SpaceX plans to replace terrestrial cell towers with satellite-linked femtocells, but analysts highlight significant technical, economic, and regulatory challenges, especially in cities. Some aspects of the plan are seen as unrealistic, leading to a strong sell rating for SpaceX due to its speculative valuation and unproven business model. Meanwhile, traditional telecom companies are viewed as offering better risk-reward opportunities. This assessment comes from Trapping Value, a group focused on conservative income investing and capital preservation.
Verizon (VZ) shows strong investor confidence on Pluang with 83% buy orders and a 2.52% price increase to USD 42.70 as of Oct 13, 2026 02:21 WIB, contrasting with SpaceX (SPCX) which trades higher at USD 163.83 but with a more balanced 62% buy to 38% sell order ratio. Despite SpaceX's ambitious satellite-linked femtocell plans, Verizon's established position and higher dividend yield of 6.79% support its appeal among conservative investors. The typical hold time on Pluang also reflects this, with Verizon held for 109 days versus SpaceX's 42 days.
T-Mobile shares recovered 3% after a historic 13% drop caused by SpaceX's Starlink acquiring new spectrum for satellite phone coverage. This move threatens traditional carriers by enabling satellite-based service without towers, potentially disruptin...
Verizon's stock fell about 10% following SpaceX's acquisition of up to 14 MHz of low-band spectrum, enhancing Starlink Mobile's coverage but not fully resolving capacity constraints. Despite the drop, Verizon added 184,000 postpaid phone and 348,000 ...
On October 8, 2026, ARK Invest sold 29,048 shares of SpaceX just hours before Grain Management announced a major deal selling its 800 MHz spectrum portfolio to SpaceX. This spectrum acquisition could enable SpaceX to become a new national wireless co...
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...
SpaceX has been rated a Buy due to Starlink's strong $1.66 billion operating profit, which nearly offsets losses from SpaceX's rocket and AI ventures. Starlink's business and government revenue is growing faster than its consumer segment. Additionall...
