Zacks Investment Ideas feature highlights: AST SpaceMobile
For Immediate Release
Chicago, IL – May 27, 2026 – Today, Zacks Investment Ideas feature highlights AST SpaceMobile ASTS.
ASTS: Eliminating Dead Zones with "Best in Breed" Satellite Tech
Headquartered in Midland, Texas, AST SpaceMobile is in the process of building one of the world’s first global cellular broadband networks in space. These networks will be directly accessible by standard smartphones (4G-LTE/5G devices) for commercial and government use, leveraging its extensive Intellectual Property and patent portfolio. The SpaceMobile Service is currently planned to be provided by a constellation of high-powered, large phased-array satellites in low Earth orbit (“LEO”) using low-band and mid-band spectrums controlled by Mobile Network Operators (MNOs) in areas lacking terrestrial network coverage. The SpaceMobile Service is expected to be highly attractive to MNOs as it will enable them to improve and differentiate their service offerings without significant incremental capital investment.
Best-In-Breed Technology
Utilizing large phased array antennas, AST SpaceMobile’s technology is backed by more than 3,850 patents and patent-pending claims. This design aims to deliver global cellular coverage by eliminating dead zones and providing space-based connectivity to areas without broadband service. By connecting directly to standard smartphones at broadband speeds, these advanced phased arrays eliminate the need for special equipment, enhancing current mobile networks while ensuring seamless use of existing mobile phones. The recent FCC approval allowing commercial supplemental coverage from space in the United States validates ASTS’ technology and supports future commercial deployment plans.
Vast Satellite Deployment
AST SpaceMobile has effectively deployed its initial set of commercial satellites in LEO. Named BlueBird, these satellites feature more than 5,600 cells within the premium low-band spectrum. They are equipped with communications arrays spanning 693 square feet, providing non-continuous service across the United States. The successful deployment of BlueBird 6, which features a 2,400 square-foot communications array and peak download speeds of up to 120 Mbps, marked another operational milestone. ASTS is currently in production through BlueBird 32 and continues to target approximately 45 satellites in orbit by the end of 2026, with launches expected every one to two months.
Key Partnerships
AST SpaceMobile has strategically partnered with leading telecom companies to grant customers easy access to its technology. Collaborations with Rakuten, AT&T, Verizon, and TELUS have expanded its international footprint and strengthened long-term commercial opportunities. The FCC authorization for operations using spectrum coordinated with Verizon, AT&T, and FirstNet further deepens these relationships. The acquisition of Ligado Networks has enabled ASTS to gain spectrum rights to a 45MHz block of Ligado’s L-band spectrum in the United States and Canadian markets for more than 80 years, reducing its dependence on carrier partners.
Space Industry Hype
SpaceX will go public on June 12th. Betting markets suggest that the leading space company will garner the largest IPO market cap in history (~$2.3T). If this is to occur, it will immediately re-rate all space companies higher.
Explosive Revenue Growth Expected
ASTS’s story is more than hype. Wall Street projects that revenues will grow from under $100 million last year to over $700 million next year!
Technical Breakout
ASTS shares are breaking out of a multi-month base on heavy volume today, providing a favorable reward-to-risk zone.
ASTS: Pristine Balance Sheet
In the cash-intensive space business, cash is king. ASTS has built ample liquidity. As of Q1, the company reported over $3.5 billion in cash and cash equivalents. While the company is still operating at a loss, this funding reduces near-term refinancing risk and provides flexibility to sustain the planned satellite deployment.
Bottom Line
AST SpaceMobile represents a rare convergence of revolutionary technology, robust capital health, and explosive market timing. By eliminating the need for expensive, specialized hardware and integrating seamlessly with major global carriers, the company is uniquely positioned to capture an untapped broadband market.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
AST SpaceMobile, Inc. (ASTS): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Source Zacks-com
