Would–be global cellular connectivity supplier AST SpaceMobile, now with six satellites in orbit and a seventh planned to launch later in February, is forecast to see revenues growing to $685 million (€573.8m). The estimates come from wealth management and investment firm William Blair in a report on January 27th. William Blair has rated AST as […]

A report from senior analyst Sam McHugh at investment bank BNP–Paribas on US cable giants Charter Communications and Comcast is not positive. The bank’s report says that US cable has become more aggressive following their commentary around fibre being promotional in Q4 2025. “Comcast is discounting heavily around the Winter Olympics, while it appears Charter […]

California-based satellite operator Viasat has used a UK subsidiary to borrow cash to finance the build of ViaSat-3 F1. The borrowing was structured on January 21st and announced on January 26th. The mechanics of the deal see UK registered Viasat Technologies (and with Viasat itself as a guarantor) enter into a Credit Agreement and using […]

A report from analysts at Bank of America looks at the Blue Origin/TeraWave mega-constellation scheme. TeraWave’s constellation will consist of 5,280 LEO satellites and 128 MEO satellites. Deployment is scheduled to begin in Q4 2027. The bank said that TeraWave adds to the long list of planned satellite constellations but is not a direct competitive […]

Investment bank Morgan Stanley, reportedly a front-runner bank to handle an Initial Public Offering (IPO) for SpaceX’s Starlink – has downgraded satellite operator Iridium and has cut its former price steeply from $37 to $24 and a new share price target for Iridium. The bank advised clients that its outlook for Iridium shifts from ‘Overweight’ […]

Analysts at the Bank of America have increased their price target for AST SpaceMobile from $85 (€72.8m) to $100 per share. The bank’s report to clients said: “2025 was a watershed year for LEO. We expect the momentum to intensify in 2026 as providers like AST and Starlink jockey to offer full cellular service and […]

Over the past year, analysts at investment bank ScotiaBank have been enthusiastic supporters of AST SpaceMobile’s prospects. But on January 6th, the bank conducted an about-turn, and – in effect – advised clients to ‘Sell’ their shares in AST. As well as pouring ice-water on AST, the bank’s specific wording was “sector underperform” and the […]

TD Cowen, the US investment bank, has raised its opinion on satellite operator EchoStar. On January 7th, TD Cowen analyst Gregory Williams announced an updated projection for EchoStar (SATS), raising the price target significantly from $100 to $158. The updated target reflects a notable increase of 58 perc ent, while maintaining a Buy rating for […]

Research analysts at BNP Paribas have looked at the news that AT&T had already enabled 23,000 of its cellular sites across the US to take advantage of its recent acquisition of EchoStar 30 MHz of 3.45 GHz terrestrial spectrum. The move will improve connectivity at 5,300 US cities and towns and AT&T says this will […]

A slew of investment banks have come out decidedly in favour of would-be global direct-to-device satellite operator, AST SpaceMobile. For example, analysts at Deutsche Bank are forecasting free cashflow for AST reaching $1.44 billion (€1.24bn) by 2028. The bank has raised its price target to $81 (from $59) and reiterates its ‘Buy’ rating. Bank of […]