Schwab Network on $ASTS (Nov 9, 2026)
AST SpaceMobile has a big long-term opportunity: direct satellite-to-mobile service and telecom partnerships are attractive, and moving fast on satellites should help it survive as a worthy rival to SpaceX. But it depends on launch partners like Blue Origin, whose New Glenn rocket has been badly delayed, and the stock has fallen about 50 percent this year.
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There is AST Space Mobile, as well as Lunar Fly, PL. SpaceX rose 5%, Rocket Labs 9%, but shares of four of these companies rose by up to 13%.
Before talking about Rocket Lab and AST Space Mobile, I want to discuss SpaceX and its future prospects.
The same thing is happening with AST Space Mobile , but they are going in the opposite direction. They built satellites, now they want to own rockets.
Okay, let's discuss AST Space Mobile's revenue expectations. What is your opinion about this company? The main thing is that they have strong relationships with existing telecom companies.
AST has an attractive aspect because they provide direct satellite-to-mobile connections and they have valuable business partnerships. So I think there is a really big opportunity for this company.
Their launch was successful , but they are dependent on launch partners like Blue Origin, whose New Glenn rocket has been severely delayed.
These satellites are huge. Once launched into space, each satellite is about half the size of a basketball court. They are huge and they can communicate directly from mobile to satellite.
AST SpaceMobile is giving other players in the space sector a real opportunity to match or surpass that capability. Yes, and I saw that a few days ago, on November 6th, they had some kind of deal with Firefly.
At that time, it brought some momentum to the share price. There has been discussion about its valuation , but on a long-term basis, meaning it has fallen by about 50 percent this year.
I know you can't give stock recommendations from Hyperframe Research, but when we think about leadership qualities—Elon Musk and SpaceX and the other two we talked about, Rocket Lab and AST SpaceMobile—is everyone getting into a deal ?
You were just talking about Iridium and Rocket Lab. I talked about Firefly and AST , and there's another one, which started with an 'R' ... that contract that they had. They just keep making deals.
So, does this lead you to believe that there is opportunity here for all space companies to succeed? Is there anyone who seems to be a little sloppy at the wheel of a rocket thruster?
So, those who are moving faster , like Rocket Lab in terms of launches or AST Spacemobile in terms of satellites , will be more able to survive in this new space market , because we really need a worthy competitor to SpaceX.