Company coverage · TECHNOLOGY
Ast Spacemobile Inc ASTS
COMMUNICATION EQUIPMENT coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.
Connected surface
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-05-01T15:13:08. Position gain/loss: -20.0%.
34 trade records · 0 option records · 2025-02-11 → 2026-05-053,400-patent portfolio protecting direct-to-smartphone satellite technology. The wholesale business model partners with existing mobile carriers rather than competing as a rival network — transforming potential competitors into partners. CUSTOM ASIC…
BlueBird 1-5 deployed, Block 2 satellites in production. BlueBird satellites feature 693 sq ft phased array antennas (largest commercial arrays in LEO), with next-gen reaching 2,400 sq ft. 95% vertically integrated at Midland, Texas facilities. Crit…
Growth. BlueBird constellation delivers direct-to-smartphone satellite broadband, capturing 80-year U.S./Canadian spectrum rights worth potentially $50B+ in partnership revenue with AT&T/Verizon. Primary assets. BlueBird 1-5 satellites (693 sq ft ph…
Append-only ticker entries from the internal coverage database.
- SW 20 : HW 80
Growth. BlueBird constellation delivers direct-to-smartphone satellite broadband, capturing 80-year U.S./Canadian spectrum rights worth potentially $50B+ in partnership revenue with AT&T/Verizon. Primary assets. BlueBird 1-5 sate…
- Strong
BlueBird 1-5 deployed, Block 2 satellites in production. BlueBird satellites feature 693 sq ft phased array antennas (largest commercial arrays in LEO), with next-gen reaching 2,400 sq ft. 95% vertically integrated at Midland, Te…
- Moderate
3,400-patent portfolio protecting direct-to-smartphone satellite technology. The wholesale business model partners with existing mobile carriers rather than competing as a rival network — transforming potential competitors into p…
3,400-patent portfolio protecting direct-to-smartphone satellite technology. The wholesale business model partners with existing mobile carriers rather than competing as a rival network — transforming potential competitors into partners. CUSTOM ASIC design (Cadence/TSMC) provides technological differentiation. However, SpaceX's Starlink represents existenti…
BlueBird 1-5 deployed, Block 2 satellites in production. BlueBird satellites feature 693 sq ft phased array antennas (largest commercial arrays in LEO), with next-gen reaching 2,400 sq ft. 95% vertically integrated at Midland, Texas facilities. Critical spectrum: 45 MHz of premium U.S./Canadian spectrum with up to 80 years of rights (granted June 2025).
- manual · sw-hw
Growth. BlueBird constellation delivers direct-to-smartphone satellite broadband, capturing 80-year U.S./Canadian spectrum rights worth potentially $50B+ in partnership revenue with AT&T/Verizon. Primary assets. BlueBird 1-5 sate…
- manual · physical-assets
BlueBird 1-5 deployed, Block 2 satellites in production. BlueBird satellites feature 693 sq ft phased array antennas (largest commercial arrays in LEO), with next-gen reaching 2,400 sq ft. 95% vertically integrated at Midland, Te…
- manual · moat
3,400-patent portfolio protecting direct-to-smartphone satellite technology. The wholesale business model partners with existing mobile carriers rather than competing as a rival network — transforming potential competitors into p…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-05-05 | SELL | Equity | +37% |
| 2026-05-04 | SELL | Equity | +100% |
| 2026-05-04 | SELL | Equity | +11% |
| 2026-05-04 | SELL | Equity | +1% |
| 2026-05-04 | SELL | Equity | +44% |
| 2026-05-04 | SELL | Equity | +2% |
| 2026-05-04 | SELL | Equity | +6% |
| 2026-04-24 | BUY | Equity | +6% |
| 2026-04-20 | SELL | Equity | +12% |
| 2026-04-20 | SELL | Equity | +1% |
| 2026-04-15 | BUY | Equity | +3% |
| 2026-03-16 | BUY | Equity | +81% |
| 2026-02-27 | BUY | Equity | +3% |
| 2026-02-18 | BUY | Equity | +20% |
| 2026-01-26 | BUY | Equity | +20% |
| 2026-01-09 | BUY | Equity | +1% |
| 2026-01-05 | BUY | Equity | +0% |
| 2026-01-02 | BUY | Equity | +0% |
| 2026-01-02 | BUY | Equity | +1% |
| 2025-12-26 | BUY | Equity | +0% |
| 2025-12-22 | BUY | Equity | +1% |
| 2025-12-08 | BUY | Equity | +0% |
| 2025-09-08 | SELL | Equity | +22% |
| 2025-04-24 | BUY | Equity | +1% |