A report from equity analysts BNP-Paribas reminds investors that on June 2nd, the FCC is slated to begin a small re-auction of AWS-3 spectrum, covering licences that originally sold for $3.4 billion. “Even if bids came in twice as high, it likely wouldn’t move the needle for the wireless names. But a dark horse has […]

BNP Paribas equity analyst Geoffrey D’Halluin has reiterated the firm’s opinion on satellite operator Eutelsat with a ’Neutral’ rating, although saying that the bank has “tweaked” its guidance and raised its price target from €2.1 per share to €2.7. BNP Paribas says that Eutelsat’s LEO revenues will grow by 50 per cent y-o-y. The bank […]

AST SpaceMobile has received fresh examinations and upgrades from a number of investment banks. While the company’s Q1 results missed consensus on timing around ground station shipments and government revenue recognition, AST said it believes that its satellite launch schedule matters more than the quarter’s performance. For example, Roth Capital says that while some timing […]

A report from investment bank Berenberg on the merger between the media production giants Banijay and All3Media is positive about the plan. “We view the rationale for the merger positively, as it strengthens Banijay’s catalogue and scale,” said the bank’s report. Berenberg is recommending Banijay a ‘BUY’ for its clients and a price target of […]

Investment bank Cantor Fitzgerald, and its analyst Andres Sheppard, has raised its target price on RocketLab’s shares from $72 to $85, and maintained an ‘Overweight’ rating on the rocket company’s prospects. Cantor remains positive on RocketLab following the recent Q4 earnings report [See our report on Friday 27], and the acquisition of Geost is significant, […]

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’ […]