AST SpaceMobile (ASTS) Resumen de Acciones
AST SpaceMobile, Inc., junto con sus filiales, diseña y desarrolla la constelación de satélites BlueBird en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ASTS Community Fair Values
Create NarrativeSee what 743 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Competidores de AST SpaceMobile, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$58.98 |
| Máximo en las últimas 52 semanas | US$133.86 |
| Mínimo de 52 semanas | US$36.08 |
| Beta | 2.68 |
| Cambio en 1 mes | -31.50% |
| Variación en 3 meses | -16.80% |
| Cambio de 1 año | 12.43% |
| Variación en 3 años | 1,291.04% |
| Variación en 5 años | 454.84% |
| Variación desde la OPV | 503.68% |
Noticias y actualizaciones recientes
Seeking Alpha • Jul 26
AST SpaceMobile's Next Chapter Is Finally Here
Summary AST SpaceMobile expects more than 45 satellite launches this year, backed by $3.5 billion in cash funding over 100 BlueBird satellites. More than 60 mobile network operators serving over 3 billion subscribers support $1.2 billion of contracted commercial commitments and growing visibility. Management reaffirmed 2026 revenue guidance of $150–$200 million while maintaining expectations that 2027 revenue could approach $1 billion. Government communications and defense programs could become a meaningful second growth engine alongside commercial mobile broadband, expanding the long-term addressable market. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 24
ASTS: Launch Delays And Financing Risks Will Pressure Future Returns
The analyst price target for AST SpaceMobile has been adjusted upward to reflect a new fair value estimate of $43.78. Analysts highlight recent pullbacks driven by launch delays rather than demand weakness, a preference for AST’s valuation versus other space stocks, and reinforced confidence in its direct-to-device partnerships and path to EBITDA upside.Recent updates
Seeking Alpha • Jul 26
AST SpaceMobile's Next Chapter Is Finally Here
Summary AST SpaceMobile expects more than 45 satellite launches this year, backed by $3.5 billion in cash funding over 100 BlueBird satellites. More than 60 mobile network operators serving over 3 billion subscribers support $1.2 billion of contracted commercial commitments and growing visibility. Management reaffirmed 2026 revenue guidance of $150–$200 million while maintaining expectations that 2027 revenue could approach $1 billion. Government communications and defense programs could become a meaningful second growth engine alongside commercial mobile broadband, expanding the long-term addressable market. Read the full article on Seeking AlphaActualización de narrativa • Jul 24
ASTS: Launch Delays And Financing Risks Will Pressure Future Returns
The analyst price target for AST SpaceMobile has been adjusted upward to reflect a new fair value estimate of $43.78. Analysts highlight recent pullbacks driven by launch delays rather than demand weakness, a preference for AST’s valuation versus other space stocks, and reinforced confidence in its direct-to-device partnerships and path to EBITDA upside.
Actualización de narrativa • Jul 10
ASTS: Japan JV And FCC Approval Will Drive Direct-To-Phone Coverage Potential
Analysts now see fair value for AST SpaceMobile at $108, up from $95, reflecting updated assumptions on launch timing, direct to device positioning relative to Starlink, and the recent mix of price target revisions and rating changes across the Street. Analyst Commentary Recent research on AST SpaceMobile highlights a wide spread of views, with some analysts focusing on execution risks and others pointing to upside potential tied to direct to device momentum and new partnership structures.Actualización de narrativa • Jun 26
ASTS: Launch Delays And Higher Capital Costs Will Pressure Future Returns
Analysts have trimmed the fair value estimate for AST SpaceMobile to about $41.47 from $43.00 as updated assumptions factor in higher discount rates, more conservative growth and margin expectations, and a higher future P/E multiple in light of recent launch delays and mixed recalibrations in Street price targets. Analyst Commentary Recent research on AST SpaceMobile highlights a wide range of opinions, but the tilt in the latest batch of updates has been more cautious.Artículo de análisis • Jun 18
AST SpaceMobile (ASTS) Stock Could Be 53% Undervalued After BlueBird Satellite Deployment
AST SpaceMobile (ASTS) has entered a new phase after successfully launching and deploying its BlueBird 8, 9, and 10 satellites, a milestone that shifts the story toward operational execution and real-world network performance. See our latest analysis for AST SpaceMobile. Despite the successful BlueBird 8, 9, and 10 launch giving AST SpaceMobile fresh technical momentum, the stock has been volatile, with the share price down 5.58% over one day and 17.32% over seven days, yet backed by a very...
Nueva narrativa • 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.
Nueva narrativa • 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.
