AST SpaceMobile, Inc.

NasdaqGS:ASTS 주식 리포트

시가총액: US$31.3b

AST SpaceMobile 과거 순이익 실적

과거 기준 점검 0/6

ASTceMobile 의 수입은 연평균 -59.4%의 비율로 감소해 온 반면, Telecom 산업은 연평균 13.9%의 비율로 증가했습니다. 매출은 연평균 39.2%의 비율로 증가해 왔습니다.

핵심 정보

-59.42%

순이익 성장률

-26.00%

주당순이익(EPS) 성장률

Telecom 산업 성장률6.72%
매출 성장률39.21%
자기자본이익률-24.31%
순이익률-573.67%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

분석 기사 Jun 18

AST SpaceMobile (ASTS) Stock Could Be 53% Undervalued After BlueBird Satellite Deployment

AST SpaceMobile (ASTS) has entered a new phase after successfully launching and deploying its BlueBird 8, 9, and 10 satellites, a milestone that shifts the story toward operational execution and real-world network performance. See our latest analysis for AST SpaceMobile. Despite the successful BlueBird 8, 9, and 10 launch giving AST SpaceMobile fresh technical momentum, the stock has been volatile, with the share price down 5.58% over one day and 17.32% over seven days, yet backed by a very...
Seeking Alpha Jun 18

AST SpaceMobile: You Might Not Find A Better Chance To Double Down Now

Summary AST SpaceMobile (ASTS) appears to be bottoming out after suffering a 40% decline. Backed by a robust backlog and an on-track satellite launch schedule. Management projects FY2026 revenue exceeding half its $1.2B backlog, with a hockey stick growth inflection expected over the next two fiscal years. Liquidity of $3.5B is expected to cover near-term CapEx and negative free cash flow, supporting execution through 2026 and into FY28. I see there's increased visibility and clarity towards its execution over the next five to six months. Key risks include competitive pressure from SpaceX/Starlink Mobile and execution on the 45-satellite milestone by November 2026, with $130 as a critical resistance level. Read the full article on Seeking Alpha
새로운 내러티브 May 29

AST SpaceMobile will achieve 80% revenue growth powered by their innovative future plans

For the custom valuation, I’m treating ASTS as a long-term scaling case, not something you can value off current earnings. The company is still in the early monetization phase, so current margins and PE don’t really tell you much about what the business could look like once the network is mature.
새로운 내러티브 May 29

AST SpaceMobile: The Boldest Direct-to-Cell Bet in Public Markets

Rating: Speculative Buy / Execution-driven moonshot Style: Pre-scale space and telecom infrastructure growth Core debate: Is AST SpaceMobile building the first truly valuable space-based cellular broadband network for ordinary smartphones, or is the stock already pricing in a near-perfect rollout of a technically ambitious and capital-intensive business? Executive view AST SpaceMobile is one of the most ambitious infrastructure stories in the market.
새로운 내러티브 Apr 17

ASTS: Technological Triumph Meets Financial Gravity; BlueBird 7 Launch marks the Peak, not the Pivot

Setup ASTS builds a low-Earth-orbit constellation that connects to unmodified mobile handsets using licensed carrier spectrum. BlueBird 7, the company's largest satellite to date, launched on Blue Origin's New Glenn-3 on 16 April 2026 , two days after Amazon's $11.6B acquisition of Globalstar turned a specialist niche into a hyperscaler land-grab.
새로운 내러티브 Feb 20

ASTS is a high upside/high execution risk stock.

