Added to YB: 2025-06-24
Pitch date: 2025-06-21
ASTS [neutral]
AST SpaceMobile, Inc.
+75.33%
current return
Author Info
Steve Wagner provides in-depth analysis of my favorite individual companies. Sign up for the newsletter.
Company Info
AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States.
Market Cap
$22.2B
Pitch Price
$43.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
-98.75
P/E
-61.08
EV/Sales
1.2K
Sector
Diversified Telecommunication Services
Category
special_situation
Connecting the Dots: AST SpaceMobile’s Global Momentum Just Accelerated
ASTS (update): Russell 1000 inclusion brings passive inflows (~$10.6T benchmarked). 45MHz spectrum deal with Ligado/Inmarsat/Viasat enables 120Mbps speeds via $550M non-recourse loan (non-dilutive). Vodafone Idea partnership targets India's 1.1B mobile market with satellite-based 4G/5G. Stock surged >$40/share on these commercial execution milestones.
Read full article (2 min)