<p>今年第二季度对航空航天和电信服务新秀 AST SpaceMobile NASDAQ: ASTS 来说是一个动荡的时期。</p>
<p>在四月份蓝鸟卫星发射失败和五月份 2026 财年第一季度财报大幅失利之间，头条风险给 ASTS 带来了相当大的压力。</p>
<p>获取 <strong>AST SpaceMobile</strong> 警报：</p>
<p>但该股剧烈的价格波动对股东来说并不陌生。这家波动性大但受欢迎的 SpaceX 竞争对手不仅展现了韧性；它一次又一次地证明了自己能够违背分析师的评级。在过去一个月中，该股上涨超过 37%，自 5 月 5 日以来的年内低点起，ASTS 已飙升近 66%。</p>
<h3>AST SpaceMobile, Inc. (ASTS) 2026 年 5 月 26 日价格图表</h3>
<p>现在，在战略合作伙伴 AT&amp;T NYSE: T、T-Mobile NASDAQ: TMUS 和 Verizon NYSE: V 宣布拟议的合资企业后，这家基于太空的移动通信公司正瞄准 6 月中旬发射其直接到设备（D2D）星座中的下三颗卫星。</p>
<h2>AST SpaceMobile 的 6 月发射成为蓝鸟 7 之后的关键测试</h2>
<p>目前，AST SpaceMobile 已部署六颗蓝鸟卫星——目前在低地球轨道（LEO）中最大的商业阵列。这个数字应该是七颗，但在 4 月 19 日，蓝色起源的 New Glenn 火箭将蓝鸟 7 送入了一个过低的高度，无法维持其运营。</p>
<p>蓝鸟 7 随后被去轨，费用由 AST SpaceMobile 的保险公司承担，使得该公司在轨道上的卫星总数保持在六颗，这引发了人们对位于德克萨斯州米德兰的公司是否能够实现 2026 年发射目标的猜测。</p>
<p>这个目标依然雄心勃勃，公司计划到年底在 LEO 中部署 45 到 60 颗蓝鸟卫星。但蓝鸟 8、9 和 10 的发射暂定在 6 月，这将大大有助于 AST SpaceMobile 按计划实现年终目标。</p>
<p>即将进行的每次发射都计划在卡纳维拉尔角空军基地进行，截至 5 月底，蓝鸟 8 和 10 已抵达佛罗里达，蓝鸟 9 目前正从德克萨斯州运送，三颗卫星将在处理、测试和准备好进行 SpaceX 的猎鹰 9 号封装之前完成。</p>
<h2>AST SpaceMobile 能否仍然实现 2026 年发射目标？</h2>
<p>虽然蓝鸟 7 的失败对公司来说是一个挫折，但 William Blair 的分析师 Louie DiPalama 在 4 月份的研究报告中指出，“好的一面是，只有一颗卫星在发射上，而未来的发射可能会有多达八颗 AST 的蓝鸟卫星。”</p>
<p>尽管这种能力并不完全适用于 6 月的发射，但下个月的计划发射表明了一种加速，这可能使公司能够按计划实现 2026 年的目标。蓝鸟 8、9 和 10 将标志着 AST SpaceMobile 重新回到多卫星集群发射的轨道。</p>
<p>这可能会成为公司的一种常态，而不是例外，因为它已获得美国联邦通信委员会的商业授权，允许其星座从太空向美国全国提供 D2D 移动宽带连接。</p>
<p>与此同时，AST SpaceMobile 已实现 95% 的垂直整合，其制造能力每月可生产多达六颗完全组装的蓝鸟卫星。这将使公司在 2026 年底之前再增加 36 颗卫星，首席执行官 Abel Avellan 在 5 月 22 日的第一季度财报电话会议上重申了在轨道上部署 45 颗卫星的目标。</p>
<h2>华尔街对 AST SpaceMobile 的短期表现保持谨慎</h2>
<p>在短期内，分析师预测 AST SpaceMobile 将经历剧烈的均值回归，可能导致股价在未来一年内修正。</p>
<p>该股的 12 个月平均目标价比当前交易价格低近 25%。与此同时，ASTS 的共识评级为减持，覆盖该股的 11 位分析师中只有两位给予买入评级。</p>
<p>然而，AST SpaceMobile 的财务状况稳健。尽管公司的年化烧钱率约为 14.5 亿美元，但其现金储备约为 35 亿美元，财务健康状况在 TradeSmith 的绿色区域中，已持续超过 13 个月。</p>
<p>随着 AST SpaceMobile 展望 2026 年并追求 100 颗蓝鸟卫星，其预计在 2027 年或 2028 年之前仍将处于亏损状态。该股目前的贝塔值高达 2.60，过去 12 个月的每股收益为负 1.78 美元。</p>
<p>但随着其蓝鸟卫星星座的不断增加，AST SpaceMobile 的增长指标也应随之提升。这在公司过去三个季度的收入中得到了体现，期间其平均收入为 2792 万美元，而前三个季度的平均收入仅为 926,666 美元。</p>
<h2>你现在应该投资 1000 美元在 AST SpaceMobile 吗？</h2>
<p>在你考虑 AST SpaceMobile 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄向客户推荐购买，以便在更广泛的市场注意到之前...而 AST SpaceMobile 并不在名单上。</p>
<p>虽然 AST SpaceMobile 目前在分析师中获得减持评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

