AST SpaceMobile's stock dropped 8% after Piper Sandler downgraded it to Neutral and cut the price target to $54, citing concerns over the pace of satellite launches and rising competition from SpaceX. SpaceX, which is also AST's main launch provider, is expanding its direct-to-cell service, potentially limiting launch availability and pressuring pricing. While Clear Street remains bullish, citing AST's six-month lead in direct-to-cell technology, the timing of AST's next satellite launch remains uncertain. Investors face a dilemma as AST depends on a launch partner that is also its chief rival, with launch capacity being a critical factor for future growth.
AST SpaceMobile shares are down 7.09% at USD 43.73 on Pluang as of Oct 14, 2026 21:41 WIB, closely tracking the article's noted 8% drop. Rocket Lab also slipped 3.52% to USD 61.96, while SpaceX shares fell 1.91% to USD 153.55. Despite the sell-off, AST retains strong buy interest on Pluang with 89% of orders to buy, reflecting ongoing investor engagement amid competitive pressures and launch uncertainties.
AST SpaceMobile retains a Strong Buy rating due to its innovative low Earth orbit (LEO) satellite technology that offers up to 200 Mbps directly to mobile phones. SpaceX's recent spectrum acquisition supports AST SpaceMobile's target market, reinforc...
AST SpaceMobile's stock fell 9% following Piper Sandler's downgrade to Neutral, citing risks from SpaceX's expanding direct-to-cell satellite service that may limit launch availability and pressure pricing. Despite this, Deutsche Bank upgraded AST Sp...
AST SpaceMobile's stock was downgraded to Neutral by Piper Sandler with a $54 price target, slightly above its current $51.46 share price. Meanwhile, Deutsche Bank upgraded the stock to Buy, setting a $93 target, citing a 65% drop from its peak and t...
AST SpaceMobile's stock jumped 4% after its next three BlueBird satellites reached Cape Canaveral, marking progress in its satellite deployment plan. The company aims to have about 45 satellites in orbit by early 2027 to provide direct smartphone con...
