Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ASTS.MX
STRONG SELLAST SpaceMobile, Inc. · Technology · United States · $27.8B · Avg Vol: $375K/d
COMPANY DESCRIPTION
AST SpaceMobile, Inc. is building the first space-based cellular broadband network designed to connect directly to standard, unmodified mobile phones. The company's competitive advantage lies in its extensive patent portfolio and strategic partnerships with major global telecom operators like AT&T and Vodafone. AST SpaceMobile operates as a pioneer in satellite-to-cellular technology, aiming to eliminate global connectivity gaps without requiring specialized user hardware.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|
| Revenue | 13.8M | 0 | 4.4M | 70.9M | 72.5% | 84.9M | 169.9M | 139.6% |
| EPS | -0.14 | -0.32 | -1.94 | -1.34 | — | -1.80 | — | — |
| Shares | 298.7M | 298.7M | 208.2M | 285.4M | -4.5% | 298.7M | — | — |
| Debt | 12.8M | 72.9M | 173.0M | 2.2B | 459.8% | 3.0B | — | — |
| Equity | 133.5M | 99.0M | 479.1M | 1.8B | 139.8% | — | — | — |
| Op CF | -156.5M | -148.9M | -126.1M | -71.5M | — | -91.0M | — | — |
| Inv CF | -31.4M | -118.8M | -174.1M | -1.5B | — | — | — | — |
| Fin CF | 102.3M | 116.7M | 780.0M | 3.8B | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ASTS.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ASTS.MX | AST SpaceMobile, Inc.(you) | $27.8B | 10 | STRONG SELL |
| LU2.DE | Lumentum Holdings Inc. | $61.3B | 25 | SELL |
| AAOI | Applied Optoelectronics, Inc. | $10.9B | 24 | SELL |
| ONDS | Ondas Inc. | $4.1B | 16 | STRONG SELL |
| VIAV | Viavi Solutions Inc. | $11.7B | 51 | HOLD |
| UI | Ubiquiti Inc. | $31.9B | 69 | BUY |
| CIE1.DE | Ciena Corp. R | $66.6B | 56 | HOLD |
| VSAT | Viasat, Inc. | $8.5B | 53 | HOLD |
| MSI | Motorola Solutions, Inc. | $66.9B | 67 | BUY |
| ZBRA | Zebra Technologies Corporation | $12.0B | 71 | BUY |
Peer medians: ROE 8.9% · P/E 38.5x · Gross margin 54.8%