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A high-profile overweight call with a concrete target can attract new buyers and trigger near-term re-rating, especially if ASTS can convert carrier deals into subscriber growth; risk remains from Starlink pricing pressure.
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Piper Sandler initiated AST SpaceMobile (ASTS) with an overweight rating and a $100 target, arguing the carrier-partnered, satellite-to-smartphone model could accelerate uptake and strengthen its moat. The note flags Starlink pricing risk as a near-term headwind but sees meaningful upside for ASTS via faster subscriber growth and higher attachment rates, while RKLB and SPCX notes illustrate broader space-market dynamics likely to influence sentiment and valuations.
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