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AST SpaceMobile Jumps to Record High After BlueBird 6 Validates Direct-to-Phone Broadband

Analysts caution that the company remains pre-revenue with heavy funding needs despite the rally.

Overview

  • Shares reached $104.80 on Thursday for a new 52-week high, extending a roughly 382% 12‑month gain as sentiment also benefits from a recent U.S. executive order favoring commercial space.
  • BlueBird 6, the largest commercial communications array in low Earth orbit at nearly 2,400 square feet, is designed to deliver peak speeds up to 120 Mbps directly to standard smartphones.
  • Management targets 45–60 satellites in orbit by the end of 2026 to move from demonstration toward broader service coverage.
  • AST expanded production capacity to about 500,000 square feet across Texas and Florida and doubled its workforce to more than 1,800 to support rapid buildout.
  • Despite agreements with 50+ mobile operators covering nearly 3 billion subscribers, the stock holds a consensus Hold rating with an average target near $75, including B. Riley at $105 and Scotiabank at $45.60.