AST SpaceMobile（1ASTS）株式概要ASTスペースモバイル社は、その子会社とともに、米国でBlueBird衛星群の設計・開発を行っている。 詳細1ASTS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長6/6過去の実績0/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より47.2%で取引されている 収益は年間109.35%増加すると予測されています リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見る1ASTS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€59.606.0k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-435m480m2016201920222025202620282031Revenue US$480.3mEarnings US$49.9mAdvancedSet Fair ValueView all narrativesAST SpaceMobile, Inc. 競合他社Telecom ItaliaSymbol: BIT:TITMarket cap: €14.8bInfrastrutture Wireless ItalianeSymbol: BIT:INWMarket cap: €6.6bIntredSymbol: BIT:ITDMarket cap: €155.6mUnidataSymbol: BIT:UDMarket cap: €87.3m価格と性能株価の高値、安値、推移の概要AST SpaceMobile過去の株価現在の株価US$59.6052週高値US$109.0052週安値US$20.00ベータ2.61ヶ月の変化-25.03%3ヶ月変化-28.19%1年変化163.72%3年間の変化n/a5年間の変化n/aIPOからの変化181.13%最新ニュースお知らせ • Apr 30AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026.お知らせ • Apr 23AST SpaceMobile Receives FCC Approval To Deliver Direct-To-Device Cellular Broadband From SpaceAST SpaceMobile, Inc. had the Federal Communications Commission (FCC) grant its application to modify its authorization to launch and operate its SpaceMobile non-geostationary orbit (NGSO) satellite system in low Earth orbit (LEO). The authorization enables AST SpaceMobile to deploy and operate an NGSO constellation of up to 248 satellites to deliver Supplemental Coverage from Space (SCS) directly to unmodified mobile devices across the United States, using premium low-band spectrum - 700 MHz and 800 MHz - which offers superior penetration and coverage characteristics, in coordination with its mobile network operators strategic partners Verizon, AT&T, and FirstNet. The grant reflects the Commission’s recognition of AST SpaceMobile’s ability to operate alongside existing terrestrial networks while managing interference and complying with applicable technical requirements, further validating the company’s unique technology and system design. It also supports the broader regulatory framework for AST SpaceMobile’s global deployment, enabling country-by-country authorizations across multiple frequency bands. AST SpaceMobile system is designed to operate across a broad range of frequency bands supporting feeder links, telemetry, tracking, and command (TT&C), and service links globally, with updated technical parameters designed to enhance performance and efficiency, including low-band cellular spectrum for direct-to-device service links in the United States and globally, V-band spectrum for gateway and feeder link operations (37.5–42.0 GHz, 45.5-47 GHz, 47.2–50.2 GHz, 50.4–51.4 GHz), S-band and UHF spectrum for TT&C operations.お知らせ • Apr 20AST SpaceMobile Addresses Orbital Launch Of BlueBird 7 On New Glenn Launch VehicleAST SpaceMobile, Inc. addressed the orbital launch of BlueBird 7 on the New Glenn launch vehicle. During the New Glenn 3 mission, BlueBird 7 was placed into a lower than planned orbit by the upper stage of the launch vehicle. While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited. The cost of the satellite is expected to be recovered under the company’s insurance policy. BlueBird 7 would have been AST SpaceMobile’s eighth deployed into low Earth orbit and is one of many planned for its space-based cellular broadband network. The company is currently in production through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days. The company continues to expect an orbital launch every one to two months on average during 2026, supported by agreements with multiple launch providers, and it continues to target approximately 45 satellites in orbit by the end of 2026.お知らせ • Apr 17AST SpaceMobile Inc Announces BlueBird 7 LaunchAST SpaceMobile, Inc. announced that BlueBird 7 is scheduled to launch from the Kennedy Space Center Visitor Complex in Cape Canaveral, Florida. The orbital launch is scheduled with a 6:45 am through 8:45 am EDT window, on Blue Origin’s New Glenn-3 mission from Cape Canaveral Space Force Station. BlueBird 7 has the largest communications array ever deployed in low Earth orbit and is designed to deliver space based cellular broadband connectivity to everyday smartphones. BlueBird 7 is part of AST SpaceMobile’s next-generation commercial satellites designed to deliver direct-to-device cellular broadband connectivity from space to standard, unmodified smartphones, expected to greatly exceed 120 Mbps peak data speeds. The next-generation BlueBird satellites feature a phased-array antenna spanning approximately 2,400 square feet, engineered to support the power and sensitivity required to connect directly to everyday mobile phones from low Earth orbit. These satellites are designed to support full 4G and 5G broadband speeds, including voice, data, and video services. To be eligible to attend the launch event in person, retail investors must hold shares, must have been shareholders for at least 6 months, and must be shareholders at the time of application. Registration will close at 8 pm EDT on Friday, April 17, 2026. AST SpaceMobile might conduct a random drawing among registrants to attend this historic launch event if the number of registrations exceed the venue capacity. AST SpaceMobile has more than 3,850 patents and patent-pending claims with 95% vertically integrated manufacturing across testing facilities in Midland, Texas and beyond, collectively spanning nearly 500,000 square feet. The company has agreements with over 50 mobile network operators globally with nearly 3 billion subscribers combined and strategic partnerships with AT&T, Verizon, Vodafone, Rakuten, Google, American Tower, Bell and stc Group. The exact timing of orbital launches is subject to change based on a number of factors, including launch readiness of the launch provider, weather conditions, and other factors, many of which are beyond control. Members of the public will be able to watch a live broadcast on the launch day on AST SpaceMobile's YouTube channel.New Risk • Mar 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Shareholders have been diluted in the past year (21% increase in shares outstanding). Significant insider selling over the past 3 months (€1.0m sold).Reported Earnings • Mar 03Full year 2025 earnings released: US$1.34 loss per share (vs US$1.94 loss in FY 2024)Full year 2025 results: US$1.34 loss per share. Revenue: US$70.9m (up US$66.5m from FY 2024). Net loss: US$341.9m (loss widened 14% from FY 2024). Revenue is forecast to grow 46% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Italy.最新情報をもっと見るRecent updatesお知らせ • Apr 30AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026.