ASTS logo

AST SpaceMobile, Inc. Stock Price

NasdaqGS:ASTS Community·US$44.0b Market Cap
  • 7 Narratives written by author
  • 2 Comments on narratives written by author
  • 752 Fair Values set on narratives written by author

ASTS Share Price Performance

US$113.41
89.26 (369.61%)
US$40.00
Fair Value
US$113.41
89.26 (369.61%)
183.5% overvalued intrinsic discount
US$40.00
Fair Value
Price US$113.41
Brogers US$40.00
HedgeY US$170.00
AnalystConsensusTarget US$71.51

ASTS Community Narratives

Fair Value
·
Fair Value US$40 183.5% overvalued intrinsic discount

ASTS: Technological Triumph Meets Financial Gravity; BlueBird 7 Launch marks the Peak, not the Pivot

3users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
Fair Value
·
Fair Value US$170 33.3% undervalued intrinsic discount

AST SpaceMobile: The Boldest Direct-to-Cell Bet in Public Markets

2users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
·
Fair Value US$71.51 58.6% overvalued intrinsic discount

Global Mobile Data Demand And Satellite Network Expansion Will Drive Long-Term Opportunity

0users have liked this narrative
0users have commented on this narrative
53users have followed this narrative
US$0.28
40.4k% overvalued intrinsic discount
Fair Value
Profit Margin
10.27%
Future PE
16.48x
Price in 2031
US$0.39
US$43
163.7% overvalued intrinsic discount
Profit Margin
89.21%
Future PE
10.37x
Price in 2029
US$52.61
US$71.51
58.6% overvalued intrinsic discount
Profit Margin
99.72%
Future PE
14.05x
Price in 2028
US$87.5
US$95
19.4% overvalued intrinsic discount
Profit Margin
0.94%
Future PE
18.79x
Price in 2028
US$1.16

Trending Discussion

Updated Narratives

ASTS logo

AST SpaceMobile will achieve 80% revenue growth powered by their innovative future plans

Fair Value: US$524.7 78.4% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ASTS logo

AST SpaceMobile: The Boldest Direct-to-Cell Bet in Public Markets

Fair Value: US$170 33.3% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ASTS logo

ASTS: Technological Triumph Meets Financial Gravity; BlueBird 7 Launch marks the Peak, not the Pivot

Fair Value: US$40 183.5% overvalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Slight risk with moderate growth potential.

4 Risks
1 Reward

AST SpaceMobile, Inc. Key Details

US$84.9m

Revenue

US$46.9m

Cost of Revenue

US$38.1m

Gross Profit

US$525.3m

Other Expenses

-US$487.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-1.63
44.82%
-573.67%
111.7%
View Full Analysis

About ASTS

Founded
2017
Employees
1126
CEO
Abel Avellan
WebsiteView website
ast-science.com

AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States. The company provides a cellular broadband network in space to be accessible directly by smartphones for commercial use and other applications, as well as for government use. Its SpaceMobile service provides cellular broadband services to end-users who are out of terrestrial cellular coverage. The company was founded in 2017 and is headquartered in Midland, Texas.

Recent ASTS News & Updates

New Narrative May 29

AST SpaceMobile will achieve 80% revenue growth powered by their innovative future plans

For the custom valuation, I’m treating ASTS as a long-term scaling case, not something you can value off current earnings. The company is still in the early monetization phase, so current margins and PE don’t really tell you much about what the business could look like once the network is mature.
New Narrative May 29

AST SpaceMobile: The Boldest Direct-to-Cell Bet in Public Markets

Rating: Speculative Buy / Execution-driven moonshot Style: Pre-scale space and telecom infrastructure growth Core debate: Is AST SpaceMobile building the first truly valuable space-based cellular broadband network for ordinary smartphones, or is the stock already pricing in a near-perfect rollout of a technically ambitious and capital-intensive business? Executive view AST SpaceMobile is one of the most ambitious infrastructure stories in the market.
Seeking Alpha May 28

AST SpaceMobile Over SpaceX Any Day

Summary AST SpaceMobile offers superior space market exposure versus the upcoming SpaceX IPO at a more attractive valuation. ASTS's purpose-built satellite network connects directly to standard smartphones and leverages partnerships with operators serving 2.8 billion subscribers. Despite a Q1 2026 revenue miss, ASTS reaffirmed $150–200M full-year guidance, expects sequential growth, and maintains a strong $3.5B cash position. ASTS is early in its S-curve, with high-growth potential and less exposure to the unpredictable Musk/xAI factor impacting SPCX's valuation. Read the full article on Seeking Alpha

Recent updates

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