Added to YB: 2026-10-14
Pitch date: 2026-10-10
ASTS [bullish]
AST SpaceMobile, Inc.
-16.52%
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
$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
Is AST SpaceMobile DOOMED?
ASTS (update): SpaceX’s spectrum purchase strengthens AST SpaceMobile’s role as the carrier-aligned direct-to-device alternative rather than undermining it: SpaceX has ~14 MHz of low-band spectrum, while AST’s carrier partners collectively hold ~1,000 MHz of compatible low- and mid-band spectrum, augmented by AST’s 45 MHz of L-band. The model spans 60+ partners and 3B customers, though a direct T-Mobile tie-up remains prospective and satellite deployment must scale materially.
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