AST SpaceMobile Doubles Orbital Data Rates But Market Rotates on SpaceX Debut
19.06.2026 - 17:47:30 | boerse-global.de
The launch window for AST SpaceMobile’s commercial future has widened, even as the stock price has narrowed sharply. A SpaceX Falcon 9 successfully delivered three next-generation BlueBird satellites into orbit this week, doubling the direct-to-smartphone data rate to nearly 200 megabits per second from the previous 99 Mbps. Yet the milestone arrives alongside a brutal 38 percent drawdown from the May record of EUR 114.60, a sell-off driven not by operational failure but by the gravitational pull of SpaceX’s own long-awaited IPO.
Each of the new Block-2 satellites carries a communications array spanning roughly 220 square meters, allowing standard smartphones to connect without any hardware modification. The capacity leap transforms what was once an emergency texting service into a genuine broadband proposition. The US Federal Communications Commission has already granted nationwide commercial clearance, and AST has inked deals with about 60 mobile network operators, including AT&T and Verizon.
But on Wall Street the narrative has been more about portfolio mechanics than payload capacity. SpaceX’s June IPO forced large institutional funds to reweight their satellite-broadband exposure, triggering a rotation out of AST shares. Annualized volatility has topped 122 percent, making the equity a white-knuckle ride for retail holders. The stock now trades around EUR 70.50, barely above its 200-day moving average of EUR 70.22, and the RSI of 43.4 suggests a neutral-to-oversold posture after the rout.
Should investors sell immediately? Or is it worth buying AST SpaceMobile?
Despite the recent pain, the longer view still shows 76 to 77 percent gains over the past twelve months. The roughly EUR 30 billion market capitalisation, while down from its peak, increasingly rests on tangible infrastructure progress rather than pure speculation. Production tempo has become the critical metric: AST aims to have about 45 satellites in orbit by the end of 2026, providing continuous coverage across the US and Europe. Three more units are ready for imminent shipment, keeping the assembly line on track.
The April loss of a satellite on a Blue Origin launch had raised doubts about deployment reliability. This week’s SpaceX success restores confidence in the launch cadence. Service will begin to roll out in select markets during late summer, shifting investor focus from rocket schedules to signal quality. The company is no longer a space-stock oddity; it is the opening chapter of a globally integrated mobile infrastructure — albeit one that must now prove it can generate the commercial revenue that the sell-off has priced in.
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AST SpaceMobile Stock: New Analysis - 19 June
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