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Fresh hardware arriving at Cape Canaveral gave AST SpaceMobile bulls a reason to cheer, but a mounting analyst argument about SpaceX may matter far more for where the stock heads next.
According to TheFly, Berenberg analyst Michael Filatov believes SpaceX’s latest move could sharpen its strategic distinction with AST SpaceMobile.
Space Exploration Technologies Corp.’s (SPCX) latest push into mobile connectivity could be creating an unexpected opportunity for AST SpaceMobile Inc. (ASTS), analysts at Berenberg said.The satellite-to-phone race is increasingly becoming a battle over not just technology, but who ultimately contr…