お知らせ • Apr 23AST SpaceMobile Receives FCC Approval To Deliver Direct-To-Device Cellular Broadband From SpaceAST SpaceMobile, Inc. had the Federal Communications Commission (FCC) grant its application to modify its authorization to launch and operate its SpaceMobile non-geostationary orbit (NGSO) satellite system in low Earth orbit (LEO). The authorization enables AST SpaceMobile to deploy and operate an NGSO constellation of up to 248 satellites to deliver Supplemental Coverage from Space (SCS) directly to unmodified mobile devices across the United States, using premium low-band spectrum - 700 MHz and 800 MHz - which offers superior penetration and coverage characteristics, in coordination with its mobile network operators strategic partners Verizon, AT&T, and FirstNet. The grant reflects the Commission’s recognition of AST SpaceMobile’s ability to operate alongside existing terrestrial networks while managing interference and complying with applicable technical requirements, further validating the company’s unique technology and system design. It also supports the broader regulatory framework for AST SpaceMobile’s global deployment, enabling country-by-country authorizations across multiple frequency bands. AST SpaceMobile system is designed to operate across a broad range of frequency bands supporting feeder links, telemetry, tracking, and command (TT&C), and service links globally, with updated technical parameters designed to enhance performance and efficiency, including low-band cellular spectrum for direct-to-device service links in the United States and globally, V-band spectrum for gateway and feeder link operations (37.5–42.0 GHz, 45.5-47 GHz, 47.2–50.2 GHz, 50.4–51.4 GHz), S-band and UHF spectrum for TT&C operations.お知らせ • Apr 20AST SpaceMobile Addresses Orbital Launch Of BlueBird 7 On New Glenn Launch VehicleAST SpaceMobile, Inc. addressed the orbital launch of BlueBird 7 on the New Glenn launch vehicle. During the New Glenn 3 mission, BlueBird 7 was placed into a lower than planned orbit by the upper stage of the launch vehicle. While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited. The cost of the satellite is expected to be recovered under the company’s insurance policy. BlueBird 7 would have been AST SpaceMobile’s eighth deployed into low Earth orbit and is one of many planned for its space-based cellular broadband network. The company is currently in production through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days. The company continues to expect an orbital launch every one to two months on average during 2026, supported by agreements with multiple launch providers, and it continues to target approximately 45 satellites in orbit by the end of 2026.お知らせ • Apr 17AST SpaceMobile Inc Announces BlueBird 7 LaunchAST SpaceMobile, Inc. announced that BlueBird 7 is scheduled to launch from the Kennedy Space Center Visitor Complex in Cape Canaveral, Florida. The orbital launch is scheduled with a 6:45 am through 8:45 am EDT window, on Blue Origin’s New Glenn-3 mission from Cape Canaveral Space Force Station. BlueBird 7 has the largest communications array ever deployed in low Earth orbit and is designed to deliver space based cellular broadband connectivity to everyday smartphones. BlueBird 7 is part of AST SpaceMobile’s next-generation commercial satellites designed to deliver direct-to-device cellular broadband connectivity from space to standard, unmodified smartphones, expected to greatly exceed 120 Mbps peak data speeds. The next-generation BlueBird satellites feature a phased-array antenna spanning approximately 2,400 square feet, engineered to support the power and sensitivity required to connect directly to everyday mobile phones from low Earth orbit. These satellites are designed to support full 4G and 5G broadband speeds, including voice, data, and video services. To be eligible to attend the launch event in person, retail investors must hold shares, must have been shareholders for at least 6 months, and must be shareholders at the time of application. Registration will close at 8 pm EDT on Friday, April 17, 2026. AST SpaceMobile might conduct a random drawing among registrants to attend this historic launch event if the number of registrations exceed the venue capacity. AST SpaceMobile has more than 3,850 patents and patent-pending claims with 95% vertically integrated manufacturing across testing facilities in Midland, Texas and beyond, collectively spanning nearly 500,000 square feet. The company has agreements with over 50 mobile network operators globally with nearly 3 billion subscribers combined and strategic partnerships with AT&T, Verizon, Vodafone, Rakuten, Google, American Tower, Bell and stc Group. The exact timing of orbital launches is subject to change based on a number of factors, including launch readiness of the launch provider, weather conditions, and other factors, many of which are beyond control. Members of the public will be able to watch a live broadcast on the launch day on AST SpaceMobile's YouTube channel.New Risk • Mar 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Shareholders have been diluted in the past year (21% increase in shares outstanding). Significant insider selling over the past 3 months (€1.0m sold).Reported Earnings • Mar 03Full year 2025 earnings released: US$1.34 loss per share (vs US$1.94 loss in FY 2024)Full year 2025 results: US$1.34 loss per share. Revenue: US$70.9m (up US$66.5m from FY 2024). Net loss: US$341.9m (loss widened 14% from FY 2024). Revenue is forecast to grow 46% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Italy.お知らせ • Feb 20AST SpaceMobile, Inc. to Report Q4, 2025 Results on Mar 02, 2026AST SpaceMobile, Inc. announced that they will report Q4, 2025 results on Mar 02, 2026Buy Or Sell Opportunity • Feb 19Now 20% undervaluedOver the last 90 days, the stock has risen 63% to €72.00. The fair value is estimated to be €90.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years. Earnings per share has declined by 39%. Revenue is forecast to grow by 759% in a year. Earnings are forecast to decline by 14% in the next year.お知らせ • Feb 12AST SpaceMobile, Inc. has filed a Follow-on Equity Offering.