It's almost time for space exploration names to have their turn in the earnings confessional. Rocket Lab USA Inc (NASDAQ:RKLB) will announce third-quarter results before tomorrow's open, while peers AST SpaceMobile Inc (NASDAQ:ASTS) and Intuitive Machines Inc (NASDAQ:LUNR) will report before the open on Thursday, Nov. 14.RKLB is up 11% to trade at a two-year high of $15 at last check, while pacing for its fifth-straight daily gain. The stock has been in rally mode since bouncing off long-term support from i ...

Rocket Lab USA, Intuitive Machines, and AST SpaceMobile could all soar higher.Over the past three years, many space-focused start-ups went public by merging with special purpose acquisition companies (SPACs). Some of those stocks initially soared, but most of them fizzled out as rising interest rates highlighted their ugly losses and popped their bubbly valuations.Many of those SPAC-backed space companies also set overly ambitious growth targets, missed them by a mile, and struggled with severe delays and m ...

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 ...

Group 1 - AST SpaceMobile is on the verge of generating revenue with the launch of its first five operational satellites, leading to a stock price increase of over 600% in the past year [1] - The company aims to create a space-based mobile broadband cellular network that allows global connectivity using existing cellphone handsets [3] - To achieve global coverage, AST SpaceMobile estimates it will need around 95 satellites, having just launched the first five [4] Group 2 - The estimated cost to expand from five satellites to 95 is approximately $1.8 billion, with the next 20 satellites alone costing around $400 million [5] - AST SpaceMobile is actively seeking cash through partnerships with major telecom companies, having over 45 agreements in place [6] - The company has raised around $150 million through the exercise of warrants, which results in shareholder dilution as 98% of the warrants converted into shares [7][8] Group 3 - The increase in share count due to new shares being issued for funding reduces the ownership percentage of existing shareholders [9] - While the rising stock price may currently mask concerns about share dilution, it could become a significant issue if the stock price declines [10] - AST SpaceMobile represents an exciting investment opportunity, but it is more suitable for aggressive investors due to the likelihood of further share issuances [10]

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]