Citi projects SpaceX's Starlink will not launch a national wireless service until around 2029, positioning it behind established telecom giants like AT&T and Verizon. However, recent reports that SpaceX aims to secure 80,000 cell sites across the US suggest the company might accelerate its entry into the mobile market. This development has caused telecom stocks to fall, reflecting investor concerns about increased competition. The timeline and impact of Starlink's mobile service rollout remain key watch points for the industry.
As of Oct 23, 2026 23:21 WIB, telecom stocks show notable declines on Pluang, with AT&T down 5.63% and T-Mobile US down 5.40%, reflecting market sensitivity to potential competition from SpaceX's Starlink. Meanwhile, SpaceX shares are up 2.01%, trading at USD 147.66, suggesting investor interest in its industrial sector prospects. Verizon also fell 1.49%, highlighting cautious sentiment across major telecom players amid Starlink's possible market entry.
Shares of T-Mobile, AT&T, and Verizon fell sharply after reports that SpaceX is negotiating access to 80,000 U.S. cell sites, aiming to become a fourth national wireless carrier. This move would combine SpaceX's satellite service with terrestrial inf...
SpaceX is reportedly negotiating access to about 80,000 U.S. cell towers to establish a fourth nationwide wireless carrier, potentially disrupting the telecom market. While major carriers like Verizon, AT&T, and T-Mobile saw stock declines, tower own...
Phillip Securities upgraded SpaceX from "Sell" to "Buy" and raised its price target from $75 to $250, citing strong demand and higher contract prices. The analyst increased revenue forecasts for 2026 and 2027 significantly, expecting new capacity to ...
SpaceX stock experienced significant volatility over the past month, with prices fluctuating between $104.83 and $225.64, currently trading near $149. Despite a recent 9.14% drop, the stock remains above its IPO price of $135. The company reported st...
Elon Musk's SpaceX is negotiating with cellular infrastructure providers to launch a fourth national wireless carrier in the US. This move aims to expand SpaceX's current satellite internet service, Starlink, by adding cellular network capabilities. ...