Nueva narrativa • Apr 17
ASTS: Technological Triumph Meets Financial Gravity; BlueBird 7 Launch marks the Peak, not the Pivot
Setup ASTS builds a low-Earth-orbit constellation that connects to unmodified mobile handsets using licensed carrier spectrum. BlueBird 7, the company's largest satellite to date, launched on Blue Origin's New Glenn-3 on 16 April 2026 , two days after Amazon's $11.6B acquisition of Globalstar turned a specialist niche into a hyperscaler land-grab.Nueva narrativa • Feb 20
ASTS is a high upside/high execution risk stock.
A high-risk/high-reward potential, ASTS needs to meet all of the 2026 launch cadence/commercial activation milestones in order for me to consider the full bull-case. The Story AST Space Mobile is developing a space-based cellular broadband network which will allow phones to communicate via a network of satellites, and connect to a user's carrier.Artículo de análisis • Jan 22
AST SpaceMobile, Inc. (NASDAQ:ASTS) Analysts Are More Bearish Than They Used To Be
The analysts covering AST SpaceMobile, Inc. ( NASDAQ:ASTS ) delivered a dose of negativity to shareholders today, by...Seeking Alpha • Apr 09
AST SpaceMobile: Avoid For Now
Summary AST SpaceMobile remains highly speculative with major revenue ramp uncertainties and aggressive competition, particularly from Starlink. The company needs to launch 60 satellites by 2026, requiring significant capital expenditure and substantial cash burn. The recent SDA contract offers a short-term revenue boost, but long-term commercialization remains challenging. Investors should be cautious due to high hurdles and potential need for additional funding, making the stock less attractive at current levels. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
AST SpaceMobile: High Hopes, But I'll Pass
Summary I can see the long-term potential of AST SpaceMobile, but its cash burn is simply too high for my Inflection Investing strategy. The company burned through $300 million in free cash flow last year, with no clear path to breakeven anytime soon. While early revenues may start flowing in 2025, the lack of visibility makes it too risky for my portfolio. I’m cheering for the bulls from the sidelines, but this one doesn’t fit my investing criteria. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
What To Do After AST SpaceMobile Shares Fell By 11%
Summary AST SpaceMobile stock dropped on previously known concerns over Apple's iOS update supporting T-Mobile's Starlink texting service, impacting ASTS's satellite offering. ASTS's partnerships with Verizon and AT&T present a long-term investment opportunity. Short-sellers still dominate ASTS stock, but no company has a commanding market share in satellite services, making this a volatile yet promising sector. Long-term investors should see the current dip as a buying opportunity to gain exposure to the satellite telecommunications market. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ASTS | US Telecom | Mercado US | |
|---|---|---|---|
| 7D | 4.9% | -4.2% | 1.0% |
| 1Y | 12.4% | -5.5% | 19.1% |
Rentabilidad vs. Industria: ASTS superó a la industria US Telecom, que obtuvo un rendimiento del -5.5% el año pasado.
Rentabilidad vs. Mercado: ASTS obtuvo unos resultados inferiores a los del mercado US, que fueron del 19.1% el año pasado.
Volatilidad de los precios
| ASTS volatility | |
|---|---|
| ASTS Average Weekly Movement | 17.8% |
| Telecom Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de ASTS ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ASTS(18%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2017 | 1,126 | Abel Avellan | ast-science.com |
AST SpaceMobile, Inc., junto con sus filiales, diseña y desarrolla la constelación de satélites BlueBird en Estados Unidos. La empresa proporciona una red de banda ancha celular en el espacio a la que pueden acceder directamente los teléfonos inteligentes para uso comercial y otras aplicaciones, así como para uso gubernamental. Su servicio SpaceMobile proporciona servicios de banda ancha celular a usuarios finales que se encuentran fuera de la cobertura celular terrestre.
Resumen de fundamentos de AST SpaceMobile, Inc.
| Estadísticas fundamentales de ASTS | |
|---|---|
| Capitalización bursátil | US$22.68b |
| Beneficios(TTM) | -US$487.25m |
| Ingresos (TTM) | US$84.94m |
207.5x
Ratio precio-ventas (PS)-36.2x
Ratio precio-beneficio (PE)¿Está ASTS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ASTS | |
|---|---|
| Ingresos | US$84.94m |
| Coste de los ingresos | US$46.87m |
| Beneficio bruto | US$38.07m |
| Otros gastos | US$525.32m |
| Beneficios | -US$487.25m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 10, 2026
| Beneficios por acción (BPA) | -1.63 |
| Margen bruto | 44.82% |
| Margen de beneficio neto | -573.67% |
| Ratio deuda/patrimonio | 111.7% |
¿Cómo se ha desempeñado ASTS a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/31 04:46 |
| Precio de las acciones al final del día | 2026/07/31 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
AST SpaceMobile, Inc. está cubierta por 13 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mathieu Robilliard | Barclays |
| Michael Funk | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |