#TradFi交易分享挑战 ASTS: The super company secretly heavily invested by Google, the tenfold shadow stock
As SpaceX is expected to go public in June with a valuation soaring to $2 trillion, market funds are beginning to explore the true space connectivity layer monopolist—AST SpaceMobile (ASTS).
This company just received FCC commercial authorization on April 22, 2026, allowing it to deploy and operate up to 248 satellites and approved to use the 700/800MHz prime low-frequency spectrum. Its BlueBird satellite has an unfolded area of up to 2,400 square feet and has successfully achieved peak download speeds of 120 Mbps on regular smartphones.
Although BlueBird 7 failed to reach orbit in April due to rocket anomalies, the satellite is fully insured, and BlueBird 8 to 10 are scheduled to be launched by SpaceX Falcon 9 in mid-June, with the goal of 45 satellites by the end of the year remaining unchanged.
Financially, the company's revenue is expected to surge to $150 million to $200 million in 2026, an increase of over 147% year-over-year, with liquidity on hand reaching $3.5 billion; analysts further predict that by 2028, as satellites are fully deployed, revenue could reach $2.1 billion to $2.2 billion, with net profit soaring to $2.1 billion and gross margin approaching 90%.
Currently, the market cap is about $30 billion. Based on a 30x P/E ratio, the reasonable valuation is between $63 billion and $70 billion, with room for doubling. Of course, delays in launch schedules and the previous convertible bond-induced equity dilution expectations are two major risks, but they do not prevent it from becoming a core space communication target supported by giants like Alphabet and AT&T.
Could this be the next SpaceX? $ASTS
As SpaceX is expected to go public in June with a valuation soaring to $2 trillion, market funds are beginning to explore the true space connectivity layer monopolist—AST SpaceMobile (ASTS).
This company just received FCC commercial authorization on April 22, 2026, allowing it to deploy and operate up to 248 satellites and approved to use the 700/800MHz prime low-frequency spectrum. Its BlueBird satellite has an unfolded area of up to 2,400 square feet and has successfully achieved peak download speeds of 120 Mbps on regular smartphones.
Although BlueBird 7 failed to reach orbit in April due to rocket anomalies, the satellite is fully insured, and BlueBird 8 to 10 are scheduled to be launched by SpaceX Falcon 9 in mid-June, with the goal of 45 satellites by the end of the year remaining unchanged.
Financially, the company's revenue is expected to surge to $150 million to $200 million in 2026, an increase of over 147% year-over-year, with liquidity on hand reaching $3.5 billion; analysts further predict that by 2028, as satellites are fully deployed, revenue could reach $2.1 billion to $2.2 billion, with net profit soaring to $2.1 billion and gross margin approaching 90%.
Currently, the market cap is about $30 billion. Based on a 30x P/E ratio, the reasonable valuation is between $63 billion and $70 billion, with room for doubling. Of course, delays in launch schedules and the previous convertible bond-induced equity dilution expectations are two major risks, but they do not prevent it from becoming a core space communication target supported by giants like Alphabet and AT&T.
Could this be the next SpaceX? $ASTS
