AST SpaceMobile, Inc.

Report azionario NasdaqGS:ASTS

Capitalizzazione di mercato: US$28.7b

AST SpaceMobile Gestione

Criteri Gestione verificati 3/4

ASTceMobile Il CEO è Abel Avellan, nominato in Jan2017, ha un mandato di 9.5 anni. possiede direttamente 0.03% delle azioni della società, per un valore di $ 8.59M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.1 anni e 5.3 anni.

Informazioni chiave

Abel Avellan

Amministratore delegato

US$14.2m

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO9.5yrs
Proprietà del CEO0.03%
Durata media del management2.1yrs
Durata media del Consiglio di amministrazione5.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

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 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Abel Avellan rispetto agli utili di AST SpaceMobile?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Abel ($USD 14.22M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.67M ).

Compensazione vs guadagni: La retribuzione di Abel è aumentata nonostante l'azienda non sia redditizia.

AMMINISTRATORE DELEGATO

Abel Avellan (55 yo)

9.5yrs
Mandato
US$14,222,500
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Abel Avellan
Founder9.5yrsUS$14.22m0.030%
$ 8.6m
Scott Wisniewski
President & Chief Strategy Officer2.1yrsUS$9.57m0.15%
$ 43.3m
Andrew Johnson
Executive VP2.2yrsUS$9.63m0.030%
$ 8.7m
Shanti Gupta
Executive VP & COO2.1yrsUS$9.57m0.066%
$ 19.1m
Huiwen Yao
Executive VP & CTO8.5yrsUS$416.77k0.0016%
$ 455.9k
Maya Bernal
Senior Director & Chief Accounting Officer2.1yrsNessun dato0.021%
$ 6.0m
Christopher Ivory
Chief Commercial Officerno dataNessun datoNessun dato
Raymond Sedwick
Chief Scientist of Space Systemsno dataNessun datoNessun dato
Sriram Jayasimha
Chief Scientist of Commercial Applicationsno dataNessun datoNessun dato
Roy Sofer
Senior Vice President of Engineeringno dataNessun datoNessun dato
JR Wilson
Chief of Networks & Spectrum1.5yrsNessun datoNessun dato
Jennifer Manner
Senior Vice President of Regulatory Affairs & International Strategyless than a yearNessun datoNessun dato
2.1yrs
Durata media
50yo
Età media

Gestione esperta: Il team dirigenziale di ASTS è considerato esperto (durata media dell'incarico 2.1 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Abel Avellan
Founder9.5yrsUS$14.22m0.030%
$ 8.6m
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 Director5.3yrsNessun dato0.0034%
$ 960.6k
Keith Larson
Director1.5yrsNessun dato0.00067%
$ 192.1k
Johan Wibergh
Independent Director2.1yrsUS$280.15k0.0096%
$ 2.8m
Julio Torres
Lead Independent Director5.3yrsUS$275.15k0.015%
$ 4.4m
Adriana Cisneros
Non-Employee & Independent Director5.3yrsUS$262.65k0.26%
$ 75.5m
Luke Ibbetson
Non-Employee Director5.3yrsNessun datoNessun dato
5.3yrs
Durata media
59.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ASTS sono considerati esperti (durata media dell'incarico 5.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/10 02:15
Prezzo dell'azione a fine giornata2026/07/10 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

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