Added to YB: 2026-07-09
Pitch date: 2026-04-29
ASTS [bearish]
AST SpaceMobile, Inc.
-3.69%
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
$22.2B
Pitch Price
$72.28
Price Target
35.00 (-53%)
Dividend
N/A
EV/EBITDA
-72.80
P/E
-41.53
EV/Sales
267.42
Sector
Diversified Telecommunication Services
Category
special_situation
AST SpaceMobile, Inc. - $ASTS (short)
ASTS (short): Priced as 2026 commercial-launch story but 45-satellite year-end target is mathematically impossible (6 operational, needs 39 more in 8mo; New Glenn grounded post-BB7 loss). '$1.2B contracted revenue' collapses to ~$40-65M binding; carriers publicly multi-sourcing; CEO Avellan capped exit at $79.66 (prior EMC/Global Eagle biz went bankrupt). Q1 call May 11-18 forced disclosure. Target $35 from $81 via EV/2027 sales compression 10x→4-5x. Risks: tech works, squeeze, batched launches.
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