View Past PerformanceAST SpaceMobile 대차대조표 건전성재무 건전성 기준 점검 3/6ASTceMobile 의 총 주주 지분은 $2.7B 이고 총 부채는 $3.0B, 이는 부채 대 자기자본 비율을 111.7% 로 가져옵니다. 총자산과 총부채는 각각 $6.1B 및 $3.4B 입니다.핵심 정보111.68%부채/자본 비율US$2.97b부채이자보상배율n/a현금US$3.03b자본US$2.66b총부채US$3.39b총자산US$6.05b최근 재무 건전성 업데이트업데이트 없음모든 업데이트 보기Recent updates속보 • May 19AST SpaceMobile Plunges After Wider Q1 Loss With Accelerated Satellite Launch PlansAST SpaceMobile reported a Q1 2026 loss of $0.66 per share, with revenue that came in below analyst expectations and driven mainly by gateway deliveries and U.S. government milestones. The company lost one BlueBird satellite in a recent rocket launch failure but still plans to launch three new BlueBird satellites by mid-June and targets about 45 satellites in orbit by the end of 2026. Management reaffirmed full-year 2026 revenue guidance of $150 million to $200 million, highlighted contracted revenue and regulatory progress, and reported cash reserves of $3.5b. The stock is trading below key technical resistance levels with bearish momentum and oversold signals. The key tension for investors is between AST SpaceMobile’s high cash burn and ongoing losses on one side, and its accelerated satellite buildout and confirmed revenue expectations on the other. Given the technical setup and execution risks around satellite launches and deployment timelines, position sizing and tolerance for volatility are central considerations if you are evaluating this stock.Major Estimate Revision • May 18Consensus EPS estimates fall by 61%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$181.1m to US$169.1m. Losses expected to increase from US$0.88 per share to US$1.42. Telecom industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$86.40 to US$83.90. Share price was steady at US$83.67 over the past week.Recent Insider Transactions • May 17Lead Independent Director recently sold US$1.1m worth of stockOn the 13th of May, Julio Torres sold around 15k shares on-market at roughly US$76.34 per share. This transaction amounted to 26% 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 US$6.8m more than they bought in the last 12 months.공시 • May 13AST SpaceMobile, Inc. Reaffirms Earnings Guidance for the Full Year 2026AST SpaceMobile, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company expected revenues to be on track to achieve revenue of $150.0 million to $200.0 million, primarily driven bymobile network partners and the U.S. Government.New Risk • May 12New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: US$487m Forecast net loss in 1 year: US$213m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$213m net loss next year). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding).Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.66 loss per share (further deteriorated from US$0.20 loss in 1Q 2025). Revenue: US$14.7m (up US$14.0m from 1Q 2025). Net loss: US$191.0m (loss widened 318% from 1Q 2025). Revenue missed analyst estimates by 60%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 146% per year, which means it is well ahead of earnings.Seeking Alpha • May 09Earnings Preview On AST SpaceMobile: Strong Buy Due To Growth ProspectsSummary AST SpaceMobile, Inc. is a Strong Buy, driven by robust long-term growth prospects through 2027. ASTS expects 2026 to be an inflection year, with revenue projected to at least double versus 2025, supported by a derisked contracted pipeline. Key moats include proprietary power generation, spectrum multiplication, and IP protection, positioning ASTS ahead of competitors. Despite recent launch setbacks and a weak valuation grade, ASTS benefits from FCC license changes and strong growth metrics. Read the full article on Seeking Alpha공시 • Apr 30AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026.공시 • 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.공시 • 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.공시 • 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.새로운 내러티브 • Apr 17ASTS: Technological Triumph Meets Financial Gravity; BlueBird 7 Launch marks the Peak, not the PivotSetup 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.Major Estimate Revision • Mar 09Consensus EPS estimates upgraded to US$0.88 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$193.0m to US$181.1m. 2026 losses expected to reduce from -US$1.01 to -US$0.881 per share. Telecom industry in the US expected to see average net income growth of 2.3% next year. Consensus price target up from US$80.39 to US$88.53. Share price rose 13% to US$89.48 over the past week.Price Target Changed • Mar 04Price target increased by 11% to US$89.08Up from US$80.39, the current price target is an average from 8 analysts. New target price is 15% below last closing price of US$105. Stock is up 210% over the past year. The company is forecast to post a net loss per share of US$0.88 next year compared to a net loss per share of US$1.34 last year.Reported Earnings • Mar 03Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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 exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 6.7%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Telecom industry in the US.Buy Or Sell Opportunity • Feb 27Now 24% undervaluedOver the last 90 days, the stock has risen 41% to US$79.19. The fair value is estimated to be US$104, 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.새로운 내러티브 • Feb 20ASTS 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.공시 • 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, 2026Price Target Changed • Feb 12Price target increased by 9.4% to US$81.64Up from US$74.64, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$82.22. Stock is up 174% over the past year. The company is forecast to post a net loss per share of US$1.26 next year compared to a net loss per share of US$1.94 last year.Buy Or Sell Opportunity • Feb 12Now 22% undervaluedOver the last 90 days, the stock has risen 34% to US$82.22. The fair value is estimated to be US$106, 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 757% in a year. Earnings are forecast to decline by 13% in the next year.공시 • 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 Offering공시 • 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.