Musk Considers SpaceX IPO Timing with Planetary Event
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy ASTS?
Source: Benzinga
- IPO Timing Consideration: Musk is contemplating a mid-June IPO for SpaceX, coinciding with a rare conjunction of Jupiter and Venus, which could attract heightened investor interest.
- Funding Target: SpaceX aims to raise up to $50 billion, potentially valuing the company at around $1.5 trillion, which would surpass Saudi Aramco's $29 billion listing in 2019, making it the largest IPO in history.
- Tight Timeline: Despite the promising IPO outlook, some bankers caution that the June timeline may be overly ambitious, as the company still needs to file its Form S-1 with the SEC and conduct a global roadshow.
- Market Impact: SpaceX executives are in close discussions with investment bankers, and while preparing for the IPO, the ongoing sale of existing shares is valued at approximately $800 billion, which could enhance the market performance of related space stocks.
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Analyst Views on ASTS
Wall Street analysts forecast ASTS stock price to fall
8 Analyst Rating
3 Buy
4 Hold
1 Sell
Hold
Current: 92.680
Low
43.00
Averages
91.68
High
137.00
Current: 92.680
Low
43.00
Averages
91.68
High
137.00
About ASTS
AST SpaceMobile, Inc. is engaged in building a global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on its intellectual property (IP) and patent portfolio and designed for both commercial and government applications. The Company is engaged in designing and developing the constellation of BlueBird (BB) satellites and has planned space-based Cellular Broadband network distributed through a constellation of low Earth orbit (LEO) satellites. Its SpaceMobile Service is being designed to provide high-speed cellular broadband services to end-users who are out of terrestrial cellular coverage using existing mobile devices. The Company intends to continue testing capabilities of the BW3 test satellite, including further testing with cellular service providers and the government. The Company has operations in India, Scotland, Spain, and Israel.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Revenue Growth: AST SpaceMobile's Q4 revenue surged 2731% year-over-year to $54.3 million, significantly exceeding analysts' expectations of $39.5 million, indicating the company's robust market performance and growth potential.
- Sales Forecast Upgrade: Roth Capital raised AST SpaceMobile's 2027 sales estimate to nearly $1 billion, anticipating that increasing mobile network operator activity and government opportunities will drive revenue growth, highlighting the company's strengthening strategic position in the industry.
- Satellite Launch Plans: AST plans to deploy approximately 45 to 60 Block 2 BB satellites by the end of 2026, launching one every month, aiming to provide intermittent service in selected markets, which will lay the groundwork for the company's commercial service activation.
- Positive Market Reaction: Following the Q4 revenue report, AST SpaceMobile's shares rose over 10%, and the stock has soared 234% over the past 12 months, reflecting strong investor confidence in the company's future prospects.
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- Market Reaction: The increase in share value reflects positive investor sentiment after the company's quarterly performance announcement.
See More
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- Partnership Announcement: AST SpaceMobile has signed a partnership with Canadian telecom giant Telus, which will invest in ground-based satellite infrastructure while AST provides BlueBird satellites, aiming to deliver satellite broadband to remote areas in Canada, thereby enhancing AST's competitive position in the market.
- Equity Stake: Telus will become an equity shareholder in AST SpaceMobile, reinforcing the long-term alignment between the two companies; however, it remains unconfirmed whether Telus will directly purchase AST shares, yet this equity relationship ensures Telus will entrust its direct-to-cell business to AST going forward.
- Market Reaction: Following the partnership announcement, AST's stock surged by 10%, indicating a positive investor response, although the direct-to-cell service is not expected to launch until late 2026, which may impact short-term profitability expectations.
- Profitability Outlook: Despite the optimistic partnership prospects, AST's service readiness in the U.S. or Canada remains uncertain, potentially disappointing investors who anticipated profitability next year, leading analysts to maintain a cautious stance on AST's stock.
See More
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- Significant Stock Surge: Following the positive earnings report, Latham Group's shares jumped 25.7% to $8.10 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Positive Future Outlook: Latham Group issued FY26 sales guidance above estimates, further solidifying investor confidence in the company's long-term growth trajectory.
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Company Announcement: Space Mobile has raised its target price significantly.
New Target Price: The target price has increased from $43 to $85.
See More
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- Commercial Agreement: TELUS has signed a commercial agreement with AST SpaceMobile to combine AST's low-Earth orbit satellite network with TELUS' wireless network, aiming to provide space-based cellular broadband to remote areas in Canada, which is expected to significantly enhance communication capabilities in these regions.
- Infrastructure Investment: As part of the deal, TELUS will invest in ground-based satellite infrastructure and take an equity stake in AST SpaceMobile, which not only strengthens TELUS's market position but also provides ASTS with financial support to accelerate its global satellite deployment.
