AST SpaceMobile managed to defy stock market gravity this week.Despite bearish trading for the broader market, AST SpaceMobile (ASTS -0.61%) stock managed to close out this week's trading with big gains. The company's share price rose 9% compared to where it stood at the end of the previous week's trading. Across the same stretch, the S&P 500 fell 0.3%, and the Nasdaq Composite fell 0.7%.The stock market faced pressures this week as investors honed in on macroeconomic risk factors and the possibility that t ...

Core Insights - AST SpaceMobile, Inc. (NASDAQ:ASTS) is a satellite broadband network for smartphones, experiencing a stock price increase of 158% this year [1] - The company is developing the BlueBird satellite constellation to provide space-based cellular broadband, targeting users beyond terrestrial network coverage for both commercial and government applications [1] - Jim Cramer described ASTS as a "perfect spec," suggesting that it represents a speculative investment opportunity [1] Company Overview - AST SpaceMobile is focused on delivering satellite broadband directly to smartphones, which positions it uniquely in the telecommunications market [1] - The company has been facing significant financial challenges, with substantial losses and minimal revenue reported [1] Market Position - The SpaceMobile service aims to cater to end-users who are outside the reach of traditional network coverage, indicating a potential niche market [1] - Despite the excitement around ASTS, there are suggestions that certain AI stocks may present better investment opportunities with higher upside potential and lower risks [1]

Industry Overview - Globalstar, Inc. (GSAT) and Iridium Communications Inc. (IRDM) are key players in the satellite communications industry, which is crucial for global connectivity, especially in remote areas where terrestrial networks are unavailable [1][2] - The global satellite communication market is projected to grow at a CAGR of 10.2% from 2025 to 2030, reaching $159.6 billion [1] Globalstar (GSAT) Insights - Globalstar operates a Low Earth Orbit (LEO) satellite constellation, providing mobile satellite services and voice/data communications across various sectors [3] - The company possesses proprietary spectrum, which is a significant competitive advantage in the satellite communications space [3][4] - GSAT is experiencing growth in wholesale capacity services and commercial IoT revenues, with a revenue outlook of $260-$285 million for 2025 and expected adjusted EBITDA margins around 50% [4][9] - Innovative platforms like the RM200 two-way module and XCOM RAN are expected to drive further revenue growth, with the RM200M module gaining traction in sectors such as oil & gas and defense [5][6] - A comprehensive infrastructure upgrade is underway, including the addition of approximately 90 antennas across 35 ground stations in 25 countries, enhancing network capacity and resiliency [7] Iridium Communications (IRDM) Insights - Iridium operates a large commercial constellation of 66 operational LEO satellites, which minimizes the need for ground infrastructure [10] - The company is focused on growth in commercial IoT, voice and data, and government segments, with a significant relationship with the U.S. Department of Defense [11] - Iridium aims for $1 billion in service revenues by 2030, driven by services like STL, IoT, and Direct-to-Device [12][13] - Despite maintaining a long-term outlook, Iridium has lowered its 2025 service revenue growth guidance from 5-7% to 3-5% due to various factors [14] Share Performance and Valuation - Over the past month, GSAT's stock rose by 22.8%, while IRDM's stock declined by 30.4% [9][17] - GSAT shares are trading at a forward 12-month price/sales ratio of 14.52X, significantly higher than IRDM's 2.06X [18] - Analysts have revised earnings estimates upward for GSAT, while IRDM has seen marginal downward revisions [20][22] Investment Outlook - Both companies are well-positioned to benefit from the growing satellite communications market [22] - GSAT currently holds a Zacks Rank 1 (Strong Buy), indicating a more favorable investment outlook compared to IRDM, which holds a Zacks Rank 3 (Hold) [23]

Novra Group's International Datacasting Corporation Selected to Enhance Receiver Management Software for Defence Communications PlatformSeptember 25, 2025 6:00 PM EDT | Source: Novra Technologies Inc.Ottawa, Ontario--(Newsfile Corp. - September 25, 2025) - International Datacasting Corporation ("IDC"), a subsidiary of Novra Technologies Inc. (TSXV: NVI) (OTCQB: NVRVF) ("Novra"), announced today it has received a new contract and development agreement from a leading SATCOM prime contractor to u ...