분석 기사 • Jan 22AST SpaceMobile, Inc. (NASDAQ:ASTS) Analysts Are More Bearish Than They Used To BeThe analysts covering AST SpaceMobile, Inc. ( NASDAQ:ASTS ) delivered a dose of negativity to shareholders today, by...공시 • 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.Price Target Changed • Jan 20Price target increased by 14% to US$81.64Up from US$71.51, the current price target is an average from 8 analysts. New target price is 27% below last closing price of US$112. Stock is up 387% over the past year. The company is forecast to post a net loss per share of US$1.26 next year compared to a net loss per share of US$1.94 last year.New Risk • Jan 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (28% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.8m sold).공시 • 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 18Executive VP & COO recently sold US$773k worth of stockOn the 10th of December, Shanti Gupta sold around 10k shares on-market at roughly US$77.34 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 US$2.4m.Recent Insider Transactions • Dec 17Executive VP & COO recently sold US$773k worth of stockOn the 10th of December, Shanti Gupta sold around 10k shares on-market at roughly US$77.34 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 US$2.4m.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: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.0m sold).공시 • 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.공시 • 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: EPS and revenues miss analyst expectationsThird 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 missed analyst estimates by 33%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 108% per year, which means it is well ahead of earnings.공시 • 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: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.0m sold). Revenue is less than US$5m (US$4.9m revenue).공시 • 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 Offering공시 • 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, 2025Price Target Changed • Oct 23Price target increased by 15% to US$58.24Up from US$50.74, the current price target is an average from 8 analysts. New target price is 19% below last closing price of US$71.72. Stock is up 186% over the past year. The company is forecast to post a net loss per share of US$1.08 next year compared to a net loss per share of US$1.94 last year.공시 • 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 OfferingPrice Target Changed • Oct 08Price target increased by 13% to US$53.86Up from US$47.86, the current price target is an average from 8 analysts. New target price is 34% below last closing price of US$81.20. Stock is up 259% over the past year. The company is forecast to post a net loss per share of US$1.02 next year compared to a net loss per share of US$1.94 last year.공시 • 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 Derivative • Sep 05Executive VP & CTO exercised options and sold US$768k worth of stockOn the 3rd of September, Huiwen Yao exercised 40.00k options at around US$0.064, then sold 16k of the shares acquired at an average of US$48.04 per share and kept the remainder. Since December 2024, Huiwen's direct individual holding has decreased from 55.00k shares to 20.75k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Aug 28Executive VP recently sold US$1.0m worth of stockOn the 26th of August, Andrew Johnson sold around 20k shares on-market at roughly US$52.48 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 US$1.8m. This was Andrew's only on-market trade for the last 12 months.Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.41 loss per share. Net loss: US$99.4m (loss widened 37% from 2Q 2024). Revenue missed analyst estimates by 81%. Earnings per share (EPS) also missed analyst estimates by 89%. Revenue is forecast to grow 59% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Telecom industry in the US.New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 24% 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: Minor Risks Shareholders have been diluted in the past year (24% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.4m sold). Revenue is less than US$5m (US$4.6m revenue).Price Target Changed • Aug 01Price target increased by 7.9% to US$48.91Up from US$45.34, the current price target is an average from 7 analysts. New target price is 6.8% below last closing price of US$52.46. Stock is up 183% over the past year. The company is forecast to post a net loss per share of US$0.98 next year compared to a net loss per share of US$1.94 last year.공시 • 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 Offering공시 • 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: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (26% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.4m 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: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (29% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.4m sold). Revenue is less than US$5m (US$4.6m revenue).공시 • Jun 30+ 2 more updatesAST SpaceMobile, Inc.(NasdaqGS:ASTS) dropped from Russell 2000 Value IndexAST SpaceMobile, Inc.(NasdaqGS:ASTS) dropped from Russell 2000 Value Index공시 • 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 Offering공시 • 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.공시 • 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 24Forecast 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 US$1.8m worth of stockOn the 9th of June, Scott Wisniewski sold around 50k shares on-market at roughly US$35.65 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 US$2.9m.