ASTS

AverageUnited3237

It honestly makes me so bullish to see this. Every single ASTS bear I've seen lives in a world of irrationality where Starlink is years ahead lol. 2026 is going to shock the world.

AverageUnited3237

"ASTS playing catch up to spacex" Your analysis is braindead because they aren't competitors at this point in time and Starlink needs to catch up to ASTS broadband cellular tech where they are by their own admission years behind Space may or may not be a bad investment right now but your analysis is surface level thinking based on misguided information

carolinakid83

ASTS

LuckyFly4

I'm here looking for the answer to this question. I'm aware of CMG, MSTR, CRCL, CRWV, ASTS, RKLB, RGTI, SOUN, QBTS etc. I'm looking for a larger cap ones though that are "safer".

boobookitty64

ASTS. I think the sky is the limit for this company, no pun intended. They will change the landscape when it comes to connectivity, for ALL.

Rogue_Tra

ASTS is cellular communication not really space for that would be more like rocket lab ASTS builds the satellite but they don't build rockets or anything like that

crunchwrapsupreme4

RKLB, ASTS and rest are about *low earth orbit*, where are you gonna go in your spaceship? it's just vacuum mate, there's nothing out there.

dinanm4

So what the fuck is truly going on with the SpaceX sector? I bought rocket lab and ASTS thinking that it’s a decent move but holy fuck have I gotten destroyed just through the day Is this shit going to run up or am I absolutely fucked?

alphawafflejack

RKLB and ASTS are either going to dump hard or rally by EOD 😬

Good_Application6245

ASTS calls seem too easy they’re gonna dump it to 64 aren’t they

one-won-juan

It’s not a funding issue it’s an architecture issue, fundamentally starlinks system has major differences that will not be changed for at least several years. lots of handovers vs asts solution, going thru starlink network first, dirty vs clean payload, etc. Starlinks v2 minis were a quick pivot, v3s will try a bigger array to reduce handovers but its still will be a different cost / performance at an architectural level to ASTS. ———- IMO its a duopoly and to even have half of Starlink valuation in 2027 will be huge

Maximum-Cash7103

Google and ASTS to the moon. Literally and figuratively lol

peopleforgetman

Asts is one element of space. Rocket Lab is the entirety of space plus ASTS. Eventually, they will buy them out.

GoZukkYourself

Where did the ASTS spammers go? I need someone to take my lunch order.

cbusoh66

So you say you present no sources and I present a source, then you ridicule the information. Instead of countering my points that show no customers' losses at AT&T or Verizon, you ridicule the number. The number could be in the millions now, T-Mobile is aggressively advertising the service on national media, people who think they need it are switching and that's putting a lot of pressure on the C-Suite at these MNOs to do something. I repeat, CEOs of many of these MNOs cannot be happy ASTS managed to launch 1 satellite and keeps missing deadlines.

PokemonAnimar

I have everything in ASTS and rocketlab 🤣 

alxalx89

>Also, Starlink will not be a direct competitor for a while since ASTS and Starlink have two different offerings right now. That was the argument when I first bought, that they don't target direct to device market. But now things have changed that's exactly what they will do. And I wouldn't bet against them in this catch up race. Even if asts has the first mover advantage spacex has more money and more capabilities. They could simply offer a better service in the future at a lower price. Short term is a good stock to speculate on, but long term starlink has the best chance to dominate the market. If I write this on the asts sub I know I'll get down voted to smitherins, but this is how I see it based on all the reading I done.

Iamnotarobot82

ASTS veterans to new bagholders : "First time?"

Jsalz

You must be Elon himself, everything you say is a lie or misinformation and you’re not willing to learn. ASTS is not having issues with their ASICS and never has. Starlink doesn’t even have ASICS dumbass. It’s another reason they are behind in D2D.

cbusoh66

Starlink is already offering a D2D service. They have the means to build and launch at unprecedented speed, ASTS doesn't, still struggling to manufacture and still can't get their ASIC chips to work properly. They launched 1 satellite in 2025. They may launch 10-15 in all of 2026, don't buy their management's 45-60 number for one bit.

