Cantor Fitzgerald lifts $ASTS PT to $90 from $80 - OW Analyst comments

Cantor Fitzgerald raised ASTS PT to $90 from $80, OW. Analyst sees dual-source demand, government support, and supply chain confidence as key drivers. Acknowledges conservatism vs. Street but calls ASTS a winning equity story. 33 clean stories shaped this window, with sentiment bullish at 66/100. Also in focus: NioCorp Elk Creek study projects $4.1B pre-tax NPV, 22.8% after-tax IRR.