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AST SpaceMobile has seen its share price move sharply over the past few years, which naturally raises a simple question for anyone looking at the stock today. Is the current market value of AST SpaceMobile still in line with what its balance sheet and book value can reasonably support? Over the past 3 years, AST SpaceMobile has delivered a very large share price gain, which puts real pressure on the question of how much of that move is backed by the company’s equity base. The business model...

VSAT's Equatys venture could unlock new D2D revenue, broaden its market and improve capital efficiency through shared satellite infrastructure.

ASTS' MNO base now spans 60+ operators and 3 billion subscribers, but satellite deployment and approvals remain key hurdles.

The company has an ambitious plan to get a satellite internet constellation working by next year.

T-Mobile US (NASDAQ:TMUS) executives said the company sees continued growth opportunities in wireless, broadband, business services and newer adjacencies, while maintaining that potential competitive threats from satellite providers and industry convergence offerings have not altered its strategy.

T-Mobile US (NASDAQ:TMUS) CEO and President Srini Gopalan outlined the carrier’s growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, emphasizing what he described as the company’s “best network, best value, and best experi

American Tower (NYSE:AMT) President and CEO Steve Vondran said the company is positioning for a series of demand catalysts across its tower and data center businesses, with management focused on organic growth, margin expansion and disciplined capital allocation. Speaking at the Goldman Sachs Commu

American Tower (NYSE:AMT) CFO Rod Smith said the company expects 2026 to represent a trough year for organic tenant billings growth, with growth expected to accelerate in 2027 as customer churn moderates and wireless-network investment catalysts emerge. Speaking at a Citi event with analyst Mike Ro

SpaceX (NASDAQ:SPCX) CFO Bret Johnsen outlined the company’s strategy across reusable launch systems, satellite connectivity and artificial intelligence infrastructure, emphasizing vertical integration as a central operating principle. Speaking at an investor conference, Johnsen said the company’s

AST SpaceMobile seeks an FCC extension for 800 MHz satellite testing as the SDA backs a separate spectrum application, highlighting growing defense interest despite recent earnings misses.

While it’s tough to make a decisive investment argument for ASTS stock, there’s a compelling trade that’s brewing over the horizon.

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

Rocket Lab and AST SpaceMobile both want to disrupt SpaceX, both reported earnings the same night, and both stocks just took a beating. Only one of them fits a diversified portfolio right now.

Rocket Lab's stock has been hammered over the past month even as its backlog swells and a transformative acquisition looms, and that tension between near-term pain and long-term potential is exactly where the most interesting price setups tend to emerge.

CEO Peter Beck blamed RKLB’s stock volatility on macro conditions, saying the business has improved across “every single metric.”

Getting there takes about 70% annual growth -- and a launch schedule that has been cut twice this year.

The task force will pursue faster approvals, more spaceports, priority launch corridors and improved airspace integration.

AT&T (NYSE:T) Chairman and CEO John Stankey said the company’s strategy remains centered on expanding fiber infrastructure, strengthening its wireless network and using the two services together to drive customer growth, lower churn and improve household economics. Speaking at the Goldman Sachs

Verizon Communications (NYSE:VZ) Chief Financial Officer Tony Skiadas said the company is focused on growing its mobility and broadband businesses while maintaining spending discipline, improving customer retention, reducing costs and increasing cash returns to shareholders. Speaking at Citi's Glob

Verizon Communications (NYSE:VZ) CEO Dan Schulman said the company is gaining momentum in its turnaround efforts through a customer-focused strategy, lower promotional spending, cost reductions and an expanding broadband and AI-infrastructure opportunity. Speaking at the Goldman Sachs Communacopia

A multi-billion-dollar insider unlock window just opened at the newly public space giant, and the shockwave is spreading across the entire sector. Here is what the next few trading sessions will reveal about whether insiders plan to cash out or hold their ground.

AST SpaceMobile's 24.4% six-month slide reflects deployment, regulatory and capital risks despite strong liquidity, partnerships and broadband progress.

AST SpaceMobile (ASTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The SDA backed proposed BlueBird radiolocation tests in the 902-928 MHz band near three U.S. gateway sites.

Visa (NYSE:V) CEO Ryan McInerney said the payments company is seeing continued strength in consumer spending, accelerating cross-border activity and growing demand for cybersecurity, processing and other value-added services as it invests in artificial intelligence and new payment technologies. Spe

Rocket Lab sits deep in the red after a rocket test failure spooked investors, yet one top Wall Street analyst just doubled down with a target that implies the stock more than doubles from here. The question is whether the backlog can carry the thesis until the next launch attempt.

This little satellite maker has significant upside potential.

Cisneros increased her indirect holdings to 2.4 million shares valued at $140.7 million, signaling continued confidence as the satellite-broadband company expands its network.

The satellite race everyone is watching plays out on launchpads, but the contest that determines who profits runs through a far less visible battlefield: the radio frequencies fighting to reach the phone in your pocket.

AST SpaceMobile's shares have come back to Earth. Is it now a better buy than L3Harris Technologies?