PleasFlyAgain_PLTR

Fair enough. But you can view competition as being good and attracting more development/funds etc (there's many car companies, many clothing companies etc). It doesn't have to be a monopoly, there's enough pie for everyone to eat. Also, Starlink will not be a direct competitor for a while since ASTS and Starlink have two different offerings right now. And finally, being bullish on ASTS doesn't mean I won't also get shares of Starlink during IPO. I love the market for this reason, people have all kinds of opinions and this is what makes it interesting for me. Best to you friend!

Jsalz

Actually no, rushing a shitty tacked on service to market to claim you’re first isn’t a better long term strategy. Go do some research of how Starlinks D2D solution came to be. They saw what ASTS was doing in 2022 and rushed to acquire an IOT satellite company called Swarm and then tacked their tech onto their existing satellites. This tech isn’t built for mobile broadband, it doesn’t scale well, and it causes interference. They had to get a special waiver from the FCC to even use it. It’s a shitty solution that can’t be improved until they redesign the entire architecture. There is ZERO evidence that customers are switching to Tmobile to use their satellite service. In fact there’s tons of reports online about how poorly it operates. I’ll say it again, you have no idea what you’re taking about and are very confidently wrong in your replies. Luckily these big companies who have done extensive research and then partnered with ASTS aren’t as ignorant as you.

BlueWhiskey007

Agreed on BE; I’m looking at ASTS and RKLB

cbusoh66

People who use the service are happy. T-Mobile is winning new customers from T and VZ. T and VZ are not looking at who's going to offer the "superior" service if they're losing subscribers, the pressures will continue to mount to move away from ASTS if they can't get their service up and running and continue to struggle with delays and design issues. VZ is working with Skylo as a backup, but I see them the first to sign with Starlink next.

PleasFlyAgain_PLTR

I agree. I'm 80/20 in ASTS and AMZN and I predict 2026 will be my biggest gainzzzz so far!!

cbusoh66

Very low data (for now) is better than NO data. Starlink is already offering whatsapp connectivity and video calling and such. The services will continuously improve as they work more closely with Apple and Samsung on chipsets and integrate their newly acquired spectrum, they're not just going to sit on their laurels. Most of the MNOs will bolt or offer multiple services if ASTS can't get their service up and running by middle of 2026, the pressures are mounting as they watch T-Mobile pulling ahead and peeling their customers. MNOs are not behold to anyone.

Jsalz

T-Mobile and Starlinks D2D service absolutley sucks. It’s a texting and light data service on specific apps only, and it’s only compatible with specific phones. The fact that MNOs are still partnering with ASTS when Starlink has a “working” service on the market for the last 6 months shows how wrong you are. ASTS has partnerships with 50+ MNOs representing over 3 billion users while Starlink has around 10. You have no idea what you’re talking about.

Hot-Ambassador8740

Got RKLB and ASTS at my desired price. Dump is cancelled

Ope_Average_Badger

Yes, correct, my wording was poor about Echostar. They absolutely closed the technology gap. I agree with the fact that Space X can launch very fast, but ASTS does not need as many satellites as Space X to provide full coverage. I wouldn't say they are struggling to manufacture to get to scale. Could it be quicker absolutely, but this is still a growth stock. I hope people continue to underestimate the potential this stock has to offer. Oh, I will point this out, even if Starlink out performs and overtakes ASTS, they will still easily be the 2nd best option in a market that can easily support multiple players. You look at Apple and Samsung, the clear winner is Apple in the cell phone market, but Samsung is still an incredibly successful company. It is not a death sentence if ASTS isn't #1.

cbusoh66

Time. MNOs are already feeling the pressure from T-Mobile moving ahead as they still wait for ASTS to get their shit together.

