Stock news
13 stories match “ASTS”
Market narrative auditsAST SpaceMobile Wins Brazil Spectrum Rights, but Service Still Awaits DeploymentThe satellite-to-phone company gained 30 MHz of S-band authorization and secondary 700 MHz access within partner operators’ licensed areas. Four gateways are still planned. ASTS · OptimistFi Research Desk · 
Market narrative auditsTTM Technologies, Inc. (NASDAQ: TTMI) Forecasts 48% Sales GrowthA 2.13 book-to-bill ratio and AI demand support the outlook, while debt and acquisition execution raise the hurdle. TTMI · OptimistFi Research Desk · - Market narrative auditsIs AST SpaceMobile, Inc. (NASDAQ: ASTS) U.S. Service Continuous?More than 3,000 U.S. coverage cells are enabled, but the first commercial service is still expected to be intermittent. ASTS · OptimistFi Research Desk ·
Market narrative auditsDoes Broadcom Inc. (NASDAQ: AVGO)'s NTT Deal Move Revenue?The new private-cloud agreement lasts a decade, but its undisclosed price leaves the earnings contribution unmeasurable. AVGO · OptimistFi Research Desk · 
Market narrative auditsDoes AST SpaceMobile, Inc. (NASDAQ: ASTS) Have an EU Spectrum Deal?Four carriers are exploring a joint spectrum bid, but their October 19 statement says the satellite partner has yet to be selected. ASTS · OptimistFi Research Desk · 
Market narrative auditsBILL Holdings, Inc. (NYSE: BILL) Recasts Revenue Without Changing ProfitThe fiscal 2026 recast removes $347.6 million from both revenue and sales expense. Operating income, net income and cash flow do not change. BILL · OptimistFi Research Desk · - Why it movedWhy Is Lumentum Holdings Inc. (NASDAQ: LITE) Stock Up This Year?Lumentum's shares have more than doubled in 2026 and are trading above $1,000. An Nvidia deal, a jump in sales and two new product lines explain the rally. Whether it lasts depends on those new products turning into revenue on time. LITE · OptimistFi Research Desk ·
Investor guidesWhy Is AST SpaceMobile, Inc. (NASDAQ: ASTS) Stock Down 18% This Year?A failed launch, a pushed-back constellation target and heavy capital use reset the timetable even after six later satellites reached orbit. ASTS · OptimistFi Research Desk · 
Investment case changesCan AST SpaceMobile, Inc. (NASDAQ: ASTS) Convert Its Backlog?Thirteen satellites and $1.3 billion of backlog strengthen commercialization, but second-quarter revenue was only $31.5 million and beta service remains non-commercial. ASTS · OptimistFi Research Desk · 
Market narrative auditsIBEX's 2027 Outlook Targets Growth but Little Margin ExpansionIBEX forecasts fiscal 2027 revenue of $700 million to $715 million. New-client training and delivery costs remain a risk to profit. IBEX · OptimistFi Research Desk · 
Investment case changesGuidewire Expects Strong Cloud Sales as Contract Growth SlowsGuidewire forecasts 28% growth in subscription and support revenue. Its recurring-contract outlook is slower, making the difference important to investors. GWRE · OptimistFi Research Desk · 
Investment case changesZscaler Forecasts Slower Growth After Red Canary Lifts ResultsZscaler's annual recurring revenue grew 25%, or 20% without Red Canary. Its forecast points to slower growth. We explain the gap and cash-flow risk. ZS · OptimistFi Research Desk ·
ASTS · OptimistFi Research Desk · 
TTMI · OptimistFi Research Desk · 
AVGO · OptimistFi Research Desk · 
BILL · OptimistFi Research Desk · 
IBEX · OptimistFi Research Desk · 
GWRE · OptimistFi Research Desk · 
ZS · OptimistFi Research Desk ·