以下文章来源于科创板日报 ，作者周子意 科创板日报 . 此外，SpaceX首席执行官埃隆·马斯克去年秋天也曾提到过"两年的时间框架"，他还指出手机制造商需要将能够接收EchoStar频谱信号 （其中包括1.9GHz和2GHz频段）的芯片整合进产品中。 而SpaceX面临的障碍之一是，该公司需要发射能够利用额外无线电频谱的下一代卫星，这表明SpaceX公司需要迅速推进其蜂窝式星链技术 的升级。 SpaceX正计划在2027年推出其第二代星链（Starlink）系统。 该公司在一份最新递交给联邦通信委员会（FCC）的文件中提到了其蜂窝式星链服务（该服务可通过美国的T-Mobile公司使用），并指出 了二代系统推出的大致时间。 SpaceX的卫星政策副总裁David Goldman以及另外两名高管在文件中写道，"这仅仅是个开始： SpaceX还投资了频谱，这将使其能够在 2027年推出一个大幅改进的第二代直连到设备的系统。 " 根据现有进展，美国联邦通信委员会（FCC）本月已批准SpaceX的申请， 允许其再部署7500颗第二代星链卫星，以进一步提升其全球互 联网服务能力。 星链技术的升级 2027年这一时间点Sp ...

Core Viewpoint - Gilat Satellite Networks Ltd. will release its fourth quarter and full year 2025 financial results on February 10, 2026, highlighting its ongoing commitment to transparency and communication with stakeholders [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter and full year 2025 will be announced on February 10, 2026 [1]. - A conference call will be held on the same day to discuss the results, featuring CEO Adi Sfadia and CFO Gil Benyamini [2]. Group 2: Company Overview - Gilat Satellite Networks is a leading global provider of satellite-based broadband communications with over 35 years of experience [3]. - The company develops technology solutions for satellite, ground, and new space connectivity, focusing on critical connectivity for commercial and defense applications [3]. Group 3: Product and Service Offerings - Gilat offers integrated solutions supporting multi-orbit constellations, Very High Throughput Satellites (VHTS), and Software-Defined Satellites (SDS) through its various divisions [4]. - The product portfolio includes software-defined platforms, high-performance satellite terminals, and advanced antennas, catering to both commercial and defense markets [4][5].

CANADA - 2025/09/28: In this photo illustration, the AST SpaceMobile (Space Mobile) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesAST SpaceMobile stock (NASDAQ:ASTS) – a company developing a low-Earth-orbit (LEO) satellite constellation to provide broadband directly to smartphones – experienced a 14% increase in stock value on Friday and has risen by over 21% over the last week. Several fac ...

OTTAWA, Ontario, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Telesat (Nasdaq and TSX: TSAT), one of the world’s largest and most innovative satellite operators, confirms that certain creditors holding portions of the company’s legacy GEO (Geostationary Earth Orbit) debt have filed lawsuits in both New York and Ontario regarding the equity distribution in September 2025 of the Telesat Lightspeed business. The lawsuits, filed at the direction of a group of distressed debt hedge funds, are without merit. The equity dist ...

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]

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 - Gilat Satellite Networks Ltd. has secured an approximately $11 million contract for its SkyEdge platform from a leading satellite operator in the Asia Pacific region, aimed at delivering services over Very High Throughput Satellites (VHTS) [1][2][3] - The SkyEdge platform was chosen for its high-capacity network performance, flexibility for diverse service profiles, and scalability to meet evolving market demands [2][3] - The deployment will enhance the operator's ability to provide advanced mobility services while optimizing the use of its VHTS satellite assets [2][3] Company Overview - Gilat Satellite Networks Ltd. is a prominent global provider of satellite-based broadband communications, with over 35 years of experience in developing technology solutions for satellite and ground connectivity [4][5] - The company offers a comprehensive portfolio that includes software-defined platforms, high-performance satellite terminals, and integrated ground systems for both commercial and defense markets [5][6] - Gilat's products support various applications, including government and defense, mobility, cellular backhaul, and critical infrastructure, while adhering to stringent service level requirements [6]

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]

Key Points Morgan Stanley analyst Landon Park raised his price target on Viasat stock today. The banker is switching to valuing Viasat on a sum-of-the-parts basis, perhaps anticipating spinoffs. 10 stocks we like better than Viasat › Viasat (NASDAQ: VSAT) stock gained ground Friday after Morgan Stanley analyst Landon Park raised his price target on the stock by (checks notes)... 325%! By the closing bell, the satellite communications stock had gained 4.1%. Image source: Getty Images. Why Morgan S ...

Core Insights - AST SpaceMobile's shares increased by 15% following the announcement of a government contract with the Missile Defense Agency for the SHIELD initiative, indicating strong market interest and confidence in the company's future prospects [3][7] - The contract highlights AST SpaceMobile's capabilities beyond commercial services, particularly in national defense applications, as part of the broader Golden Dome project aimed at enhancing U.S. security [5][6] Company Developments - The awarded SHIELD contract positions AST SpaceMobile as a prime contractor, allowing the company to bid on future task orders and align its technology with the needs of the U.S. Department of War and other government entities [6] - The company's low-Earth Orbit (LEO) satellite architecture is noted for its scalability and resilience, which is crucial for meeting defense sector requirements [6] Market Performance - AST SpaceMobile's stock has surged 452% over the past year, reflecting significant investor interest and confidence in the company's growth potential [7] - The recent contract award has helped the stock recover from a previous downgrade from Buy to Neutral by B. Riley Securities, showcasing the volatility and responsiveness of the stock to news events [3][7]