Telecommunication Services

AST SpaceMobile

Commercial Space

SpaceX

Rocket Lab

Deep Research

BLUE

AMZN

ASTS

TSLA

DXYZ

AMZU

TSDD

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09366

07766

07366

TSLR

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In the prior report, we used the prospect of a SpaceX IPO as a starting point. We mapped the main contours of the current commercial-space opportunity.In this report, we focus on reusable rocket launches and satellite operations, profiling the major market participants. We also break down the value chain to analyze potential investment opportunities through the lenses of the competitive landscape and each link in the chain.

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SpaceX Challengers: Can Bezos and China Inc. Catch Up?

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Since end-2025, commercial space has surged in investor attention in the capital markets. In this report, we take a cause-and-effect lens to frame the investment opportunity and offer an entry point for research.The immediate catalyst is news that SpaceX is moving toward the public markets to raise capital. Its breakthrough lies in reusable rockets that sharply reduce satellite launch costs.Using SpaceX as our entry point, we address three questions: (1) how SpaceX scaled and by how much reusability cuts costs; and (2) why the sudden push to go public contrasts with Musk’s prior stance. (3) How feasible is Musk’s vision for space-based compute, and where does the industry stand now?

Dragon

Musk drops another ace: Can SpaceX remake space economics?---

ASTS Satellite Launch Delayed, Options Market Reacts Strongly

AST SpaceMobile CTO Huiwen Yao sold company stocks

FactSet Upgrades AST SpaceMobile Inc - Class A's 2026 EPS Forecast

VanEck Associates Increases Holdings in AST SpaceMobile to Nearly $70 Million

AST SpaceMobile CEO sells company shares

AST SpaceMobile Secures $30 Million Contract for Low-Latency Satellite Communications for Government

Alphabet Invests About $650 Million in AST SpaceMobile

FactSet analysts lower AST SpaceMobile Inc - Class A EPS forecast for 2026 to -1.17 USD

AST SpaceMobile warns of supply chain risks due to trade policy changes

TELUS and AST SpaceMobile Reach Commercial Agreement for Space-based Cellular Broadband Services

AST SpaceMobile Deploys BlueBird 6 Satellite and Prepares to Launch BlueBird 7

Analysts Upgrade AST SpaceMobile Inc's Target Price Valuation

AST SpaceMobile released FY2025 Annual Earnings on March 2 After-Market EST: Actual Revenue USD 70.92 M (Forecast USD 58.85 M), Actual EPS USD -1.3399 (Forecast USD -1.2562)

AST SpaceMobile released FY2025 Q4 earnings on March 2 After-Market EST, actual revenue USD 54.31 M (forecast USD 41.55 M), actual EPS USD -0.2603 (forecast USD -0.2)

AST SpaceMobile Misses Earnings Per Share Estimates

AST SpaceMobile Reports 2.7X 2025 Fiscal Year Revenue Growth, Plans to Expand Network in 2026

Taiwan Mobile Signs Cooperation Memorandum with AST SpaceMobile for Space-ground Integrated Communication

Orange SA Partners with AST SpaceMobile for Romania's D2D Satellite Connection Demonstration

AST SpaceMobile Inc. Completes $296.5 Million of 2032 Convertible Senior Notes Repurchase

AST SpaceMobile Secures $30 Million Contract with US Space Development Agency

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AST SpaceMobile(ASTS.US)

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