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: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.0m sold). Revenue is less than US$5m (US$4.6m revenue).Recent Insider Transactions • May 20Executive VP & CTO recently sold US$1.5m worth of stockOn the 16th of May, Huiwen Yao sold around 55k shares on-market at roughly US$26.82 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 US$7.1m more than they bought in the last 12 months.Major Estimate Revision • May 19Consensus revenue estimates increase by 22%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$50.9m to US$62.1m. EPS estimate fell from -US$0.898 to -US$0.985 per share. Telecom industry in the US expected to see average net income growth of 28% next year. Consensus price target broadly unchanged at US$41.77. Share price was steady at US$26.66 over the past week.Recent Insider Transactions Derivative • May 18Executive VP & CTO notifies of intention to sell stockHuiwen Yao intends to sell 55k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$25.88, it would amount to US$1.4m. Since September 2024, Huiwen's direct individual holding has decreased from 762.43k shares to 55.00k. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.공시 • 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 OfferingNew Risk • May 05New 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 Less than 1 year of cash runway based on free cash flow trend (-US$300m free cash flow). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (US$2.5m sold). Revenue is less than US$5m (US$4.4m revenue).New Risk • Apr 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$300m free cash flow). 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 (24% increase in shares outstanding). Significant insider selling over the past 3 months (US$2.5m sold). Revenue is less than US$5m (US$4.4m revenue).Seeking Alpha • Apr 09AST SpaceMobile: Avoid For NowSummary 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 AlphaRecent Insider Transactions • Mar 20President & Chief Strategy Officer recently sold US$1.0m worth of stockOn the 17th of March, Scott Wisniewski sold around 36k shares on-market at roughly US$28.35 per share. This transaction amounted to 9.1% 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 US$1.1m.Recent Insider Transactions • Mar 16Lead Independent Director recently sold US$615k worth of stockOn the 10th of March, Julio Torres sold around 20k shares on-market at roughly US$30.73 per share. This transaction amounted to 30% 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 US$3.9m more than they bought in the last 12 months.Major Estimate Revision • Mar 10Consensus revenue estimates fall by 23%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$67.6m to US$51.9m. Forecast losses increased from -US$0.664 to -US$0.898 per share. Telecom industry in the US expected to see average net income growth of 39% next year. Consensus price target up from US$34.20 to US$37.20. Share price rose 30% to US$33.40 over the past week.Price Target Changed • Mar 06Price target increased by 8.8% to US$37.20Up from US$34.20, the current price target is an average from 6 analysts. New target price is 16% above last closing price of US$32.18. Stock is up 991% over the past year. The company is forecast to post a net loss per share of US$0.90 next year compared to a net loss per share of US$1.94 last year.Seeking Alpha • Mar 06AST SpaceMobile: High Hopes, But I'll PassSummary 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 AlphaNew Risk • Mar 05New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$300m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$300m free cash flow). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (24% increase in shares outstanding). Revenue is less than US$5m (US$4.4m revenue).New Risk • Mar 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 24% 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: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (24% increase in shares outstanding). Revenue is less than US$5m (US$4.4m revenue).공시 • Feb 19AST SpaceMobile, Inc. to Report Q4, 2024 Results on Mar 03, 2025AST SpaceMobile, Inc. announced that they will report Q4, 2024 results at 5:00 PM, US Eastern Standard Time on Mar 03, 2025Board Change • Feb 09Less 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.공시 • Feb 03AST SpaceMobile, Inc., Annual General Meeting, May 15, 2025AST SpaceMobile, Inc., Annual General Meeting, May 15, 2025.Seeking Alpha • Jan 30What 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 AlphaNew Risk • Jan 27New 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Revenue is less than US$5m (US$2.5m revenue).Price Target Changed • Jan 24Price target decreased by 7.7% to US$35.04Down from US$37.98, the current price target is an average from 5 analysts. New target price is 72% above last closing price of US$20.35. Stock is up 629% over the past year. The company is forecast to post a net loss per share of US$1.74 next year compared to a net loss per share of US$1.07 last year.New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Revenue is less than US$5m (US$2.5m revenue).Seeking Alpha • Jan 15AST SpaceMobile: There's A Lot We Don't Know YetSummary 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 AlphaBreakeven Date Change • Dec 31Forecast to breakeven in 2027The 4 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$948.7m in 2027. Average annual earnings growth of 57% is required to achieve expected profit on schedule.New Risk • Dec 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 69% 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Shareholders have been substantially diluted in the past year (69% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$1.1m sold). Revenue is less than US$5m (US$2.5m revenue).New Risk • Dec 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 69% 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Shareholders have been substantially diluted in the past year (69% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$3.2m sold). Revenue is less than US$5m (US$2.5m revenue).Seeking Alpha • Dec 13AST SpaceMobile: I See Plenty Of Upside AheadSummary AST SpaceMobile is steadily building an enormously influential satellite network, bringing connectivity to the most underserved regions. Major collaborations and partnerships suggest ASTS is equipped to seize a large share of the 5G market going forward. By providing service directly to smartphones, the company differentiates itself from competitors. Read the full article on Seeking AlphaNew Risk • Nov 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 33% 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (33% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.2m sold). Revenue is less than