$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$  $Intuitive Machines(LUNR)$  🚀📡 LEO Cellular Moves From Vision to Execution as BofA Lifts $ASTS Target 🚀📡

🚨📰 JUST IN: $ASTS 🟡 BofA hikes PT to $100 from $85 | Rating remains Neutral

I’m watching the low Earth orbit trade move decisively out of the concept phase and into an execution-driven window, and Bank of America’s price target hike on AST SpaceMobile reflects that shift. This is not a momentum-only adjustment. It’s an acknowledgment that direct-to-device satellite connectivity is becoming commercially relevant, even as delivery risk remains front and centre.

I see Bank of America highlighting that LEO momentum should intensify into 2026 as AST SpaceMobile and Starlink race toward full cellular service. That framing matters. This is no longer about satellites simply existing in orbit. It’s about who can deliver reliable, global handset-to-satellite connectivity at scale, with real subscriber conversion.

The Neutral rating is doing important work here. Analysts are clearly signalling that the story now hinges on execution. Progress on BlueBird production, launch cadence, and monetisation will determine whether this opportunity translates into durable value. Coverage without conversion will not be enough.

Context is critical. The stock is already up roughly +300% over the past year. That move has priced in substantial optimism around the LEO thesis. The PT hike reflects upside optionality if milestones are met, but the maintained Neutral stance tells me timelines and operational delivery remain the gating factors.

What stands out to me is the competitive dynamic. This is not just ASTS versus Starlink. It’s a race to integrate spectrum, satellites, manufacturing, launch reliability, and carrier partnerships into a scalable commercial model. The winner will not be decided by narrative momentum, but by who can operationalise first.

My takeaway is measured but clear. Bank of America is effectively saying the opportunity is real and approaching, but proof now matters more than promise. For AST SpaceMobile, 2026 shapes up as a defining year, where production progress, successful launches, and early subscriber data will outweigh any headline-driven enthusiasm. I’m watching milestones closely, because this trade will ultimately be decided by delivery.

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