Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-04
ASTS [neutral]
AST SpaceMobile, Inc.
+20.65%
current return
Author Info
Creek Drive Capital Management is a boutique investment manager focused on event-driven opportunities. Sign up for the newsletter.
Company Info
AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States.
Market Cap
$27.8B
Pitch Price
$82.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
-123.15
P/E
-71.04
EV/Sales
398.01
Sector
Diversified Telecommunication Services
Category
growth
Creek Drive Capital Management Portfolio Holding: AST SpaceMobile, Inc.
ASTS (holding update): Satellite communications co has rerated significantly despite limited fundamental changes. Progress on milestones/regulatory but launch execution risk remains. Next 3-9mo critical with launches, satellite unfurling & commissioning creating volatility opportunities. Currently ~3% position.
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