AST Spacemobile Stock Soars Amid Hopes for Collaboration with Jeff Bezos

AST Spacemobile Inc (ticker: ASTS) recently saw its stock price surge by 7.1%.

This rise followed a 4.3% increase on the previous trading day, continuing the upward momentum.

Investors are focusing on the possibility of a strategic partnership with Jeff Bezos's space company Blue Origin or even Amazon.

The recent surge was triggered by a post on Instagram by ASTS board member Adriana Cisneros, which featured a photo of Cisneros, ASTS CEO Abel Avellan, and Jeff Bezos together, accompanied by the caption 'Amazing things are happening at AST & Science + Blue Origin.'

This meeting took place shortly after Blue Origin executives visited ASTS headquarters; notably, according to Scotiabank, while Cisneros and Avellan wore visitor badges, Bezos did not.

This has led to speculation that the meeting went beyond simple rocket launch discussions to explore broader strategic and financial collaborations.

ASTS has already signed a major commercial contract with Blue Origin to launch up to 45 BlueBird Block 2 satellites.

Since a single New Glenn rocket launch can carry up to eight satellites, ASTS has established itself as a key customer of Blue Origin.

Blue Origin's New Glenn rocket conducted its first launch in January 2025 but failed to recover the booster; the second launch is planned for Q3 2025.

As a core client for these satellite launches, ASTS is expected to accelerate its satellite deployment.

Andres Coello, an analyst at Scotiabank, rated ASTS as 'sector outperform' with a price target of $45.40, doubting that the meeting was just about rocket talks.

Coello speculates that the reason for the meeting involving Jeff Bezos, Abel Avellan, and Adriana Cisneros was to discuss deeper commercial integration or strategic equity participation.

This is because Amazon’s satellite internet project, Project Kuiper, overlaps with ASTS’s business direction.

Project Kuiper aims to provide global internet service, planning to deploy 3,236 satellites and invest up to $16 billion.

Meanwhile, ASTS focuses on wholesale 'direct-to-device' broadband internet and forecasts revenues of $30 billion by 2033, surpassing Kuiper’s projected $25 billion revenue.

Additionally, ASTS expects an EBITDA margin around 90%, with EBITDA representing the company’s actual operating income, indicating strong business efficiency.

Adriana Cisneros, ASTS’s first institutional investor and current board member, plays a key role in promoting the company and sharing important news.

Her public disclosure of this meeting has been interpreted in the market as a signal that strategic collaboration discussions are underway.

The sharp rise in stock price reflects growing expectations that the relationship between ASTS, Blue Origin—and even Bezos and Amazon—will evolve beyond a simple customer-supplier relationship into a broader partnership.

In particular, there is growing optimism that cooperation in broadband internet, launch logistics, and technological assets could create significant synergies, prompting market participants to bet on a larger-scale collaboration.