US EditionThe Launch Squeeze Is Real: 5 Space Stocks To Watch - AST SpaceMobile (NASDAQ:ASTS), Firefly Aerospace (N
Blue Origin’s failure leaves AST SpaceMobile exposed to launch shortages as the company maintains a 45-satellite year-end target, Bank of America said.
- On Monday, AST SpaceMobile, Inc. stock fell about 14% after Blue Origin's New Glenn rocket failed to place a BlueBird satellite into a functional orbit during its third launch attempt.
- The Federal Aviation Administration is investigating the failure, which American Enterprise Institute senior fellow Todd Harrison warned could take months, potentially delaying NASA's Artemis Moon program.
- Spacecraft operators face significant launch access bottlenecks; SpaceX raised dedicated Falcon 9 pricing to $74 million, while Rocket Lab Corp's Neutron rocket is delayed until Q4 2026.
- Despite the BlueBird loss, AST SpaceMobile maintains guidance for 45 satellites in orbit by year-end 2026 and expects commercial service activation in the second half of the year.
- Analysts view the recent selloff as sentiment-driven rather than fundamentally driven, with ASTS trading at 138x forward sales and the pullback seen as an attractive add-on-the-dip opportunity.
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11 Articles
Jeff Bezos' Botched Space Launch Was So Bad It Could Threaten NASA's Entire Moon Program
Jeff Bezos’ space company Blue Origin experienced a significant setback over the weekend. During its third launch, the company’s New Glenn rocket failed to deliver its payload, a communication satellite by customer AST SpaceMobile, into a high-enough orbit, turning it into nothing more than a piece of space junk — and an expensive insurance claim. It wasn’t just an embarrassing setback following over a decade of the launch vehicle’s development,…
AST SpaceMobile, SBC Medical Group And Other Big Stocks Moving Lower In Monday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling around 250 points on Monday. Shares of AST SpaceMobile Inc (NASDAQ:ASTS) fell sharply in pre-market trading after the company said its BlueBird 7 satellite, launched aboard the New Glenn launch vehicle, was placed into a lower-than-planned orbit during the New Glenn 3 mission. Although the satellite separated and powered on, the altitude is too low for sustained operations,…
Launch Mishap Could Challenge AST's 2026 Deployment Goals: Analyst
AST SpaceMobile will be hard-pressed to meet its goal of having at least 45 satellites in orbit by year-end after a launch mishap over the weekend cost the company its BlueBird 7 satellite, William Blair's Louie DiPalma said Monday. AST...
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