US$5m (US$2.5m revenue).Breakeven Date Change • Nov 18No longer forecast to breakevenThe 4 analysts covering AST SpaceMobile no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$37.0m in 2026. New consensus forecast suggests the company will make a loss of US$95.2m in 2026.New Risk • Nov 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$237m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (33% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.2m sold). Revenue is less than US$5m (US$2.5m revenue).Seeking Alpha • Nov 15AST SpaceMobile: Growing Into Its ValuationSummary AST SpaceMobile's share price dropped after the release of its Q3 results, although there was little reason for this from a fundamental perspective. AST is reaching a point where it can demonstrate the viability of its business, but meaningful revenue probably remains 1-2 years away. This likely means that ASTS stock will remain at the mercy of small shifts in investor sentiment in the short term. While valuing AST remains difficult, a growing government business and the expansion of Apple's relationship with Globalstar are important proof points. Read the full article on Seeking AlphaSeeking Alpha • Nov 06AST SpaceMobile: A Strong Buy As The Company Expands Its CoverageSummary Partnerships with Verizon and AT&T validate the value of the company's technology and enable near-total continental US coverage. The upcoming launch of 17 Block 2 satellites in Q1 2025 will improve service capabilities with a 10x improvement in bandwidth. Despite high capex and cash burn, the company’s vertically integrated model allows tight control over satellite production, with plans to ramp up to 6 satellites per month. Despite high valuation ratios, shareholder dilution, and operational risks, I maintain a strong buy rating for this company, confident the company will deliver on its ambitious plans. Read the full article on Seeking Alpha공시 • Oct 28AST SpaceMobile, Inc. Completes Unfolding of First Five Commercial Satellites in Low Earth OrbitAST SpaceMobile, Inc. announced the successful unfolding of its first five commercial satellites, BlueB birds 1-5. With this significant post-launch technical activity now complete, ahead of schedule at 6 weeks after the launch of the satellites, the BlueB birds are now preparing for commercial and US government operations. AST SpaceMobile's technology features large, phased array antennas supported by over 3,450 patent and patent-pending claims. This innovative design aims to extend cellular coverage globally, eliminating dead zones and delivering space-based cellular broadband connectivity to underserved regions. These advanced phased arrays, the largest ever deployed commercially in low Earth orbit, connect directly to standard smartphones at broadband speeds. This eliminates the need for specialized equipment, enabling seamless use with existing mobile phones while enhancing and complementing mobile operator networks. AST SpaceMobile's technology also offers significant advantages for government applications, with its dual-use capability supporting both communications and non-communications use cases. The company's innovative approach positions it to deliver advanced space-based solutions for a range of strategic needs, providing scalable, secure, and reliable connectivity to support various government missions.Recent Insider Transactions • Oct 15EVP & CTO recently sold US$1.1m worth of stockOn the 8th of October, Huiwen Yao sold around 45k shares on-market at roughly US$24.26 per share. This transaction amounted to 45% 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 US$2.1m. Insiders have been net sellers, collectively disposing of US$3.1m more than they bought in the last 12 months.Seeking Alpha • Oct 15AST SpaceMobile: Bulls Are In Control With New Highs PossibleSummary AST SpaceMobile has shown extreme volatility, rising from $2 to $39 and settling at $25, driven by retail traders and high short interest. Despite the current lack of revenue, ASTS has significant potential in satellite broadband services, likened to a development-stage biotech with a promising product. Technical indicators show bullish momentum, with strong support at $23 and high short interest potentially leading to a short squeeze. ASTS faces significant cash burn and dilution risks but has a compelling long-term opportunity if it can achieve viability. Read the full article on Seeking AlphaSeeking Alpha • Oct 07AST SpaceMobile Is At The Edge Of ViabilitySummary AST SpaceMobile launched 5 BlueBird satellites, initiating beta testing with AT&T and Verizon, crucial for the company's future viability. At the current run rate, AST has enough cash on the balance sheet to fund operations for just under 4 quarters, providing room for testing their ASIC. AST is planning to launch the first cohort of the next 17 satellites in q1'25 to expand their broadband capacity to other MNO partner locations. Read the full article on Seeking AlphaRecent Insider Transactions • Oct 02EVP & COO recently sold US$2.1m worth of stockOn the 30th of September, Shanti Gupta sold around 80k shares on-market at roughly US$25.83 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Shanti's only on-market trade for the last 12 months.Seeking Alpha • Sep 12AST SpaceMobile: Launches Its Next ChapterSummary AST SpaceMobile is set to launch 5 BlueBird satellites, marking a major milestone in its mission to provide global broadband connectivity. Strategic partnerships with AT&T and Verizon, along with a $100 million deal, validate ASTS's potential and have fueled a significant stock run. The satellite communications market is growing, and ASTS's position as a market leader offers substantial long-term investment potential, despite some risks. Read the full article on Seeking Alpha공시 • Sep 06Energy Resources of Australia Ltd has filed a Follow-on Equity Offering in the amount of $400 million.Energy Resources of Australia Ltd has filed a Follow-on Equity Offering in the amount of $400 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingMajor Estimate Revision • Sep 05Consensus revenue estimates increase by 50%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$4.28m to US$6.42m. Forecast losses expected to reduce from -US$1.17 to -US$1.10 per share. Telecom industry in the US expected to see average net income growth of 16% next year. Consensus price target up from US$27.78 to US$37.98. Share price fell 2.7% to US$28.45 over the past week.