Added to YB: 2026-01-13
Pitch date: 2026-01-10
ASTS [neutral]
AST SpaceMobile, Inc.
+3.09%
current return
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
$27.4B
Pitch Price
$95.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
-122.11
P/E
-75.46
EV/Sales
1.5K
Sector
Diversified Telecommunication Services
Category
N/A
ASTS - Suckers at The Table
ASTS (bearish): High-beta meme stock trading at ~$40B EV for space-based cellular network. Only 2% of 248-satellite constellation deployed. Bull case requires perfect execution: on-time deployment, 50% FCF margins, $10-15/mo ARPU, 10-15% penetration. Risks: timeline delays, Starlink competition, weak MNO pricing power, $779M annual capex if 7yr satellite life. Conservative FCF yield only 5% vs T-bonds.
Read full article (15 min)