ASTS

ASTX

<p>AST SpaceMobile 计划在 6 月中旬发射三颗卫星，尽管近期遇到了一些挫折，仍然旨在实现 2026 年的目标。该公司目前在轨道上有六颗卫星，目标是在年底前达到 45-60 颗。分析师保持谨慎，预测可能会出现股票修正，但 AST SpaceMobile 保持着 35 亿美元的强劲现金储备。该公司在增长轨道上，制造业的整合率达到 95%，尽管预计在 2027 年或 2028 年之前仍将处于亏损状态</p>

<p>The second quarter of the year has been a rocky one for aerospace and telecommunication services newcomer AST SpaceMobile NASDAQ: ASTS.</p>
<div class="lb-trans"><p>今年第二季度对航空航天和电信服务新秀 AST SpaceMobile NASDAQ: ASTS 来说是一个动荡的时期。</p>
</div><p>Between a failed BlueBird satellite deployment in April and a monumental Q1 FY2026 earnings miss in May, headline risk has put considerable pressure on ASTS.</p>
<div class="lb-trans"><p>在四月份蓝鸟卫星发射失败和五月份 2026 财年第一季度财报大幅失利之间，头条风险给 ASTS 带来了相当大的压力。</p>
</div><p>Get <strong>AST SpaceMobile</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>AST SpaceMobile</strong> 警报：</p>
</div><p>But the stock’s dramatic price swings are nothing new to shareholders. The volatile yet popular SpaceX competitor hasn’t just proven resilient; it has proven time and time again that it is capable of defying analyst ratings. Over the past month, the stock has gained more than 37%, and since its year-to-date low on May 5, ASTS has surged nearly 66%.</p>
<div class="lb-trans"><p>但该股剧烈的价格波动对股东来说并不陌生。这家波动性大但受欢迎的 SpaceX 竞争对手不仅展现了韧性；它一次又一次地证明了自己能够违背分析师的评级。在过去一个月中，该股上涨超过 37%，自 5 月 5 日以来的年内低点起，ASTS 已飙升近 66%。</p>
</div><h3>AST SpaceMobile, Inc. (ASTS) Price Chart for Tuesday, May, 26, 2026</h3>
<div class="lb-trans"><h3>AST SpaceMobile, Inc. (ASTS) 2026 年 5 月 26 日价格图表</h3>
</div><p>Now, on the back of a proposed joint venture announcement from strategic partners AT&amp;T NYSE: T, T-Mobile NASDAQ: TMUS, and Verizon NYSE: V, the space-based cellular company is eyeing mid-June for the deployment of the next three satellites in its direct-to-device (D2D) constellation.</p>
<div class="lb-trans"><p>现在，在战略合作伙伴 AT&amp;T NYSE: T、T-Mobile NASDAQ: TMUS 和 Verizon NYSE: V 宣布拟议的合资企业后，这家基于太空的移动通信公司正瞄准 6 月中旬发射其直接到设备（D2D）星座中的下三颗卫星。</p>
</div><h2>AST SpaceMobile’s June Launch Becomes a Key Test After BlueBird 7</h2>
<div class="lb-trans"><h2>AST SpaceMobile 的 6 月发射成为蓝鸟 7 之后的关键测试</h2>
</div><p>Currently, AST SpaceMobile has six BlueBird satellites—the largest commercial arrays currently in low Earth orbit (LEO)—deployed. That figure should be seven, but on April 19, Blue Origin’s New Glenn rocket deposited BlueBird 7 into an altitude too low for it to sustain operations.</p>
<div class="lb-trans"><p>目前，AST SpaceMobile 已部署六颗蓝鸟卫星——目前在低地球轨道（LEO）中最大的商业阵列。这个数字应该是七颗，但在 4 月 19 日，蓝色起源的 New Glenn 火箭将蓝鸟 7 送入了一个过低的高度，无法维持其运营。</p>
</div><p>BlueBird 7 has since been deorbited with the cost absorbed by AST SpaceMobile’s insurers, leaving the company’s total satellites in orbit at six and sparking speculation that the Midland, Texas-based company will not be able to meet its 2026 launch target.</p>
