AST SpaceMobile’s shares have surged 254% in 2025 as competition in satellite-based cell phone connectivity intensifies.

The Texas-based company’s market capitalization reached nearly US$27 billion after an 83% rise in the past month.

Analyst Andres Coello from Scotiabank said further setbacks, such as delays or failures with AST’s Block 2 Bluebird satellite, could push carriers toward SpaceX’s rival Starlink service.

Data shows AST SpaceMobile has six buy-equivalent, four hold, and one sell analyst ratings, with a price target implying over 40% downside from the latest close.

🔗 Source: Bloomberg