AST SpaceMobile

ASTS

Market cap $35.3B

AST SpaceMobile could be the first company to offer direct-to-device satellite internet, undercutting Starlink's current dominance. By the end of 2026, it should have its full constellation of satellites deployed.

Blue Origin should fly again in 2026 after New Glenn explosion. Space stocks jump on NASA commercial station plans.

Space stocks are splitting hard in Tuesday's session. Virgin Galactic (NYSE:SPCE) stock is crashing 32% to around $5.08 in mid-morning trading, while AST SpaceMobile (NASDAQ:ASTS) stock climbs 10% to around $116 and Planet Labs (NYSE:PL) stock advances 9% to around $50.50.

Blue Origin says it should be able to launch its New Glenn rocket before the end of 2026, which could help AST SpaceMobile.

AST SpaceMobile Inc (NASDAQ:ASTS) shares are rising Tuesday, bouncing back from strong selling pressure on Monday that swept the broader space sector lower. Here's what you need to know.

AST SpaceMobile Inc (NASDAQ:ASTS) shares are dropping Monday as traders stepped back from a crowded run in the space sector and took profits after a sharp multi‑week surge. The move came even as the broader market showed no clear risk‑off tone, with the Nasdaq up 0.52% and the S&P 500 up 0.10%.

The space sector split is widening fast Monday morning. Virgin Galactic (NYSE:SPCE) stock is up 18% to $7.28, while launch-exposed peers are sliding hard.

AST SpaceMobile (ASTS) tumbled sharply on Friday morning after its key launch partner – Blue Origin –  suffered a catastrophic rocket explosion overnight. During a scheduled static fire test last night, its New Glenn rocket experienced a malfunction and exploded on the pad at Launch Complex 36 at Cape Canaveral Space Force Station.

AST SpaceMobile (ASTS) is building a unique, infrastructure-focused satellite connectivity platform using standard smartphones and carrier spectrum, not specialized devices. ASTS's competitive edge lies in its proprietary technology, 95% supply chain control, 3,900 patents, and deep integration with telecom carriers, validated by FCC approval and 60 MNO partnerships. Despite weak Q1 2026 results and aggressive valuation (210x forward sales), ASTS's $3.5B liquidity and booked pipeline support management's $150–200M 2026 revenue target.

Blue Origin's New Glenn rocket exploded Thursday night due to an “anomaly” during its hotfire test.