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AST SpaceMobile (NasdaqGS:ASTS) plans to launch its next-generation BlueBird 11, 12, and 13 satellites in the first half of August.
The launch is intended to expand the company’s space based cellular broadband network for direct-to-smartphone service.
AST SpaceMobile has formed a joint venture with Rakuten to offer satellite powered mobile connectivity in Japan.
The combination of new satellite capacity and a local partner marks a shift toward broader commercial rollout.
AST SpaceMobile focuses on building a space based cellular broadband network designed to connect ordinary mobile phones without special hardware. The planned BlueBird 11, 12, and 13 launch, alongside the Rakuten joint venture in Japan, adds detail to how the company is lining up both infrastructure and distribution. For investors, it connects the hardware roadmap in orbit with a defined path to end users on the ground.
As AST SpaceMobile moves into this next phase, attention is likely to center on execution milestones such as launch timing, network performance, and service availability in Japan. How quickly the Rakuten partnership converts into active coverage and paying users could be a reference point for assessing future commercial agreements in other regions.
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NasdaqGS:ASTS Earnings & Revenue Growth as at Jun 2026
Quick Assessment
⚖️ Price vs Analyst Target: AST SpaceMobile trades at US$72.87 versus an analyst target of US$81.47, around 10% lower than consensus.
✅ Simply Wall St Valuation: Shares are described as trading 47.3% below one estimate of fair value, signaling a sizeable valuation gap.
❌ Recent Momentum: The stock is down 31.2% over the last 30 days, showing weak short term sentiment into the next launch.
There’s only one way to know the right time to buy, sell or hold AST SpaceMobile. Head to Simply Wall St’s company report for the latest analysis of AST SpaceMobile’s Fair Value.
Key Considerations
📊 The early August BlueBird launch and Rakuten partnership give AST SpaceMobile a clearer path from technology to potential service revenue, which may be important for reassessing the story.
📊 Watch launch execution, first coverage outcomes in Japan, and any updates on user uptake or partner revenue sharing terms.
⚠️ Shares have been highly volatile and Simply Wall St highlights 4 flagged risks, so position sizing and risk tolerance are important questions before acting on this news.
Dig Deeper
For the full picture including more risks and rewards, check out the complete AST SpaceMobile analysis. Alternatively, you can check out the community page for AST SpaceMobile to see how other investors believe this latest news will impact the company’s narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ASTS.
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