AST SpaceMobile, Inc.

NasdaqGS:ASTS 株式レポート

時価総額：US$22.8b

AST SpaceMobile マネジメント

マネジメント 基準チェック /34

ASTceMobileの CEO はAbel Avellanで、 Jan2017年に任命され、 の在任期間は 9.67年です。 は、会社の株式の0.03%を直接所有しており、その価値は$ 6.80M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と5.4年です。

主要情報

Abel Avellan

最高経営責任者

US$14.2m

報酬総額

CEO給与比率n/a
CEO在任期間9.7yrs
CEOの所有権0.03%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間5.4yrs

経営陣の近況

Recent updates

Seeking Alpha • Sep 15

AST SpaceMobile: Great Technology Is Not Enough

Summary AST SpaceMobile is developing satellite infrastructure to enable smartphones to connect beyond terrestrial cell tower reach. I see ASTS's architecture as valuable, focusing on large, complex satellites rather than modifying phones. Key investment questions: Can ASTS build the best network, and will cash flows justify the current valuation? Even if ASTS becomes strategically important, shareholder returns may disappoint due to high valuation expectations. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 21

ASTS: Government And Partner Demand Will Support Direct To Device Rollout

Analysts have nudged their blended price target for AST SpaceMobile higher from about $71.51 to roughly $78.48, reflecting a mix of trimmed individual targets and refreshed models that emphasize government demand, reaffirmed guidance, and what they describe as a clearer long term revenue opportunity despite higher free cash flow burn and launch related delays. Analyst Commentary Recent research on AST SpaceMobile highlights a split between those focused on the long term direct to device opportunity and those emphasizing execution risks, launch delays, and valuation.
ナラティブ更新 • Aug 07

ASTS: Launch Disruptions And Financing Structure Will Constrain Future Upside

The updated analyst price target for AST SpaceMobile moves slightly lower from $43.78 to $42.50 as analysts factor in a higher discount rate, a richer future P/E assumption, and slightly more conservative long term profitability, even as growth expectations remain robust and recent research highlights both the pullback in the share price and rising institutional interest following launch disruptions and new partnership developments. Analyst Commentary Recent Street research on AST SpaceMobile shows a wide spread of opinions on valuation, execution risk, and the pace of commercialization.
ナラティブ更新 • Jul 24

ASTS: Launch Delays And Financing Risks Will Pressure Future Returns

The analyst price target for AST SpaceMobile has been adjusted upward to reflect a new fair value estimate of $43.78. Analysts highlight recent pullbacks driven by launch delays rather than demand weakness, a preference for AST’s valuation versus other space stocks, and reinforced confidence in its direct-to-device partnerships and path to EBITDA upside.
ナラティブ更新 • 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.
ナラティブ更新 • 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...

CEO報酬分析

AST SpaceMobile の収益と比較して、Abel Avellan の報酬はどのように変化したか？
日付総報酬給与会社業績
Jun 30 2026n/an/a

-US$619m

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

報酬と市場: Abelの 総報酬 ($USD 14.22M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Abelの報酬は増加しましたが、会社は利益を上げていません。

CEO

Abel Avellan (55 yo)

9.7yrs
在職期間
US$14,222,500
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Abel Avellan
Founder9.7yrsUS$14.22m0.030%
$ 6.8m
Scott Wisniewski
President & Chief Strategy Officer2.3yrsUS$9.57m0.16%
$ 36.9m
Andrew Johnson
Executive VP2.3yrsUS$9.63m0.042%
$ 9.5m
Shanti Gupta
Executive VP & COO2.3yrsUS$9.57m0.066%
$ 15.1m
Huiwen Yao
Executive VP & CTO8.7yrsUS$416.77k0.0016%
$ 359.8k
Maya Bernal
Senior Director & Chief Accounting Officer2.3yrsデータなし0.025%
$ 5.6m
Christopher Ivory
Chief Commercial Officerno dataデータなしデータなし
Raymond Sedwick
Chief Scientist of Space Systemsno dataデータなしデータなし
Sriram Jayasimha
Chief Scientist of Commercial Applicationsno dataデータなしデータなし
Roy Sofer
Senior Vice President of Engineeringno dataデータなしデータなし
JR Wilson
Chief of Networks & Spectrum1.7yrsデータなしデータなし
Jennifer Manner
Senior Vice President of Regulatory Affairs & International Strategy1.1yrsデータなしデータなし
2.3yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: ASTSの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Abel Avellan
Founder9.7yrsUS$14.22m0.030%
$ 6.8m
Andrew Johnson
Executive VP1.7yrsUS$9.63m0.042%
$ 9.5m
Richard Sarnoff
Non-Employee & Independent Director5.4yrsUS$252.65k0.14%
$ 32.0m
Ronald Rubin
Non-Employee & Independent Director5.4yrsUS$252.65k0.024%
$ 5.4m
Edward Knapp
Non-Employee Director5.4yrsデータなし0.0033%
$ 760.7k
Keith Larson
Director1.7yrsデータなし0.00067%
$ 152.6k
Johan Wibergh
Independent Director2.3yrsUS$280.15k0.0096%
$ 2.2m
Julio Torres
Lead Independent Director5.4yrsUS$275.15k0.015%
$ 3.4m
Adriana De Griffin
Non-Employee & Independent Director5.4yrsUS$262.65k0.27%
$ 60.5m
Luke Ibbetson
Non-Employee Director5.4yrsデータなしデータなし
5.4yrs
平均在職期間
59.5yo
平均年齢

経験豊富なボード: ASTSの 取締役会 は 経験豊富 であると考えられます ( 5.4年の平均在任期間)。

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2026/09/20 22:56
終値2026/09/18 00:00
収益2026/06/30
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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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アナリスト筋

AST SpaceMobile, Inc. 12 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。14

アナリスト機関
Mathieu RobilliardBarclays
Michael FilatovBerenberg
Michael FunkBofA Global Research