재무 상태 분석단기부채: ASTS 의 단기 자산 ( $3.2B )이 단기 부채( $170.7M ).장기 부채: ASTS의 단기 자산($3.2B)이 장기 부채($3.2B)를 충당하지 못합니다.부채/자본 비율 추이 및 분석부채 수준: ASTS 총 부채보다 더 많은 현금을 보유하고 있습니다.부채 감소: ASTS의 부채 대비 자본 비율은 지난 5년 동안 0%에서 111.7%로 증가했습니다.대차대조표현금 보유 기간 분석과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.안정적인 현금 활주로: ASTS 현재 무료 현금 흐름을 기준으로 1년 이상 충분한 현금 활주로를 보유하고 있습니다.예측 현금 활주로: ASTS 의 여유 현금 흐름이 역사적 비율에 따라 계속 증가하거나 감소하는 경우 충분한 현금 활주로가 있는지 판단하기에는 데이터가 부족합니다.건전한 기업 찾아보기7D1Y7D1Y7D1YTelecom 산업의 건실한 기업.View Dividend기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 17:48종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스AST SpaceMobile, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mathieu RobilliardBarclaysMichael FunkBofA Global ResearchMichael CrawfordB. Riley Securities, Inc.8명의 분석가 더 보기
속보 • May 19AST SpaceMobile Plunges After Wider Q1 Loss With Accelerated Satellite Launch PlansAST SpaceMobile reported a Q1 2026 loss of $0.66 per share, with revenue that came in below analyst expectations and driven mainly by gateway deliveries and U.S. government milestones. The company lost one BlueBird satellite in a recent rocket launch failure but still plans to launch three new BlueBird satellites by mid-June and targets about 45 satellites in orbit by the end of 2026. Management reaffirmed full-year 2026 revenue guidance of $150 million to $200 million, highlighted contracted revenue and regulatory progress, and reported cash reserves of $3.5b. The stock is trading below key technical resistance levels with bearish momentum and oversold signals. The key tension for investors is between AST SpaceMobile’s high cash burn and ongoing losses on one side, and its accelerated satellite buildout and confirmed revenue expectations on the other. Given the technical setup and execution risks around satellite launches and deployment timelines, position sizing and tolerance for volatility are central considerations if you are evaluating this stock.
Major Estimate Revision • May 18Consensus EPS estimates fall by 61%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$181.1m to US$169.1m. Losses expected to increase from US$0.88 per share to US$1.42. Telecom industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$86.40 to US$83.90. Share price was steady at US$83.67 over the past week.
Recent Insider Transactions • May 17Lead Independent Director recently sold US$1.1m worth of stockOn the 13th of May, Julio Torres sold around 15k shares on-market at roughly US$76.34 per share. This transaction amounted to 26% 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 US$6.8m more than they bought in the last 12 months.
공시 • May 13AST SpaceMobile, Inc. Reaffirms Earnings Guidance for the Full Year 2026AST SpaceMobile, Inc. reaffirmed earnings guidance for the full year 2026. For the year, the company expected revenues to be on track to achieve revenue of $150.0 million to $200.0 million, primarily driven bymobile network partners and the U.S. Government.
New Risk • May 12New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: US$487m Forecast net loss in 1 year: US$213m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$213m net loss next year). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding).
Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.66 loss per share (further deteriorated from US$0.20 loss in 1Q 2025). Revenue: US$14.7m (up US$14.0m from 1Q 2025). Net loss: US$191.0m (loss widened 318% from 1Q 2025). Revenue missed analyst estimates by 60%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 146% per year, which means it is well ahead of earnings.
Seeking Alpha • May 09Earnings Preview On AST SpaceMobile: Strong Buy Due To Growth ProspectsSummary AST SpaceMobile, Inc. is a Strong Buy, driven by robust long-term growth prospects through 2027. ASTS expects 2026 to be an inflection year, with revenue projected to at least double versus 2025, supported by a derisked contracted pipeline. Key moats include proprietary power generation, spectrum multiplication, and IP protection, positioning ASTS ahead of competitors. Despite recent launch setbacks and a weak valuation grade, ASTS benefits from FCC license changes and strong growth metrics. Read the full article on Seeking Alpha
공시 • Apr 30AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026AST SpaceMobile, Inc., Annual General Meeting, Jun 12, 2026.
공시 • 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.
공시 • 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.
공시 • 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.
새로운 내러티브 • Apr 17ASTS: Technological Triumph Meets Financial Gravity; BlueBird 7 Launch marks the Peak, not the PivotSetup 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.
Major Estimate Revision • Mar 09Consensus EPS estimates upgraded to US$0.88 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$193.0m to US$181.1m. 2026 losses expected to reduce from -US$1.01 to -US$0.881 per share. Telecom industry in the US expected to see average net income growth of 2.3% next year. Consensus price target up from US$80.39 to US$88.53. Share price rose 13% to US$89.48 over the past week.
Price Target Changed • Mar 04Price target increased by 11% to US$89.08Up from US$80.39, the current price target is an average from 8 analysts. New target price is 15% below last closing price of US$105. Stock is up 210% over the past year. The company is forecast to post a net loss per share of US$0.88 next year compared to a net loss per share of US$1.34 last year.
Reported Earnings • Mar 03Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull 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 exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 6.7%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Telecom industry in the US.
Buy Or Sell Opportunity • Feb 27Now 24% undervaluedOver the last 90 days, the stock has risen 41% to US$79.19. The fair value is estimated to be US$104, 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.
