Added to YB: 2025-12-18
Pitch date: 2025-12-16
ASTS [bullish]
AST SpaceMobile, Inc.
-36.5%
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
$70.02
Price Target
684.00 (+1438%)
Dividend
N/A
EV/EBITDA
-38.49
P/E
-21.82
EV/Sales
132.86
Sector
Diversified Telecommunication Services
Category
growth
ASTS: The Tesla of Spectrum.
ASTS: Satellites becoming software-defined spectrum factories w/ rising ROIC as vertically integrated manufacturing hits 95%. $1B contracted revenue, Saudi $175M prepayment validates thesis. 6 satellites/month production, need only 25 for global coverage of 3B users. Trades 700x sales at $24B but spectrum personalization for Physical AI could yield 10x upside as Tesla-like manufacturing playbook scales.
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