AST SpaceMobile announced a definitive commercial agreement with Verizon to provide direct-to-cellular satellite service for Verizon customers starting in 2026, leveraging their space-based broadband network to enhance U.S. connectivity.
This collaboration enables standard smartphones to connect directly to satellites, targeting nationwide coverage and aiming to address remote area cellular dead zones without requiring specialized devices.
We’ll examine how the Verizon deal and its direct-to-smartphone approach influence AST SpaceMobile’s broader investment narrative and prospects.
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For AST SpaceMobile shareholders, the core investment thesis centers on the company’s attempt to deliver universal mobile broadband, even in remote regions, through direct satellite-to-smartphone connectivity. The new Verizon agreement is a watershed moment, potentially moving the company from proof-of-concept into large-scale commercial reality. Short-term catalysts have shifted: execution risks remain high, delays in satellite launches or scaling network capacity could still challenge progress, but the Verizon deal places a much firmer commercial foundation under the business. This partnership not only boosts investor confidence but also accelerates validation of AST’s technology, potentially supporting further customer wins and capital access. However, with significant recent gains and a sharply higher stock price, attention is also turning to valuation concerns and the company’s need to manage heavy ongoing losses and continued cash burn as commercialization ramps up.
Yet questions about satellite deployment timing and capital needs deserve your full attention. AST SpaceMobile’s shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.
ASTS Community Fair Values as at Oct 2025
Sixty-seven individual fair value estimates from the Simply Wall St Community span US$0.07 to nearly US$200 per share, highlighting seismic divergence in retail investor opinion. Against this, the Verizon partnership is seen as a significant catalyst but execution and capital risk remain critical to follow. Competing views emphasize why it pays to consider many voices in this evolving story.
Explore 67 other fair value estimates on AST SpaceMobile – why the stock might be worth over 2x more than the current price!
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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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