A high-risk/high-reward potential, ASTS needs to meet all of the 2026 launch cadence/commercial activation milestones in order for me to consider the full bull-case. The Story AST Space Mobile is developing a space-based cellular broadband network which will allow phones to communicate via a network of satellites, and connect to a user's carrier.
분석 기사 Jan 22

AST SpaceMobile, Inc. (NASDAQ:ASTS) Analysts Are More Bearish Than They Used To Be

The analysts covering AST SpaceMobile, Inc. ( NASDAQ:ASTS ) delivered a dose of negativity to shareholders today, by...
Seeking Alpha Apr 09

AST SpaceMobile: Avoid For Now

Summary AST SpaceMobile remains highly speculative with major revenue ramp uncertainties and aggressive competition, particularly from Starlink. The company needs to launch 60 satellites by 2026, requiring significant capital expenditure and substantial cash burn. The recent SDA contract offers a short-term revenue boost, but long-term commercialization remains challenging. Investors should be cautious due to high hurdles and potential need for additional funding, making the stock less attractive at current levels. Read the full article on Seeking Alpha
Seeking Alpha Mar 06

AST SpaceMobile: High Hopes, But I'll Pass

Summary I can see the long-term potential of AST SpaceMobile, but its cash burn is simply too high for my Inflection Investing strategy. The company burned through $300 million in free cash flow last year, with no clear path to breakeven anytime soon. While early revenues may start flowing in 2025, the lack of visibility makes it too risky for my portfolio. I’m cheering for the bulls from the sidelines, but this one doesn’t fit my investing criteria. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

What To Do After AST SpaceMobile Shares Fell By 11%

Summary AST SpaceMobile stock dropped on previously known concerns over Apple's iOS update supporting T-Mobile's Starlink texting service, impacting ASTS's satellite offering. ASTS's partnerships with Verizon and AT&T present a long-term investment opportunity. Short-sellers still dominate ASTS stock, but no company has a commanding market share in satellite services, making this a volatile yet promising sector. Long-term investors should see the current dip as a buying opportunity to gain exposure to the satellite telecommunications market. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

AST SpaceMobile: There's A Lot We Don't Know Yet

Summary AST SpaceMobile is launching its first five satellites, aiming to provide direct mobile phone coverage with existing deals from Verizon and AT&T. The company has a unique value proposition with large IP, minimal competition, and a largely fixed-cost, high-margin business model. Significant uncertainties remain, including customer uptake, carrier usage, and competition progress, making the investment outlook complex and uncertain. While the potential is high, substantial short positions and numerous variables suggest caution. The business model could generate significant cash if all goes well. Read the full article on Seeking Alpha
Seeking Alpha Dec 13

AST SpaceMobile: I See Plenty Of Upside Ahead

Summary 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
Seeking Alpha Nov 15

AST SpaceMobile: Growing Into Its Valuation

Summary 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 06

AST SpaceMobile: A Strong Buy As The Company Expands Its Coverage

Summary 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

매출 및 비용 세부 내역

AST SpaceMobile가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:ASTS 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2685-487127228
31 Dec 2571-342102171
30 Sep 2519-30491152
30 Jun 255-35377142
31 Mar 255-32668133
31 Dec 244-30062122
30 Sep 243-29656117
30 Jun 241-14552109
31 Mar 241-9144117
31 Dec 230-8842126
30 Sep 230-6442126
30 Jun 234-5344125
31 Mar 2311-3747113
31 Dec 2214-3248100
30 Sep 2220-274988
30 Jun 2218-134673
31 Mar 2214-304267
31 Dec 2112-193653
30 Sep 219-242940
30 Jun 219-342230
31 Mar 216-201618
31 Dec 206-241214
30 Sep 204-19910
31 Dec 191-1156
31 Dec 180-422

양질의 수익: ASTS 은(는) 현재 수익성이 없습니다.

이익 마진 증가: ASTS는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ASTS은 수익성이 없으며 지난 5년 동안 손실이 연평균 59.4% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 ASTS의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: ASTS은 수익성이 없어 지난 해 수익 성장률을 Telecom 업계(-9.7%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ASTS는 현재 수익성이 없으므로 자본 수익률이 음수(-24.31%)입니다.


총자산이익률


투하자본수익률


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/22 21:41
종가2026/06/22 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

AST SpaceMobile, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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