Shares of AST SpaceMobile (ASTS) have fallen for four consecutive sessions, marking their longest losing streak of 2026, as investors brace for SpaceX's IPO, which is expected to price at $135 per share and value the company at $1.77 trillion. This IPO raises concerns about capital shifting away from other space stocks, including ASTS. On the other hand, Roth Capital has expressed confidence in ASTS, claiming it has a 'better mousetrap' and a two-year advantage over SpaceX's Starlink in the direct-to-device market. Meanwhile, Barclays has lowered its price target for ASTS from $65 to $60, citing unattractive risk-reward dynamics and recent operational delays. Despite the stock's decline, ASTS is advancing its satellite deployment plans, with CEO Abel Avellan confirming the arrival of three satellites at Cape Canaveral and a target of deploying 45 satellites this year. Retail sentiment for ASTS has turned bearish, reflecting concerns about the impact of the SpaceX IPO on the market.