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    Why AST SpaceMobile (ASTS) Is Up 16.0% After Scaling Its BlueBird Constellation With BlueBird 6 Launch

    Simply Wall St·01/05/2026 00:26:15
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    • AST SpaceMobile recently confirmed the successful December 23, 2025 launch of its BlueBird 6 satellite from India, deploying what it describes as the largest commercial communications array in low Earth orbit at nearly 2,400 square feet.
    • This milestone, paired with the arrival of the next-generation BlueBird 7 satellite in Florida for launch integration, marks a significant step toward offering space-based 4G and 5G broadband directly to standard smartphones and select government users.
    • We’ll now examine how this progress in scaling the BlueBird constellation, especially BlueBird 7’s launch readiness, influences AST SpaceMobile’s investment narrative.

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    What Is AST SpaceMobile's Investment Narrative?

    For AST SpaceMobile, being a shareholder means buying into the idea that space-based 4G and 5G to ordinary smartphones can move from demonstrations to a real, revenue-generating network. The successful BlueBird 6 launch and BlueBird 7’s arrival in Florida are important here, because they support the short term catalyst that matters most: proving the BlueBird constellation can scale, not just work once. That progress appears to support existing commercial and government agreements and may help justify recent share price strength, but it does not remove the key risks. The company is still unprofitable with sizeable losses, a relatively new management team, significant past dilution and a rich price-to-book multiple. The new milestones mainly increase execution pressure: investors now expect AST SpaceMobile to convert technical success into sustainable cash flows.

    However, investors should also weigh the risk tied to funding needs and potential future dilution. AST SpaceMobile's shares have been on the rise but are still potentially undervalued by 18%. Find out what it's worth.

    Exploring Other Perspectives

    ASTS 1-Year Stock Price Chart
    ASTS 1-Year Stock Price Chart
    Sixty fair value estimates from the Simply Wall St Community span from almost zero to above US$100, underscoring how far apart views sit. Set against execution, funding and dilution risks outlined earlier, this spread shows why it can help to review several independent perspectives before forming your own view on AST SpaceMobile’s potential performance.

    Explore 60 other fair value estimates on AST SpaceMobile - why the stock might be worth less than half the current price!

    Build Your Own AST SpaceMobile Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.