AST SpaceMobile Dirección
Dirección controles de criterios 3/4
El CEO de ASTceMobile es Abel Avellan, nombrado en Jan 2017, tiene una permanencia de 9.67 años. posee directamente un 0.03% de las acciones de la empresa, con un valor de $6.80M. La antigüedad media del equipo directivo y de la junta directiva es de 2.3 años y 5.4 años, respectivamente.
Información clave
Abel Avellan
Chief Executive Officer (CEO)
US$14.2m
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | 9.7yrs |
| Participación del CEO | 0.03% |
| Permanencia media de la dirección | 2.3yrs |
| Promedio de permanencia en la Junta Directiva | 5.4yrs |
Actualizaciones recientes de la dirección
Recent updates
AST SpaceMobile: Great Technology Is Not Enough
Summary AST SpaceMobile is developing satellite infrastructure to enable smartphones to connect beyond terrestrial cell tower reach. I see ASTS's architecture as valuable, focusing on large, complex satellites rather than modifying phones. Key investment questions: Can ASTS build the best network, and will cash flows justify the current valuation? Even if ASTS becomes strategically important, shareholder returns may disappoint due to high valuation expectations. Read the full article on Seeking Alpha
ASTS: Government And Partner Demand Will Support Direct To Device Rollout
Analysts have nudged their blended price target for AST SpaceMobile higher from about $71.51 to roughly $78.48, reflecting a mix of trimmed individual targets and refreshed models that emphasize government demand, reaffirmed guidance, and what they describe as a clearer long term revenue opportunity despite higher free cash flow burn and launch related delays. Analyst Commentary Recent research on AST SpaceMobile highlights a split between those focused on the long term direct to device opportunity and those emphasizing execution risks, launch delays, and valuation.
ASTS: Launch Disruptions And Financing Structure Will Constrain Future Upside
The updated analyst price target for AST SpaceMobile moves slightly lower from $43.78 to $42.50 as analysts factor in a higher discount rate, a richer future P/E assumption, and slightly more conservative long term profitability, even as growth expectations remain robust and recent research highlights both the pullback in the share price and rising institutional interest following launch disruptions and new partnership developments. Analyst Commentary Recent Street research on AST SpaceMobile shows a wide spread of opinions on valuation, execution risk, and the pace of commercialization.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.
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.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.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...
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...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$619m |
| Mar 31 2026 | n/a | n/a | -US$487m |
| Dec 31 2025 | US$14m | n/a | -US$342m |
| Sep 30 2025 | n/a | n/a | -US$304m |
| Jun 30 2025 | n/a | n/a | -US$353m |
| Mar 31 2025 | n/a | n/a | -US$326m |
| Dec 31 2024 | n/a | n/a | -US$300m |
| Sep 30 2024 | n/a | n/a | -US$296m |
| Jun 30 2024 | n/a | n/a | -US$145m |
| Mar 31 2024 | n/a | n/a | -US$91m |
| Dec 31 2023 | n/a | n/a | -US$88m |
| Sep 30 2023 | n/a | n/a | -US$64m |
| Jun 30 2023 | n/a | n/a | -US$53m |
| Mar 31 2023 | n/a | n/a | -US$37m |
| Dec 31 2022 | n/a | n/a | -US$32m |
| Sep 30 2022 | n/a | n/a | -US$27m |
| Jun 30 2022 | n/a | n/a | -US$13m |
| Mar 31 2022 | n/a | n/a | -US$30m |
| Dec 31 2021 | US$9k | US$9k | -US$19m |
| Sep 30 2021 | n/a | n/a | -US$24m |
| Jun 30 2021 | n/a | n/a | -US$34m |
| Mar 31 2021 | n/a | n/a | -US$20m |
| Dec 31 2020 | US$36k | US$36k | -US$24m |
| Sep 30 2020 | n/a | n/a | -US$19m |
| Dec 31 2019 | US$24k | US$24k | -US$11m |
Compensación vs. Mercado: La compensación total ($USD14.22M) de Abel está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.74M).
Compensación vs. Ingresos: La compensación de Abel ha aumentado mientras la empresa no es rentable.
CEO
Abel Avellan (55 yo)
Mr. Abel Avellan is a Founder of AST SpaceMobile, Inc. (Alternate Name: AST & Science, LLC) in 2017 and has been its Chief Executive Officer and Chairman since 2017. He served as the President of AST Space...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 9.7yrs | US$14.22m | 0.030% $ 6.8m | |
| President & Chief Strategy Officer | 2.3yrs | US$9.57m | 0.16% $ 36.9m | |
| Executive VP | 2.3yrs | US$9.63m | 0.042% $ 9.5m | |
| Executive VP & COO | 2.3yrs | US$9.57m | 0.066% $ 15.1m | |
| Executive VP & CTO | 8.7yrs | US$416.77k | 0.0016% $ 359.8k | |
| Senior Director & Chief Accounting Officer | 2.3yrs | sin datos | 0.025% $ 5.6m | |
| Chief Commercial Officer | no data | sin datos | sin datos | |
| Chief Scientist of Space Systems | no data | sin datos | sin datos | |
| Chief Scientist of Commercial Applications | no data | sin datos | sin datos | |
| Senior Vice President of Engineering | no data | sin datos | sin datos | |
| Chief of Networks & Spectrum | 1.7yrs | sin datos | sin datos | |
| Senior Vice President of Regulatory Affairs & International Strategy | 1.1yrs | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de ASTS se considera experimentado (2.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 9.7yrs | US$14.22m | 0.030% $ 6.8m | |
| Executive VP | 1.7yrs | US$9.63m | 0.042% $ 9.5m | |
| Non-Employee & Independent Director | 5.4yrs | US$252.65k | 0.14% $ 32.0m | |
| Non-Employee & Independent Director | 5.4yrs | US$252.65k | 0.024% $ 5.4m | |
| Non-Employee Director | 5.4yrs | sin datos | 0.0033% $ 760.7k | |
| Director | 1.7yrs | sin datos | 0.00067% $ 152.6k | |
| Independent Director | 2.3yrs | US$280.15k | 0.0096% $ 2.2m | |
| Lead Independent Director | 5.4yrs | US$275.15k | 0.015% $ 3.4m | |
| Non-Employee & Independent Director | 5.4yrs | US$262.65k | 0.27% $ 60.5m | |
| Non-Employee Director | 5.4yrs | sin datos | sin datos |
Junta con experiencia: La junta directiva de ASTS se considera experimentada (5.4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/20 10:10 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/06/30 |
| 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 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 14 analistas. 12 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 Filatov | Berenberg |
| Michael Funk | BofA Global Research |