Added to YB: 2026-10-16
Pitch date: 2026-10-14
ASTS [bullish]
AST SpaceMobile, Inc.
+9%
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
$40.79
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
Cain < Abel - AST SpaceMobile, Inc.
ASTS: AST SpaceMobile is positioned as a carrier-aligned direct-to-device partner just as SpaceX’s spectrum purchases signal direct competition with incumbent telcos. More than 60 MNO partnerships represent ~3B active subscribers, supporting the strategic-value case at a sub-$20B market cap. Execution is decisive: only 13 satellites are deployed versus ~25 for beta and 45-60 for core-market coverage, expected around H1 2027 and pending any further Blue Origin misdeliveries.
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