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,337,964 Transaction Features: Registered Direct Offeringお知らせ • Feb 11AST SpaceMobile, Inc. Successfully Completes Unfolding of BlueBird 6, the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth OrbitAST SpaceMobile, Inc. announced the successful unfolding of its next-generation BlueBird 6 satellite. BlueBird 6 features the largest commercial communications array antenna ever deployed in Low Earth Orbit (LEO). Spanning approximately 2,400 square feet, the satellite is engineered to support peak data speeds of up to 120 Mbps with plans to deliver up to ten times the bandwidth capacity of the BlueBird 1-5 series. The aperture enables full 4G and 5G cellular broadband services, including voice, data, and video to standard, unmodified smartphones everywhere. The company is on track to launch 45–60 satellites by the end of 2026, with launches planned every one or two months on average. The performance of BlueBird 6 is driven by several major breakthroughs in space-based architecture. The massive antenna array significantly allows the satellite to reliably transmit and receive signals from standard handheld devices. Furthermore, the large aperture enables highly precise beamforming, creating narrower, more focused coverage areas. This precision minimizes interference, maximizes network capacity, and ensures consistent, high-quality user experience for cellular broadband services, including voice, data, and video. This milestone represents years of innovation and proprietary engineering, supported by more than 3,800 patent and patent pending claims, and is yet another step in the Company’s execution of its commercial roadmap, validating its differentiated, vertically integrated manufacturing and technology platform. The company operates nearly 500,000 square feet of manufacturing and operations facilities and employs a workforce of nearly 1,800 people. The company is 95% vertically integrated, maintaining strict United States control over the manufacturing process. AST SpaceMobile has agreements with over 50 mobile network operators globally with nearly 3 billion subscribers combined and strategic partnerships with AT&T, Verizon, Vodafone, Rakuten, Google, American Tower, Bell and stc Group.お知らせ • Jan 22Ast Spacemobile, Inc. Announces Timing of Bluebird 7 Orbital Launch, Advancing Direct-To-Device Cellular Broadband ConnectivityAST SpaceMobile, Inc. announced the launch timing for its BlueBird 7 mission. The launch is scheduled for late February from Launch Complex 36 at Cape Canaveral Space Force Station on Blue Origin's New Glenn launch vehicle. Identical to BlueBird 6, BlueBird 7 is the second satellite in AST SpaceMobile's next-generation campaign. At nearly 2,400 square feet, it features the commercial communications array in low Earth orbit, 3.5 times larger than BlueB birds 1-5. Its unprecedented size and cutting-edge design, built on significant technical innovation and supported by more than 3,800 patent and patent-pending claims, enable peak data rates of up to 120 Mbps space-based broadband connectivity for voice, data, and streaming. The next generation BlueB birds are designed to be compatible with all major launch vehicles. Future missions on New Glenn are expected to deliver up to 8 next generation BlueB birds per flight, with its seven-meter fairing enabling twice the payload volume of five-meter class commercial launch systems. AST SpaceMobile's mission is to enable 4G and 5G space-based cellular broadband for billions globally without requiring any changes to mobile devices. Members of the public will be able to watch a live broadcast on the launch day on AST SpaceMobile's YouTube channel. The exact timing of orbital launch is subject to change based on a number of factors, including launch readiness of the launcher system, weather conditions, and other factors, many of which are beyond control.お知らせ • Jan 19Ast Spacemobile, Inc. Announces Resignation of Hiroshi Mikitani from Board, Effective from January 13, 2026On January 13, 2026, Mr. Mikitani notified AST SpaceMobile, Inc. (the “Company”) of his resignation from the Board, effective on the same date. Mr. Mikitani was a member of the Network Planning & Spectrum Committee. The decision of Mr. Mikitani to resign from the Board was not a result of any disagreement with the Company on any matter related to the Company’s operations, policies or practices.Recent Insider Transactions • Dec 16Executive VP & COO recently sold €664k worth of stockOn the 10th of December, Shanti Gupta sold around 10k shares on-market at roughly €66.40 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Shanti has been a net seller over the last 12 months, reducing personal holdings by €2.1m.New Risk • Nov 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (€900k sold).お知らせ • Nov 22AST SpaceMobile, Inc Announces BlueBird 6 Launch Date, the Largest Commercial Communications Array Ever Deployed in Low Earth OrbitAST SpaceMobile, Inc. announced BlueBird 6, a U.S. licensed satellite, is scheduled to launch on December 15th from the Satish Dhawan Space Center in India. BlueBird 6 is the first of AST SpaceMobile's next-generation satellites. When launched, it will feature the largest commercial phased array in low Earth orbit at nearly 2,400 square feet. This represents a 3.5 times increase in size over BlueBird's 1-5 and supports 10 times the data capacity.New Risk • Nov 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €900k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (€900k sold).お知らせ • Nov 15AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $23.908754 million.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $23.908754 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 381,990 Price\Range: $62.59 Transaction Features: Registered Direct OfferingReported Earnings • Nov 11Third quarter 2025 earnings released: US$0.45 loss per share (vs US$1.11 loss in 3Q 2024)Third quarter 2025 results: US$0.45 loss per share (improved from US$1.11 loss in 3Q 2024). Revenue: US$14.7m (up US$13.6m from 3Q 2024). Net loss: US$122.9m (loss narrowed 28% from 3Q 2024). Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Italy.お知らせ • Nov 11AST SpaceMobile, Inc. Reiterates Revenue Guidance for the Second-Half 2025AST SpaceMobile, Inc. reiterated revenue guidance for the second-half 2025. Company reiterated its second-half 2025 revenue guidance of $50.0 million to $75.0 million.New Risk • Oct 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Shareholders have been diluted in the past year (16% increase in shares outstanding). Revenue is less than US$5m (US$4.9m revenue).お知らせ • Oct 30AST SpaceMobile, Inc. has completed a Follow-on Equity Offering in the amount of $161.06002 million.AST SpaceMobile, Inc. has completed a Follow-on Equity Offering in the amount of $161.06002 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 2,048,849 Price\Range: $78.61 Transaction Features: Registered Direct Offeringお知らせ • Oct 28AST SpaceMobile, Inc. to Report Q3, 2025 Results on Nov 10, 2025AST SpaceMobile, Inc. announced that they will report Q3, 2025 results on Nov 10, 2025お知らせ • Oct 22AST SpaceMobile, Inc. has filed a Follow-on Equity Offering.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: Registered Direct Offeringお知らせ • Oct 07AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $800 million.