Added to YB: 2026-10-13
Pitch date: 2026-10-09
ASTS [neutral]
AST SpaceMobile, Inc.
-16.52%
current return
Author Info
Company analysis, portfolio management, and general investment. +51.2% annualized return since August 2022. Cumulative return of +451% as of October 2026. Sign up for the newsletter.
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
$53.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
-38.49
P/E
-21.82
EV/Sales
132.86
Sector
Diversified Telecommunication Services
Category
special_situation
ASTS: SpaceX on the attack
ASTS (update): SpaceX’s purchase of Grain’s 14 MHz 800 MHz portfolio, worth at least the $2.9B Grain recently paid, erodes AST SpaceMobile’s unmodified-phone and indoor-coverage differentiation. Yet SpaceX becoming a direct carrier rival could push operators toward neutral wholesale partner ASTS, while repricing scarce spectrum rights. The opportunity remains conditional on prepaid carrier contracts and ASTS’s deployment window; a SpaceX move for Ligado could threaten ASTS’s North American L-band access.
Read full article (5 min)