Added to YB: 2026-09-09
Pitch date: 2026-09-06
ASTS [neutral]
AST SpaceMobile, Inc.
+4.69%
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
$18.7B
Pitch Price
$63.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
-49.98
P/E
-28.89
EV/Sales
172.50
Sector
Diversified Telecommunication Services
Category
growth
ASTS: A Remarkable Machine Priced for the Bull Case, But Is It Worth It
ASTS (hold): The existing AST SpaceMobile position is slightly underwater, but at roughly $62 and a $24B equity value there is no margin of safety: SpaceMobile service has generated no revenue, only 13 satellites are deployed, and 90 would cost an estimated $1.9-2.1B before other infrastructure and replacement capex. Reassessment requires evidence of attractive satellite-level free cash flow, self-funding and meaningful carrier economics; better entry odds may emerge around $35-45.
Read full article (11 min)