AST SpaceMobile, Inc.

NasdaqGS:ASTS Rapport sur les actions

Capitalisation boursière : US$28.5b

AST SpaceMobile Gestion

Gestion contrôle des critères 3/4

Le PDG ASTceMobile est Abel Avellan, nommé en Jan2017, a un mandat de 9.5 ans. détient directement 0.03% des actions de la société, d'une valeur de $ 8.53M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.1 ans et 5.3 ans.

Informations clés

Abel Avellan

Directeur général

US$14.2m

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur général9.5yrs
Propriété du PDG0.03%
Durée moyenne d'occupation des postes de direction2.1yrs
Durée moyenne du mandat des membres du conseil d'administration5.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • 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.
Seeking Alpha • Jul 09

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
Mise à jour du récit • 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.
Article d’analyse • 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...
Nouveau récit • 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.
Nouveau récit • 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.
Nouveau récit • 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.
Nouveau récit • 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.
Article d’analyse • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Jan 15

AST 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 Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Abel Avellan a-t-elle évolué par rapport aux bénéfices de AST SpaceMobile?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$487m

Dec 31 2025US$14mn/a

-US$342m

Sep 30 2025n/an/a

-US$304m

Jun 30 2025n/an/a

-US$353m

Mar 31 2025n/an/a

-US$326m

Dec 31 2024n/an/a

-US$300m

Sep 30 2024n/an/a

-US$296m

Jun 30 2024n/an/a

-US$145m

Mar 31 2024n/an/a

-US$91m

Dec 31 2023n/an/a

-US$88m

Sep 30 2023n/an/a

-US$64m

Jun 30 2023n/an/a

-US$53m

Mar 31 2023n/an/a

-US$37m

Dec 31 2022n/an/a

-US$32m

Sep 30 2022n/an/a

-US$27m

Jun 30 2022n/an/a

-US$13m

Mar 31 2022n/an/a

-US$30m

Dec 31 2021US$9kUS$9k

-US$19m

Sep 30 2021n/an/a

-US$24m

Jun 30 2021n/an/a

-US$34m

Mar 31 2021n/an/a

-US$20m

Dec 31 2020US$36kUS$36k

-US$24m

Sep 30 2020n/an/a

-US$19m

Dec 31 2019US$24kUS$24k

-US$11m

Rémunération vs marché: La rémunération totale de Abel ($USD 14.22M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).

Rémunération et revenus: La rémunération de Abel a augmenté alors que l'entreprise n'est pas rentable.

PDG

Abel Avellan (55 yo)

9.5yrs
Titularisation
US$14,222,500
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Abel Avellan
Founder9.5yrsUS$14.22m0.030%
$ 8.5m
Scott Wisniewski
President & Chief Strategy Officer2.1yrsUS$9.57m0.15%
$ 43.0m
Andrew Johnson
Executive VP2.2yrsUS$9.63m0.030%
$ 8.7m
Shanti Gupta
Executive VP & COO2.1yrsUS$9.57m0.066%
$ 18.9m
Huiwen Yao
Executive VP & CTO8.5yrsUS$416.77k0.0016%
$ 452.5k
Maya Bernal
Senior Director & Chief Accounting Officer2.1yrspas de données0.021%
$ 5.9m
Christopher Ivory
Chief Commercial Officerno datapas de donnéespas de données
Raymond Sedwick
Chief Scientist of Space Systemsno datapas de donnéespas de données
Sriram Jayasimha
Chief Scientist of Commercial Applicationsno datapas de donnéespas de données
Roy Sofer
Senior Vice President of Engineeringno datapas de donnéespas de données
JR Wilson
Chief of Networks & Spectrum1.5yrspas de donnéespas de données
Jennifer Manner
Senior Vice President of Regulatory Affairs & International Strategyless than a yearpas de donnéespas de données
2.1yrs
Durée moyenne de l'emploi
50yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ASTS est considérée comme expérimentée (ancienneté moyenne 2.1 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Abel Avellan
Founder9.5yrsUS$14.22m0.030%
$ 8.5m
Andrew Johnson
Executive VP1.5yrsUS$9.63m0.030%
$ 8.7m
Richard Sarnoff
Non-Employee & Independent Director5.3yrsUS$252.65k0.027%
$ 7.7m
Ronald Rubin
Non-Employee & Independent Director5.3yrsUS$252.65k0.025%
$ 7.0m
Edward Knapp
Non-Employee Director5.3yrspas de données0.0034%
$ 953.3k
Keith Larson
Director1.5yrspas de données0.00067%
$ 190.7k
Johan Wibergh
Independent Director2.1yrsUS$280.15k0.0096%
$ 2.7m
Julio Torres
Lead Independent Director5.3yrsUS$275.15k0.015%
$ 4.3m
Adriana Cisneros
Non-Employee & Independent Director5.3yrsUS$262.65k0.26%
$ 74.9m
Luke Ibbetson
Non-Employee Director5.3yrspas de donnéespas de données
5.3yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de ASTS sont considérés comme expérimentés (ancienneté moyenne 5.3 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/12 09:01
Cours de l'action en fin de journée2026/07/10 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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. 9 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.

AnalysteInstitution
Mathieu RobilliardBarclays
Michael FunkBofA Global Research
Michael CrawfordB. Riley Securities, Inc.