AST SpaceMobile, Inc. (NASDAQ: ASTS) caught the attention of CNBC’s Jim Cramer this week as he guided investors through how to navigate a recent market rotation.
A caller asked Cramer directly what they should do if they currently hold no position in the stock, prompting a clear and optimistic response from the veteran market commentator.
Cramer stated, “I think it’s a great speculative stock. I really do… I think it can make money in two years. I would go for it. I really would, especially because it’s just taking that break.”
The remarks signal continued interest in ASTS from retail investors who follow Cramer’s commentary closely, particularly during periods of market volatility and sector rotation.
AST SpaceMobile builds and operates the BlueBird satellite network, which delivers space-based cellular broadband that connects directly to standard smartphones without requiring specialized hardware.
The company’s model is distinct in the satellite communications space, as it targets everyday mobile users rather than requiring dedicated satellite phones or equipment to access its network.
Cramer also addressed the stock during a June 18 Investing Club episode, offering a more detailed breakdown of how he views the satellite and rocket sector as a whole.
During that episode, Cramer said, “We looked at all these satellite and rocket stocks and came back with a very mixed view of them because they’re so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them.”
Cramer elaborated on his broader investment philosophy around speculative positions, arguing that a well-balanced portfolio can accommodate some risk-driven bets alongside more disciplined holdings.
He said, “For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it’s speculation versus pure investment.”
ASTS shares were down 1.13% at the time of the commentary, which Cramer appeared to view as an entry opportunity rather than a warning sign for prospective investors.
The stock has attracted significant attention from retail and institutional investors alike, given AST SpaceMobile’s ambitious goal of building a global space-based cellular network at commercial scale.
Cramer’s consistent framing of ASTS as a “flier” rather than a core holding suggests he sees meaningful upside but wants investors to size their positions accordingly and manage risk carefully.
