AST SpaceMobile, Inc.

NasdaqGS:ASTS 株式レポート

時価総額：US$28.7b

AST SpaceMobile 将来の成長

Future 基準チェック /36

ASTceMobile利益と収益がそれぞれ年間115.3%と49.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に28.1% 62.8%なると予測されています。

主要情報

115.3%

収益成長率

62.80%

EPS成長率

Telecom 収益成長50.8%
収益成長率49.6%
将来の株主資本利益率28.08%
アナリストカバレッジ

Good

最終更新日03 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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
ナラティブの更新 • 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.
分析記事 • 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...
新しいナラティブ • 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.
新しいナラティブ • 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.
新しいナラティブ • 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.
新しいナラティブ • 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.
分析記事 • 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

業績と収益の成長予測

NasdaqGS:ASTS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,884N/A-2314855
12/31/2027748175-989-2459
12/31/2026170-340-1,636-3609
3/31/202685-487-1,371-91N/A
12/31/202571-342-1,193-72N/A
9/30/202519-304-944-165N/A
6/30/20255-353-677-134N/A
3/31/20255-326-362-107N/A
12/31/20244-300-300-126N/A
9/30/20243-296-237-123N/A
6/30/20241-145-283-125N/A
3/31/20241-91-302-159N/A
12/31/2023N/A-88-268-149N/A
9/30/2023N/A-64-267-159N/A
6/30/20234-53-203-156N/A
3/31/202311-37-198-147N/A
12/31/202214-32-214-156N/A
9/30/202220-27-203-143N/A
6/30/202218-13-200-130N/A
3/31/202214-30-184-119N/A
12/31/202112-19-135-80N/A
9/30/20219-24-119-68N/A
6/30/20219-34-92-52N/A
3/31/20216-20-65-27N/A
12/31/20206-24-53-23N/A
9/30/20204-19-39-17N/A
12/31/20191-11N/A-9N/A
12/31/20180-4N/A-5N/A

アナリストによる今後の成長予測

収入対貯蓄率: ASTS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ASTS今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: ASTS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: ASTSの収益 ( 49.6% ) US市場 ( 13% ) よりも速いペースで成長すると予測されています。

高い収益成長: ASTSの収益 ( 49.6% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ASTSの 自己資本利益率 は、3年後には高くなると予測されています ( 28.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/10 08:53
終値2026/07/10 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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。11

アナリスト機関
Mathieu RobilliardBarclays
Michael FunkBofA Global Research
Michael CrawfordB. Riley Securities, Inc.