COMPANY
AST SpaceMobile
ASTS:US
Primary coverage by David Barden
Research
-
AST SpaceMobile - Losing New Glenn, for now, impacts time to market, but not forever. Our 2030 terminal valuation remains intact.June 1, 2026 — David Barden, Pierre Ferragu and James Ratzer
-
Blue Origin explosion. Implications for our coverageMay 29, 2026 — David Barden, Pierre Ferragu and James Ratzer
-
Viasat/ Space X – Implications from EC 2GHz decisionMay 27, 2026 — James Ratzer, Pierre Ferragu and David Barden
-
AST SpaceMobile (Neutral, $80, -8%): Launch cadence is the focus in a nascent, emerging marketMay 19, 2026 — David Barden, Pierre Ferragu and James Ratzer
-
** Space Initiation Call Slides **May 18, 2026 — James Ratzer, Pierre Ferragu and David Barden
Events
-
May
18SpaceMay 18, 2026 — VirtualHosted by David Barden, Pierre Ferragu and James RatzerWatch Replay
