The author sees AST SpaceMobile as having a competitive edge over Starlink and welcomes BOA's raised price objective to $100.
ASTS — LONG The author argues AST SpaceMobile has a competitive edge over Starlink in cell phone bandwidth, spectrum frequencies, and FCC approvals. ASTS is building a network and acting as an operator with carrier partners, while Starlink lacks full cell coverage approvals. BOA raised its price objective from $85 to $100, which the author presents as correcting Scotiabank's negative view.
ASTS does have an edge in Cell phone bandwidth, frequencies, and FCC hurdles.
This Reddit post, published January 09, 2026, features u/SmanSman234 discussing ASTS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/SmanSman234 · Tickers: ASTS