- Service Launch Timeline: Starting in late 2026, TELUS customers are expected to send texts, make calls, and use data in areas where traditional cellular networks are unavailable, offering unprecedented connectivity opportunities for users in remote locations and enhancing user experience.
- Stock Price Reaction: ASTS shares rose by 2.6% following the announcement of the agreement, reflecting market optimism about the collaboration and indicating investor confidence in future revenue growth, especially as ASTS sets a revenue target of $150 million to $200 million for 2026.
See More
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- Significant Revenue Growth: AST SpaceMobile's Q4 revenue surged 2731% year-over-year to $54.3 million, significantly exceeding analysts' expectations of $39.5 million, indicating the company's robust market performance and growth potential.
- Sales Forecast Upgrade: Roth Capital raised AST SpaceMobile's 2027 sales estimate to nearly $1 billion, anticipating that increasing mobile network operator activity and government opportunities will drive revenue growth, highlighting the company's strengthening strategic position in the industry.
- Satellite Launch Plans: AST plans to deploy approximately 45 to 60 Block 2 BB satellites by the end of 2026, launching one every month, aiming to provide intermittent service in selected markets, which will lay the groundwork for the company's commercial service activation.
- Positive Market Reaction: Following the Q4 revenue report, AST SpaceMobile's shares rose over 10%, and the stock has soared 234% over the past 12 months, reflecting strong investor confidence in the company's future prospects.
See More
AST SpaceMobile Stock Rises 2.5% Following Q4 Earnings Report
- Company Performance: A report indicates that Space Mobile shares have gained 2.5% following the release of their Q4 results.
- Market Reaction: The increase in share value reflects positive investor sentiment after the company's quarterly performance announcement.
See More
AST SpaceMobile Partners with Telus for Satellite Broadband
- Partnership Announcement: AST SpaceMobile has signed a partnership with Canadian telecom giant Telus, which will invest in ground-based satellite infrastructure while AST provides BlueBird satellites, aiming to deliver satellite broadband to remote areas in Canada, thereby enhancing AST's competitive position in the market.
- Equity Stake: Telus will become an equity shareholder in AST SpaceMobile, reinforcing the long-term alignment between the two companies; however, it remains unconfirmed whether Telus will directly purchase AST shares, yet this equity relationship ensures Telus will entrust its direct-to-cell business to AST going forward.
- Market Reaction: Following the partnership announcement, AST's stock surged by 10%, indicating a positive investor response, although the direct-to-cell service is not expected to launch until late 2026, which may impact short-term profitability expectations.
- Profitability Outlook: Despite the optimistic partnership prospects, AST's service readiness in the U.S. or Canada remains uncertain, potentially disappointing investors who anticipated profitability next year, leading analysts to maintain a cautious stance on AST's stock.
See More
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- Strong Earnings Report: Latham Group reported a fourth-quarter loss of 6 cents per share, outperforming analyst expectations of a 10-cent loss, indicating improvements in cost control and operational efficiency.
- Sales Exceed Expectations: The company achieved quarterly sales of $99.950 million, surpassing the analyst consensus estimate of $96.786 million, reflecting strong market demand and robust product performance, which bolstered investor confidence.
- Significant Stock Surge: Following the positive earnings report, Latham Group's shares jumped 25.7% to $8.10 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Positive Future Outlook: Latham Group issued FY26 sales guidance above estimates, further solidifying investor confidence in the company's long-term growth trajectory.
See More
AST Spacemobile Inc: UBS Increases Price Target from $43 to $85
Company Announcement: Space Mobile has raised its target price significantly.
New Target Price: The target price has increased from $43 to $85.
See More
TELUS Partners with AST SpaceMobile for Satellite Broadband
- Commercial Agreement: TELUS has signed a commercial agreement with AST SpaceMobile to combine AST's low-Earth orbit satellite network with TELUS' wireless network, aiming to provide space-based cellular broadband to remote areas in Canada, which is expected to significantly enhance communication capabilities in these regions.
- Infrastructure Investment: As part of the deal, TELUS will invest in ground-based satellite infrastructure and take an equity stake in AST SpaceMobile, which not only strengthens TELUS's market position but also provides ASTS with financial support to accelerate its global satellite deployment.
- Service Launch Timeline: Starting in late 2026, TELUS customers are expected to send texts, make calls, and use data in areas where traditional cellular networks are unavailable, offering unprecedented connectivity opportunities for users in remote locations and enhancing user experience.
- Stock Price Reaction: ASTS shares rose by 2.6% following the announcement of the agreement, reflecting market optimism about the collaboration and indicating investor confidence in future revenue growth, especially as ASTS sets a revenue target of $150 million to $200 million for 2026.
See More
