Added to YB: 2025-10-16
Pitch date: 2025-10-14
ASTS [neutral]
AST SpaceMobile, Inc.
-31.36%
current return
Author Info
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
$98.79
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
ASTS: AI at the Edge is the Endgame.
ASTS (update): Space-based spectrum platform using phased array tech + vertical integration to enable MNOs to reuse spectrum flexibly. Gateway bookings +9.5% QoQ to $14.9M signals MNO adoption. Block 2 satellites 3.5x larger w/ 10x capacity vs Block 1; needs only 45-60 sats for key market coverage, 90 for global. Manufacturing target 6 sats/month 2025. Early-stage but strong balance sheet, cash exceeds debt. AI at edge endgame.
Read full article (4 min)