What AST SpaceMobile (ASTS)'s Verizon Satellite Deal Means for Shareholders

• On October 8, 2025, AST SpaceMobile announced a definitive commercial agreement with Verizon to provide direct-to-cellular satellite connectivity to Verizon customers across the U.S. starting in 2026, aiming to enhance coverage using its low Earth orbit satellite network.
• This deal enables everyday smartphones to access space-based broadband without additional hardware, marking a shift in how mobile coverage can reach remote and underserved areas.
• We’ll examine how the Verizon partnership and direct-to-smartphone satellite technology shape AST SpaceMobile’s investment narrative.

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What Is AST SpaceMobile's Investment Narrative?

For anyone considering AST SpaceMobile, the big idea to buy into is the company’s vision of providing direct satellite connectivity to standard smartphones, without new hardware, by partnering with telecom giants and launching a new wave of satellites. The recent Verizon agreement is a major validation, directly addressing a key catalyst: credible, large-scale commercial adoption. Shares have hit all-time highs, showing investor excitement, and this deal could accelerate the timeline for meaningful revenue, shifting some focus away from concerns about ongoing financial losses or dilution risk linked to recent equity offerings. However, the intense need for capital persists, and operational execution risks remain high as AST SpaceMobile must scale up production and launch dozens of satellites successfully. While the Verizon partnership tackles market access, investors should still weigh continuing cash burn, funding needs, and short track record of management.
But even with momentum, ongoing funding requirements are something investors need to watch closely.

AST SpaceMobile's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

With 67 individual fair value estimates from the Simply Wall St Community, projections for AST SpaceMobile range from just US$0.07 to nearly US$200 per share. This wide spectrum reflects how investor sentiment and perceived risk can meaningfully diverge, especially with catalysts like the Verizon deal bringing both new opportunities and ongoing challenges to the forefront. Move beyond consensus to see which scenario resonates most with your own outlook.

Explore 67 other fair value estimates on AST SpaceMobile - why the stock might be worth over 2x more than the current price!

Build Your Own AST SpaceMobile Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your AST SpaceMobile research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free AST SpaceMobile research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AST SpaceMobile's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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