<div class="lb-trans"><p>蓝鸟 7 随后被去轨，费用由 AST SpaceMobile 的保险公司承担，使得该公司在轨道上的卫星总数保持在六颗，这引发了人们对位于德克萨斯州米德兰的公司是否能够实现 2026 年发射目标的猜测。</p>
</div><p>That goal remains lofty, with the company aiming for 45 to 60 BlueBirds in LEO by year’s end. But BlueBird 8, 9, and 10 are tentatively scheduled for June launches, which would go a long way in keeping AST SpaceMobile on track to hit its year-end target.</p>
<div class="lb-trans"><p>这个目标依然雄心勃勃，公司计划到年底在 LEO 中部署 45 到 60 颗蓝鸟卫星。但蓝鸟 8、9 和 10 的发射暂定在 6 月，这将大大有助于 AST SpaceMobile 按计划实现年终目标。</p>
</div><p>Each of the upcoming deployments is scheduled for Cape Canaveral Space Force Station, and as of late May, Bluebirds 8 and 10 have arrived in Florida/ with BlueBird 9 currently en route from Texas before all three are processed, tested, and prepped for SpaceX’s Falcon 9 encapsulation.</p>
<div class="lb-trans"><p>即将进行的每次发射都计划在卡纳维拉尔角空军基地进行，截至 5 月底，蓝鸟 8 和 10 已抵达佛罗里达，蓝鸟 9 目前正从德克萨斯州运送，三颗卫星将在处理、测试和准备好进行 SpaceX 的猎鹰 9 号封装之前完成。</p>
</div><h2>Can AST SpaceMobile Still Meet Its 2026 Launch Target?</h2>
<div class="lb-trans"><h2>AST SpaceMobile 能否仍然实现 2026 年发射目标？</h2>
</div><p>While the BlueBird 7 failure was a setback for the company, William Blair analyst Louie DiPalama noted in an April research note that “the silver lining is that there was only one satellite on board, whereas future…launches may have as many as eight of AST’s BlueBirds.”</p>
<div class="lb-trans"><p>虽然蓝鸟 7 的失败对公司来说是一个挫折，但 William Blair 的分析师 Louie DiPalama 在 4 月份的研究报告中指出，“好的一面是，只有一颗卫星在发射上，而未来的发射可能会有多达八颗 AST 的蓝鸟卫星。”</p>
</div><p>Although that capacity isn’t precisely the case for the June launches, next month’s scheduled deployments are indicative of an acceleration that could keep the company on track to reach its 2026 goal. BlueBirds 8, 9, and 10 will mark the return to multi-satellite cluster deployment for AST SpaceMobile.</p>
<div class="lb-trans"><p>尽管这种能力并不完全适用于 6 月的发射，但下个月的计划发射表明了一种加速，这可能使公司能够按计划实现 2026 年的目标。蓝鸟 8、9 和 10 将标志着 AST SpaceMobile 重新回到多卫星集群发射的轨道。</p>
</div><p>That is something that could become a norm for the company rather than the exception after receiving commercial authority from the U.S. Federal Communications Commission for its constellation to provide D2D cellular broadband connectivity from space nationwide in the United States.</p>
<div class="lb-trans"><p>这可能会成为公司的一种常态，而不是例外，因为它已获得美国联邦通信委员会的商业授权，允许其星座从太空向美国全国提供 D2D 移动宽带连接。</p>
</div><p>At the same time, AST SpaceMobile has scaled to 95% vertical integration, with its manufacturing capable of producing up to six fully assembled BlueBirds per month. That would put the firm on pace for 36 more satellites by the end of 2026, with CEO Abel Avellan reaffirming the target of 45 satellites in orbit during his Q1 earnings call comments on May 22.</p>
<div class="lb-trans"><p>与此同时，AST SpaceMobile 已实现 95% 的垂直整合，其制造能力每月可生产多达六颗完全组装的蓝鸟卫星。这将使公司在 2026 年底之前再增加 36 颗卫星，首席执行官 Abel Avellan 在 5 月 22 日的第一季度财报电话会议上重申了在轨道上部署 45 颗卫星的目标。</p>
