Tearsheet

AST SpaceMobile (ASTS)


Market Price (12/28/2025): $72.0 | Market Cap: $19.6 Bil
Sector: Information Technology | Industry: Communications Equipment

AST SpaceMobile (ASTS)


Market Price (12/28/2025): $72.0
Market Cap: $19.6 Bil
Sector: Information Technology
Industry: Communications Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 641%
Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -274 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1479%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -54%
  Expensive valuation multiples
P/SPrice/Sales ratio is 1,059x
2 Megatrend and thematic drivers
Megatrends include 5G & Advanced Connectivity. Themes include Wireless Services, Telecom Infrastructure, and Satellite-to-Cell Connectivity.
  Stock price has recently run up significantly
12M Rtn12 month market price return is 214%
3   Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 236%
4   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -890%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5094%
5   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.7%
6   Key risks
ASTS key risks include [1] a high cash burn rate and the need for substantial additional capital, Show more.
0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 641%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -54%
2 Megatrend and thematic drivers
Megatrends include 5G & Advanced Connectivity. Themes include Wireless Services, Telecom Infrastructure, and Satellite-to-Cell Connectivity.
3 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14%
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -274 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1479%
5 Expensive valuation multiples
P/SPrice/Sales ratio is 1,059x
6 Stock price has recently run up significantly
12M Rtn12 month market price return is 214%
7 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 236%
8 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -890%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5094%
9 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.7%
10 Key risks
ASTS key risks include [1] a high cash burn rate and the need for substantial additional capital, Show more.

Valuation, Metrics & Events

ASTS Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Here are five key points explaining the stock movement of AST SpaceMobile (ASTS) during the approximate time period from August 31, 2025, to December 28, 2025:

<b>1. Expanded Partnership and Definitive Commercial Agreement with Verizon.</b><br><br>

In October 2025, AST SpaceMobile formalized a definitive commercial agreement with Verizon, building on an earlier strategic partnership. This agreement outlined plans to provide direct-to-cellular satellite service to Verizon customers across the continental United States starting in 2026, leveraging Verizon's 850 MHz spectrum and AST's satellite network. This news was a significant positive catalyst, contributing to a surge in AST SpaceMobile's market capitalization and the stock reaching an all-time high on October 15, 2025.

<b>2. Long-Term Commercial Agreement with Vodafone.</b><br><br>

In December 2025, AST SpaceMobile announced a definitive long-term commercial agreement with Vodafone Group Plc, extending through 2034. This collaboration aims to offer space-based cellular broadband connectivity across Vodafone's markets in Europe and Africa, further expanding AST SpaceMobile's global customer ecosystem.

<b>3. Successful Orbital Launch of BlueBird 6.</b><br><br>

On December 23, 2025, AST SpaceMobile reported the successful orbital launch of its BlueBird 6 satellite. This satellite was highlighted as the largest commercial communications array ever deployed in low Earth orbit, designed to support peak data transmission rates up to 120 Mbps directly to standard, unmodified mobile devices. This technical milestone underscored the company's progress in deploying its constellation.

<b>4. Q3 2025 Earnings Miss.</b><br><br>

On November 10, 2025, AST SpaceMobile released its third-quarter 2025 financial results, reporting a loss of $0.45 per share, which was a wider loss than the Zacks Consensus Estimate of $0.18 per share. Additionally, the company's revenue of $14.74 million for the quarter missed analysts' expectations of $22.04 million, potentially contributing to downward pressure on the stock.

<b>5. Analyst Concerns and Stock Overvaluation.</b><br><br>

Despite several positive developments and significant stock appreciation throughout 2025, particularly after the BlueBird 6 launch, some Wall Street analysts expressed concerns regarding AST SpaceMobile's stock valuation in December 2025. These concerns about the stock being overvalued led to a 9% plunge in shares on December 26, 2025, indicating market sensitivity to valuation despite continued operational progress.