새로운 내러티브 • Feb 20ASTS 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.
공시 • 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
Price Target Changed • Feb 12Price target increased by 9.4% to US$81.64Up from US$74.64, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$82.22. Stock is up 174% over the past year. The company is forecast to post a net loss per share of US$1.26 next year compared to a net loss per share of US$1.94 last year.
Buy Or Sell Opportunity • Feb 12Now 22% undervaluedOver the last 90 days, the stock has risen 34% to US$82.22. The fair value is estimated to be US$106, 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 757% in a year. Earnings are forecast to decline by 13% in the next year.
공시 • 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
공시 • 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.
분석 기사 • Jan 22AST SpaceMobile, Inc. (NASDAQ:ASTS) Analysts Are More Bearish Than They Used To BeThe analysts covering AST SpaceMobile, Inc. ( NASDAQ:ASTS ) delivered a dose of negativity to shareholders today, by...
공시 • 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.
Price Target Changed • Jan 20Price target increased by 14% to US$81.64Up from US$71.51, the current price target is an average from 8 analysts. New target price is 27% below last closing price of US$112. Stock is up 387% over the past year. The company is forecast to post a net loss per share of US$1.26 next year compared to a net loss per share of US$1.94 last year.
New Risk • Jan 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risks Shareholders have been diluted in the past year (28% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.8m sold).
공시 • 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 18Executive VP & COO recently sold US$773k worth of stockOn the 10th of December, Shanti Gupta sold around 10k shares on-market at roughly US$77.34 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 US$2.4m.
Recent Insider Transactions • Dec 17Executive VP & COO recently sold US$773k worth of stockOn the 10th of December, Shanti Gupta sold around 10k shares on-market at roughly US$77.34 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 US$2.4m.
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: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.0m sold).
공시 • 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.
공시 • 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: EPS and revenues miss analyst expectationsThird 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 missed analyst estimates by 33%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 108% per year, which means it is well ahead of earnings.
공시 • 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: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Significant insider selling over the past 3 months (US$1.0m sold). Revenue is less than US$5m (US$4.9m revenue).
공시 • 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
공시 • 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
Price Target Changed • Oct 23Price target increased by 15% to US$58.24Up from US$50.74, the current price target is an average from 8 analysts. New target price is 19% below last closing price of US$71.72. Stock is up 186% over the past year. The company is forecast to post a net loss per share of US$1.08 next year compared to a net loss per share of US$1.94 last year.
공시 • 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
Price Target Changed • Oct 08Price target increased by 13% to US$53.86Up from US$47.86, the current price target is an average from 8 analysts. New target price is 34% below last closing price of US$81.20. Stock is up 259% over the past year. The company is forecast to post a net loss per share of US$1.02 next year compared to a net loss per share of US$1.94 last year.
공시 • 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 Derivative • Sep 05Executive VP & CTO exercised options and sold US$768k worth of stockOn the 3rd of September, Huiwen Yao exercised 40.00k options at around US$0.064, then sold 16k of the shares acquired at an average of US$48.04 per share and kept the remainder. Since December 2024, Huiwen's direct individual holding has decreased from 55.00k shares to 20.75k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Aug 28Executive VP recently sold US$1.0m worth of stockOn the 26th of August, Andrew Johnson sold around 20k shares on-market at roughly US$52.48 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 US$1.8m. This was Andrew's only on-market trade for the last 12 months.
Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.41 loss per share. Net loss: US$99.4m (loss widened 37% from 2Q 2024). Revenue missed analyst estimates by 81%. Earnings per share (EPS) also missed analyst estimates by 89%. Revenue is forecast to grow 59% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Telecom industry in the US.
New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 24% 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: Minor Risks Shareholders have been diluted in the past year (24% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.4m sold). Revenue is less than US$5m (US$4.6m revenue).
Price Target Changed • Aug 01Price target increased by 7.9% to US$48.91Up from US$45.34, the current price target is an average from 7 analysts. New target price is 6.8% below last closing price of US$52.46. Stock is up 183% over the past year. The company is forecast to post a net loss per share of US$0.98 next year compared to a net loss per share of US$1.94 last year.
공시 • 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
공시 • 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: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (26% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.4m 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: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (29% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.4m sold). Revenue is less than US$5m (US$4.6m revenue).
공시 • 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
공시 • 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
공시 • 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.
공시 • 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 24Forecast 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 US$1.8m worth of stockOn the 9th of June, Scott Wisniewski sold around 50k shares on-market at roughly US$35.65 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 US$2.9m.
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: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.0m sold). Revenue is less than US$5m (US$4.6m revenue).
Recent Insider Transactions • May 20Executive VP & CTO recently sold US$1.5m worth of stockOn the 16th of May, Huiwen Yao sold around 55k shares on-market at roughly US$26.82 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 US$7.1m more than they bought in the last 12 months.
Major Estimate Revision • May 19Consensus revenue estimates increase by 22%, EPS downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$50.9m to US$62.1m. EPS estimate fell from -US$0.898 to -US$0.985 per share. Telecom industry in the US expected to see average net income growth of 28% next year. Consensus price target broadly unchanged at US$41.77. Share price was steady at US$26.66 over the past week.
