Added to YB: 2026-07-20
Pitch date: 2026-07-16
ASTS [neutral]
AST SpaceMobile, Inc.
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
$16.4B
Pitch Price
N/A
Price Target
89.00
Dividend
N/A
EV/EBITDA
-54.41
P/E
-30.78
EV/Sales
199.89
Sector
Diversified Telecommunication Services
Category
growth
The Constellation Is Fine. The Income Statement Isn't. - $ASTS
ASTS (watchlist): $20B mkt cap vs $1.3M Q1 service rev (9% of $14.7M total; 91% hardware, half to related party). 45-sat 2026 target vs 9 in orbit—needs 33 launches/5mo via SpaceX (a competitor) as Blue Origin grounded til Dec, ULA unflown. $2.1B converts in a year post 'fully funded'; $79.57 strike caps stock via arb shorting. $191M quarterly loss, ~$4B debt. Service now dated 2027. Tech/regulatory moat real (FCC SCS auth, 98.9Mbps, Rakuten $926M, 60 MNOs). Prob-weighted ~$89 vs $66. No position until service rev>hardware.
Read full article (11 min)