AST SpaceMobile (ASTS) Aperçu de l'action
AST SpaceMobile, Inc. et ses filiales conçoivent et développent la constellation de satellites BlueBird aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
ASTS Community Fair Values
Create NarrativeSee what 716 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AST SpaceMobile, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$55.01 |
| Plus haut sur 52 semaines | US$133.86 |
| Plus bas sur 52 semaines | US$36.08 |
| Bêta | 2.68 |
| Variation sur 1 mois | -33.12% |
| Variation sur 3 mois | -35.68% |
| Variation sur 1 an | -4.25% |
| Variation sur 3 ans | 1,271.82% |
| Variation sur 5 ans | 369.37% |
| Évolution depuis l'introduction en bourse | 463.05% |
Nouvelles et mises à jour récentes
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.AST SpaceMobile: The CapEx Requirement Will Lead To Further Dilution
Summary AST SpaceMobile receives a "Sell" rating due to unsustainable unit economics and excessive capital requirements. ASTS’s business model relies on satellite-enabled global broadband, but revenue is capped by satellite capacity and high CapEx needs. Despite ambitious growth targets—90 satellites for global coverage and $1 billion in revenue by 2027—valuation remains rich at 20.7x FWD EV/EBITDA. Shareholder dilution is accelerating at 29.7% annually, with further dilution likely as ASTS funds its capital-intensive expansion. Read the full article on Seeking AlphaRecent updates
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.AST SpaceMobile: The CapEx Requirement Will Lead To Further Dilution
Summary AST SpaceMobile receives a "Sell" rating due to unsustainable unit economics and excessive capital requirements. ASTS’s business model relies on satellite-enabled global broadband, but revenue is capped by satellite capacity and high CapEx needs. Despite ambitious growth targets—90 satellites for global coverage and $1 billion in revenue by 2027—valuation remains rich at 20.7x FWD EV/EBITDA. Shareholder dilution is accelerating at 29.7% annually, with further dilution likely as ASTS funds its capital-intensive expansion. Read the full article on Seeking Alpha
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...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 AlphaRendement pour les actionnaires
| ASTS | US Telecom | US Marché | |
|---|---|---|---|
| 7D | -25.5% | -11.1% | -0.9% |
| 1Y | -4.2% | -9.1% | 19.1% |
Rendement vs Industrie: ASTS a dépassé le secteur US Telecom qui a rapporté -9.1 % au cours de l'année écoulée.
Rendement vs marché: ASTS a sous-performé le marché US qui a rapporté 19.1 % au cours de l'année écoulée.
Volatilité des prix
| ASTS volatility | |
|---|---|
| ASTS Average Weekly Movement | 17.7% |
| Telecom Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de ASTS a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ASTS ( 18% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2017 | 1,126 | Abel Avellan | ast-science.com |
AST SpaceMobile, Inc. et ses filiales conçoivent et développent la constellation de satellites BlueBird aux États-Unis. L'entreprise fournit un réseau cellulaire à large bande dans l'espace, accessible directement par des smartphones pour une utilisation commerciale et d'autres applications, ainsi que pour une utilisation gouvernementale. Son service SpaceMobile fournit des services cellulaires à large bande aux utilisateurs finaux qui sont hors de la couverture cellulaire terrestre.
AST SpaceMobile, Inc. Résumé des fondamentaux
| ASTS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$25.74b |
| Bénéfices(TTM) | -US$487.25m |
| Recettes(TTM) | US$84.94m |
Le site ASTS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ASTS compte de résultat (TTM) | |
|---|---|
| Recettes | US$84.94m |
| Coût des recettes | US$46.87m |
| Marge brute | US$38.07m |
| Autres dépenses | US$525.32m |
| Les revenus | -US$487.25m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.63 |
| Marge brute | 44.82% |
| Marge bénéficiaire nette | -573.67% |
| Ratio dettes/capitaux propres | 111.7% |
Quelles ont été les performances à long terme de ASTS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/16 06:38 |
| Cours de l'action en fin de journée | 2026/07/16 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
AST SpaceMobile, Inc. est couverte par 11 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mathieu Robilliard | Barclays |
| Michael Funk | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |