AST SpaceMobile: From Cash Burn To Dominance [Seeking Alpha]
AST SpaceMobile, Inc. - Class A (ASTS)
Company Research
Source: Seeking Alpha
A $1.2 billion contracted backlog and $175 million prepayment from STC Group provide strong revenue visibility and early cash inflows. The company holds $3.9 billion in liquidity, funding over 100 satellites and reducing near-term dilution and deployment risks. Service margins near 90% and a fixed-cost structure create significant operating leverage as satellites enter orbit and scale. CapEx remains elevated at $407 million in Q4-FY25, with a 1,501% CapEx-to-sales ratio and negative return metrics pressuring near-term profitability. buradaki/iStock via Getty Images Investment Thesis Following my last coverage , AST SpaceMobile ( ASTS ) is up 10%, and the move feels like the market is starting to align with my thesis, not fully, but directionally. I don't see this as a peak; if
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ASTS
News
- Jim Cramer on AST SpaceMobile: “Let's Own This One” [Yahoo! Finance]Yahoo! Finance
- BlueBird 7 Launch Tests AST SpaceMobile Technology And Investor Expectations [Yahoo! Finance]Yahoo! Finance
- Ast Spacemobile vs. Iridium Communications: Comparing Revenue Growth and Stability [Yahoo! Finance]Yahoo! Finance
- Ast Spacemobile vs. Iridium Communications: Comparing Revenue Growth and Stability [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- AST SpaceMobile Announces BlueBird 7 Launch Date of Sunday, April 19, Invites Retail Investors to Attend Live Launch Event at Cape Canaveral [Yahoo! Finance]Yahoo! Finance
ASTS
Earnings
- 3/2/26 - Miss
ASTS
Sec Filings
- 4/16/26 - Form SCHEDULE
- 4/16/26 - Form 3
- 4/16/26 - Form 4
- ASTS's page on the SEC website