AST SpaceMobile's 2026 targets

AI Summary

Author holds a small AST SpaceMobile position but argues the 2026 satellite launch targets are unrealistic and expects the stock to pull back toward the 70s.

ASTS — WATCH The author likes AST SpaceMobile but believes its 2026 target of 45-60 satellites is nearly impossible given only 6 are in orbit and nothing has launched this year as of mid-March. They argue the stock is priced for perfection after rising from ~56 in November to ~95, and that the lack of a transparent launch schedule signals low confidence. The author expects the stock to drop and test the 70s by later summer when it becomes obvious targets won't be met, and would add there; risks include big setbacks arriving earlier.

My guess - they make progress, but won’t hit the 2026 target. Stock probably drops, maybe tests the 70s. That’d be where I’d feel good about adding more.

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u/NecessaryPhrase3204 Reddit r/investing

ASTS 2026 launch targets unrealistic, expect pullback

The author likes AST SpaceMobile but believes its 2026 target of 45-60 satellites is nearly impossible given only 6 are in orbit and nothing has launched this year as of mid-March. They argue the stock is priced for perfection after rising from ~56 in November to ~95, and that the lack of a transparent launch schedule signals low confidence. The author expects the stock to drop and test the 70s by later summer when it becomes obvious targets won't be met, and would add there; risks include big setbacks arriving earlier.

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