AST SpaceMobile (ASTS)

Hold Recap: Q1 2026

BlueBird 7 Is Lost and New Glenn Is Grounded: The Reversion Condition Fired, Downgrading ASTS to Hold

Outperform Recap: Q4 2025

The Trigger Fired: BlueBird 6 Is on Orbit and a $30M Prime Award Landed, Upgrading ASTS to Outperform

Hold Recap: Q3 2025

A Billion in Commitments and a Fortified Balance Sheet, But Still Zero Block 2 on Orbit: Maintaining ASTS at Hold

Hold Recap: Q2 2025

Fully-Funded to a Constellation, But Zero Block 2 in Orbit: Initiating ASTS at Hold