cbusoh66

Thanks for taking the time to respond to my points one by one. Let's start with SpaceX IPO. They recently sold at valuation of $800 billion so with $25 billion in revenue, that's a P/S of 32. Even if they do reach the $1.5 trillion circulated by some media outlet, that's still a P/S of 60. I will be the first to admit if I am wrong if it IPO's above $1 trillion. RKLB is still more expensive today that what SpaceX will IPO at in 2026. 1. You proved my point, they need to continue to raise money just to stay relevant whether to invest in R&D or acquire new tech/companies. 2. R&D will continue to be high, even after Neutron, just to keep pace. And until robots and AI can build space systems faster and more efficiently, the labor costs associated with building space systems and rockets will continue to eat at the margin. 3. Thank you. Yet they're trading with absolutely zero risk. Even TSM is trading at a discount because of its geopolitical risk. 4. The difference in the cost of Falcon9 (\~$65-$70 million) and Neutron (\~55 million) is not that wide for most companies when SpaceX can launch almost 200 times a year now from both coasts, and they're likely to drive launch costs lower and lower in the next few years. Can RKLB afford to compete head to head on cost alone, or availability? 5. ASTS can't afford to wait for RKLB (that's if Neutron is suitable for the 6500 kg satellites) and as far as New Glenn, Amazon and Blue Origin have more immediate plans for Kuiper. 6. I disagree, it may bring up more investors leading up to the IPO but most will flee once the real numbers behind SpaceX and Starlink, it won't make sense to own second fiddles, almost exactly like TSLA vs. RIVN/LCID.

Recent-Function-6096

ASTS

skimcpip

Why would MNOs go to Starlink? That doesn’t even make sense. Starlink has said they want to BE an MNO (which is why the bought all that spectrum), so the only way for other MNOs to offer this service is through ASTS.

q036

ASTS has been fun to watch from the sidelines for the last few weeks. It rips up 20% over two days then crashes 20% over the following two days. All I’m saying is it’s almost time for calls.

cbusoh66

Point 5: What good is a technology advancement if not available, Starlink is available now to T-Mobile and other customers and they are not sitting idly by, their next generation satellites are likely to catch and leapfrog whatever ASTS currently has as they struggle to manufacture and launch their satellites. All these talking points about launching 6-8 on New Glenn and having continuous U.S. coverage is purely hopium circulated by their management and few parrotheads on social media. Starlink is already working on Android and Apple devices. Point 6: It's possible that the runn-up to the IPO may indeed raise other valuations, but once people can buy it, see the actual numbers, and compare them to the likes of RKLB and ASTS, those shares will return back to earth. Look for SpaceX to peel off MNO's one by one from ASTS as they struggle to get their service up and running, Verizon already has a foot out of the door. SpaceX also has global spectrum, something ASTS doesn't and has to work with every country to get their service going, not an easy task even if they have the MNOs in their pocket.

Historical_Air_8997

You’re immediately wrong in the first sentence, then continue to be wrong with almost every point. To start SpaceX is aiming for an IPO at over 100x sales, so even though RKLB is expensive at 60x sales it’s still significantly cheaper than SpaceX. Also SpaceX is fairly mature and a few years away from the next big sales catalyst where RKLB is growing faster with Neutron coming soon giving it a big boost to sales, lower the valuation. 1. Space is expensive, can’t deny that. Doesn’t mean there will be constant dilution. RKLB is pretty forward about not wanting to dilute, though they did this year because of the valuation. Honestly it’d be dumb for them *not* to dilute at these valuations. But every sale of shares has a plan, like a merger or r&d it isn’t just selling to sell. 2. Yes space requires a lot of r&d but once they get there the expenses aren’t that crazy. RKLB especially, the r&d expense for neutron is about $300m. Neutron will be one of the fastest rockets to launch with the cheapest budget ever. Sure SpaceX has unlimited funding, but it also means they aren’t as thoughtful and careful about their designs. That has a benefit where they can blow shit up and find the fault, but is it really better than just having a good design from the start? 3. Sure this one is valid. Every company has risks but space is pretty damn hard. 4. RKLB is barely competing with SpaceX. SpaceX does heavy launch and eventually mega launch and small to medium more bespoke launches. Sorta like taking a bus vs a private car, SpaceX will get you to space with other customers (unless you pay full price to get it on your own) while RKLB will get YOU where you want to be at a cheaper overall price even tho it’s more expensive/kg. RKLB also is mostly space systems and is a leader there, something like 70-80% of space flights have RKLB systems. ASTS is competing more with SpaceX, but they have their own tech that is patented and deals with telecoms. So it may look like it’s tiny company vs SpaceX but it’s really a tiny company + the majority of telecoms vs a tiny part of SpaceX. 5. ASTS isn’t doing launch, they use SpaceX but don’t need them since RKLB exists. RKLB is a couple years behind SpaceX but the rate of development and launch cadence is significantly faster than SpaceX. In part due to SpaceX clearing the way, but regardless they’re on a better track with a lower budget and less failures. 6. SpaceX ipo will bring more investors into the industry. Currently space isn’t super popular so the more attention it gets the better it is for everyone. Your comparison in EVs isn’t the same, RKLB has a successful and growing business and is the leader in space systems. Rivn was always a shit company with hardly any sales and super expensive product. LCID is a hype company riding Tesla’s coattails. RKLB and asts are established before SpaceX was super popular and before the ipo. Maybe do some research before talking out of your ass