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $800 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 11,806,375 Price\Range: $67.76 Transaction Features: At the Market OfferingRecent Insider Transactions • Aug 28Executive VP recently sold €900k worth of stockOn the 26th of August, Andrew Johnson sold around 20k shares on-market at roughly €45.02 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. This was Andrew's only on-market trade for the last 12 months.New Risk • Aug 12New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 28% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (28% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (€3.8m sold). Revenue is less than US$5m (US$4.9m revenue).Reported Earnings • Aug 12Second quarter 2025 earnings released: US$0.41 loss per share (vs US$0.51 loss in 2Q 2024)Second quarter 2025 results: US$0.41 loss per share. Net loss: US$99.4m (loss widened 37% from 2Q 2024). Revenue is forecast to grow 59% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Italy.お知らせ • Jul 25+ 1 more updateAST SpaceMobile, Inc. has completed a Follow-on Equity Offering.AST SpaceMobile, Inc. has completed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 13,600,000 Transaction Features: At the Market OfferingNew Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Shareholders have been diluted in the past year (26% increase in shares outstanding). Significant insider selling over the past 3 months (€3.8m sold). Revenue is less than US$5m (US$4.6m revenue).お知らせ • Jul 15AST SpaceMobile, Inc. announced that it has received $203.299994 million in funding from Google LLCAST SpaceMobile, Inc announced a private placement of 8,900,000 shares at price $22.842696 for gross proceeds $20,32,99,994.4 on July 14, 2025. The transaction includes participation from GoogleNew Risk • Jul 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Shareholders have been diluted in the past year (26% increase in shares outstanding). Significant insider selling over the past 3 months (€3.8m sold). Revenue is less than US$5m (US$4.6m revenue).New Risk • Jun 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 29% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Shareholders have been diluted in the past year (29% increase in shares outstanding). Significant insider selling over the past 3 months (€3.8m sold). Revenue is less than US$5m (US$4.6m revenue).お知らせ • Jun 30+ 2 more updatesAST SpaceMobile, Inc.(NasdaqGS:ASTS) dropped from Russell 2000 Value IndexAST SpaceMobile, Inc.(NasdaqGS:ASTS) dropped from Russell 2000 Value Indexお知らせ • Jun 27AST SpaceMobile, Inc. has completed a Follow-on Equity Offering in the amount of $502.943263 million.AST SpaceMobile, Inc. has completed a Follow-on Equity Offering in the amount of $502.943263 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 9,450,268 Price\Range: $53.22 Transaction Features: Registered Direct Offeringお知らせ • Jun 26AST SpaceMobile, Inc. & Fairwinds Technologies Demonstrate World's First Tactical NTN Connectivity over Standard Mobile DevicesAST SpaceMobile, Inc. announced the successful demonstration of the world's first Non-Terrestrial Network (NTN) tactical satellite communications delivering high-throughput data, voice, and video using unmodified mobile devices in collaboration with Fairwinds Technologies (a privately held company). The field test showcased key defense-related use cases, including real-time connectivity to the Tactical Assault Kit (TAK) over a VPN, multimedia streaming via TAK, and secure multi-party video calls, all executed on standard, unmodified smartphones. This milestone demonstration was conducted near AST SpaceMobile's gateway facility on Oahu, Hawaii, with active participation from U.S. Indo-Pacific Command (USINDOPACOM), including representation from the U.S. Navy, Marine Corps, Army, U.S. Space Command, and the Office of the Under Secretary of Defense for Research and Engineering (OUSD R&E) FutureG team.お知らせ • Jun 25AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $502.943263 million.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $502.943263 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 9,450,268 Price\Range: $53.22 Transaction Features: Registered Direct OfferingBreakeven Date Change • Jun 23Forecast to breakeven in 2027The 5 analysts covering AST SpaceMobile expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$562.0m in 2027. Average annual earnings growth of 68% is required to achieve expected profit on schedule.Recent Insider Transactions • Jun 11President & Chief Strategy Officer recently sold €1.6m worth of stockOn the 9th of June, Scott Wisniewski sold around 50k shares on-market at roughly €31.22 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by €2.6m.New Risk • Jun 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (€3.7m sold). Revenue is less than US$5m (US$4.6m revenue).Recent Insider Transactions • May 20Executive VP & CTO recently sold €1.3m worth of stockOn the 16th of May, Huiwen Yao sold around 55k shares on-market at roughly €24.07 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.5m more than they bought in the last 12 months.お知らせ • May 13AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingBoard Change • May 05Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Johan Wibergh was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元1ASTSIT TelecomIT 市場7D2.1%0.3%3.2%1Y163.7%19.6%23.9%株主還元を見る業界別リターン: 1ASTS過去 1 年間で19.6 % の収益を上げたItalian Telecom業界を上回りました。リターン対市場: 1ASTS過去 1 年間で23.9 % の収益を上げたItalian市場を上回りました。価格変動Is 1ASTS's price volatile compared to industry and market?1ASTS volatility1ASTS Average Weekly Movement13.3%Telecom Industry Average Movement3.9%Market Average Movement5.2%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market3.1%安定した株価: 1ASTSの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1ASTSの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20171,126Abel Avellanast-science.comASTスペースモバイル社は、その子会社とともに、米国でBlueBird衛星のコンステレーションを設計・開発している。同社は、宇宙空間でセルラー・ブロードバンド・ネットワークを提供し、スマートフォンから直接アクセスできるようにすることで、商業利用やその他の用途、また政府用途に利用している。同社のSpaceMobileサービスは、地上の携帯電話圏外にいるエンドユーザーにセルラー・ブロードバンド・サービスを提供する。同社は2017年に設立され、テキサス州ミッドランドに本社を置いている。もっと見るAST SpaceMobile, Inc. 基礎のまとめAST SpaceMobile の収益と売上を時価総額と比較するとどうか。1ASTS 基礎統計学時価総額€20.77b収益（TTM）-€291.03m売上高(TTM)€60.36m291.7xP/Sレシオ-60.5xPER（株価収益率1ASTS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1ASTS 損益計算書（TTM）収益US$70.92m売上原価US$35.22m売上総利益US$35.70mその他の費用US$377.64m収益-US$341.94m直近の収益報告Dec 31, 2025次回決算日May 11, 2026一株当たり利益（EPS）-1.17グロス・マージン50.34%純利益率-482.16%有利子負債／自己資本比率92.8%1ASTS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 14:45終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AST SpaceMobile, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Mathieu RobilliardBarclaysMichael FunkBofA Global ResearchMichael CrawfordB. Riley Securities, Inc.7 その他のアナリストを表示
お知らせ • Apr 30AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026.
