AST SpaceMobile: Priced For Perfection [Seeking Alpha]
AST SpaceMobile, Inc. - Class A (ASTS)
Company Research
Source: Seeking Alpha
ASTS's business model relies on revenue-sharing agreements with MNOs, but actual revenue is contingent on milestones not yet achieved, raising execution risk. Unit economics suggest ASTS must rapidly acquire over 156 million subscribers to justify its valuation, requiring customer saturation well above current benchmarks. I see downside risk due to aggressive assumptions, potential execution delays, and am short via bearish call spreads on overbought rallies. mechanick/iStock via Getty Images Introduction AST SpaceMobile ( ASTS ) is a broadband service provider that leverages the use of satellite technology to deliver 5G speed to cellular phones from anywhere on Earth. The company has started generating noncore revenue, but is This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put opti
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High impacting AST SpaceMobile, Inc. - Class A news events
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ASTS
News
- U.S. space stocks rise after Musk's SpaceX merges with xAI at $1.25-trillion valuation [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- US space stocks rise after Musk's SpaceX merges with xAI at $1.25 trillion valuation [Yahoo! Finance]Yahoo! Finance
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of AST SpaceMobile, Inc. - ASTSPR Newswire
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of AST SpaceMobile, Inc. - ASTSGlobeNewswire
- This ETF Outperformed the S&P 500 3-To-1 Last Year. Here's Why I Expect a Repeat in 2026 [Yahoo! Finance]Yahoo! Finance
ASTS
Earnings
- 11/10/25 - Miss
ASTS
Sec Filings
- 1/30/26 - Form SCHEDULE
- 1/26/26 - Form 4/A
- 1/16/26 - Form 8-K
- ASTS's page on the SEC website