AST SpaceMobile, Inc. Class A (NASDAQ:ASTS) is advancing toward customer-ready BlueBird service with satellites 8–10 deployed and more at Cape Canaveral, production through sat 42 and next‑gen ~200 Mbps sats planned, drawing a Clear Street buy upgrade after a ~50% pullback tied to launch delays.

Previous Week Recap

  • AT&T Nears Customer-Ready Service: AT&T said its collaboration with AST SpaceMobile (ASTS) is nearing a customer-ready satellite service, with a potential launch as early as next year, per AT&T’s Q2 earnings call.
  • BlueBird Sats Deployments Advancing: AST SpaceMobile (ASTS): BlueBird sats 8–10 fully deployed; 11–13 at Cape Canaveral. Production through satellite 42. Next‑gen sats being developed for ~200 Mbps and will launch in stacked groups.
  • Clear Street Upgrades ASTS Buy: Clear Street upgraded AST SpaceMobile (ASTS) to buy after a ~50% drop from May high, saying the fall stems from launch timing delays, not weaker demand for satellite-to-phone service.

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