お知らせ • Apr 23AST SpaceMobile Receives FCC Approval To Deliver Direct-To-Device Cellular Broadband From SpaceAST SpaceMobile, Inc. had the Federal Communications Commission (FCC) grant its application to modify its authorization to launch and operate its SpaceMobile non-geostationary orbit (NGSO) satellite system in low Earth orbit (LEO). The authorization enables AST SpaceMobile to deploy and operate an NGSO constellation of up to 248 satellites to deliver Supplemental Coverage from Space (SCS) directly to unmodified mobile devices across the United States, using premium low-band spectrum - 700 MHz and 800 MHz - which offers superior penetration and coverage characteristics, in coordination with its mobile network operators strategic partners Verizon, AT&T, and FirstNet. The grant reflects the Commission’s recognition of AST SpaceMobile’s ability to operate alongside existing terrestrial networks while managing interference and complying with applicable technical requirements, further validating the company’s unique technology and system design. It also supports the broader regulatory framework for AST SpaceMobile’s global deployment, enabling country-by-country authorizations across multiple frequency bands. AST SpaceMobile system is designed to operate across a broad range of frequency bands supporting feeder links, telemetry, tracking, and command (TT&C), and service links globally, with updated technical parameters designed to enhance performance and efficiency, including low-band cellular spectrum for direct-to-device service links in the United States and globally, V-band spectrum for gateway and feeder link operations (37.5–42.0 GHz, 45.5-47 GHz, 47.2–50.2 GHz, 50.4–51.4 GHz), S-band and UHF spectrum for TT&C operations.
お知らせ • Apr 20AST SpaceMobile Addresses Orbital Launch Of BlueBird 7 On New Glenn Launch VehicleAST SpaceMobile, Inc. addressed the orbital launch of BlueBird 7 on the New Glenn launch vehicle. During the New Glenn 3 mission, BlueBird 7 was placed into a lower than planned orbit by the upper stage of the launch vehicle. While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited. The cost of the satellite is expected to be recovered under the company’s insurance policy. BlueBird 7 would have been AST SpaceMobile’s eighth deployed into low Earth orbit and is one of many planned for its space-based cellular broadband network. The company is currently in production through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days. The company continues to expect an orbital launch every one to two months on average during 2026, supported by agreements with multiple launch providers, and it continues to target approximately 45 satellites in orbit by the end of 2026.
お知らせ • Apr 17AST SpaceMobile Inc Announces BlueBird 7 LaunchAST SpaceMobile, Inc. announced that BlueBird 7 is scheduled to launch from the Kennedy Space Center Visitor Complex in Cape Canaveral, Florida. The orbital launch is scheduled with a 6:45 am through 8:45 am EDT window, on Blue Origin’s New Glenn-3 mission from Cape Canaveral Space Force Station. BlueBird 7 has the largest communications array ever deployed in low Earth orbit and is designed to deliver space based cellular broadband connectivity to everyday smartphones. BlueBird 7 is part of AST SpaceMobile’s next-generation commercial satellites designed to deliver direct-to-device cellular broadband connectivity from space to standard, unmodified smartphones, expected to greatly exceed 120 Mbps peak data speeds. The next-generation BlueBird satellites feature a phased-array antenna spanning approximately 2,400 square feet, engineered to support the power and sensitivity required to connect directly to everyday mobile phones from low Earth orbit. These satellites are designed to support full 4G and 5G broadband speeds, including voice, data, and video services. To be eligible to attend the launch event in person, retail investors must hold shares, must have been shareholders for at least 6 months, and must be shareholders at the time of application. Registration will close at 8 pm EDT on Friday, April 17, 2026. AST SpaceMobile might conduct a random drawing among registrants to attend this historic launch event if the number of registrations exceed the venue capacity. AST SpaceMobile has more than 3,850 patents and patent-pending claims with 95% vertically integrated manufacturing across testing facilities in Midland, Texas and beyond, collectively spanning nearly 500,000 square feet. The company has agreements with over 50 mobile network operators globally with nearly 3 billion subscribers combined and strategic partnerships with AT&T, Verizon, Vodafone, Rakuten, Google, American Tower, Bell and stc Group. The exact timing of orbital launches is subject to change based on a number of factors, including launch readiness of the launch provider, weather conditions, and other factors, many of which are beyond control. Members of the public will be able to watch a live broadcast on the launch day on AST SpaceMobile's YouTube channel.
New Risk • Mar 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Shareholders have been diluted in the past year (21% increase in shares outstanding). Significant insider selling over the past 3 months (€1.0m sold).
Reported Earnings • Mar 03Full year 2025 earnings released: US$1.34 loss per share (vs US$1.94 loss in FY 2024)Full year 2025 results: US$1.34 loss per share. Revenue: US$70.9m (up US$66.5m from FY 2024). Net loss: US$341.9m (loss widened 14% from FY 2024). Revenue is forecast to grow 46% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Italy.
お知らせ • Apr 30AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026.
お知らせ • Apr 23AST SpaceMobile Receives FCC Approval To Deliver Direct-To-Device Cellular Broadband From SpaceAST SpaceMobile, Inc. had the Federal Communications Commission (FCC) grant its application to modify its authorization to launch and operate its SpaceMobile non-geostationary orbit (NGSO) satellite system in low Earth orbit (LEO). The authorization enables AST SpaceMobile to deploy and operate an NGSO constellation of up to 248 satellites to deliver Supplemental Coverage from Space (SCS) directly to unmodified mobile devices across the United States, using premium low-band spectrum - 700 MHz and 800 MHz - which offers superior penetration and coverage characteristics, in coordination with its mobile network operators strategic partners Verizon, AT&T, and FirstNet. The grant reflects the Commission’s recognition of AST SpaceMobile’s ability to operate alongside existing terrestrial networks while managing interference and complying with applicable technical requirements, further validating the company’s unique technology and system design. It also supports the broader regulatory framework for AST SpaceMobile’s global deployment, enabling country-by-country authorizations across multiple frequency bands. AST SpaceMobile system is designed to operate across a broad range of frequency bands supporting feeder links, telemetry, tracking, and command (TT&C), and service links globally, with updated technical parameters designed to enhance performance and efficiency, including low-band cellular spectrum for direct-to-device service links in the United States and globally, V-band spectrum for gateway and feeder link operations (37.5–42.0 GHz, 45.5-47 GHz, 47.2–50.2 GHz, 50.4–51.4 GHz), S-band and UHF spectrum for TT&C operations.
お知らせ • Apr 20AST SpaceMobile Addresses Orbital Launch Of BlueBird 7 On New Glenn Launch VehicleAST SpaceMobile, Inc. addressed the orbital launch of BlueBird 7 on the New Glenn launch vehicle. During the New Glenn 3 mission, BlueBird 7 was placed into a lower than planned orbit by the upper stage of the launch vehicle. While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited. The cost of the satellite is expected to be recovered under the company’s insurance policy. BlueBird 7 would have been AST SpaceMobile’s eighth deployed into low Earth orbit and is one of many planned for its space-based cellular broadband network. The company is currently in production through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days. The company continues to expect an orbital launch every one to two months on average during 2026, supported by agreements with multiple launch providers, and it continues to target approximately 45 satellites in orbit by the end of 2026.
お知らせ • Apr 17AST SpaceMobile Inc Announces BlueBird 7 LaunchAST SpaceMobile, Inc. announced that BlueBird 7 is scheduled to launch from the Kennedy Space Center Visitor Complex in Cape Canaveral, Florida. The orbital launch is scheduled with a 6:45 am through 8:45 am EDT window, on Blue Origin’s New Glenn-3 mission from Cape Canaveral Space Force Station. BlueBird 7 has the largest communications array ever deployed in low Earth orbit and is designed to deliver space based cellular broadband connectivity to everyday smartphones. BlueBird 7 is part of AST SpaceMobile’s next-generation commercial satellites designed to deliver direct-to-device cellular broadband connectivity from space to standard, unmodified smartphones, expected to greatly exceed 120 Mbps peak data speeds. The next-generation BlueBird satellites feature a phased-array antenna spanning approximately 2,400 square feet, engineered to support the power and sensitivity required to connect directly to everyday mobile phones from low Earth orbit. These satellites are designed to support full 4G and 5G broadband speeds, including voice, data, and video services. To be eligible to attend the launch event in person, retail investors must hold shares, must have been shareholders for at least 6 months, and must be shareholders at the time of application. Registration will close at 8 pm EDT on Friday, April 17, 2026. AST SpaceMobile might conduct a random drawing among registrants to attend this historic launch event if the number of registrations exceed the venue capacity. AST SpaceMobile has more than 3,850 patents and patent-pending claims with 95% vertically integrated manufacturing across testing facilities in Midland, Texas and beyond, collectively spanning nearly 500,000 square feet. The company has agreements with over 50 mobile network operators globally with nearly 3 billion subscribers combined and strategic partnerships with AT&T, Verizon, Vodafone, Rakuten, Google, American Tower, Bell and stc Group. The exact timing of orbital launches is subject to change based on a number of factors, including launch readiness of the launch provider, weather conditions, and other factors, many of which are beyond control. Members of the public will be able to watch a live broadcast on the launch day on AST SpaceMobile's YouTube channel.
New Risk • Mar 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 21% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Shareholders have been diluted in the past year (21% increase in shares outstanding). Significant insider selling over the past 3 months (€1.0m sold).
Reported Earnings • Mar 03Full year 2025 earnings released: US$1.34 loss per share (vs US$1.94 loss in FY 2024)Full year 2025 results: US$1.34 loss per share. Revenue: US$70.9m (up US$66.5m from FY 2024). Net loss: US$341.9m (loss widened 14% from FY 2024). Revenue is forecast to grow 46% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Italy.
