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ASTS logo

AST SpaceMobile, Inc. Stock Price

NasdaqGS:ASTS Community·US$21.7b Market Cap
  • 7 Narratives written by author
  • 2 Comments on narratives written by author
  • 934 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ASTS Share Price Performance

US$62.40
17.18 (37.99%)
​
US$78.48
Fair Value
US$62.40
17.18 (37.99%)
20.5% undervalued intrinsic discount
US$78.48
Fair Value
Price US$62.40
AnalystConsensusTarget US$78.48
HedgeY US$170.00
El_Gecko US$524.70
Fri, 21 Aug 26
Fair ValueUS$78.48
Share Pricen/a

ASTS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$78.48 20.5% undervalued intrinsic discount

Global Mobile Data Demand And Satellite Network Expansion Will Drive Long-Term Opportunity

0users have liked this narrative
0users have commented on this narrative
92users have followed this narrative
HE
HedgeY
HedgeY's
Fair Value
·
Fair Value US$170 63.3% undervalued intrinsic discount

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

15users have liked this narrative
0users have commented on this narrative
86users have followed this narrative
EL
El_Gecko's
Fair Value
·
Fair Value US$524.7 88.1% undervalued intrinsic discount

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

3users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
ASTS logo
AST SpaceMobile
56.0% overvalued intrinsic discount

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

View narrative
BR
Brogers
Brogers
Published 17 Apr
Read Narrative
ASTS logo
AST SpaceMobile
88.1% undervalued intrinsic discount

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

View narrative
EL
El_Gecko
Published 29 May
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ASTS logo
AST SpaceMobile
22.2k% overvalued intrinsic discount

ASTS is a high upside/high execution risk stock.

View narrative
AD
adammas52
Published 20 Feb
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ASTS logo
AST SpaceMobile
63.3% undervalued intrinsic discount

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

View narrative
HE
HedgeY
Emerging Author
HedgeY
Published 29 May
Read Narrative
ASTS logo
AST SpaceMobile
20.5% undervalued intrinsic discount

Global Mobile Data Demand And Satellite Network Expansion Will Drive Long-Term Opportunity

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
Read Narrative
ASTS logo
AST SpaceMobile
46.8% overvalued intrinsic discount

Satellite Deployment And Spectrum Risks Will Challenge Long Term Profitability Prospects

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AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
Read Narrative
ASTS logo
AST SpaceMobile
42.2% undervalued intrinsic discount

Global MNO Partnerships And Spectrum Assets Will Drive Powerful Long Term Satellite Connectivity Upside

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AN
AnalystHighTarget
AnalystHighTarget
Updated 10 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

EL
ASTS logo

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

Fair Value: US$524.7 88.1% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
HE
HedgeY
ASTS logo

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

Fair Value: US$170 63.3% undervalued intrinsic discount
86 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
BR
Brogers
ASTS logo

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

Fair Value: US$40 56.0% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential and fair value.

2 Risks
2 Rewards
View Full Analysis

AST SpaceMobile, Inc. Key Details

US$115.3m

Revenue

US$70.4m

Cost of Revenue

US$44.9m

Gross Profit

US$663.6m

Other Expenses

-US$618.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.06
38.91%
-536.66%
124.0%
View Full Analysis

About ASTS

Founded
2017
Employees
1126
CEO
Abel Avellan
WebsiteView website
ast-science.com

AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States. The company provides a cellular broadband network in space to be accessible directly by smartphones for commercial use and other applications, as well as for government use. Its SpaceMobile service provides cellular broadband services to end-users who are out of terrestrial cellular coverage. The company was founded in 2017 and is headquartered in Midland, Texas.

Recent ASTS News & Updates

Seeking Alpha • Sep 01

AST SpaceMobile: Q2 Was The Most Bullish Call But Overshadowed By Possible Manufacturing Delays

Summary AST SpaceMobile remains a compelling buy, though I downgrade it to buy due to short-term manufacturing delays impacting satellite launch cadence. Q2 call highlighted multi-billion-dollar revenue potential across defense, B2B, IoT, and other segments, with the defense base case now raised to $3 billion annually. Fair value is $165 per share, reflecting a higher discount rate amid manufacturing uncertainty; the long-term target remains $315–$551 per share by 2030. Execution risk centers on scaling manufacturing and timely satellite deployment, but expanded production capacity and a strong cash position support the investment thesis. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 21

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

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

Recent updates

No updates

AST SpaceMobile, Inc. Competitors

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Market cap: US$15.5b
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Globalstar

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Market cap: US$10.5b
View more competitors

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