Added to YB: 2026-06-17
Pitch date: 2026-06-15
ASTS [neutral]
AST SpaceMobile, Inc.
-4.03%
current return
Author Info
No bio for this author
Company Info
AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States.
Market Cap
$26.2B
Pitch Price
$85.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
-85.59
P/E
-49.00
EV/Sales
314.41
Sector
Diversified Telecommunication Services
Category
growth
$ASTS - The Satellites That Might Be Watching Everything
ASTS (overview): BlueBird LEO constellation (45-60 sats by 2026) carries largest-ever 2,400 sq ft phased arrays, AST5000 ASIC, spectrum 700MHz-2.2GHz. Speculative thesis: same hardware enables passive radar (hypersonic/stealth/missile tracking, ELINT) per mgmt hints. Defense capability free-riding on AT&T/Verizon-funded commercial buildout—unpriced optionality vs ICEYE/Capella's costly SAR sats.
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