Ast Spacemobile IncASTS
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Securities class action alleges misleading statements about AST SpaceMobile's capital strength, competitive position, and insider sales.
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Morgan Stanley Sees 99% Upside in SpaceX Ahead of Starship Orbital Test
Morgan Stanley analyst Adam Jonas reiterated a Buy rating and $300 price target on SpaceX, implying roughly 99% upside, as investors await Starship's first orbital test on September 22. The 14th Starship flight is expected to send the vehicle into orbit and deploy 26 Starlink V3 satellites, tying the launch directly to one of SpaceX's biggest growth businesses. CEO Elon Musk has said Starlink V3 deployment will begin in September and that the next-generation satellites could eventually deliver more than 100 times the bandwidth of the current constellation. Bernstein analyst Douglas Harned maintained an Outperform rating with a $248 target, implying about 64% upside, and said gaining Starship reusability to enable orbital data centers remains most important for SpaceX's valuation; he expects the Connectivity business to generate more than $100 billion in EBITDA by 2031. William Blair analyst Louis DiPalma called the latest deal SpaceXAI's fourth compute agreement in the past four months exceeding $11 billion in ARR, while Wall Street's average SpaceX price target stands at $232.07, implying about 54% upside.
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Cathie Wood Calls $1.75 Trillion SpaceX IPO a Bargain on Starship Revenue Math
Cathie Wood is calling the $1.75 trillion SpaceX IPO a deep value bargain, arguing that a single Starship launch could generate $1 billion in revenue. The ARK Invest founder tied that figure to Elon Musk's goal of 10,000 flights a year by 2030, a cadence that would imply $10 trillion in annual revenue from Starship alone. The math rests on Starlink connectivity revenue of roughly $19 million a year per terabit per second of network capacity, with one Starship carrying about 61 Tbps, though ARK data shows that per-Tbps figure sliding from $23 million in 2024 to $19 million in 2025. The projection assumes every flight carries Starlink capacity, while Musk has framed the 10,000-flight target against commercial air travel, a business that earns no connectivity revenue. Early investors have little to show so far: SPCX priced at $135 in June and closed its first session at $161, but the stock has since spent weeks below its IPO price, and Starship has flown only twice since the listing, both suborbital, with the V3 satellites released in July re-entering and burning up within roughly 20 minutes. The next mission aims to reach Earth orbit for the first time with 26 operational V3 units and would become the first Starship launch to earn commercial revenue.
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Berenberg Analyst Names Rocket Lab and AST SpaceMobile as Top Space Picks
Berenberg analyst Michael Filatov issued Buy ratings on Rocket Lab USA and AST SpaceMobile, arguing that falling launch costs have pushed the space economy past $500bn in 2025 and put it on track to exceed $1trn by 2030. Filatov set an $83 price target on Rocket Lab, implying 33% upside, citing the company's vertically integrated launch, manufacturing and applications model, a record $2.36 billion backlog at the end of 2Q26 that was up 137% year-over-year, and 2Q26 revenue of $234 million, up 62% year-over-year and more than $3 million above forecast, alongside a GAAP loss of $0.08 per share. Rocket Lab's Electron rocket has made 95 launches to date, including 16 in 2026, and the company has pushed the first launch of its larger Neutron rocket to early next year, with delivery to the launch pad during 4Q26. For AST SpaceMobile, Filatov set a $92 target, implying 53% upside, pointing to its BlueBird satellite constellation, more than 60 mobile network operator partnerships covering roughly 3 billion subscribers, and a $1.3 billion revenue backlog, though the company's 2Q26 GAAP loss of $0.77 per share missed estimates by $0.48. Rocket Lab carries a Strong Buy consensus with a $110.13 average target, while AST SpaceMobile holds a Moderate Buy consensus with an $88.98 average target.