</div><h2>Wall Street Remains Wary of AST SpaceMobile’s Short-Term Performance</h2>
<div class="lb-trans"><h2>华尔街对 AST SpaceMobile 的短期表现保持谨慎</h2>
</div><p>In the near term, analysts forecast AST SpaceMobile for a dramatic mean reversion that could see shares correct over the next year.</p>
<div class="lb-trans"><p>在短期内，分析师预测 AST SpaceMobile 将经历剧烈的均值回归，可能导致股价在未来一年内修正。</p>
</div><p>The stock has an average 12 month price target that is nearly 25% lower than where it is trading at the time of writing. Meanwhile, ASTS carries a consensus Reduce rating, with only two of 11 analysts covering the stock assigning it a Buy.</p>
<div class="lb-trans"><p>该股的 12 个月平均目标价比当前交易价格低近 25%。与此同时，ASTS 的共识评级为减持，覆盖该股的 11 位分析师中只有两位给予买入评级。</p>
</div><p>However, AST SpaceMobile finds itself on firm financial footing. Despite the company’s annualized burn rate of approximately $1.45 billion, it has a cash position of around $3.5 billion, with its financial health in TradeSmith’s Green Zone, where it has been for more than 13 months.</p>
<div class="lb-trans"><p>然而，AST SpaceMobile 的财务状况稳健。尽管公司的年化烧钱率约为 14.5 亿美元，但其现金储备约为 35 亿美元，财务健康状况在 TradeSmith 的绿色区域中，已持续超过 13 个月。</p>
</div><p>As AST SpaceMobile looks beyond 2026 and pursues 100 BlueBirds in its satellite fleet, it is forecast to remain unprofitable until 2027 or 2028. The stock currently boasts a high beta of 2.60 and trailing 12-month earnings per share of negative $1.78.</p>
<div class="lb-trans"><p>随着 AST SpaceMobile 展望 2026 年并追求 100 颗蓝鸟卫星，其预计在 2027 年或 2028 年之前仍将处于亏损状态。该股目前的贝塔值高达 2.60，过去 12 个月的每股收益为负 1.78 美元。</p>
</div><p>But as its constellation of BlueBirds continues to increase, so too should AST SpaceMobile’s growth metrics. That has been illustrated by the company’s revenue over the past three quarters, during which time it has averaged $27.92 million, up from an average of just $926,666 over the three preceding quarters.</p>
<div class="lb-trans"><p>但随着其蓝鸟卫星星座的不断增加，AST SpaceMobile 的增长指标也应随之提升。这在公司过去三个季度的收入中得到了体现，期间其平均收入为 2792 万美元，而前三个季度的平均收入仅为 926,666 美元。</p>
</div><h2>Should You Invest $1,000 in AST SpaceMobile Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 AST SpaceMobile 吗？</h2>
</div><p>Before you consider AST SpaceMobile, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 AST SpaceMobile 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and AST SpaceMobile wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄向客户推荐购买，以便在更广泛的市场注意到之前...而 AST SpaceMobile 并不在名单上。</p>
</div><p>While AST SpaceMobile currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 AST SpaceMobile 目前在分析师中获得减持评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

AST SpaceMobile’s June Launch Plan Puts Its 2026 Satellite Goal Back in Focus

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AST SpaceMobile

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AST SpaceMobile 的六月发射计划使其 2026 年的卫星目标重新成为关注的焦点