Key Points AST SpaceMobile just signed a deal to provide DTC cellphone service to Verizon customers in 2026. AST SpaceMobile is rapidly burning through its cash. A sky-high stock price could permit AST to raise more cash through share sales. 10 stocks we like better than AST SpaceMobile › AST SpaceMobile (NASDAQ: ASTS) stock shot up 14.5% through 10 a.m. ET Thursday after the satellite communications stock announced it has signed a "definitive commercial agreement" with existing partner Verizon (N ...

Viasat was selected for an initial design award under the larger Indefinite Delivery Indefinite Quantity (IDIQ) contract for future anti-jam satellitesCARLSBAD, Calif., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Viasat, Inc. (NASDAQ: VSAT), a global leader in satellite communications, today announced it has been selected for a prime contract award by the U.S. Space Force (USSF) Space Systems Command (USSF SSC) for the Protected Tactical SATCOM-Global (PTS-G) program. Viasat is one of five awardees to receive an init ...

市场前景与规模 - 到2030年，企业对低地球轨道卫星连接的需求支出将达到153亿美元 [1] - 宽带连接将占低地球轨道企业收入的94% [1] - 直接到设备订阅将构成剩余的6%收入 [1] 目标行业与客户 - 低地球轨道卫星的主要市场机会在于拥有孤立运营和高性能需求的公共及私营企业 [1]

公司股价表现与市场定位 - AST SpaceMobile公司股价今年已上涨超过两倍，并在最近一个月内跳涨约83%，市值飙升至近270亿美元 [1][4] - 公司股价在纽约收盘时创下新纪录，延续了因在加拿大贝尔无线网络上完成首次成功卫星通话而引发的上涨势头 [5] - 公司作为直接连接设备卫星通信领域的关键参与者，赢得了投资者的青睐 [4] 分析师观点与风险因素 - 一位分析师将公司股票评级从“与板块持平”下调至“板块表现不佳”，认为近期极端波动导致其出现估值泡沫 [2] - 分析师认为，在关键卫星发射受挫后，进一步的延迟可能会促使一些运营商考虑放弃AST SpaceMobile并转向Starlink [2] - 主要风险包括Block 2 Bluebird卫星（FM1）的研发时间可能长于预期，或印度的发射任务失败 [5] - 分析师观点是，公司推出服务市场所需的时间越长，就越难克服Starlink的技术改进 [7] 行业竞争格局与技术发展 - 全球有超过20亿人无法通过高速网络接入互联网，这促使Starlink和AST SpaceMobile竞相建设通过卫星将手机直接连接到宽带网络的基础设施 [3] - 此类连接在灾难和冲突地区也至关重要 [3] - SpaceX宣布其下一代Starlink直连手机卫星将使用更广泛的频率，支持容量提升超过当前卫星的100倍，并能在大多数环境中实现完整的5G蜂窝连接 [6] - 埃隆·马斯克支持的公司上个月同意以170亿美元的价格从EchoStar Corp收购无线频谱 [6]

The presentation will take place on Tuesday October 21, 2025 at 9:30am PTPETAH TIKVA, Israel, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Gilat Satellite Networks Ltd. (NASDAQ, TASE: GILT), a worldwide leader in satellite networking technology, solutions, and services, announced that it will be presenting at the LD Micro Main Event XIX at the Hotel del Coronado in San Diego, California on October 19-21, 2025. This year's conference will showcase senior executives from public and some private companies across various ...

Crossroads Capital LLC 2025年第二季度业绩 - 公司旗下基金Crossroads Capital Investment Partners LP在2025年第二季度实现36.9%的净回报率（扣除所有费用和开支）[1] - 该基金2025年年初至今的净回报率为26.1%[1] - 自成立以来 该基金的年化复合净回报率为17%[1] AST SpaceMobile Inc 公司表现与业务 - AST SpaceMobile Inc 是一家设计开发BlueBird卫星星座的公司 总部位于德克萨斯州米德兰[2] - 该公司股价在一个月内回报率为58.05% 在过去52周内股价上涨了184.93%[2] - 截至2025年10月2日 公司股价报收66.16美元 市值为239.04亿美元[2] - 公司业务是空间蜂窝宽带领域的先驱 旨在解决全球移动用户的覆盖盲点问题[3] - 公司的使命是为数十亿没有基本互联网服务的人群提供可负担的宽带[3] AST SpaceMobile Inc 在投资组合中的地位 - AST SpaceMobile Inc 是Crossroads Capital LLC投资组合中的第二大持仓[3]

评级与价格目标调整 - Raymond James将公司评级从“强力买入”下调至“跑赢大盘” [1] - Raymond James将公司目标价从39美元下调至26美元 [1] 竞争环境与市场表现 - 评级下调是对SpaceX星链宣布收购SATS公司50 MHz AWS-4和H-Block频谱的回应 [2] - 此次频谱收购预计将加剧卫星通信领域的竞争 [2] - 由于来自SpaceX星链的竞争担忧 公司股价在近期几周内已下跌约29% [3] 公司业务概览 - 公司通过由66颗低地球轨道卫星组成的网络提供全球语音和数据服务 [4] - 服务提供真正的全球覆盖 包括两极 海洋和空中区域 [4] - 其独特的互联网状网络支持可靠通信 服务包括卫星电话 短信和互联网接入 [4]

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. -- ...

Viasat will provide its InRange launch telemetry solution for Skyrora’s demonstration launches, in a project supported by the European and UK Space Agencies. Last month, Glasgow-based Skyrora became the first UK-based manufacturer to receive a launch license, with up to 16 launches per year aimed by 2030. LONDON, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Viasat, Inc. (NASDAQ: VSAT), a global leader in satellite communications, today announced it will provide its InRange launch telemetry service for future sub-orbit ...

Gilat Defense continues to supply WGS-certified DKET solution to strengthen mission-critical connectivity for U.S. defense operationsPETAH TIKVA, Israel, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT), a worldwide leader in satellite networking technology, solutions and services, announced today that Gilat DataPath has received orders of more than $7 million to provide additional Transportable SATCOM Terminals to the U.S. Army through a prime contractor. The orde ...