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 | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
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Competidores de AST SpaceMobile, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$82.25 |
| Máximo en las últimas 52 semanas | US$133.86 |
| Mínimo de 52 semanas | US$36.08 |
| Beta | 2.63 |
| Cambio en 1 mes | -1.70% |
| Variación en 3 meses | -9.36% |
| Cambio de 1 año | 105.11% |
| Variación en 3 años | 1,243.95% |
| Variación en 5 años | 747.06% |
| Variación desde la OPV | 741.86% |
Noticias y actualizaciones recientes
Recent updates
AST SpaceMobile: The Next Phase Could Be Massive
Summary AST SpaceMobile has scaled manufacturing to over 500,000 square feet and targets production of six fully assembled satellites monthly. Management reaffirmed $150-$200 million 2026 revenue guidance while citing over $1.2 billion in contracted commercial commitments. Blue Origin launch issues increased execution concerns, though Falcon 9 launches for BlueBird 8-10 remain on schedule. ASTS trades at 168x forward EV/Sales, leaving little room for deployment delays or commercialization setbacks. Read the full article on Seeking Alpha
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.
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.
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.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.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...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 AlphaAST 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 AlphaWhat 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 AlphaAST SpaceMobile: There's A Lot We Don't Know Yet
Summary AST SpaceMobile is launching its first five satellites, aiming to provide direct mobile phone coverage with existing deals from Verizon and AT&T. The company has a unique value proposition with large IP, minimal competition, and a largely fixed-cost, high-margin business model. Significant uncertainties remain, including customer uptake, carrier usage, and competition progress, making the investment outlook complex and uncertain. While the potential is high, substantial short positions and numerous variables suggest caution. The business model could generate significant cash if all goes well. Read the full article on Seeking AlphaAST SpaceMobile: I See Plenty Of Upside Ahead
Summary AST SpaceMobile is steadily building an enormously influential satellite network, bringing connectivity to the most underserved regions. Major collaborations and partnerships suggest ASTS is equipped to seize a large share of the 5G market going forward. By providing service directly to smartphones, the company differentiates itself from competitors. Read the full article on Seeking AlphaAST SpaceMobile: Growing Into Its Valuation
Summary AST SpaceMobile's share price dropped after the release of its Q3 results, although there was little reason for this from a fundamental perspective. AST is reaching a point where it can demonstrate the viability of its business, but meaningful revenue probably remains 1-2 years away. This likely means that ASTS stock will remain at the mercy of small shifts in investor sentiment in the short term. While valuing AST remains difficult, a growing government business and the expansion of Apple's relationship with Globalstar are important proof points. Read the full article on Seeking AlphaAST SpaceMobile: A Strong Buy As The Company Expands Its Coverage
Summary Partnerships with Verizon and AT&T validate the value of the company's technology and enable near-total continental US coverage. The upcoming launch of 17 Block 2 satellites in Q1 2025 will improve service capabilities with a 10x improvement in bandwidth. Despite high capex and cash burn, the company’s vertically integrated model allows tight control over satellite production, with plans to ramp up to 6 satellites per month. Despite high valuation ratios, shareholder dilution, and operational risks, I maintain a strong buy rating for this company, confident the company will deliver on its ambitious plans. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ASTS | US Telecom | Mercado US | |
|---|---|---|---|
| 7D | -7.3% | 0.6% | 2.3% |
| 1Y | 105.1% | -3.1% | 25.5% |
Rentabilidad vs. Industria: ASTS superó a la industria US Telecom, que obtuvo un rendimiento del -3.1% el año pasado.
Rentabilidad vs. Mercado: ASTS superó al mercado US, que obtuvo un rendimiento del 25.5% el año pasado.
Volatilidad de los precios
| ASTS volatility | |
|---|---|
| ASTS Average Weekly Movement | 16.8% |
| Telecom Industry Average Movement | 8.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
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(17%) 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$33.99b |
| Beneficios(TTM) | -US$487.25m |
| Ingresos (TTM) | US$84.94m |
¿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
n/a
| 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 | 2026/06/16 09:38 |
| Precio de las acciones al final del día | 2026/06/16 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 |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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 11 analistas. 9 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. |