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Added to YB: 2025-08-19

Pitch date: 2025-08-16

ASTS [neutral]

AST SpaceMobile, Inc.

+59%

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

$48.24

Price Target

N/A

Dividend

N/A

EV/EBITDA

-98.75

P/E

-61.08

EV/Sales

1.2K

Sector

Diversified Telecommunication Services

Category

growth

Show full summary:
From Rockets to Runways to Payment Rails — 7 Q2 Earnings in Focus - AST SpaceMobile, Inc.

ASTS (earnings update): SpaceMobile has $1.5B liquidity for 45-60 satellite deployment 2025-26. US service by late 2025 with $50-75M H2'25 revenue outlook. L/S-Band spectrum wins boost commercial case. Key risks: execution/financing sequencing and manufacturing scale. IVT steady until Block-2 deployment results.

Read full article (1 min)