Professional
Added to YB: 2026-05-28
Pitch date: 2026-05-22
ASTS [neutral]
AST SpaceMobile, Inc.
+18.2%
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
$35.8B
Pitch Price
$112.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
-116.35
P/E
-66.98
EV/Sales
427.42
Sector
Diversified Telecommunication Services
Category
growth
Crossroads Capital Portfolio Holding: AST SpaceMobile, Inc.
ASTS (holding update): Q1 2025 rev $14.7M light vs consensus but FY26 guide $150-200M reaffirmed (2x+ FY25's $70.9M). BB8-10 launch mid-June, targeting 45 sats in orbit by Dec. Pro forma liquidity $3.5B funds full buildout w/o dilution. 98.9 Mbps peak speed validates commercial viability. $1.2B backlog + $30M SDA contract. Manufacturing at 10+ sats/month capacity. Mid-band constellation launching end-2026 expands TAM. FCC cleared US commercial service.
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