SpaceX Delivers Unfortunate News for Verizon, ATT, T-Mobile, and AST Space Mobile Stock Investors
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Parkev Tatevosian, CFAIndependent analyst profile- Source published
- 11 Oct 2026, 17:15 UTC
- Recorded by Tahlil Plus
- 11 Oct 2026, 22:25 UTC
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The video discusses the implications of SpaceX's acquisition of a nationwide low-band spectrum portfolio for its Starlink satellite business. This move is positioned to challenge incumbent wireless carriers like AT&T (T), T-Mobile (TMUS), and Verizon (VZ). Consequently, shares of these three companies experienced a significant drop, down approximately 10% each in pre-market trading. The analysis suggests that while Starlink aims to expand its service beyond rural broadband into direct mobile competition, potentially impacting legacy wireless operators, the CEOs of AT&T and Verizon do not feel significantly threatened in the long term. They believe Starlink's network will likely be constrained to specific niches, unable to compete broadly with established carriers. Fundamental analysis is provided for AT&T, Verizon, and T-Mobile. AT&T's intrinsic value is estimated at $34.10, trading around $22.19, suggesting a potential upside. Verizon's intrinsic value is estimated at $53.29, trading around $41.53, also indicating an upside. T-Mobile's intrinsic value is estimated at $222.88, trading around $149.01, suggesting a significant potential upside. AST SpaceMobile (ASTS) is mentioned as down 10.48% to $50.96, with an inferred target price of $35.0, indicating a bearish outlook for ASTS given its current price and the broader market sentiment towards the telecom sector facing new competition.
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Parkev Tatevosian, CFA
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