Josh Moon

ROTH CAPITAL RAISE AST SPACEMOBILE PRICE TARGET TO $108 FROM $82.50 Q1 results missed consensus on timing around ground station shipments and government revenue recognition, though the firm believes that the launch schedule matters more than the quarter’s performance, the analyst tells investors in a research note. Roth adds that while some timing risk remains, this is generally noise, also stating the company is fully funded with 100+ satellites and $3.5B of cash on its balance sheet. Summary Roth gets it, launch is more important than the timing of revenue! $ASTS

$ASTS: 🚨 ROTH CAPITAL UPGRADES AST SPACEMOBILE PRICE TARGET TO $108 FRM $82.50, REITERATES BUY RATING The company's Q1 results missed consensus on timing around ground station shipments and government revenue recognition, though the firm believes that the launch schedule matters more than the quarter's performance, the analyst tells investors in a research note. Roth adds that while some timing risk remains, this is generally noise, also stating the company is fully funded with 100+ satellites and $3.5B of cash on its balance sheet.

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

AST SPACEMOBILE PLANS TO HAVE 2 BATCHES OF SATELLITES READY TO SHIP IN JULY 🤯 Production is really ramping up! $ASTS

$ASTS Calm down everyone! Everyone is focusing on $ASTS revenue miss. $14.7M vs $36.6M expected. Here's the line they'll miss buried in the release: "Approximately half of the full year 2026 revenue guidance is expected to be achieved from existing contracted revenue backlog." Half of $150-200M = $75-100M already under contract. Signed. Not projected. Not hoped for. Contracted. Q1 was $14.7M. That leaves $135-185M over three quarters. And half of the full year is already in the backlog. Management: "consistent with plans for quarterly revenue ramp." The street modeled linear growth from Q4's $54.3M. Management always planned a back-loaded year. The miss is real. The panic is misinformed. One more thing nobody expected: the 45-satellite target was MAINTAINED. Not cut. Every analyst assumed New Glenn grounding killed it. It didn't. They still have Blue Origin listed as a launch partner alongside SpaceX. While the stock crashed from $130 to $65, this company quietly: Won 3 new government contracts nobody knew about Hit 98.9 Mbps from space to an unmodified phone Started ground integration in 17 countries covering 2.9 billion people Built a factory producing 10 satellites worth of microns per month Grew to nearly 60 MNO partners covering 3B+ subscribers The revenue quarter was bad. The company wasn't. Read the full release before you trade the headline. $ASTS

AST SPACEMOBILE EXPECT SIGNIFICANT GOVERNMENT CONTRACTS IN THE NEXT 6 MONTHS 👀 $ASTS

$ASTS 🚨 🅰️ If you thought the $RKLB post earnings move was violent… look at the setup forming here. AST is sitting near $79 overnight while short interest just climbed to ~50.4 MILLION shares (~19.4% float). The same bears that pressed this into the launch setback are now staring at: • earnings Monday • satellite shipment catalysts • Space X launch in June • accelerating launch cadence • FirstNet / gov’t potential/ Golden Dome • Meta partnership/investment looming • momentum + options pressure building This stock already proved it can move irrationally fast when sentiment flips. Now imagine that setup with: 🔥 higher retail conviction 🔥 stronger institutional ownership 🔥 a tighter float 🔥 and 50M+ shares trapped short This could become one of the most explosive repricings ASTS has ever seen! The fuse looks lit. LFG! 💣🔥 🛰️🦾🇺🇸

$ASTS $META : 🚨Everyone saw the Meta executive visit to $ASTS last month. Stock popped 3%. But, nobody has done the revenue math on WHY @Meta needs this partnership. Here it is. 🧵

Peak download speed 98.9 Mbps. From space. With our Block 1 satellites. Direct to a standard smartphone over international waters. No modifications. No new hardware. Next-generation satellites expected to nearly double these speeds! Built in Texas. Space-based cellular broadband. Connecting everywhere. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

$ASTS: Updated Top Strategic Investors in AST SpaceMobile Rakuten 15.5M 5.2% Vodafone 14.5M 4.8% Cisneros 11.3M 3.8% Google 8.9M 3.0% AT&T 6.3M 2.1% Verizon 6.1M 2.0% American Tower 2.2M 0.7% Bell Canada 1.0M .03% Telus Canada ND Saudi Telecom ($175M Commercial Prepayment)

FCC Grants AST SpaceMobile Commercial Authority to Deliver Direct-to-Device Cellular Broadband from Space Advancing Nationwide, Resilient Cellular Broadband Connectivity in the United States businesswire.com/news/home/2026…

$ASTS Market is still asleep and doesn’t understand how huge this PR is. The bear case is completely destroyed. 1. Elon Musk will launch ASTS satellites according to their agreement, and this will probably lead to at least two more Falcon 9 launches. 2. The satellite design is completed, and the stacking problems have been solved. They are now able to launch 3 satellites at a time. 3. Production is ramping up. Once the design is completed, it becomes much easier to produce more satellites as manufacturing scales. Like if you STILL believe $ASTS . Also, feel free to follow me or join my pinned group for more updates! I'll be updating you with the latest info on $ASTS and more related content.

Announcement: Mid-June launch of three Bluebird satellites aboard a Falcon 9 rocket.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 32 next-generation satellites at advanced stages of assembly to be ready for launch. Network deployment with a launch every one to two months on average. Space-based cellular broadband. Built in Texas. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

$ASTS ASTS partnership with @orange is huge: major Euro/Africa telco (300M+ subs) validating direct-to-cell tech for seamless satellite coverage in remote areas. Demos in Romania in late 2026. More carriers = massive revenue runway. $170 for ATSTs is not very far away.

✅ NG-3 integrated hotfire complete.

AST SpaceMobile Announces BlueBird 7 Launch Date of Sunday, April 19, Invites Retail Investors to Attend Live Launch Event at Cape Canaveral businesswire.com/news/home/2026…

$ASTS 🚀 New Glenn 3 is vertical at the launch pad getting ready for a hotfire slated later today/tonight with @AST_SpaceMobile BlueBird 7 on top. 🚀 Primary date for launch: Thursday this week, 6:45 AM ET (Eastern Time).

"Never Tell Me The Odds" is back. Team Blue inspected every system, completed refurbishment, and certified it for flight. Proud to put a flight-proven booster to work for @AST_SpaceMobile on NG-3. Enjoy this fun video of us moving the integrated vehicle to the Transporter Erector (TE).

AST SpaceMobile Awarded $30 Million Prime Contract by U.S. Space Development Agency for HALO Europa Program businesswire.com/news/home/2026…