Gehlot
05-13 04:09
$AST SpaceMobile, Inc.(ASTS)$  

AST SpaceMobile: Solid Progress, But Not the Blowout the Market Expected!

$ASTS fell around 10% after earnings because investors were hoping for a major commercial announcement, a significant increase to guidance, or an unexpected acceleration in the business after the stock’s strong run-up into the report.

In my view, this was a solid progress quarter, even if it did not meet the market’s elevated short-term expectations. Investors should not let the post-earnings price action create a negative narrative that the fundamentals do not support.

Key highlights from the quarter:

• Reaffirmed the goal of having 45 satellites in orbit by the end of 2026

• Confirmed BlueBird satellites 8, 9, and 10 are scheduled for launch in mid-June

• Demonstrated improved manufacturing momentum, with BlueBird 11 through 33 already in advanced assembly

• Maintained a strong cash position of approximately $3.5 billion

• Increased launch flexibility with additional optionality

• Secured three new U.S. government contract awards

Overall, the business continues to execute well. While the quarter may not have delivered the surprise investors were hoping for, the long-term thesis remains firmly intact.


@Daily_Discussion @TigerWire @TigerCommunity @Tiger_Newspress @TigerStars @Tiger_comments @TigerEvents 


Rocket Lab Spikes, ASTS Plunges: Buy Space Sector Divergence?
Rocket Lab jumped 11.3% after Needham issued a research note with a significantly raised price target。 Sector peer Intuitive Machines hit a 52-week high on the same day. AST SpaceMobile reversed sharply after hours, swinging from +10% intraday to -13% at $72 following Q1 revenue that missed estimates, with the earnings data amplifying concerns over cash burn pace and commercialization timing. The space sector runs hot, but divergence is huge. Would you chase RKLB, LUNR or buy the dip of ASTS?
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