Recent Insider Transactions Derivative • May 18Executive VP & CTO notifies of intention to sell stockHuiwen Yao intends to sell 55k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of May. If the sale is conducted around the recent share price of US$25.88, it would amount to US$1.4m. Since September 2024, Huiwen's direct individual holding has decreased from 762.43k shares to 55.00k. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.
공시 • 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
New Risk • May 05New 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 Less than 1 year of cash runway based on free cash flow trend (-US$300m free cash flow). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding). Significant insider selling over the past 3 months (US$2.5m sold). Revenue is less than US$5m (US$4.4m revenue).
New Risk • Apr 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$300m free cash flow). 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 (24% increase in shares outstanding). Significant insider selling over the past 3 months (US$2.5m sold). Revenue is less than US$5m (US$4.4m revenue).
Seeking Alpha • Apr 09AST SpaceMobile: Avoid For NowSummary 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
Recent Insider Transactions • Mar 20President & Chief Strategy Officer recently sold US$1.0m worth of stockOn the 17th of March, Scott Wisniewski sold around 36k shares on-market at roughly US$28.35 per share. This transaction amounted to 9.1% 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 US$1.1m.
Recent Insider Transactions • Mar 16Lead Independent Director recently sold US$615k worth of stockOn the 10th of March, Julio Torres sold around 20k shares on-market at roughly US$30.73 per share. This transaction amounted to 30% 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 US$3.9m more than they bought in the last 12 months.
Major Estimate Revision • Mar 10Consensus revenue estimates fall by 23%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$67.6m to US$51.9m. Forecast losses increased from -US$0.664 to -US$0.898 per share. Telecom industry in the US expected to see average net income growth of 39% next year. Consensus price target up from US$34.20 to US$37.20. Share price rose 30% to US$33.40 over the past week.
Price Target Changed • Mar 06Price target increased by 8.8% to US$37.20Up from US$34.20, the current price target is an average from 6 analysts. New target price is 16% above last closing price of US$32.18. Stock is up 991% over the past year. The company is forecast to post a net loss per share of US$0.90 next year compared to a net loss per share of US$1.94 last year.
Seeking Alpha • Mar 06AST SpaceMobile: High Hopes, But I'll PassSummary 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
New Risk • Mar 05New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$300m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$300m free cash flow). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (24% increase in shares outstanding). Revenue is less than US$5m (US$4.4m revenue).
New Risk • Mar 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 24% 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: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (24% increase in shares outstanding). Revenue is less than US$5m (US$4.4m revenue).
공시 • Feb 19AST SpaceMobile, Inc. to Report Q4, 2024 Results on Mar 03, 2025AST SpaceMobile, Inc. announced that they will report Q4, 2024 results at 5:00 PM, US Eastern Standard Time on Mar 03, 2025
Board Change • Feb 09Less 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.
공시 • Feb 03AST SpaceMobile, Inc., Annual General Meeting, May 15, 2025AST SpaceMobile, Inc., Annual General Meeting, May 15, 2025.
Seeking Alpha • Jan 30What 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
New Risk • Jan 27New 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Revenue is less than US$5m (US$2.5m revenue).
Price Target Changed • Jan 24Price target decreased by 7.7% to US$35.04Down from US$37.98, the current price target is an average from 5 analysts. New target price is 72% above last closing price of US$20.35. Stock is up 629% over the past year. The company is forecast to post a net loss per share of US$1.74 next year compared to a net loss per share of US$1.07 last year.
New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Revenue is less than US$5m (US$2.5m revenue).
Seeking Alpha • Jan 15AST SpaceMobile: There's A Lot We Don't Know YetSummary 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
Breakeven Date Change • Dec 31Forecast to breakeven in 2027The 4 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$948.7m in 2027. Average annual earnings growth of 57% is required to achieve expected profit on schedule.
New Risk • Dec 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 69% 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Shareholders have been substantially diluted in the past year (69% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$1.1m sold). Revenue is less than US$5m (US$2.5m revenue).
New Risk • Dec 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 69% 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Shareholders have been substantially diluted in the past year (69% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$3.2m sold). Revenue is less than US$5m (US$2.5m revenue).
Seeking Alpha • Dec 13AST SpaceMobile: I See Plenty Of Upside AheadSummary AST SpaceMobile is steadily building an enormously influential satellite network, bringing connectivity to the most underserved regions. Major collaborations and partnerships suggest ASTS is equipped to seize a large share of the 5G market going forward. By providing service directly to smartphones, the company differentiates itself from competitors. Read the full article on Seeking Alpha
New Risk • Nov 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 33% 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 Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (33% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.2m sold). Revenue is less than US$5m (US$2.5m revenue).
Breakeven Date Change • Nov 18No longer forecast to breakevenThe 4 analysts covering AST SpaceMobile no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$37.0m in 2026. New consensus forecast suggests the company will make a loss of US$95.2m in 2026.
New Risk • Nov 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$237m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$237m free cash flow). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (33% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.2m sold). Revenue is less than US$5m (US$2.5m revenue).
