ASTS is down ~40% since May and has gone down again today after a successful launch. Is anyone buying at these prices?
u/Exact-Advantage-3190 ·
Reddit — r/ValueInvesting
· June 19, 2026 at 05:05
· ⬆ 20 pts
· 💬 43 comments
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Summary
The post discusses ASTS (AST SpaceMobile) dropping ~40% from its May high despite a successful satellite deployment, citing a "sell the news" event and macro/valuation concerns.
The author is a long-term bull trying to decide whether to average down at $80 or wait for further bleeding, indicating a cautious but opportunistic stance.
Quality assessment: Speculation with some operational data (successful launch), but lacks deep financial analysis; more of a sentiment/timing question than rigorous DD.
Score20
Comments43
Upvote %73%
▶ Full Post Text
We just had a flawless deployment for BlueBirds 8, 9, and 10, which literally validates the tech and the scale they’re building toward. Instead of moving up, we’re watching a classic "sell the news" event, with the price continuing to dump down into the $80 range today.
We went from an all-time high of ~$133 in late May down to where we are now. It feels like the macro environment, mixed with high valuation anxiety (the forward EV/Sales is still wild), is completely overriding the operational wins.For the long-term bulls, are you looking at this ~40% haircut as a gift to average down, or are you holding off because you think the selling exhaustion isn't over yet? Personally trying to decide if I load up more here or wait out the bleed. What’s the play?
ASTS fell 40% from ~$133 to ~$80 despite a flawless satellite deployment that validates technology and scale. The author sees a potential buying opportunity, but high valuation anxiety and macro headwinds create uncertainty; the post is a question, not a clear call. Avoid until clearer signs of selling exhaustion or fundamental support emerge; the author's indecision reflects risk. Further macro deterioration, continued "sell the news" momentum, or dilution fears could push price lower.
This Reddit post, published June 19, 2026,
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