cbusoh66

SpaceX acquired spectrum from Echostar, not the company. There's no indication from AT&T or Verizon on what the split would be. There are many reports that show D2D satellite service will not be in such great demand. As for technology, Starlink is not sitting idle as many ASTS investors believe, they're already offering service and they're upgrade their next generation satellites to use the newly acquired spectrum will be on par if not better so that technology gap will close very fast, and they have the means to launch and operate at much faster pace. Meanwhile ASTS is struggling to manufacture and launch satellites at a scale to offer service, and they keep missing their own deadlines.

xploeris

They’re not priced for perfection. Both companies have execution risks (ASTS especially) and can easily go higher if they execute well.

Edible_Moss

For starters you are wrong about starlink having an easier and quicker path to D2D, they are 2-3 years being on tech as they have admitted by redesigning their satellites. They have to launch 3k+ of these new satellites to match ASTS’s 200ish for continuous global coverage. And this is assuming they are able to test and run these satellites without interference to current radio frequencies that they have STILL yet to demonstrate. Also, ASTS is on pace to manufacture 6 satellites per month and can launch 8 per new Glenn rocket which will be up and running in 2026. 1 catastrophic failure will not ruin them lol I think you are missing the big picture as well since by acquiring spectrum Starlink is looking to become an MNO themselves vs ASTS partnering with existing MNO’s in the space. There is 100% room for 2-4 players in the space to get to 100B+ valuations when you consider the market for D2D + IoT + government applications.

Edible_Moss

For starters you are wrong about starlink having an easier and quicker path to D2D, they are 2-3 years being on tech as they have admitted by redesigning their satellites. They have to launch 3k+ of these new satellites to match ASTS’s 200ish for continuous global coverage. And this is assuming they are able to test and run these satellites without interference to current radio frequencies that they have STILL yet to demonstrate. Also, ASTS is on pace to manufacture 6 satellites per month and can launch 8 per new Glenn rocket which will be up and running in 2026. 1 catastrophic failure will not ruin them lol I think you are missing the big picture as well since by acquiring spectrum Starlink is looking to become an MNO themselves vs ASTS partnering with existing MNO’s in the space. There is 100% room for 2-4 players in the space to get to 100B+ valuations when you consider the market for D2D + IoT + government applications.

Ope_Average_Badger

Well, for starters, Space X has been playing catch-up in terms of technology with ASTS until their recent acquisition of Echostar. You aren't necessarily wrong when it comes to their dependency on a company to launch their satellites into space, but it is no longer Space X doing it. The current valuation may be a little high, but I believe investors see how much money will be made when the constellation goes up. They literally get 50% of whatever Verizon and AT&T add to consumers' bills. Of course, there is risk, but this stock is set up to be a money printer.

Ope_Average_Badger

Points 5 and 6 show how little you know about ASTS.

IndenturedServantUSA

ASTS holders always say the same shit about how their critics don’t really know. I even own a few hundreds shares for the upside but that community is a helluva cult.

Icommandyou

Everybody gonna pick RKLB or ASTS as 2026 pick and will be funny if the biggest champ are again SLV and GLD

bonerinho_

Tell me you don’t know shit about ASTS without telling me you don’t know shit about ASTS.

