AST SpaceMobile faces launch delays as 2027 revenue view is cut

what happened

TradingView reports that AST SpaceMobile generated $31.5M in second-quarter revenue and held about $2.72B in cash as of June 30. The company is dealing with launch delays, lower cost and revenue estimates, as well as pricing and regulatory pressure. All 13 satellites, including phased-array units, are in orbit and operating as planned.

William Blair reduced its AST SpaceMobile revenue forecast for 2027 to $459M from $752M, citing slower BlueBird II launches and shipment delays. The firm now expects fewer than 20 satellites in orbit by year-end. AST SpaceMobile still targets roughly 45 satellites by early 2027 and plans one launch every 1–2 months; 10 launches are booked with two providers.

On Oct 5, AST SpaceMobile completed its first integration test with Telus, demonstrating satellite-to-smartphone voice, text and broadband connectivity. Telus expects the service to reach eligible phones within a year. B. Riley lowered its rating to Neutral and cut its price target to $65. The stock was trading near $63, while traders were watching the $81 level and the 200-day average near that mark.

why it matters

The market focus is on constellation deployment, spectrum access and regulatory exposure. TradingView also reports that the FCC approved radiolocation testing from Oct 9 to Nov 8, while Rakuten and AST SpaceMobile agreed to develop LEO infrastructure and cooperate on Beyond 5G/6G research. CEO Abel Avellan says U.S. carriers hold about 1,000 MHz of usable low- and mid-band spectrum; AST has 45 MHz of L-band and peak satellite rates near 200 Mbps.

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