lemre

@GencTrader16 hocam yazabilirmisniz

#Bigen hissssinde tam 3 milyon TL kaar ettik 😎 Yeni bir proje kağıt hazırlığı başladı sadece RT BEĞENİ YORUM yapan dostlarıma özelden yazacağım #tera #borsa #hisse

I don’t think people fully understand what just happened with $ASTS and T-Mobile. Everyone is treating this like a minor partnership announcement. It is not. Let me explain why this changes everything. Before today $ASTS had AT&T and Verizon. Two of the three major US carriers. T-Mobile was the holdout. The one carrier actively working with Starlink instead. The bear case for $ASTS has always been that T-Mobile stays on Starlink and a third of the US market stays out of reach. That bear case just died. AT&T, Verizon, and T-Mobile announced a joint venture for direct-to-device satellite connectivity. All three. Together. And the CEO of $ASTS posted one thing in response. “Space-based cellular broadband to every American is coming.” And tagged all three carriers. You do not tag all three carriers if you are not the infrastructure behind all three carriers. Now think about what this actually means for the math. AT&T covers 230 million subscribers. Verizon covers 140 million. T-Mobile just added 130 million more. That is 500 million US subscribers now sitting inside the $ASTS distribution network. Every single one of them reachable without a new device, without a new plan, without any friction at all. The entire US market. Every major carrier. One satellite network. Starlink spent 5 years and 10,000 satellites fighting for every single one of their 10 million subscribers. $ASTS just got access to 500 million existing ones with the flip of a switch. This is not a partnership announcement. This is the entire US wireless industry consolidating around $ASTS as the satellite layer. People are going to look back at today as the moment the thesis became inevitable.

$ASTS Is the next trillion dollar company and is only trading at a $32b valuation. People will look back to this moment in a year’s time and wonder why they didn’t buy more. It’s time to fly.

@trendsevermisin bu tip trendteki hisselere nerden giriyorsun piyasa açılmadan mı ya da açıldıktan sonra düşmesini bekliyormusn

Dün #PRKAB bugün #SARKY aldım portföye. Trend neredeyse orada olmak gerek. Düşükleri toplamak iyi hoş olsa da giden hisseleri almak ve nakit akışı sağlamak da o kadar önemli. Al sat tut tavsiyesi içermez. Riskinizi alın. Neyi neden aldığınızı unutmayın.

$ASTS to $160 by July 🤞🏾

$ASTS: President Trump filed a new Periodic Transaction Report today disclosing 2 separate purchases of AST SpaceMobile (ASTS) in amounts between $1,001-$15,000 in March 17th. Hopefully this is the start of many more future purchases.

@tuff_4r What is the upper resistance level?

@Ment4llyRegrded What is the upper resistance level?

$ASTS approaching the 50 EMA on the daily and 24 HR. Hopefully it blows right through it but look for it to come back and backtest. If you don’t have a lot of theta left, I would personally take profit if it rips past the 50. Use a trail stop and you should sell at the top, assuming you don’t get stopped out prior. #DsquadFinancial

@spacanpanman Glowing review🚀🚀🚀🚀🚀

$ASTS: Slowly at first, but then ALL AT ONCE 5/15/24: AST and AT&T announce commercial agmt 🟢 ASTS rallies +128% over next few days 5/29/24: AST and Verizon announce strategic partnership, lease agmt and investment 🟢 ASTS rallies +632% over 3 months 5/14/26: AST via new MNO JV brings on T-Mobile as partner 🟢 ASTS rallies ?

Wonder why the buyer got this 😂 $ASTS

YOU WON'T WANT TO MISS THIS! $ASTS

Today’s announcement is worth a minimum 20%…. IYKYK $ASTS

$ASTS: Today's news is absolutely, 100% crystal clear on what the strategic and competitive implications are. AST SpaceMobile is in the pole position.

$ASTS: AST SpaceMobile coordinated with AT&T, Verizon and T-Mobile in sending out its own Press Release. AT&T is quarterbacking the JV where Verizon and T-Mobile are junior partners. AT&T will lead the network testing and integration on behalf of MNOs w/ AST SpaceMobile. Finally AT&T and Verizon have ~2-3 years of mutual exclusivity with AST SpaceMobile. T-Mobile's exclusivity with Starink ends in June/July this year.

