$ASTS upgraded to Buy at B. Riley, $85 target. The line that matters: “fully funded to deploy its global network.” And for all the noise about delays, the buildout is accelerating. BlueBirds 8, 9, 10 in orbit, three more launching in August, the Texas factory pumping out 10+ satellites’ worth of components a month, 45 targeted in orbit this year. Now the phase shift: beta service can start with as few as 20 BlueBirds, and subscriber data is “just around the corner.” For years this traded on launch schedules. Soon it trades on actual users.
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