AST SpaceMobile Surges 8%; Virgin Galactic, Rocket Lab Ride the SpaceX IPO Wave

1 hour ago 4

David Moadel

Wed, May 27, 2026 astatine 12:48 PM CDT 4 min read

Quick Read

  • AST SpaceMobile (ASTS) has a $41B marketplace headdress with 60 mobile web relation partners covering 3B+ subscribers and is targeting 45 BlueBird satellites successful orbit by extremity of 2026.

  • Rocket Lab (RKLB) posted Q1 gross of $200.35M, up 64% YoY, with a $2.2B backlog and Q4 2026 Neutron debut planned; Virgin Galactic (SPCE) aims to implicit formation investigating of its caller SpaceShip successful Q3 2026 and behaviour commercialized spaceflight successful Q4 2026.

  • Public abstraction assemblage stocks are surging connected SpaceX IPO speculation, with investors treating ASTS, RKLB, and SPCE arsenic viable ways to summation vulnerability to SpaceX enthusiasm up of a imaginable listing.

  • The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and AST SpaceMobile wasn't 1 of them. Get them present FREE.

Shares of AST SpaceMobile (NASDAQ:ASTS) are up 8% successful midday trading connected May 27, changing hands adjacent $129. The outer direct-to-cell sanction is starring a space-sector sympathy rally tied to SpaceX IPO buzz.

The determination extends an already torrid run. ASTS banal is up 78% twelvemonth to day (YTD), making it the header mover successful a handbasket wherever Rocket Lab (NASDAQ:RKLB) and Virgin Galactic (NYSE:SPCE) are riding the aforesaid halo trade.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and AST SpaceMobile wasn't 1 of them. Get them present FREE.

Investors are treating publically traded abstraction names arsenic the lone liquid mode to play SpaceX enthusiasm up of a imaginable listing. ASTS banal is the header mover today, with SPCE and RKLB stocks arsenic the supporting formed connected the SpaceX pre-IPO halo trade.

AST SpaceMobile: Direct-to-Cell Catalyst Stacking

AST SpaceMobile carries a $41 cardinal marketplace headdress and a credible roadmap. The institution has astir 60 mobile web relation (MNO) partners covering 3 billion-plus subscribers and is targeting astir 45 BlueBird satellites successful orbit by year-end 2026, with BlueBird 8-10 acceptable to motorboat successful mid-June connected a Falcon 9.

AST SpaceMobile's Q1 2026 results were messy. Revenue of $14.73 cardinal missed estimates by 60%, and EPS came successful astatine -$0.66. Management reaffirmed FY2026 gross guidance of $150 cardinal to $200 million.

CEO Abel Avellan proudly declared:

AST SpaceMobile is accelerating manufacturing, regulatory progress, commercialized partnerships, and authorities programs, furthering our presumption arsenic the lone exertion positioned to seizure the monolithic nonstop to instrumentality broadband accidental successful full.

There is simply a carnivore lawsuit to support successful mind, however, Analyst statement pegs the ASTS banal terms people astatine $83.47, good beneath the existent quote, and insiders person logged 21 caller transactions skewing toward nett selling.

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