AST SpaceMobile (ASTS) Aandelenoverzicht
AST SpaceMobile, Inc. ontwerpt en ontwikkelt samen met haar dochterondernemingen de constellatie van BlueBird satellieten in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
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Risicoanalyse
ASTS Community Fair Values
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Analyst Price Targets
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AST SpaceMobile, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$57.80 |
| 52 Week Hoogtepunt | US$133.86 |
| 52 Week Laag | US$36.08 |
| Bèta | 2.68 |
| 1 maand verandering | -32.34% |
| 3 maanden verandering | -32.42% |
| 1 Jaar Verandering | -0.31% |
| 3 jaar verandering | 1,355.92% |
| 5 jaar verandering | 373.77% |
| Verandering sinds IPO | 491.61% |
Recent nieuws en updates
AST SpaceMobile: Why I Bought The Dip
Summary AST SpaceMobile has dropped nearly 60%, but dilution was only the catalyst after weakening sentiment, execution concerns, and an unsustainably rich valuation. Nearly 60 global carriers have committed over $1.2 billion, providing access to more than 3 billion subscribers worldwide. Consensus expects revenue to grow from $170 million in 2026 to $2.84 billion by 2029, rapidly compressing valuation multiples. August's BlueBird Block 2 launch, Rakuten expansion, and commercialization milestones could fundamentally reshape investor sentiment during 2026. Despite execution risks, the recent correction offers a significantly improved risk-reward profile for long-term investors willing to tolerate volatility. Read the full article on Seeking Alpha
ASTS: Japan JV And FCC Approval Will Drive Direct-To-Phone Coverage Potential
Analysts now see fair value for AST SpaceMobile at $108, up from $95, reflecting updated assumptions on launch timing, direct to device positioning relative to Starlink, and the recent mix of price target revisions and rating changes across the Street. Analyst Commentary Recent research on AST SpaceMobile highlights a wide spread of views, with some analysts focusing on execution risks and others pointing to upside potential tied to direct to device momentum and new partnership structures.Recent updates
AST SpaceMobile: Why I Bought The Dip
Summary AST SpaceMobile has dropped nearly 60%, but dilution was only the catalyst after weakening sentiment, execution concerns, and an unsustainably rich valuation. Nearly 60 global carriers have committed over $1.2 billion, providing access to more than 3 billion subscribers worldwide. Consensus expects revenue to grow from $170 million in 2026 to $2.84 billion by 2029, rapidly compressing valuation multiples. August's BlueBird Block 2 launch, Rakuten expansion, and commercialization milestones could fundamentally reshape investor sentiment during 2026. Despite execution risks, the recent correction offers a significantly improved risk-reward profile for long-term investors willing to tolerate volatility. Read the full article on Seeking AlphaASTS: Japan JV And FCC Approval Will Drive Direct-To-Phone Coverage Potential
Analysts now see fair value for AST SpaceMobile at $108, up from $95, reflecting updated assumptions on launch timing, direct to device positioning relative to Starlink, and the recent mix of price target revisions and rating changes across the Street. Analyst Commentary Recent research on AST SpaceMobile highlights a wide spread of views, with some analysts focusing on execution risks and others pointing to upside potential tied to direct to device momentum and new partnership structures.
ASTS: Launch Delays And Higher Capital Costs Will Pressure Future Returns
Analysts have trimmed the fair value estimate for AST SpaceMobile to about $41.47 from $43.00 as updated assumptions factor in higher discount rates, more conservative growth and margin expectations, and a higher future P/E multiple in light of recent launch delays and mixed recalibrations in Street price targets. Analyst Commentary Recent research on AST SpaceMobile highlights a wide range of opinions, but the tilt in the latest batch of updates has been more cautious.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...
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.
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.
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.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.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...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 AlphaAST 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 AlphaWhat 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 AlphaRendement voor aandeelhouders
| ASTS | US Telecom | US Markt | |
|---|---|---|---|
| 7D | -21.2% | -11.1% | -0.9% |
| 1Y | -0.3% | -9.1% | 19.1% |
Rendement versus industrie: ASTS overtrof de US Telecom industrie, die het afgelopen jaar een rendement -9.1 % opleverde.
Rendement versus markt: ASTS presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 19.1 % opleverde.
Prijsvolatiliteit
| ASTS volatility | |
|---|---|
| ASTS Average Weekly Movement | 17.7% |
| Telecom Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: De aandelenkoers van ASTS is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 18% ) van ASTS is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2017 | 1,126 | Abel Avellan | ast-science.com |
AST SpaceMobile, Inc. ontwerpt en ontwikkelt samen met haar dochterondernemingen de constellatie van BlueBird satellieten in de Verenigde Staten. Het bedrijf biedt een cellulair breedbandnetwerk in de ruimte dat rechtstreeks toegankelijk is voor smartphones voor commercieel gebruik en andere toepassingen, evenals voor overheidsgebruik. Haar SpaceMobile dienst biedt cellulaire breedbanddiensten aan eindgebruikers die zich buiten de terrestrische cellulaire dekking bevinden.
AST SpaceMobile, Inc. Samenvatting
| ASTS fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$21.35b |
| Inkomsten(TTM) | -US$487.25m |
| Inkomsten(TTM) | US$84.94m |
Is ASTS overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ASTS resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$84.94m |
| Kosten van inkomsten | US$46.87m |
| Brutowinst | US$38.07m |
| Overige uitgaven | US$525.32m |
| Inkomsten | -US$487.25m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -1.63 |
| Brutomarge | 44.82% |
| Nettowinstmarge | -573.67% |
| Schuld/Eigen Vermogen Verhouding | 111.7% |
Hoe presteerde ASTS op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/17 21:20 |
| Aandelenkoers aan het einde van de dag | 2026/07/17 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
AST SpaceMobile, Inc. wordt gevolgd door 11 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mathieu Robilliard | Barclays |
| Michael Funk | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |