AST SpaceMobile vs. Rocket Lab: Which Space-Based Network Stock Is a Better Buy in 2026?

The article compares two space-focused companies: AST SpaceMobile, which is building a space-based cellular network for standard smartphones, and Rocket Lab, a vertically integrated launch services provider acquiring Iridium Communications. Both are unprofitable and burning cash, but Rocket Lab is recommended as the better buy in 2026 due to its lower valuation (52.9x P/S vs. 188x), stronger balance sheet, and the strategic Iridium acquisition that could position it as a serious SpaceX competitor.

07/31/2026, 4:28 PM • The Motley Fool

AST SpaceMobile vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?

The article compares two space infrastructure companies: AST SpaceMobile, which is building a satellite cellular network for direct smartphone connectivity, and Intuitive Machines, which provides lunar infrastructure and services. While both are pre-profitable, Intuitive Machines is recommended as the better 2026 buy due to its more conservative valuation (P/S ratio of 4.7x vs. 188x), stronger near-term revenue growth projections, and positive free cash flow, despite AST SpaceMobile's exciting long-term potential.

07/31/2026, 3:10 PM • The Motley Fool

Better Space Stock: AST SpaceMobile vs. Redwire

Both AST SpaceMobile and Redwire have fallen over 50% from recent highs in the space sector downturn. AST SpaceMobile aims to build satellite internet with direct-to-device capabilities but faces significant cash burn ($1.37B negative free cash flow), launch delays, and SpaceX competition. Redwire operates diversified space and defense systems with improving financials, strong backlog ($498M), and better margins. Redwire trades at a more reasonable valuation (P/S of 3.5 vs. AST's 187) and is identified as the better investment choice.

07/22/2026, 12:20 PM • The Motley Fool

1 Space Stock That's Expected to Grow at a Significantly Faster Rate Than SpaceX Over the Next Few Years

AST SpaceMobile is expected to grow at a significantly faster rate than SpaceX over the next few years, with analysts projecting a 246% CAGR through 2028 compared to SpaceX's 69% CAGR. However, both stocks trade at rich valuations with AST SpaceMobile at a P/S multiple of 190 versus SpaceX's 80. Both stocks are highly volatile and speculative, with significant downside risk despite promising growth prospects.

07/20/2026, 12:36 PM • The Motley Fool

Oil Pulls the Market Lower Again

Oil prices surged 5% following the U.S. cancellation of Iran sanctions waivers and ceasefire declaration, triggering a market pullback with the Nasdaq down 5%. However, analysts suggest this may be overblown volatility driven by algorithmic trading rather than fundamental concerns. The market remains up 9% year-to-date despite sector rotation, with tech stocks experiencing significant swings. The podcast also discusses emerging low-cost EV options like Fiat's Topolino and Slate's $25,000 truck, questioning whether Americans will embrace practical, affordable vehicles. American Tower's debt is deemed manageable due to sticky telecom contracts, while satellite technology is unlikely to disrupt traditional tower infrastructure in the near term.

07/19/2026, 7:15 PM • The Motley Fool

AST SpaceMobile Nears Commercial Launch: Is It Time To Buy The Dip?

AST SpaceMobile is preparing to launch commercial satellite-based broadband services in early 2027, differentiating itself from Starlink through partnerships with major telecom providers like AT&T and Verizon. The company generated $15M in Q1 2026 revenue and projects $1B annual revenue post-launch, but faces execution risks. The stock has declined nearly 60% from recent highs, making it suitable only for aggressive investors willing to wait for proof of commercial viability.

07/17/2026, 10:15 PM • The Motley Fool

Archer Aviation vs. AST SpaceMobile: Which Aerospace Stock Is a Better Buy in 2026?

The article compares two aerospace technology stocks: Archer Aviation, developing electric vertical takeoff and landing aircraft for urban air mobility, and AST SpaceMobile, building a space-based cellular broadband network. While Archer faces regulatory certification hurdles and slower revenue generation, AST SpaceMobile shows stronger revenue growth trajectory and competitive moats through partnerships with major telecom operators. The analyst recommends AST SpaceMobile as the better buy for 2026 due to its faster path to profitability and established partnerships, despite higher capital expenditures.

