David Barden
Communications Services US and Space Direct to Cell
David Barden heads up the U.S. Communication Services research team and is a part of the Space research team. He has more than 30 years of global sell-side research experience and most recently served as Head of U.S. and Canada Communications Research at Bank of America Merrill Lynch. He has been consistently recognized among the industry’s top analysts, including a double Institutional Investor All-America ranking in 2024.
Lead Analyst
Research
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SpaceX: Broadband deep-dive - The capacity to disruptMay 26, 2026 — James Ratzer, Pierre Ferragu and David Barden
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SpaceX: Signals from the Cursor acquisitionMay 22, 2026 — Pierre Ferragu, James Ratzer and David Barden
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SpaceX S-1: Our immediate thoughtsMay 21, 2026 — Pierre Ferragu, James Ratzer and David Barden
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SpaceX IPO: How much would you pay for the space opportunity today?May 20, 2026 — Pierre Ferragu, James Ratzer and David Barden
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AST SpaceMobile (Neutral, $80, -8%): Launch cadence is the focus in a nascent, emerging marketMay 19, 2026 — David Barden, Pierre Ferragu and James Ratzer
Upcoming Events
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May
28CommunicationsMay 28, 2026 — VirtualHosted by James Ratzer, David Barden and Pierre FerraguEvent Details
