Added to YB: 2025-12-09
Pitch date: 2025-12-03
ASTS [neutral]
AST SpaceMobile, Inc.
+23.27%
current return
Author Info
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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
$62.22
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
Walden 3 Research | November Portfolio - AST SpaceMobile, Inc.
ASTS (holding update): Binary space-based cellular play with $1B+ contracted revenue and potential monopoly, but weak execution history. Latest BlueBird 6 launch delayed to December - another missed timeline. First-mover advantage eroding with each delay. Heavy capital burn means credibility = cash.
Read full article (1 min)