07/17/2026, 4:03 PM • The Motley Fool

SpaceX vs. AST SpaceMobile: Which Space Stock Will get Your Portfolio Into Orbit in 2026?

SpaceX and AST SpaceMobile are competing in the satellite communications space with different business models. SpaceX dominates rocket launches and operates Starlink with 10.3 million subscribers but faces massive capital requirements and negative free cash flow of -$14 billion in FY 2025. AST SpaceMobile is building a direct-to-device cellular network with partnerships from major carriers and expects profitability by 2027, though it currently has negative free cash flow of -$1.1 billion. The article recommends AST SpaceMobile as the better 2026 buy due to its more focused business plan and earlier path to profitability.

07/17/2026, 3:19 PM • The Motley Fool

Why Shares of AST SpaceMobile Collapsed 25% This Week

AST SpaceMobile's stock plummeted 25% this week after the company announced a $1 billion convertible bond offering, surprising investors given its $3 billion cash balance. The company faces significant headwinds including $1.37 billion in annual cash burn, operational delays from Blue Origin launch failures, and a high conversion price of $79.60 versus the current $55 share price. Despite the decline, the stock remains expensive relative to fundamentals.

07/17/2026, 10:04 AM • The Motley Fool

AST SpaceMobile vs. Rocket Lab: Which Stock Is The Superior SpaceX Competitor?

SpaceX has fallen back to its IPO price of $135. The article compares two alternatives: AST SpaceMobile, which focuses on satellite-based broadband through telecom partnerships but doesn't launch its own satellites, and Rocket Lab, which will become fully integrated after acquiring Iridium Communications. All three companies are unprofitable startups, making them suitable only for aggressive growth investors.

07/16/2026, 9:15 PM • The Motley Fool

Why AST SpaceMobile Stock Just Crashed

AST SpaceMobile announced a $1 billion capital raise through convertible senior notes with a conversion price of ~$80/share, causing the stock to plunge 16.5%. The decline reflects investor concerns about dilution and poor timing, as the stock has fallen nearly 60% since May. Additionally, competition from SpaceX's Starlink poses a significant threat, particularly regarding access to orbital slots which SpaceX largely controls.

07/16/2026, 11:10 AM • The Motley Fool

AST SpaceMobile vs. Rocket Lab: 1 Number Separates These Space Stocks

Rocket Lab generates approximately $200 million in quarterly revenue with 60% year-over-year growth and a $2 billion backlog, while AST SpaceMobile expects only $150-200 million for all of 2026. Rocket Lab represents a lower-risk, established business with proven revenue streams, whereas AST SpaceMobile is transitioning from development to commercial service with higher upside potential if its satellite-to-phone technology scales successfully.

07/16/2026, 10:30 AM • The Motley Fool

AST SpaceMobile Could Be Entering an Exciting New Growth Phase

AST SpaceMobile has secured carrier validation from AT&T, Verizon, and dozens of global partners, strengthening its satellite-to-phone business thesis. However, the stock remains high-expectation with execution risks dependent on successful launches, activation, and achieving recurring revenue.

07/16/2026, 8:15 AM • The Motley Fool

3 Space Stocks That Could Outshine SpaceX After Its IPO

SpaceX's stock has declined 11% since its June IPO, but the broader space sector remains strong with a $1.85 trillion market cap. Capital is returning to smaller space companies working with SpaceX on government and telecom contracts. Three alternative space stocks to consider are Rocket Lab (RKLB), AST SpaceMobile (ASTS), and Intuitive Machines (LUNR), each with different growth catalysts and profitability timelines.

07/15/2026, 2:37 AM • Investing

What AST SpaceMobile Could Be Worth in 2028, According to Analysts

AST SpaceMobile aims to provide global cellular coverage via low-Earth-orbit satellites through partnerships with major telecom operators. Analysts project the stock could reach $174-$290 by 2028 under a bullish scenario, assuming 5% subscriber adoption from 3 billion accessible users, 90% EBITDA margins, and $4.5 billion in net income. The company received FCC approval for U.S. operations and operates a B2B model with carriers like Verizon, AT&T, and Vodafone rather than competing directly with them.

07/14/2026, 9:20 AM • The Motley Fool