Seeking Alpha • Nov 15AST SpaceMobile: Growing Into Its ValuationSummary AST SpaceMobile's share price dropped after the release of its Q3 results, although there was little reason for this from a fundamental perspective. AST is reaching a point where it can demonstrate the viability of its business, but meaningful revenue probably remains 1-2 years away. This likely means that ASTS stock will remain at the mercy of small shifts in investor sentiment in the short term. While valuing AST remains difficult, a growing government business and the expansion of Apple's relationship with Globalstar are important proof points. Read the full article on Seeking Alpha
Seeking Alpha • Nov 06AST SpaceMobile: A Strong Buy As The Company Expands Its CoverageSummary Partnerships with Verizon and AT&T validate the value of the company's technology and enable near-total continental US coverage. The upcoming launch of 17 Block 2 satellites in Q1 2025 will improve service capabilities with a 10x improvement in bandwidth. Despite high capex and cash burn, the company’s vertically integrated model allows tight control over satellite production, with plans to ramp up to 6 satellites per month. Despite high valuation ratios, shareholder dilution, and operational risks, I maintain a strong buy rating for this company, confident the company will deliver on its ambitious plans. Read the full article on Seeking Alpha
공시 • Oct 28AST SpaceMobile, Inc. Completes Unfolding of First Five Commercial Satellites in Low Earth OrbitAST SpaceMobile, Inc. announced the successful unfolding of its first five commercial satellites, BlueB birds 1-5. With this significant post-launch technical activity now complete, ahead of schedule at 6 weeks after the launch of the satellites, the BlueB birds are now preparing for commercial and US government operations. AST SpaceMobile's technology features large, phased array antennas supported by over 3,450 patent and patent-pending claims. This innovative design aims to extend cellular coverage globally, eliminating dead zones and delivering space-based cellular broadband connectivity to underserved regions. These advanced phased arrays, the largest ever deployed commercially in low Earth orbit, connect directly to standard smartphones at broadband speeds. This eliminates the need for specialized equipment, enabling seamless use with existing mobile phones while enhancing and complementing mobile operator networks. AST SpaceMobile's technology also offers significant advantages for government applications, with its dual-use capability supporting both communications and non-communications use cases. The company's innovative approach positions it to deliver advanced space-based solutions for a range of strategic needs, providing scalable, secure, and reliable connectivity to support various government missions.
Recent Insider Transactions • Oct 15EVP & CTO recently sold US$1.1m worth of stockOn the 8th of October, Huiwen Yao sold around 45k shares on-market at roughly US$24.26 per share. This transaction amounted to 45% 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 US$2.1m. Insiders have been net sellers, collectively disposing of US$3.1m more than they bought in the last 12 months.
Seeking Alpha • Oct 15AST SpaceMobile: Bulls Are In Control With New Highs PossibleSummary AST SpaceMobile has shown extreme volatility, rising from $2 to $39 and settling at $25, driven by retail traders and high short interest. Despite the current lack of revenue, ASTS has significant potential in satellite broadband services, likened to a development-stage biotech with a promising product. Technical indicators show bullish momentum, with strong support at $23 and high short interest potentially leading to a short squeeze. ASTS faces significant cash burn and dilution risks but has a compelling long-term opportunity if it can achieve viability. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07AST SpaceMobile Is At The Edge Of ViabilitySummary AST SpaceMobile launched 5 BlueBird satellites, initiating beta testing with AT&T and Verizon, crucial for the company's future viability. At the current run rate, AST has enough cash on the balance sheet to fund operations for just under 4 quarters, providing room for testing their ASIC. AST is planning to launch the first cohort of the next 17 satellites in q1'25 to expand their broadband capacity to other MNO partner locations. Read the full article on Seeking Alpha
Recent Insider Transactions • Oct 02EVP & COO recently sold US$2.1m worth of stockOn the 30th of September, Shanti Gupta sold around 80k shares on-market at roughly US$25.83 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Shanti's only on-market trade for the last 12 months.
Seeking Alpha • Sep 12AST SpaceMobile: Launches Its Next ChapterSummary AST SpaceMobile is set to launch 5 BlueBird satellites, marking a major milestone in its mission to provide global broadband connectivity. Strategic partnerships with AT&T and Verizon, along with a $100 million deal, validate ASTS's potential and have fueled a significant stock run. The satellite communications market is growing, and ASTS's position as a market leader offers substantial long-term investment potential, despite some risks. Read the full article on Seeking Alpha
공시 • Sep 06Energy Resources of Australia Ltd has filed a Follow-on Equity Offering in the amount of $400 million.Energy Resources of Australia Ltd has filed a Follow-on Equity Offering in the amount of $400 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Major Estimate Revision • Sep 05Consensus revenue estimates increase by 50%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$4.28m to US$6.42m. Forecast losses expected to reduce from -US$1.17 to -US$1.10 per share. Telecom industry in the US expected to see average net income growth of 16% next year. Consensus price target up from US$27.78 to US$37.98. Share price fell 2.7% to US$28.45 over the past week.
