the commercial space sector in national security to maintain American technological superiority [6] - Despite the positive news regarding the SHIELD program, ASTS stock faced a decline of over 11% due to competitor Blue Origin's announcement of a new communications satellite network [3]

Deutsche Bank raised the firm’s price target on AST SpaceMobile (ASTS) to $137 from $81 and keeps a Buy rating on the shares. The firm rolled forward its share valuation given the new year and AST’s EBITDA multiple to 20-times from 15. The reason for the increase in Deutsche’s 2030 valuation multiple is that its new forecast exits 2030 with a 60% higher EBITDA growth rate of 40%, the analyst tells investors in a research note. The firm believes AST has the partnerships in place to be successful and scale i ...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AST SpaceMobile, In, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of AST SpaceMobile, Inc. (“AST” or the “Company”) (NASDAQ: ASTS). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether AST and certain of its officers and/or directors have engaged in securities fraud or other unlawful business ...

William GavinWilliam Gavin is a tech reporter for MarketWatch. He is based in New York. ...

Group 1 - AST SpaceMobile, Inc. focuses on providing satellite-based mobile communication services using low-Earth orbit (LEO) satellites, competing with companies like SpaceX's Starlink and OneWeb [1][5] - UBS has set a price target of $137 for ASTS, indicating an 18.34% potential increase from its current price of $115.77 [1][5] - The stock price of ASTS is currently $115.77, reflecting a 14.34% increase with a trading volume of 33.68 million shares, indicating strong investor interest [3][4][5] Group 2 - AST SpaceMobile has secured a significant contract with the Missile Defense Agency (MDA) for the SHIELD Program, enhancing U.S. national security [2][5] - The SHIELD Program is part of the Golden Dome strategy, focusing on building defenses against various threats, with ASTS providing secure communications and command-and-control capabilities [2]

We came across a bullish thesis on Viasat, Inc. on r/Valueinvesting by SupermacsFastFood. In this article, we will summarize the bulls’ thesis on VSAT. Viasat, Inc.'s share was trading at $45.93 as of January 16th. AST SpaceMobile (ASTS) Rockets 14% Earlier Than BlueBird 6 Viasat, Inc. provides broadband and communications products and services in the United States and internationally. VSAT is positioned as a compelling investment opportunity, with a valuation that could realistically reach $12 billion b ...

Core Insights - AST SpaceMobile, Inc. (ASTS) has been awarded a contract for the Missile Defense Agency's (MDA) Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) Program, allowing the company to compete for future projects that enhance U.S. national security [1][8] Group 1: Contract and Program Details - The SHIELD program is part of the broader Golden Dome strategy, focusing on building resilient defenses against various threats across operational domains [2] - AST SpaceMobile will leverage its low-Earth orbit (LEO) satellite network to provide secure communications, sensing, and command-and-control capabilities, enhancing missile defense systems [2][3] Group 2: Competitive Landscape - AST SpaceMobile faces competition from Globalstar, Inc. and Viasat, Inc., both of which are also involved in providing secure communications and advanced sensing for military operations [5][6] - Globalstar is collaborating with the U.S. Army to test its satellites for secure communications and covert sensing [5] Group 3: Financial Performance and Valuation - AST SpaceMobile shares have increased by 457.1% over the past year, significantly outperforming the industry growth of 29.8% [7] - The company trades at a forward price-to-sales ratio of 143.56, which is considerably higher than the industry average [9] - The Zacks Consensus Estimate for AST SpaceMobile's losses remains static, with a projected loss of $1.06 for 2025 and $0.74 for 2026 [10]

Core Insights - AST SpaceMobile, Inc. (ASTS) has exceeded expectations, defying predictions of a bubble collapse by the end of 2025 [1] - The company operates a space-based cellular broadband network, which has garnered attention for its growth potential [1] Investment Strategy - The investment approach focuses on identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1] - The strategy emphasizes avoiding overhyped stocks while targeting undervalued stocks with significant upside recovery potential [1] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, particularly in growth stocks with solid fundamentals [1]

Core Insights - AST SpaceMobile, Rocket Lab, and Boeing are identified as key space stocks to monitor, reflecting significant trading activity in the sector [2] Company Summaries - AST SpaceMobile (ASTS) is involved in satellite manufacturing and services, focusing on space-based communications [3] - Rocket Lab (RKLB) provides launch services and space systems solutions, including spacecraft design, manufacturing, and on-orbit management [4] - Boeing (BA) designs and manufactures a wide range of aerospace products, including commercial jetliners, military aircraft, and satellites, operating through various segments [4]

Core Viewpoint - The recent reset of the UK fiscal framework significantly enhances the prospects for Jersey Oil and Gas PLC's Buchan redevelopment project, transitioning it from planning to execution [1] Company Overview - Jersey Oil and Gas has narrowed its focus to advanced projects, distinguishing itself from many AIM-listed explorers [1] - The Buchan field is a previously producing North Sea asset with well-defined reservoirs, making it a low-risk development opportunity [2] Fiscal Environment - The introduction of the Energy Profits Levy created uncertainty regarding the tax regime, which hindered funding discussions for offshore projects [3][4] - The new fiscal rules provide substantial tax offsets of 84.25% for capital invested before March 2030, lowering the after-tax cost of development significantly [5] Development Strategy - Jersey aims to maximize spending during the high relief period before 2030, with production expected to commence afterward under a stable 40% tax rate [6][7] - This strategy positions costs during the maximum relief phase and revenues in a more predictable tax environment, enhancing the project's fiscal profile [7] Financial Position - Jersey has reduced its annual cash costs to approximately £1.5 million and had £11 million in cash at the end of 2025, allowing for project progression without immediate fundraising pressure [8] - Upon final development plan approval, Jersey is set to receive an additional £15 million ($20 million) from joint venture partners [9] Joint Venture Dynamics - The company retains a 20% carried interest in the Buchan project, enabling it to reach production without significant equity dilution [10] - Jersey holds over £100 million in UK tax losses, which can be utilized effectively once the tax rate stabilizes at 40% post-2030, further improving project economics [10] Operational Progress - Ongoing operational work includes updating the environmental impact assessment and value engineering to reduce capital intensity while maintaining recovery rates [11] - The joint venture partners, NEO Energy and Serica, have expanded their UK North Sea portfolios, indicating strong commitment to the Buchan project [12] Investment Clarity - The shift in fiscal policy has clarified the investment proposition, focusing on whether Jersey, as a financially disciplined company with committed partners, can deliver a sanctioned development [13][14] - This clarity may prove to be a significant asset for Jersey Oil and Gas moving forward [14]