Latest / AST SpaceMobile Podcast
Why AST SpaceMobile Could Hit $242 (Read by AI)
Bahrenberg initiates AST SpaceMobile ($ASTS) coverage with a Buy rating and $92 price target - here's the full thesis.
In this episode, Bahrenberg walks through the full initiation report on AST SpaceMobile, breaking down why ASTS stock is positioned as the only proven space-based direct-to-cell broadband provider. The discussion covers ASTS's 60+ MNO partnerships covering roughly 3 billion subscribers, its spectrum moat of 45 MHz of L-band and 60 MHz of S-band, and a revenue model projected to scale from $655 million in 2027 to $4.5 billion by 2030.
Bahrenberg also details the long list of…
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