Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Netskope ($NTSK) IPO S-1 Filing: Key Highlights
- Greenhaven Road: AST SpaceMobile ($ASTS) Investment Case
- $COTY CEO Buys Stock After Post-Earnings Selloff
- Trending Tickers: $SBET Buyback, $SATS Spectrum Deal, $UUUU Rare Earth Partnership
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Netskope ($NTSK) IPO S-1 Filing: Key Highlights
Netskope ($NTSK) has filed to go public on the Nasdaq during a strong year for tech IPOs, positioning itself as a high-growth cloud security player focused on large enterprises. The company generated $538M in FY2025 revenue (up 32%) and posted strong SaaS metrics like $707M ARR and 118% net retention, though it remains unprofitable with a $354.5M net loss. Backed by 4,300+ customers—including a third of the Fortune 100—Netskope is betting on platform expansion, international growth, and deeper partner relationships to scale further. The IPO is also a strategic move to boost its brand visibility and pursue acquisitions. Read the full article here.
Greenhaven Road: AST SpaceMobile ($ASTS) Investment Case
Greenhaven Road Capital has invested in AST SpaceMobile (ASTS), a pre-revenue space technology company developing a satellite constellation that enables direct cellular broadband connectivity to unmodified smartphones globally. With strategic partnerships including AT&T, Verizon, and Google reaching over 3 billion people, ASTS plans to deploy 248 satellites by Q1 2026 and achieve cash flow breakeven by end of 2025. The company’s CEO owns over 30% of shares, and the investment represents Greenhaven’s “high expected value, uncertain timing” philosophy, with potential catalysts including a $25 billion “Golden Dome” defense contract and massive addressable markets in underserved areas where traditional cell towers cannot reach. While carrying significant execution and regulatory risks as a pre-revenue company, Greenhaven believes ASTS offers “substantially more upside than downside” with the potential for transformative returns if the technology achieves modest adoption across developed markets. Read the full article here.
$COTY CEO Buys Stock After Post-Earnings Selloff
Sue Nabi, CEO of Coty ($COTY), purchased 260,000 shares at $3.92 per share, totaling $1.02 million. The move followed a nearly 22% drop in Coty’s stock after disappointing earnings. Shares have been trending lower for the past two years, recently hitting their lowest levels since the COVID-19 pandemic. In addition to the CEO, Coty’s Chief People & Purpose Officer also bought shares at $3.84 per share. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $SBET Buyback, $SATS Spectrum Deal, $UUUU Rare Earth Partnership
This week, several stocks attracted attention due to major developments. Here’s a breakdown:
- SharpLink Gaming ($SBET): SharpLink authorized a $1.5 billion stock buyback plan to support its share price if it falls below the NAV of its Ethereum holdings. The company is gaining attention as a high-beta proxy for ETH exposure amid rising crypto prices.
- EchoStar ($SATS): EchoStar agreed to sell $23 billion worth of wireless spectrum licenses to AT&T, covering over 400 U.S. markets. The deal strengthens EchoStar’s balance sheet while allowing it to continue offering Boost Mobile services through an enhanced wholesale agreement with AT&T.
- Energy Fuels ($UUUU): Energy Fuels signed an MOU with Vulcan Elements to build a fully domestic rare earth magnet supply chain. Starting in Q4 2025, Energy Fuels will supply high-purity NdPr and Dy oxides from its Utah facility, supporting key industries like EVs, defense, and data centers.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
