Added to YB: 2025-12-18
Pitch date: 2025-12-16
ASTS [bullish]
AST SpaceMobile, Inc.
+35.4%
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
$25.3B
Pitch Price
$70.02
Price Target
684.00 (+621%)
Dividend
N/A
EV/EBITDA
-112.22
P/E
-64.64
EV/Sales
362.69
Sector
Diversified Telecommunication Services
Category
growth
ASTS: The Tesla of Spectrum.
ASTS: Satellites becoming software-defined spectrum factories w/ rising ROIC as vertically integrated manufacturing hits 95%. $1B contracted revenue, Saudi $175M prepayment validates thesis. 6 satellites/month production, need only 25 for global coverage of 3B users. Trades 700x sales at $24B but spectrum personalization for Physical AI could yield 10x upside as Tesla-like manufacturing playbook scales.
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