Added to YB: 2025-10-16
Pitch date: 2025-10-14
ASTS [neutral]
AST SpaceMobile, Inc.
-55%
current return
Author Info
No bio for this author
Company Info
AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States.
Market Cap
$14.1B
Pitch Price
$98.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
-38.49
P/E
-21.82
EV/Sales
132.86
Sector
Diversified Telecommunication Services
Category
growth
ASTS: AI at the Edge is the Endgame.
ASTS (update): Space-based spectrum platform using phased array tech + vertical integration to enable MNOs to reuse spectrum flexibly. Gateway bookings +9.5% QoQ to $14.9M signals MNO adoption. Block 2 satellites 3.5x larger w/ 10x capacity vs Block 1; needs only 45-60 sats for key market coverage, 90 for global. Manufacturing target 6 sats/month 2025. Early-stage but strong balance sheet, cash exceeds debt. AI at edge endgame.
Read full article (4 min)