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AST SpaceMobile Stock And 2 Space AI Infrastructure Plays Investors Should Watch

Simply Wall St · 1d ago

Rocket launches, space based data centers for AI and a fast moving FCC sound like science fiction, yet this policy fight is already reshaping how wireless spectrum gets carved up. That tug of war can reroute future cash flows and risk for listed businesses, which is why ignoring it could mean missing something important. This article walks through three stocks exposed to this news and explains how this spectrum story might matter for your portfolio.

The stocks covered below are just a sample of what this theme touches, and the full screen surfaced 31 more companies with equally compelling narratives that sit outside this article. To go deeper into the commercial space and space enabled AI opportunity set, identify and analyze the highest conviction ideas straight from the Commercial Space & Space-Enabled AI Infrastructure screener.

AST SpaceMobile (ASTS)

Overview: AST SpaceMobile builds a satellite network that aims to deliver space based mobile broadband directly to ordinary smartphones beyond terrestrial coverage.

Operations: AST SpaceMobile reports about US$115 million in Wireless Communications Equipment revenue, all currently generated from customers in the United States.

Market Cap: US$24.56 billion

AST SpaceMobile matters for this screener because it is not just supplying hardware into orbit. It is trying to turn low Earth orbit into part of the everyday mobile network your phone already uses.

"The first driver is obvious: satellite deployment cadence. AST says it is targeting around 45 BlueBird satellites in orbit by the end of 2026."

What happens to AST SpaceMobile’s long term revenue potential if a single key assumption about future spectrum access or policy support breaks?

If that spectrum assumption is the real swing factor, read the full narrative for AST SpaceMobile to see how AST SpaceMobile’s rollout plans and policy risk could be decoupling.

NasdaqGS:ASTS 1-Year Stock Price Chart
NasdaqGS:ASTS 1-Year Stock Price Chart

Gilat Satellite Networks (GILT)

Overview: Gilat Satellite Networks supplies satellite based broadband systems and ground equipment that keep data flowing between orbiting satellites and users on earth.

Operations: Gilat Satellite Networks generates about US$304 million from Commercial activities, US$105 million from Defense, and US$79 million from Peru projects, with the United States its largest country exposure.

Market Cap: US$724 million

Gilat Satellite Networks matters for this commercial space theme because it builds the ground hubs, antennas, and services that let all those orbiting assets carry real traffic. This is where the FCC spectrum debate quickly turns into contract opportunities or lost business.

"The Comtech transaction is expected to create a combined company with projected annual revenue above US$700 million and to more than double Gilat's Defense segment revenues, supported by expanded U.S. presence, additional satellite communication products, and new defense related customer relationships, including contracts with the Department of Defense and NASA."

The real swing factor for Gilat Satellite Networks is how one unseen pressure shapes pricing power across its higher margin service and defense work.

That quiet pressure is exactly what the full narrative for Gilat Satellite Networks unpacks, revealing how spectrum decisions and defense demand could be masking upside or compressing returns.

NasdaqGS:GILT 1-Year Stock Price Chart
NasdaqGS:GILT 1-Year Stock Price Chart

Virgin Galactic Holdings (SPCE)

Overview: Virgin Galactic Holdings develops and operates reusable spaceships that offer suborbital flights for private passengers, researchers, and government missions, directly tied to commercial space launch activity.

Operations: Virgin Galactic currently reports about US$1 million of revenue, all from its Aerospace & Defense segment linked to spaceflight systems.

Market Cap: US$462 million

Virgin Galactic matters for this Commercial Space & Space Enabled AI Infrastructure screen because it is building and flying the launch hardware itself. Any shift in regulation or spectrum access directly affects its ability to turn the concept of regular spaceflight into an operational business model.

"The planned start of commercial service in Q4 2026, combined with a gradual ramp from roughly one flight a week toward the targeted 12 flights per month, is described as a way to translate existing demand into higher realised revenue and a path toward improved earnings once operations scale."

What happens to Virgin Galactic’s margin potential if a single assumption about future flight cadence or customer mix stops lining up with reality?

If that cadence is the real swing factor, read the full narrative for Virgin Galactic Holdings to see whether Virgin Galactic’s flight ramp is accelerating, stalled or quietly masking something bigger.

NYSE:SPCE 1-Year Stock Price Chart
NYSE:SPCE 1-Year Stock Price Chart

Seeking Alternatives Before Momentum Flies

Fresh ideas tend to move first, and slower capital often arrives later when the most attractive entry points may already be fading from view. Scan the next breakout list and act while opportunities are still developing.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.