AST SpaceMobile Crescita futura
Criteri Future verificati 3/6
ASTceMobile prevede che gli utili e i ricavi cresceranno rispettivamente di 115.3% e 49.6% all'anno. Si prevede che l'EPS crescerà di 62.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 28.1% in 3 anni.
Informazioni chiave
115.3%
Tasso di crescita degli utili
62.80%
Tasso di crescita dell'EPS
| Telecom crescita degli utili | 50.4% |
| Tasso di crescita dei ricavi | 49.6% |
| Rendimento futuro del capitale proprio | 28.08% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 03 Jun 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Nuova narrazione • 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.
Nuova narrazione • 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.
Nuova narrazione • 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.Nuova narrazione • 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.Articolo di analisi • 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 AlphaSeeking 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 AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 1,884 | N/A | -231 | 485 | 5 |
| 12/31/2027 | 748 | 175 | -989 | -245 | 9 |
| 12/31/2026 | 170 | -340 | -1,636 | -360 | 9 |
| 3/31/2026 | 85 | -487 | -1,371 | -91 | N/A |
| 12/31/2025 | 71 | -342 | -1,193 | -72 | N/A |
| 9/30/2025 | 19 | -304 | -944 | -165 | N/A |
| 6/30/2025 | 5 | -353 | -677 | -134 | N/A |
| 3/31/2025 | 5 | -326 | -362 | -107 | N/A |
| 12/31/2024 | 4 | -300 | -300 | -126 | N/A |
| 9/30/2024 | 3 | -296 | -237 | -123 | N/A |
| 6/30/2024 | 1 | -145 | -283 | -125 | N/A |
| 3/31/2024 | 1 | -91 | -302 | -159 | N/A |
| 12/31/2023 | N/A | -88 | -268 | -149 | N/A |
| 9/30/2023 | N/A | -64 | -267 | -159 | N/A |
| 6/30/2023 | 4 | -53 | -203 | -156 | N/A |
| 3/31/2023 | 11 | -37 | -198 | -147 | N/A |
| 12/31/2022 | 14 | -32 | -214 | -156 | N/A |
| 9/30/2022 | 20 | -27 | -203 | -143 | N/A |
| 6/30/2022 | 18 | -13 | -200 | -130 | N/A |
| 3/31/2022 | 14 | -30 | -184 | -119 | N/A |
| 12/31/2021 | 12 | -19 | -135 | -80 | N/A |
| 9/30/2021 | 9 | -24 | -119 | -68 | N/A |
| 6/30/2021 | 9 | -34 | -92 | -52 | N/A |
| 3/31/2021 | 6 | -20 | -65 | -27 | N/A |
| 12/31/2020 | 6 | -24 | -53 | -23 | N/A |
| 9/30/2020 | 4 | -19 | -39 | -17 | N/A |
| 12/31/2019 | 1 | -11 | N/A | -9 | N/A |
| 12/31/2018 | 0 | -4 | N/A | -5 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che ASTS rimarrà non redditizia nei prossimi 3 anni.
Guadagni vs Mercato: Si prevede che ASTS rimarrà non redditizia nei prossimi 3 anni.
Guadagni ad alta crescita: Si prevede che ASTS rimarrà non redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di ASTS ( 49.6% all'anno) crescerà più rapidamente del mercato US ( 13% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di ASTS ( 49.6% all'anno) crescerà più rapidamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di ASTS sarà elevato tra 3 anni ( 28.1 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/12 02:07 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AST SpaceMobile, Inc. è coperta da 11 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mathieu Robilliard | Barclays |
| Michael Funk | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |