SpaceX Spectrum Deal Triggers Piper Sandler Downgrade of AST SpaceMobile
SpaceX’s direct-to-cell ambitions prompt Piper Sandler to cut AST SpaceMobile’s rating and price target amid launch bottleneck fears.
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BofA Upgrades Salesforce to Buy, Reversing AI Disintermediation Concerns
BofA upgraded Salesforce to Buy and lifted its price target to $285, arguing AI will deepen dependence on the platform rather than replace it.
Deutsche Bank Upgrades AST SpaceMobile to Buy After 65% Drop, Citing Overlooked Progress
Deutsche Bank upgrades AST SpaceMobile to Buy with a $93 target after a 65% drop, citing overlooked satellite, FCC, and partner progress.
Barclays Starts Space and Defense Coverage, Favors SpaceX and Rocket Lab
Barclays opened aerospace and defense coverage, rating SpaceX and Rocket Lab Overweight and favoring defense tech over large primes.
FCC’s October 29 Agenda Is a Mixed Read for AST SpaceMobile
NextNav’s expected 900 MHz item was delayed, while a 25 MHz auction plan creates a narrow risk for AST SpaceMobile, Clear Street says.
Citi Downgrades NXP, Universal Display, and Nova Ahead of Earnings
Citi downgraded NXPI and Nova to Neutral and OLED to Sell, cutting price targets on limited data-center exposure and smartphone weakness.