Show more

Stock Movement Drivers

Fundamental Drivers

The 46.6% change in ASTS stock from 9/27/2025 to 12/27/2025 was primarily driven by a 278.8% change in the company's Total Revenues ($ Mil).
927202512272025Change
Stock Price ($)49.0971.9546.57%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)4.8918.53278.80%
P/S Multiple2428.261059.32-56.38%
Shares Outstanding (Mil)241.99272.83-12.75%
Cumulative Contribution44.19%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
ASTS46.6% 
Market (SPY)4.3%48.4%
Sector (XLK)5.1%52.3%

Fundamental Drivers

The 45.8% change in ASTS stock from 6/28/2025 to 12/27/2025 was primarily driven by a 299.7% change in the company's Total Revenues ($ Mil).
628202512272025Change
Stock Price ($)49.3671.9545.77%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)4.6418.53299.72%
P/S Multiple2384.681059.32-55.58%
Shares Outstanding (Mil)223.97272.83-21.81%
Cumulative Contribution38.83%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
ASTS45.8% 
Market (SPY)12.6%35.3%
Sector (XLK)17.0%42.5%

Fundamental Drivers

The 213.9% change in ASTS stock from 12/27/2024 to 12/27/2025 was primarily driven by a 641.2% change in the company's Total Revenues ($ Mil).
1227202412272025Change
Stock Price ($)22.9271.95213.92%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2.5018.53641.24%
P/S Multiple1426.951059.32-25.76%
Shares Outstanding (Mil)155.64272.83-75.29%
Cumulative Contribution35.97%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
ASTS213.9% 
Market (SPY)17.0%43.9%
Sector (XLK)24.0%49.1%

Fundamental Drivers

The 1813.6% change in ASTS stock from 12/28/2022 to 12/27/2025 was primarily driven by a 10509.1% change in the company's P/S Multiple.
1228202212272025Change
Stock Price ($)3.7671.951813.56%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)20.0518.53-7.56%
P/S Multiple9.981059.3210509.14%
Shares Outstanding (Mil)53.23272.83-412.52%
Cumulative Contribution-30749.65%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
ASTS1064.2% 
Market (SPY)48.0%28.1%
Sector (XLK)53.5%30.8%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
ASTS Return38%-42%-39%25%250%270%691%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
ASTS Win Rate50%33%50%50%42%58% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
ASTS Max Drawdown-4%-48%-54%-43%-67%-16% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventASTSS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-87.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven721.2%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven297 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-7.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven8.0%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven15 days148 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

AST SpaceMobile's stock fell -87.8% during the 2022 Inflation Shock from a high on 2/9/2021. A -87.8% loss requires a 721.2% gain to breakeven.

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About AST SpaceMobile (ASTS)

AST SpaceMobile, Inc. operates space-based cellular broadband network for mobile phones. Its SpaceMobile service provides mobile broadband services for users traveling in and out of areas without terrestrial mobile services on land, at sea, or in flight. The company is headquartered in Midland, Texas.

AI Analysis | Feedback

  • Starlink for cell phones.
  • A global Verizon or AT&T, powered by satellites.
  • Iridium or Inmarsat, but for your standard smartphone.

AI Analysis | Feedback

  • Direct-to-Cellular Broadband Service: A satellite-based service designed to provide cellular connectivity (voice, text, and data) directly to unmodified 4G and 5G smartphones worldwide, aiming to eliminate dead zones.

AI Analysis | Feedback

AST SpaceMobile (ASTS) sells primarily to other companies, specifically Mobile Network Operators (MNOs). These MNOs partner with AST SpaceMobile to offer space-based cellular broadband connectivity directly to standard, unmodified smartphones for their subscribers, leveraging AST SpaceMobile's network and technology.

Its major customers and strategic partners, who will integrate and offer AST SpaceMobile's service to their end-users, include:

  • AT&T (Symbol: T)
  • Vodafone Group Plc (Symbol: VOD)
  • Rakuten Group, Inc. (Symbol: TYO:4755) - parent company of Rakuten Mobile
  • Telefonica S.A. (Symbol: TEF)
  • Telecom Argentina S.A. (Symbol: TEO)
  • Globe Telecom, Inc. (Symbol: PHS:GLO)

AI Analysis | Feedback

  • SpaceX
  • Nokia (NOK)
  • AT&T (T)
  • Vodafone Group Plc (VOD)
  • American Tower Corporation (AMT)

AI Analysis | Feedback

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Abel Avellan, Chairman & Chief Executive Officer

Mr. Avellan is the founder of AST SpaceMobile. Prior to founding AST SpaceMobile, he founded and served as CEO of Emerging Markets Communications (EMC), a satellite-based communications company. EMC was acquired by Global Eagle Entertainment in 2017 for an enterprise value of approximately $550 million. Mr. Avellan also founded and was CEO of Kubi Wireless, a WiFi internet service provider in Latin America, which was acquired by AIS in 2004.

