AST SpaceMobile Beheer
Beheer criteriumcontroles 2/4
De CEO ASTceMobile is Abel Avellan, benoemd in Jan2017, heeft een ambtstermijn van 9.33 jaar. bezit rechtstreeks 0.013% van de aandelen van het bedrijf, ter waarde $ 3.25M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.9 jaar en 5.1 jaar.
Belangrijke informatie
Abel Avellan
Algemeen directeur
US$14.2m
Totale compensatie
| Percentage CEO-salaris | n/a |
| Dienstverband CEO | 9.3yrs |
| Eigendom CEO | 0.01% |
| Management gemiddelde ambtstermijn | 1.9yrs |
| Gemiddelde ambtstermijn bestuur | 5.1yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Apr 20
AST SpaceMobile: The Pullback I Was Waiting For
Summary AST SpaceMobile's BlueBird 7 failure is tied to the launch vehicle, not the satellite, but it removes a high-capacity Block 2 unit from the 2026 deployment timeline. Stock declined after already weakening pre-launch, confirming binary expectations and triggering repricing of execution and launch cadence risks. ASTS targets ~45 satellites in orbit by 2026 but now requires near-perfect synchronization across manufacturing, launch, and integration timelines. Valuation remains elevated at ~140x forward EV/Sales, but revenue is expected to scale from ~$180M in 2026 to ~$1.8B by 2028. Read the full article on Seeking Alpha
Nieuwe analyse • 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.
Nieuwe analyse • 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.Analyse-artikel • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Oct 15
AST SpaceMobile: Bulls Are In Control With New Highs Possible
Summary 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 07
AST SpaceMobile Is At The Edge Of Viability
Summary 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 AlphaSeeking Alpha • Sep 12
AST SpaceMobile: Launches Its Next Chapter
Summary 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 AlphaSeeking Alpha • Sep 05
AST SpaceMobile: Commercialization Has Started
Summary AST SpaceMobile has surged 940% since March, driven by progress towards commercialization and strategic partnerships with major telecom providers like Verizon and AT&T. The company has achieved significant milestones, including the planned September launch of BW3 satellites, crucial for its space-based cellular broadband network. Despite competition and potential delays, ASTS's technology offers unique advantages, such as direct-to-phone connectivity without additional hardware, making it valuable for remote areas. With improved financials and revenue potential from beta testing and future contracts, ASTS deserves a higher valuation, though investors should be mindful of risks. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2025 | US$14m | n/a | -US$342m |
| Sep 30 2025 | n/a | n/a | -US$304m |
| Jun 30 2025 | n/a | n/a | -US$353m |
| Mar 31 2025 | n/a | n/a | -US$326m |
| Dec 31 2024 | n/a | n/a | -US$300m |
| Sep 30 2024 | n/a | n/a | -US$296m |
| Jun 30 2024 | n/a | n/a | -US$145m |
| Mar 31 2024 | n/a | n/a | -US$91m |
| Dec 31 2023 | n/a | n/a | -US$88m |
| Sep 30 2023 | n/a | n/a | -US$64m |
| Jun 30 2023 | n/a | n/a | -US$53m |
| Mar 31 2023 | n/a | n/a | -US$37m |
| Dec 31 2022 | n/a | n/a | -US$32m |
| Sep 30 2022 | n/a | n/a | -US$27m |
| Jun 30 2022 | n/a | n/a | -US$13m |
| Mar 31 2022 | n/a | n/a | -US$30m |
| Dec 31 2021 | US$9k | US$9k | -US$19m |
| Sep 30 2021 | n/a | n/a | -US$24m |
| Jun 30 2021 | n/a | n/a | -US$34m |
| Mar 31 2021 | n/a | n/a | -US$20m |
| Dec 31 2020 | US$36k | US$36k | -US$24m |
| Sep 30 2020 | n/a | n/a | -US$19m |
| Dec 31 2019 | US$24k | US$24k | -US$11m |
Compensatie versus markt: De totale vergoeding ($USD 14.22M ) Abel } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.67M ).
Compensatie versus inkomsten: De vergoeding van Abel is gestegen terwijl het bedrijf verliesgevend is.
CEO
Abel Avellan (54 yo)
9.3yrs
Tenure
US$14,222,500
Compensatie
Mr. Abel Avellan is a Founder of AST SpaceMobile, Inc. (Alternate Name: AST & Science, LLC) in 2017 and has been its Chief Executive Officer and Chairman since 2017. He served as the President of AST Space...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 9.3yrs | US$14.22m | 0.013% $ 3.2m | |
| President & Chief Strategy Officer | 1.9yrs | US$9.57m | 0.26% $ 64.4m | |
| Executive VP | 2yrs | US$9.63m | 0.21% $ 50.1m | |
| Executive VP & COO | 1.9yrs | US$9.57m | 0.13% $ 31.6m | |
| Executive VP & CTO | 8.3yrs | US$416.77k | 0.0016% $ 395.3k | |
| Senior Director & Chief Accounting Officer | 1.9yrs | geen gegevens | 0.017% $ 4.1m | |
| Chief Commercial Officer | no data | geen gegevens | geen gegevens | |
| Chief Scientist of Space Systems | no data | geen gegevens | geen gegevens | |
| Chief Scientist of Commercial Applications | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Engineering | no data | geen gegevens | geen gegevens | |
| Chief of Networks & Spectrum | 1.3yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Regulatory Affairs & International Strategy | less than a year | geen gegevens | geen gegevens |
1.9yrs
Gemiddelde duur
49yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van ASTS wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.9 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 9.3yrs | US$14.22m | 0.013% $ 3.2m | |
| Executive VP | 1.3yrs | US$9.63m | 0.21% $ 50.1m | |
| Non-Employee & Independent Director | 5.1yrs | US$252.65k | 0.14% $ 35.1m | |
| Non-Employee & Independent Director | 5.1yrs | US$252.65k | 0.022% $ 5.5m | |
| Non-Employee Director | 5.1yrs | geen gegevens | 0.0034% $ 834.5k | |
| Director | 1.3yrs | geen gegevens | 0.00069% $ 168.4k | |
| Independent Director | 1.9yrs | US$280.15k | 0.0080% $ 1.9m | |
| Lead Independent Director | 5.1yrs | US$275.15k | 0.018% $ 4.4m | |
| Non-Employee & Independent Director | 5.1yrs | US$262.65k | 0.27% $ 65.4m | |
| Non-Employee Director | 5.1yrs | geen gegevens | geen gegevens |
5.1yrs
Gemiddelde duur
58.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van ASTS wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/06 12:14 |
| Aandelenkoers aan het einde van de dag | 2026/05/06 00:00 |
| Inkomsten | 2025/12/31 |
| 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 |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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 10 analisten. 9 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. |