
Japan just handed a foreign satellite company something no G20 nation has ever offered before, and the telecom giant most investors are obsessing over right now has nothing to do with it.
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Japan just handed a foreign satellite company something no G20 nation has ever offered before, and the telecom giant most investors are obsessing over right now has nothing to do with it.

AST SpaceMobile director Adriana Cisneros bought 10,822 shares through three related accounts on August 31. The open-market purchases cost approximately $619,200 at an average price near $57.22. Her aggregate indirect ownership rose to 797,023 shares, making the transaction more than a token show of support. AST SpaceMobile, Inc. (NASDAQ:ASTS) rose after the filing, but the […]

Both race to connect the globe, but their paths diverge sharply, one burns cash to build, the other scales an existing network.

Planet Labs (NYSE:PL) stock is rallying 10% to $20.10 in early Friday trading after the Earth-observation company posted a record Q2 FY2027 revenue beat that overshadowed a softer third-quarter revenue outlook. The reversal stands out because the stock closed at $18.35 on Thursday, falling 8% into the report. Planet Labs stock was up 185% over […]

Wall Street is re-rating space stocks after NASA's $700 million Blue Origin contract, with Berenberg initiating bullish coverage on AST SpaceMobile, Rocket Lab, and Planet Labs.

SpaceX debuted as one of the most anticipated IPOs in history, yet the stock still sits below its first closing price while one analyst has staked out a target that towers above every other call on Wall Street.

Planet Labs PBC (NYSE:PL) reported record second-quarter revenue of $116 million, up approximately 58% from a year earlier, as satellite services execution and demand from defense and intelligence customers drove growth. The company also raised the low end of its full-year fiscal 2027 outlook for re

AST SpaceMobile is building a cellular network in orbit that connects directly to ordinary smartphones, and one bold price target suggests the stock could nearly double from here. But a brutal Q2 miss, a law firm investigation, and a 2.75 beta make this a story where the stakes cut both ways.

A new European defense contract and a fresh analyst Buy rating landed for Planet Labs on Thursday, yet the stock cratered anyway while the broader market rallied. Something specific to this sector is spooking investors ahead of a closely watched earnings release tonight.

A disappointing delay sank AST's stock, but it still has a lot of growth potential.

AST SpaceMobile stock jumped as much as 13% Wednesday after Berenberg initiated coverage with a Buy rating and a $92 price target.
Berenberg has initiated coverage on four major space companies with optimistic ‘Buy’ recommendations, igniting a significant market rebound led by a double-digit surge in AST SpaceMobile stock.

In recent weeks, AST SpaceMobile fully deployed its BlueBird 12 and 13 satellites, opened a new satellite gateway in New Zealand and saw partners such as US Mobile prepare to launch direct-to-cell coverage using its network. These operational steps, alongside fresh broker coverage and ongoing mobile operator collaborations, highlight how AST SpaceMobile is shifting from technology proof-of-concept toward broader commercial service activation. Next, we’ll examine how AST SpaceMobile’s newly...

AST SpaceMobile (ASTS) is back in focus after director Adriana Cisneros disclosed open market share purchases worth about US$619,200. The move drew fresh attention to the stock following a sharp recent pullback. AST SpaceMobile’s share price has pulled back sharply, with a 90 day share price return down about 48% and the stock lower year to date, even though the 3 year total shareholder return is very large. Recent contract wins, satellite deployments and coverage initiations have kept...

Space stock euphoria peaked ahead of SpaceX’s record-setting initial public stock offering, before the sector fell back to Earth. The broker launched coverage of four space stocks on Wednesday, all with Buy ratings: AST, Rocket Lab Planet Labs and HawkEye 360 HawkEye 360 according to ratings aggregators. Berenberg didn’t immediately respond to a request for comment.

AST SpaceMobile has fallen more than 50%, but a director’s biggest-ever purchase suggests the market may be underestimating the path to commercialization.

Berenberg just handed two beaten-down space stocks their biggest single-session pops in weeks, but the reason one name surged twice as hard as the other reveals a fault line in how the market is pricing the entire sector.

Berenberg said it favors space firms with vertically integrated launch capabilities.
Investing.com -- Berenberg launched coverage of the U.S. and European space sector, initiating Rocket Lab, AST SpaceMobile, Planet Labs, and HawkEye 360 at Buy, and Avio SpA at Hold. The new coverage joins Berenberg’s existing Buy rating on OHB SE.
Director Adriana Cisneros disclosed 10,822 open-market share purchases worth about $619,200.

Rocket Lab's stock has shed more than half its value from its peak while analysts pile on buy ratings and one major bank sees the price doubling. Something has to give, and the answer hinges on a rocket that has not yet left the ground.

After the SpaceX IPO cooled space stocks, Rocket Lab, AST SpaceMobile, and Intuitive Machines show rising revenue, analyst upside forecasts, and paths toward future profitability.

Despite SpaceX and AST SpaceMobile advancing satellite-to-phone networks, high capital costs and physics limits favor tower REITs like Crown Castle and American Tower over urban disruption fears.
Japan’s Radio Regulatory Council endorsed the proposed 700 MHz direct-to-smartphone framework, with final regulations expected shortly.
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