Iamnotarobot82

Don't bother waking me up if ASTS doesn't swing by at least 8%.

thinkneo

Of your three, I'd rank them the same way you did: RKLB - actually has revenue, launches rockets regularly, neutron coming. closest thing to a "real company" in the space sector outside of defense contractors. still risky but there's a business there. SOFI - turned profitable, growing deposits, expanding products. fintech is crowded but they're executing. reasonable 5-year hold if you believe in the platform play. ASTS - highest risk/highest reward. no revenue yet, still pre-launch on their commercial constellation. if it works, massive. if delays or tech issues, could drop 70%+. size accordingly. Worth noting - space names are getting a lift from the SpaceX IPO buzz lately. Good for momentum, but make sure you're buying the company not the hype. For 5+ years outside mag 7, a couple others worth looking at: \- NU (Nubank) - latin america fintech, massive TAM, already profitable \- HIMS - telehealth, controversial but growing fast \- IONQ - if you want quantum exposure, probably the most established pure-play in that category

Flat-Focus7966

ASTS will be 80+ after short term calls are wiped out....

Iamnotarobot82

ASTS flies you to the moon and back again, and again, and again. MF !

ImSorryReddit0590

Hope the guy who full ported ASTS at the top on launch day is hanging in there

FurlessSasquatch

It won't be at higher premiums. These are no diff than quantum stocks. You are buying nothing and hoping. And paying premiums right now for hope. I think both have place in the future but ASTS no need to be paying a dollar over 50. NBIS no need to be paying a dollar over 80. Unless you're a trader. Any market blip on the real stocks and these are losing 50 to 60% at which point I'll buy again. Your sentiment makes sense if you were buying ASTS in 2023 2024 under 10. Same with NBIS on the restart after spinoff mid 2024. Anyone buying now is just buying peaks off the guys who played the premium game and won. You arent winning buying now

Superandrewable_

ASTS

peopeopeopeo10

If you liked ASTS at 80 you'll love it at 45!!

RVEMPAT

I’m an ASTS and NBIS bag holder now.

RVEMPAT

I’m an ASTS bag holder now

one-won-juan

dunno about NBIS but ASTS literally has commitments for +1B in MNO prepayments and hundreds of mil in rev share planned on service live in 2026. This is just getting started as they have only signed DCAs with 4 out of 50 MNO partners they have. They also are in the process of getting VZ and ATT spectrum authorization for their sats. These things take time, if people wait until “fundamentals” are right in front of them then that’s fine but it will be at a way higher premium

Federal-Hearing-7270

People keep pushing ASTS in our throats like there is no end. Sheesh those space folks are insane

JustSellitAll

ASTS in shambles?

GoZukkYourself

ASTS bols were awfully loud on Wednesday 🤣

dinanm4

ASTS fuck you

Superandrewable_

WHat couldc ASTS realistically do in a day, like really

throwa91

ASTS bros got a lil too cocky last week

Skid-Vicious

ASTS needs to get off the rag

Federal-Hearing-7270

RKLB is not ASTS. It's like you're comparing UBER with FORD.

Federal-Hearing-7270

You don't even know numbers on ASTS. Just google buddy

Confident_Bee1447

ASTS down in pre-market

ReferenceFunny7142

ASTS

Crackbreaker

I hear you man but the tech is there, the potential is there and ASTS has been super de risked recently, fully funded for dozens of sats, multiple partnerships, etc etc . The more I dig the more I realize this is one of the best stocks to have and I am not even worried that most of my portfolio is there. Anyways, best of luck to you and I wish you great gains during 2026.

ReferenceFunny7142

ASTS by a landslide !!

EvillNooB

ASTS the year is going to be big for the sp🅰️acemob

doogle2d

ASTS

Immediate-Bet1062

I like ASTS. I got in at $20 took profit at $95 the first wave.. got back in around $40-$50 took profit and then just recently got back in at $62 and took profit at $92. I’ve just been riding the massive waves.

delosproyectos

You’re cooked from ASTS? Jfc dude when did you buy in?