AST SpaceMobile, Inc. (NASDAQ:ASTS) is one of the stocks Jim Cramer shared his opinions on. A caller asked for Cramer’s opinion on the stock, and he remarked: “Well… you heard the word space. Now I know this is, people are going to say, what the heck has Cramer spoken? Well, actually, I’ve been right about every single one of these, as you know. But what really does matter to me is, is that this is your spec. You’re allowed to have a spec. I say it… all you gotta do is have one spec. You’re allowed it. Yo ...

Core Viewpoint - Gilat Satellite Networks Ltd. (NASDAQ:GILT) is highlighted as a stock with potential for growth, particularly in the satellite and AI sectors, despite being at a 52-week high [1] Company Overview - Gilat Satellite Networks Ltd. provides satellite broadband solutions and manufactures equipment such as terminals, antennas, amplifiers, and modems [1] - The company also delivers defense, broadcast, and mobility communications systems, along with managed network, connectivity, and telecom infrastructure services [1] Recent Developments - On September 11, Gilat became the first company to market an AI-powered Network Management System with Model Context Protocol, enabling secure integration of advanced AI models [1] - The new NMS-MCP supports applications like AI-driven network monitoring and dynamic configuration for software-defined satellite systems, aimed at boosting efficiency and simplifying operations [1] Investment Considerations - While Gilat is recognized as a potential investment, there are suggestions that certain AI stocks may offer greater upside potential and carry less downside risk [1] - The article also mentions the potential benefits of Trump-era tariffs and the onshoring trend for certain undervalued AI stocks [1]

Key Takeaways ASTS struggles with rising inflation, capital costs and high operating expenses.Plans call for deploying 4560 satellites by 2026, driving heavy spending needs.ASTS shares have surged 124.7% in a year, with 2025 earnings estimates trending higher.AST SpaceMobile, Inc. (ASTS) has been adversely impacted by unfavorable macroeconomic conditions, including rising inflation, higher interest rates, capital market volatility, tariff imposition and geopolitical conflicts. These have led to continued fl ...

We recently published Market in Pain? Not For These 10 Celebrating Stocks. AST SpaceMobile, Inc. (NASDAQ:ASTS) is one of the top performers on Tuesday. AST SpaceMobile extended its winning streak to a 5th consecutive day on Tuesday, jumping 12.18 percent to close at $54.80 apiece as investor sentiment was boosted by reports that a Mexican billionaire was looking to boost his stake in the company for $22 billion. On Tuesday, reports said that Mexican billionaire Carlos Slim, who owns América Móvil, is inf ...

Group 1: Rivian Automotive, Inc. - Rivian is expanding its U.S. manufacturing footprint with a new facility in Georgia, marking a significant step towards building its next generation of electric vehicles [1] - Rivian shares surged 6% to settle at $15.24 on Monday [5] Group 2: Energy Fuels Inc. - Energy Fuels is at its "52-week high," and the stock is recommended to hold, with a price target raised from $12 to $16.25 by HC Wainwright & Co. analyst Heiko F. Ihle [2] - Energy Fuels shares gained 4.8% to close at $15.57 [5] Group 3: Gilat Satellite Networks Ltd. - Gilat announced a private placement of $66 million to institutional and accredited investors [2] - Gilat Satellite shares rose 1.8% to settle at $11.84 on Monday [5] Group 4: Ambarella, Inc. - Ambarella reported better-than-expected second-quarter EPS and sales, guiding third-quarter sales above estimates [3] - Ambarella shares gained 7.1% to $88.81 during the session [5] Group 5: AST SpaceMobile, Inc. - AST SpaceMobile is considered a speculative investment, with UBS analyst Christopher Schoell downgrading the stock from Buy to Neutral and lowering the price target from $62 to $43 [3] - AST SpaceMobile shares gained 8.3% to settle at $48.85 [5]

Group 1 - Globalstar, Inc. (NASDAQ:GSAT) is experiencing a breakout in its stock performance, as noted by Jim Cramer during a recent discussion [1] - The company provides mobile satellite services and equipment for various industries, including government, energy, transportation, and emergency response [1] - Globalstar's offerings include the SPOT family of devices, commercial IoT solutions, satellite transmitter modules, and network engineering services [1] Group 2 - On September 15, Globalstar announced plans to activate its HIBLEO-XL-1 satellite system, marking an advancement in next-generation mobile satellite connectivity [2] - The company is investing $1.5 billion in its third-generation C-3 system to enhance global communications through additional satellites, orbital shells, and frequency bands [2] - This investment aims to improve the reliability and reach of Globalstar's services [2]