Scott Wisniewski, Chief Financial Officer

Mr. Wisniewski has served as the Chief Financial Officer of AST SpaceMobile since 2020. Before joining AST SpaceMobile, he was a Managing Director in the Investment Banking Division at Barclays, where he advised clients in the technology, media, and telecommunications sectors on mergers & acquisitions, debt, and equity financings.

Sean Wallace, Chief Operating Officer

Mr. Wallace joined AST SpaceMobile in October 2020. Prior to this, he held leadership roles at a number of companies, including as Executive Vice President of Global Operations at Global Eagle Entertainment. He also spent over 16 years at EMC, where he served as Executive Vice President of Global Operations.

Brian Birney, Chief Commercial Officer

Mr. Birney has served as Chief Commercial Officer of AST SpaceMobile since 2020. Before joining AST SpaceMobile, he spent 14 years at Emerging Markets Communications (EMC), where he held various leadership positions, including Senior Vice President of Sales and Marketing.

Chris Ivory, Chief Strategy Officer

Mr. Ivory has been the Chief Strategy Officer of AST SpaceMobile since February 2021. Prior to joining AST SpaceMobile, he held the position of Senior Vice President of Corporate Development and M&A at Global Eagle Entertainment. He also held several roles at EMC, including Vice President of Corporate Development and M&A.

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AI Analysis | Feedback

The key risks to AST SpaceMobile's business (ASTS) are primarily centered around its financial viability, the complex execution of its technology, and competitive market pressures.

  1. Financial Health, High Cash Burn, and Dilution: AST SpaceMobile is an early-stage company with significant operating and net losses, as well as negative margins, reflecting the heavy investment required for its satellite constellation build-out. The company reported a net loss attributable to common stockholders of $300.1 million for the year ended December 31, 2024, and has incurred approximately $489.7 million in net losses since its inception through that date. It has not yet generated significant revenue from its SpaceMobile Service. The company is burning cash at a substantial rate to fund its ambitious satellite deployment, necessitating considerable additional capital, which will likely lead to further dilution for existing stockholders. As of September 2025, Capital Expenditure (CapEx) for the trailing twelve months stood at -$779.04 million, with expectations for continued high spending.
  2. Execution Risk and Delays in Satellite Deployment: The design, manufacture, and launch of satellite systems are inherently complex and have historically been subject to frequent delays and cost overruns. AST SpaceMobile faces significant challenges in developing and deploying its new and complex technology, including the successful assembly, testing, and launch of its satellites, as well as securing necessary regulatory approvals. Delays in these critical phases, or issues with achieving continuous service, could materially and adversely affect the company's prospects and profitability. The successful transition from contracted revenue to realized cash flow is dependent on the timely deployment and activation of its satellite service.
  3. Competition and Market Acceptance: The burgeoning direct-to-device satellite communication market is experiencing intensifying competition. Elon Musk's Starlink has entered the satellite-to-cell space, significantly raising competitive stakes for AST SpaceMobile. While AST SpaceMobile aims to provide broadband connectivity to unmodified mobile phones, other competitors, such as Lynk, also exist in this sector. There is also a risk regarding the market's acceptance and the willingness of consumers to pay for supplemental satellite coverage on top of their existing cellular bills, which could impact revenue projections.

AI Analysis | Feedback

One clear emerging threat to AST SpaceMobile is SpaceX's Starlink Direct to Cell service. Starlink is actively developing and deploying a similar space-based cellular broadband network designed to connect directly to unmodified mobile phones, competing directly with AST SpaceMobile's core value proposition. SpaceX has launched V2 mini satellites with Direct to Cell capabilities, demonstrated initial text messaging, and announced partnerships with major mobile network operators (MNOs) such as T-Mobile in the U.S., Rogers in Canada, and Optus in Australia, with plans for voice and data services. Given SpaceX's significant manufacturing and launch infrastructure, and an existing large satellite constellation, this represents a formidable and direct competitor that could achieve faster rollout and potentially lower costs.

Another emerging threat is Lynk Global. Lynk is also pursuing a "cell towers in space" model, aiming to provide connectivity directly to unmodified mobile phones. Lynk has already launched multiple satellites, successfully demonstrated two-way voice calls, and has initiated commercial services through partnerships with MNOs in various regions. While potentially operating on a different scale than Starlink or AST SpaceMobile, Lynk Global is a validated direct competitor that is ahead in some aspects of initial commercial deployment and market entry.

AI Analysis | Feedback

AST SpaceMobile (symbol: ASTS) focuses on providing a space-based cellular broadband network designed to connect directly with standard, unmodified mobile phones (4G/5G) and supporting IoT devices globally.

The addressable markets for their main products and services are substantial and global in scope:

  • The global direct satellite-to-phone cellular market was valued at $2.5 billion in 2024 and is projected to reach $43.3 billion by 2034.
  • The direct-to-phone segment of the satellite connectivity market eyed over 2 billion subscribers globally in 2022. This includes 1.9 billion individuals without terrestrial network coverage and 130 million mobile users facing connectivity issues due to poor terrestrial coverage or travel to unserved areas.
  • Projections anticipate a global addressable market of 10.6 billion cellular IoT devices by 2032.
  • A broader estimate for the total addressable market, encompassing cellular connectivity, the IoT market, and Department of Defense (DoD) alternative use cases (ISR, EO, and communications), is well over $1 trillion globally.
  • The serviceable addressable market (SAM) for global satellite broadband across geostationary (GEO), medium Earth orbit (MEO), and low Earth orbit (LEO) satellites is expected to reach 330 million premises, equivalent to 1.3 billion household members, by 2026.
  • The direct satellite-to-device market is estimated to be worth $93.1 billion globally between 2021 and 2031.
  • Direct-to-phone services are projected to connect nearly 130 million average monthly users globally by 2032.

AI Analysis | Feedback

The following are expected drivers of future revenue growth for AST SpaceMobile (symbol: ASTS) over the next 2-3 years:
  • Commercialization of Direct-to-Cell Services with Mobile Network Operators (MNOs): A primary driver of revenue growth is the successful deployment and commercialization of AST SpaceMobile's direct-to-cell satellite broadband services through partnerships with various MNOs globally. As the network of satellites becomes operational, AST SpaceMobile expects to generate revenue by enabling MNO partners to offer seamless cellular connectivity to their subscribers in unserved and underserved areas. This includes monetizing services like voice, text, and eventually broadband data directly to unmodified cell phones.
  • Expansion of Satellite Constellation and Coverage: The continued launch and successful deployment of AST SpaceMobile's Block 1 satellites are critical for expanding their coverage footprint and increasing network capacity. As more satellites become operational, the company can extend its service offerings to a larger geographical area and accommodate a greater number of users and MNO partners, directly leading to increased revenue generation from a broader customer base and enhanced service capabilities.
  • Growth in Subscriber Adoption and Data Usage: As the direct-to-cell service becomes widely available through MNO partners, growth in the number of subscribers utilizing the service and an increase in their data consumption will be a significant revenue driver. AST SpaceMobile's revenue model is often tied to the usage generated by the MNOs' subscribers, so higher adoption rates and increased demand for satellite-powered connectivity will directly translate to revenue growth.
  • Introduction of Enhanced Services and Features: Beyond initial voice and text services, the future introduction of higher-bandwidth services and advanced features, such as enhanced broadband data speeds and potential IoT (Internet of Things) applications, could unlock new revenue streams. As the technology matures and the constellation expands, AST SpaceMobile can offer more sophisticated and valuable services, commanding potentially higher tariffs or attracting new customer segments.

AI Analysis | Feedback

Share Issuance

  • Generated over $460 million in gross proceeds from its business combination with New Providence Acquisition Corp. in April 2021.
  • Closed a registered direct offering of 20,000,000 shares of Class A common stock at $6.00 per share, yielding gross proceeds of $120 million in October 2023.
  • Sold $100 million of Class A common stock through an "at-the-market" offering program as of March 2024.

Inbound Investments

  • Secured a $155 million strategic investment led by AT&T, Google, and Vodafone, announced in December 2023.
  • Received a $20 million investment from Vodafone in October 2023.
  • Announced a $100 million strategic investment from AT&T in November 2023, consisting of convertible senior notes.

Capital Expenditures

  • Reported capital expenditures of approximately $44.5 million for the nine months ended September 30, 2023, and $55.0 million for the full year 2022.
  • Expected capital expenditures for the full year 2023 were projected to be between $110 million and $120 million.
  • The primary focus of capital expenditures is on satellite production, launch preparation, and ground infrastructure for its broadband network.

