Overview
- AST SpaceMobile was named an eligible prime awardee on the Missile Defense Agency’s SHIELD IDIQ, allowing it to bid for future research, development, prototyping, and operational task orders under the Golden Dome effort without guaranteeing revenue.
- Shares set fresh records this week, touching $120.80 intraday Friday and closing at $115.77, extending a roughly 382% year‑over‑year surge.
- The December launch and deployment of BlueBird 6 introduced the largest commercial phased‑array in low Earth orbit, designed to deliver up to 120 Mbps directly to standard smartphones.
- Management targets 45–60 satellites in orbit by the end of 2026 and has expanded production to roughly 500,000 square feet with a workforce near 1,800 to support scale‑up.
- Despite momentum and agreements with 50+ mobile operators covering nearly 3 billion subscribers, Wall Street’s Hold consensus and an average target near $75 signal caution on valuation, revenue timing, and funding needs.