Is AST SpaceMobile, Inc. (ASTS) A Good Stock To Buy Now?

Is ASTS a bully banal to buy? We came crossed a bullish thesis connected AST SpaceMobile, Inc. connected R. Dennis’s Substack by OppCost. In this article, we volition summarize the bulls’ thesis on ASTS. AST SpaceMobile, Inc.'s share was trading astatine $89.11 as of March 16th.

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AST SpaceMobile, Inc., unneurotic with its subsidiaries, designs and develops the constellation of BlueBird satellites successful the United States. ASTS presents a compelling bullish setup done the merchantability of long-dated $35 onslaught puts expiring January 2028, arsenic the commercialized is structured astir the company’s expected cardinal de-risking implicit the adjacent 2 years.

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With the banal trading adjacent $85.73, the presumption provides a important borderline of safety, arsenic shares would request to diminution by astir 60% earlier breaching the strike, portion the effectual introduction terms of $30.10 aligns with pre-commercialization enactment levels. The thesis is underpinned by wide operational catalysts, including the planned deployment of 45–60 satellites by 2026, which is expected to alteration continuous sum crossed cardinal markets and modulation the institution from a pre-revenue conception to a scaled infrastructure provider.

This translation is further supported by implicit $1 cardinal successful committed gross from strategical partners specified arsenic AT&T and Verizon, reinforcing visibility into aboriginal currency flows. As these milestones are achieved, improving concern fundamentals are apt to compress implied volatility, enhancing the profitability of the commercialized done theta decay.

Additionally, backing from large telecom players and integration with U.S. authorities entities provides a furniture of credibility and reduces existential risk, which is captious for a capital-intensive space-based communications model. Overall, the setup offers an charismatic risk-reward profile, combining a double-digit output with a precocious probability that the underlying concern trajectory supports sustained valuation levels good supra the onslaught price.

Previously, we covered a bullish thesis on AST SpaceMobile, Inc. (ASTS) by Steve Wagner successful May 2025, which highlighted the company’s modulation toward commercialization, outer deployment progress, beardown liquidity, and aboriginal telecom and authorities traction. ASTS’s banal terms has appreciated by astir 239.59% since our coverage. OppCost shares a akin presumption but emphasizes connected an options-based strategy, borderline of safety, and volatility compression.