お知らせ • Feb 20AST SpaceMobile, Inc. to Report Q4, 2025 Results on Mar 02, 2026AST SpaceMobile, Inc. announced that they will report Q4, 2025 results on Mar 02, 2026
Buy Or Sell Opportunity • Feb 19Now 20% undervaluedOver the last 90 days, the stock has risen 63% to €72.00. The fair value is estimated to be €90.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 24% over the last 3 years. Earnings per share has declined by 39%. Revenue is forecast to grow by 759% in a year. Earnings are forecast to decline by 14% in the next year.
お知らせ • Feb 12AST SpaceMobile, Inc. has filed a Follow-on Equity Offering.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 6,337,964 Transaction Features: Registered Direct Offering
お知らせ • Feb 11AST SpaceMobile, Inc. Successfully Completes Unfolding of BlueBird 6, the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth OrbitAST SpaceMobile, Inc. announced the successful unfolding of its next-generation BlueBird 6 satellite. BlueBird 6 features the largest commercial communications array antenna ever deployed in Low Earth Orbit (LEO). Spanning approximately 2,400 square feet, the satellite is engineered to support peak data speeds of up to 120 Mbps with plans to deliver up to ten times the bandwidth capacity of the BlueBird 1-5 series. The aperture enables full 4G and 5G cellular broadband services, including voice, data, and video to standard, unmodified smartphones everywhere. The company is on track to launch 45–60 satellites by the end of 2026, with launches planned every one or two months on average. The performance of BlueBird 6 is driven by several major breakthroughs in space-based architecture. The massive antenna array significantly allows the satellite to reliably transmit and receive signals from standard handheld devices. Furthermore, the large aperture enables highly precise beamforming, creating narrower, more focused coverage areas. This precision minimizes interference, maximizes network capacity, and ensures consistent, high-quality user experience for cellular broadband services, including voice, data, and video. This milestone represents years of innovation and proprietary engineering, supported by more than 3,800 patent and patent pending claims, and is yet another step in the Company’s execution of its commercial roadmap, validating its differentiated, vertically integrated manufacturing and technology platform. The company operates nearly 500,000 square feet of manufacturing and operations facilities and employs a workforce of nearly 1,800 people. The company is 95% vertically integrated, maintaining strict United States control over the manufacturing process. AST SpaceMobile has agreements with over 50 mobile network operators globally with nearly 3 billion subscribers combined and strategic partnerships with AT&T, Verizon, Vodafone, Rakuten, Google, American Tower, Bell and stc Group.
お知らせ • Jan 22Ast Spacemobile, Inc. Announces Timing of Bluebird 7 Orbital Launch, Advancing Direct-To-Device Cellular Broadband ConnectivityAST SpaceMobile, Inc. announced the launch timing for its BlueBird 7 mission. The launch is scheduled for late February from Launch Complex 36 at Cape Canaveral Space Force Station on Blue Origin's New Glenn launch vehicle. Identical to BlueBird 6, BlueBird 7 is the second satellite in AST SpaceMobile's next-generation campaign. At nearly 2,400 square feet, it features the commercial communications array in low Earth orbit, 3.5 times larger than BlueB birds 1-5. Its unprecedented size and cutting-edge design, built on significant technical innovation and supported by more than 3,800 patent and patent-pending claims, enable peak data rates of up to 120 Mbps space-based broadband connectivity for voice, data, and streaming. The next generation BlueB birds are designed to be compatible with all major launch vehicles. Future missions on New Glenn are expected to deliver up to 8 next generation BlueB birds per flight, with its seven-meter fairing enabling twice the payload volume of five-meter class commercial launch systems. AST SpaceMobile's mission is to enable 4G and 5G space-based cellular broadband for billions globally without requiring any changes to mobile devices. Members of the public will be able to watch a live broadcast on the launch day on AST SpaceMobile's YouTube channel. The exact timing of orbital launch is subject to change based on a number of factors, including launch readiness of the launcher system, weather conditions, and other factors, many of which are beyond control.
お知らせ • Jan 19Ast Spacemobile, Inc. Announces Resignation of Hiroshi Mikitani from Board, Effective from January 13, 2026On January 13, 2026, Mr. Mikitani notified AST SpaceMobile, Inc. (the “Company”) of his resignation from the Board, effective on the same date. Mr. Mikitani was a member of the Network Planning & Spectrum Committee. The decision of Mr. Mikitani to resign from the Board was not a result of any disagreement with the Company on any matter related to the Company’s operations, policies or practices.
Recent Insider Transactions • Dec 16Executive VP & COO recently sold €664k worth of stockOn the 10th of December, Shanti Gupta sold around 10k shares on-market at roughly €66.40 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Shanti has been a net seller over the last 12 months, reducing personal holdings by €2.1m.
New Risk • Nov 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (€900k sold).
お知らせ • Nov 22AST SpaceMobile, Inc Announces BlueBird 6 Launch Date, the Largest Commercial Communications Array Ever Deployed in Low Earth OrbitAST SpaceMobile, Inc. announced BlueBird 6, a U.S. licensed satellite, is scheduled to launch on December 15th from the Satish Dhawan Space Center in India. BlueBird 6 is the first of AST SpaceMobile's next-generation satellites. When launched, it will feature the largest commercial phased array in low Earth orbit at nearly 2,400 square feet. This represents a 3.5 times increase in size over BlueBird's 1-5 and supports 10 times the data capacity.
New Risk • Nov 18New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €900k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (€900k sold).
お知らせ • Nov 15AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $23.908754 million.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $23.908754 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 381,990 Price\Range: $62.59 Transaction Features: Registered Direct Offering
Reported Earnings • Nov 11Third quarter 2025 earnings released: US$0.45 loss per share (vs US$1.11 loss in 3Q 2024)Third quarter 2025 results: US$0.45 loss per share (improved from US$1.11 loss in 3Q 2024). Revenue: US$14.7m (up US$13.6m from 3Q 2024). Net loss: US$122.9m (loss narrowed 28% from 3Q 2024). Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Italy.