Read this twice. AT&T, T-Mobile, and Verizon just announced a JOINT VENTURE for satellite direct-to-device service. All three. Together. A carrier coalition for D2D. $ASTS just issued a press release commending it. Abel Avellan: “happy to see how the industry is preparing.” Why this matters: T-Mobile was SpaceX’s exclusive D2D partner. Their CFO called it “low usage, geographically contained” two days ago. Now T-Mobile is joining AT&T and Verizon in a carrier-controlled D2D venture. The JV needs a technology partner. The options: SpaceX? Building a competing wireless network. Carriers don’t empower competitors. Amazon? D2D doesn’t exist yet. Acquisition not closed. ASTS? AT&T and Verizon are already equity investors. FCC authorization done. 98.9 Mbps proven. Carrier-partnered model built specifically for this. Companies don’t issue supportive press releases about things that threaten them. $ASTS was designed from day one for exactly this moment - - carriers unifying behind an independent satellite infrastructure partner. IMO, this might be the biggest D2D catalyst of the year $ASTS 🛰️

@cagrikx_borsa var 🫥

$ASTS - Launch Prediction Chart 🚀⁣⁣ ⁣⁣⁣ ℹ️ Deployment plan to reach around 45 satellites in orbit during 2026⁣ ⁣⁣ ℹ️ AST has communicated that they plan for 248 satellites by the end of 2028⁣ ⁣⁣ ℹ️ Next launch is planned to be three satellites (BB8-BB10) on a Falcon 9 in June⁣ ⁣⁣⁣ 💡 I predict 44 satellites in orbit at the end of 2026 ⁣ 💡 I predict a steady increase in production cadence, reaching 6 satellites a month by July⁣ 💡 I predict 7 satellites to be launched in August - 3 on Falcon 9, 4 on New Glenn ⁣ I update this chart on a monthly basis, or when something occurs that affect these predictions.⁣ ⁣⁣⁣ ✅ Make sure to follow for future updates.⁣⁣ ⁣⁣ Latest chart is always the pinned post on my profile.

$ASTS: 🚨 CLEAR STREET MAINTAINS BUY RATING AND REITERATES $117 PRICE TARGET Maintains ~45 BlueBird Launch Target in 2026 Summary Our AST SpaceMobile thesis remains driven by a key strategic dynamic: as SpaceX/Starlink (private) expands its Direct-to-Device offering, traditional mobile network operators are increasingly likely to rely on ASTS to protect their subscriber bases. We view ASTS as a critical partner for incumbent carriers serving roughly 3B mobile subscribers and expect platform adoption to deepen as competitive pressure rises. Key 1Q26 takeaways include: Launch Target Maintained: Expect ~45 satellites in orbit by year-end. Next Launch: mid-June with BlueBirds 8, 9, and 10 via Falcon 9. Strong Liquidity: Cash of ~$3.5B, sufficient to fund the build-out. Valuation: We maintain our Buy rating and $115 price target, based on 20x 2029E EBITDA of ~$2.0B and ~12x revenue. Our DCF cross-check, including spectrum value, supports a valuation of ~$110/share. Key Points Diversified Launch Fleet Supports 2026E Target: ASTS maintained its target of ~45 BlueBird satellites in orbit by year-end 2026E. Private launch providers under consideration include: Blue Origin New Glenn: Capacity for up to 6–8 satellites per launch. SpaceX Falcon 9: Capacity for 3 satellites per launch. ULA Vulcan: Capacity for up to 5 satellites per launch. 1Q26 Results: Revenue of $14.7M missed our $35M estimate, though management reiterated full-year 2026 guidance of $150M–$200M with sequential revenue growth expected throughout the year. Expenses were impacted by elevated stock-based compensation tied to hiring and bonuses, but underlying adjusted operating expenses improved sequentially from 4Q25. Commercial Partnerships Expanding: Management expects additional MNO partnerships in 2026. ASTS has secured more than $1.2B in contracted revenue commitments, with a partner ecosystem now spanning nearly 60 global operators. Defense Opportunities Emerging: ASTS secured three new government awards through prime contractors across secure communications and non-communications capabilities, with contributions expected to meaningfully support 2026 revenue. Liquidity Supports Current Plan: We project ASTS cash balances trough at ~$1.6B in 1Q28E before turning free cash flow positive. Management believes current liquidity is sufficient to support up to 100 BlueBird satellites, despite targeting ~45 launches in 2026E, with each satellite carrying estimated capex of ~$21M–$23M.

DEUTSCHE BANK REITERATES $117 PRICE TARGET ON AST SPACEMOBILE $ASTS