____DEADPOOL_______

I gradually got there the more I learned and the more confidence I gained in the company. I started off with about $20k on ASTS and $20k with WMT last year, then gradually bought more ASTS until it became my 100% holdings now at $250k. I'm holding until 2027.

Feisty-Cantaloupe745

ASTS

reinskiwalski

ASTS and OND are my 2026s

AverageWarm6662

I found ASTS, RKLB and ONDS and many others super early. But I never hold for long enough to see mega gains lol

PablosCocaineHippo

People always ask me: PablosCocaineHippo you genius how did you invest in RKLB and ASTS so early in 2024?? Whats the next stock?' I dont invest in meme stocks. Next one to run is #FartCoin

BloviateBetting

I scanned the page and these are the most mentioned here from the data I scanned 1 RKLB Rocket Lab USA 2 AMZN Amazon.com Inc. 3 POET POET Technologies 4 ASTS AST SpaceMobile 5 GOOGL Alphabet Inc. (Google) 6 RDDT Reddit Inc. 7 TMC TMC the metals company 8 PATH UiPath Inc. 9 IREN Iris Energy 10 ONDS Ondas Holdings

ibracadabra_23

ASTS

Justthetip74

SpaceX's ipo is gonna print cash like its 2010 and have no metrics behind it ASTS can't launch without them. RKLB will be crushed by SpaceX rideshare on starship because you can already order a rocket launch like its a pizza on the SpaceX website and launch prices will plummet They're good early 2026 stocks tho

AUT_JohnPlayer

ASTS

D1rtyH1ppy

BB6 was launched on the 23rd. BB7 is getting shipped to the launch pad. BB8 is getting worked on right now. Things are happening in 2026 for ASTS.

Intelligent-Grape-12

ASTS

GeoBro3649

I read something that said that heating and cooling is difficult in space. Its the biggest limiting factor for data centers in space. However, since ASTS has already solved and patented this problem, they have the possibility to branch out into that area, someday. Its not a priority right now, since they need to get the constellation up ASAP, but down the line... who knows.

Natural_Bag_3519

I'm happy for you. ASTS is just getting started, no way I'm selling now.

DondeEstaMeGlasses

ASTS will start generating billions overnight once service begins

____DEADPOOL_______

My belief is that mobile carriers will eventually stop installing and pulling back on their remote wireless antennas. They're expensive to set up and maintain when they can just go with ASTS for coverage and still make the same amount of money per minute or perhaps even more by shrinking the coverage. Mobile carriers will focus on bringing faster speeds in larger metropolitan areas. You could even get new mobile carriers strictly selling ASTS in remote areas. A huge percentage of the population has a mobile phone so there's an endless stream of customers.

AverageUnited3237

fr. mental gymnastics to defend the guy when u cud just be an ASTS bull and enjoy a generational opportunity llz

____DEADPOOL_______

I'm 100% into ASTS.

HMonster224

Space industry as a whole; and yes I'm heavy RKLB and ASTS (also holding decent positions in PL & BKSY) I think quantum will have another good run this year; IONQ is my top pick there (also have some RGTI and CCCX)

RangerAdmirable9102

ASTS

allidoiswin_

I’m loaded up on ASTS bc I’m regarded but what exactly makes space the new AI? Every company is a potential AI customer which makes it huge, but I can’t see how every company is a space customer.

shermas

ASTS I think

Witty-Rip-7907

Following this. ASTS, I guess

30-30_hindsight

ASTS

one-won-juan

idk to completely ignore emergency usage and defense contracts is wild, and then advanced higher tier IoT devices like cars and drones would greatly benefit as well. with emergency (911) 24/7 connectivity being required by MNOs in countries like Australia it will be interesting to see how MNOs bake it into their service. US is pushing a similar policy based on the Texas camp flooding, guess who was speaking in that congressional meeting? ASTS tam is a lot bigger than African tribes

Natural_Bag_3519

$ASTS If they execute and get 45 sats up, that's another easy double or triple in share price in 2026

OneCandidate5789

$ASTS

worknplay28

RKLB with a side of ASTS.