お知らせ • Nov 11AST SpaceMobile, Inc. Reiterates Revenue Guidance for the Second-Half 2025AST SpaceMobile, Inc. reiterated revenue guidance for the second-half 2025. Company reiterated its second-half 2025 revenue guidance of $50.0 million to $75.0 million.
New Risk • Oct 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risks Shareholders have been diluted in the past year (16% increase in shares outstanding). Revenue is less than US$5m (US$4.9m revenue).
お知らせ • Oct 30AST SpaceMobile, Inc. has completed a Follow-on Equity Offering in the amount of $161.06002 million.AST SpaceMobile, Inc. has completed a Follow-on Equity Offering in the amount of $161.06002 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 2,048,849 Price\Range: $78.61 Transaction Features: Registered Direct Offering
お知らせ • Oct 28AST SpaceMobile, Inc. to Report Q3, 2025 Results on Nov 10, 2025AST SpaceMobile, Inc. announced that they will report Q3, 2025 results on Nov 10, 2025
お知らせ • Oct 22AST SpaceMobile, Inc. has filed a Follow-on Equity Offering.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: Registered Direct Offering
お知らせ • Oct 07AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $800 million.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $800 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 11,806,375 Price\Range: $67.76 Transaction Features: At the Market Offering
Recent Insider Transactions • Aug 28Executive VP recently sold €900k worth of stockOn the 26th of August, Andrew Johnson sold around 20k shares on-market at roughly €45.02 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. This was Andrew's only on-market trade for the last 12 months.
New Risk • Aug 12New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 28% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Shareholders have been substantially diluted in the past year (28% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (€3.8m sold). Revenue is less than US$5m (US$4.9m revenue).
Reported Earnings • Aug 12Second quarter 2025 earnings released: US$0.41 loss per share (vs US$0.51 loss in 2Q 2024)Second quarter 2025 results: US$0.41 loss per share. Net loss: US$99.4m (loss widened 37% from 2Q 2024). Revenue is forecast to grow 59% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Italy.
お知らせ • Jul 25+ 1 more updateAST SpaceMobile, Inc. has completed a Follow-on Equity Offering.AST SpaceMobile, Inc. has completed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 13,600,000 Transaction Features: At the Market Offering
New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Shareholders have been diluted in the past year (26% increase in shares outstanding). Significant insider selling over the past 3 months (€3.8m sold). Revenue is less than US$5m (US$4.6m revenue).
お知らせ • Jul 15AST SpaceMobile, Inc. announced that it has received $203.299994 million in funding from Google LLCAST SpaceMobile, Inc announced a private placement of 8,900,000 shares at price $22.842696 for gross proceeds $20,32,99,994.4 on July 14, 2025. The transaction includes participation from Google
New Risk • Jul 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Shareholders have been diluted in the past year (26% increase in shares outstanding). Significant insider selling over the past 3 months (€3.8m sold). Revenue is less than US$5m (US$4.6m revenue).
New Risk • Jun 30New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 29% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Shareholders have been diluted in the past year (29% increase in shares outstanding). Significant insider selling over the past 3 months (€3.8m sold). Revenue is less than US$5m (US$4.6m revenue).
お知らせ • Jun 30+ 2 more updatesAST SpaceMobile, Inc.(NasdaqGS:ASTS) dropped from Russell 2000 Value IndexAST SpaceMobile, Inc.(NasdaqGS:ASTS) dropped from Russell 2000 Value Index
お知らせ • Jun 27AST SpaceMobile, Inc. has completed a Follow-on Equity Offering in the amount of $502.943263 million.AST SpaceMobile, Inc. has completed a Follow-on Equity Offering in the amount of $502.943263 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 9,450,268 Price\Range: $53.22 Transaction Features: Registered Direct Offering
お知らせ • Jun 26AST SpaceMobile, Inc. & Fairwinds Technologies Demonstrate World's First Tactical NTN Connectivity over Standard Mobile DevicesAST SpaceMobile, Inc. announced the successful demonstration of the world's first Non-Terrestrial Network (NTN) tactical satellite communications delivering high-throughput data, voice, and video using unmodified mobile devices in collaboration with Fairwinds Technologies (a privately held company). The field test showcased key defense-related use cases, including real-time connectivity to the Tactical Assault Kit (TAK) over a VPN, multimedia streaming via TAK, and secure multi-party video calls, all executed on standard, unmodified smartphones. This milestone demonstration was conducted near AST SpaceMobile's gateway facility on Oahu, Hawaii, with active participation from U.S. Indo-Pacific Command (USINDOPACOM), including representation from the U.S. Navy, Marine Corps, Army, U.S. Space Command, and the Office of the Under Secretary of Defense for Research and Engineering (OUSD R&E) FutureG team.
お知らせ • Jun 25AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $502.943263 million.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $502.943263 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 9,450,268 Price\Range: $53.22 Transaction Features: Registered Direct Offering
Breakeven Date Change • Jun 23Forecast to breakeven in 2027The 5 analysts covering AST SpaceMobile expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$562.0m in 2027. Average annual earnings growth of 68% is required to achieve expected profit on schedule.
Recent Insider Transactions • Jun 11President & Chief Strategy Officer recently sold €1.6m worth of stockOn the 9th of June, Scott Wisniewski sold around 50k shares on-market at roughly €31.22 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by €2.6m.
New Risk • Jun 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (€3.7m sold). Revenue is less than US$5m (US$4.6m revenue).
Recent Insider Transactions • May 20Executive VP & CTO recently sold €1.3m worth of stockOn the 16th of May, Huiwen Yao sold around 55k shares on-market at roughly €24.07 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.5m more than they bought in the last 12 months.
お知らせ • May 13AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.AST SpaceMobile, Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Board Change • May 05Less than half of directors are independentFollowing the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Director Johan Wibergh was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
