Added to YB: 2026-10-13
Pitch date: 2026-10-09
ASTS [bullish]
AST SpaceMobile, Inc.
-16.52%
current return
Author Info
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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
growth
SpaceX Just Escalated the Satellite-Wireless War - AST SpaceMobile, Inc.
ASTS (update): AST SpaceMobile lost valuable 800 MHz spectrum to SpaceX, sacrificing optionality and facing a better-equipped competitor, but not losing U.S. viability: it can use partner spectrum through AT&T, Verizon and FirstNet. As Starlink moves toward owning the customer relationship, ASTS could become the incumbents’ strategic counterweight — provided it deploys a dependable network, converts carrier agreements into recurring revenue and finances its constellation without placing excessive pressure on shareholders.
Read full article (4 min)