Added to YB: 2026-09-10
Pitch date: 2026-09-07
ASTS [neutral]
AST SpaceMobile, Inc.
-1.17%
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
$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
Portfolio Update - August 2026 - AST SpaceMobile, Inc.
ASTS (hold): AST SpaceMobile remains the largest position at 24.5%, up 999.86%, and has not been trimmed because the remaining upside is still viewed as large. Japan became its first international commercial activation, the constellation reached 13 satellites and backlog grew to $1.3 billion. However, at €62 the market already prices in a working network; backlog conversion and U.S. continuity, delayed to early 2027, are the key watchpoints.
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