This Will Be AST SpaceMobile's Stock Price in 2027

AST SpaceMobile shares have surged recently despite a weak Q1 2026 report. The stock rose 27.02% in one week and remains far below its 52-week high. Q1 2026 revenue of $14.74 million missed consensus by 59.72%, and EPS was -$0.66, driven by induced conversion expense and stock-based compensation. Shares fell after the results, then rebounded as investors refocused on reaffirmed full-year guidance and upcoming BlueBird 8, 9, and 10 launches. The company has nearly 60 MNO partners covering over 3 billion subscribers, more than $1.2 billion in contracted commitments, and a $175 million prepayment from stc Group. Management expects about 45 BlueBird satellites in orbit by year-end 2026, with 2027 revenue approaching $1 billion. Block 2 BlueBirds are expected to nearly double peak speeds, and the company holds thousands of patent claims.

"Q1 2026 revenue of $14.74 million missed the $36.58 million consensus by 59.72%, and EPS came in at -$0.66, a 223.21% miss driven by an $88.65 million induced conversion expense and $55.35 million in stock-based compensation. Shares dropped 11.62% on the report. Reddit sentiment cratered to 11 (very bearish) midday, then recovered to 73 (bullish) within hours as investors refocused on management's reaffirmed $150 million to $200 million full-year guidance and the mid-June BlueBird 8, 9, and 10 launch."

"The bull case rests on execution. AST has nearly 60 MNO partners covering over 3 billion subscribers, over $1.2 billion in contracted commitments, and a $175 million prepayment from stc Group. Management is guiding to approximately 45 BlueBird satellites in orbit by year-end 2026, with 2027 revenue approaching $1 billion, according to CEO Abel Avellan's call commentary."

"Block 2 BlueBirds are expected to nearly double the 98.9 Mbps peak speeds of Block 1, and AST holds approximately 3,900 patent and patent pending claims. Avellan framed the opportunity directly: "AST SpaceMobile is accelerating manufacturing, regulatory progress, commercial partnerships, and government programs, furthering our position as the only technology positioned to capture the massive direct to device broadband opportunity in full.""

"Our 24/7 Wall St. price target for AST SpaceMobile is $93.31, pointing to 12.41% upside from the current $83.01 share price. We rate the stock a buy with moderate confidence, and the bull-case path to triple digits is genuinely in play. Our model's bull case projects ASTS at $108.18 over 12 months, a 30.32% total"

Read at 24/7 Wall St.