Trade Ideas

Select ideas related to ASTS. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ENPH_11302025_Dip_Buyer_High_CFO_Margins_ExInd_DE11302025ENPHEnphase EnergyDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
14.4%14.4%-0.9%
PD_11262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11262025PDPagerDutyDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
13.1%13.1%0.0%
CRM_11212025_Dip_Buyer_FCFYield11212025CRMSalesforceDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
17.3%17.3%-0.1%
HUBS_11212025_Dip_Buyer_High_CFO_Margins_ExInd_DE11212025HUBSHubSpotDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
12.0%12.0%0.0%
FIVN_11212025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11212025FIVNFive9Dip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
5.5%5.5%0.0%

Recent Active Movers

More From Trefis

Peer Comparisons for AST SpaceMobile

Peers to compare with:

Financials

ASTSHPQHPEIBMCSCOAAPLMedian
NameAST Spac.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price71.9523.2624.49305.0978.16273.4075.06
Mkt Cap19.621.932.6284.9309.24,074.4158.8
Rev LTM1955,29534,29665,40257,696408,62556,496
Op Inc LTM-2743,6241,64411,54412,991130,2147,584
FCF LTM-9442,80062711,85412,73396,1847,327
FCF 3Y Avg-4832,9781,40011,75313,879100,5037,366
CFO LTM-1653,6972,91913,48313,744108,5658,590
CFO 3Y Avg-1493,6723,89613,49814,736111,5598,697

Growth & Margins

ASTSHPQHPEIBMCSCOAAPLMedian
NameAST Spac.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM641.2%3.2%13.8%4.5%8.9%6.0%7.4%
Rev Chg 3Y Avg--3.9%6.5%2.6%3.7%1.8%2.6%
Rev Chg Q1,239.9%4.2%14.4%9.1%7.5%9.6%9.4%
QoQ Delta Rev Chg LTM278.8%1.1%3.7%2.1%1.8%2.1%2.1%
Op Mgn LTM-1,479.5%6.6%4.8%17.7%22.5%31.9%12.1%
Op Mgn 3Y Avg-7.4%7.2%16.4%24.2%30.8%16.4%
QoQ Delta Op Mgn LTM3,835.9%-0.2%-1.4%0.6%0.4%0.1%0.2%
CFO/Rev LTM-890.0%6.7%8.5%20.6%23.8%26.6%14.6%
CFO/Rev 3Y Avg-6.8%12.7%21.4%26.1%28.4%21.4%
FCF/Rev LTM-5,094.0%5.1%1.8%18.1%22.1%23.5%11.6%
FCF/Rev 3Y Avg-5.5%4.6%18.6%24.6%25.6%18.6%

Valuation

ASTSHPQHPEIBMCSCOAAPLMedian
NameAST Spac.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap19.621.932.6284.9309.24,074.4158.8
P/S1,059.30.41.04.45.410.04.9
P/EBIT-50.16.819.925.122.531.321.2
P/E-64.68.6572.736.029.941.033.0
P/CFO-119.05.911.221.122.537.516.2
Total Yield-1.5%14.1%2.3%5.0%5.4%2.8%3.9%
Dividend Yield0.0%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg-30.5%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.00.50.70.20.10.00.2
Net D/E-0.00.30.60.20.00.00.1

Returns

ASTSHPQHPEIBMCSCOAAPLMedian
NameAST Spac.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn29.6%-1.8%14.4%0.6%2.7%-1.5%1.7%
3M Rtn46.6%-11.9%2.7%7.9%17.0%7.1%7.5%
6M Rtn45.8%-4.0%34.5%6.6%15.2%36.3%24.9%
12M Rtn213.9%-27.0%16.2%40.5%34.5%7.5%25.3%
3Y Rtn1,813.6%-1.9%71.1%143.1%81.3%120.2%100.7%
1M Excs Rtn27.2%-5.6%12.9%-2.2%-0.0%-3.7%-1.1%
3M Excs Rtn42.3%-16.2%-1.7%3.6%12.7%2.8%3.2%
6M Excs Rtn33.5%-16.3%22.3%-5.7%3.0%24.0%12.6%
12M Excs Rtn193.5%-42.9%-0.7%25.0%19.9%-8.4%9.6%
3Y Excs Rtn1,773.8%-83.5%-11.2%59.6%-1.2%28.4%13.6%

Financials

Segment Financials

Revenue by Segment
$ Mil2024202320222021
Single Segment  12 
Total  12 


Assets by Segment
$ Mil2024202320222021
Single Segment361438 232
Total361438 232


Price Behavior

Price Behavior
Market Price$71.95 
Market Cap ($ Bil)17.4 
First Trading Date11/01/2019 
Distance from 52W High-24.8% 
   50 Days200 Days
DMA Price$69.59$47.76
DMA Trendupup
Distance from DMA3.4%50.6%
 3M1YR
Volatility115.8%99.3%
Downside Capture570.24214.50
Upside Capture655.59297.76
Correlation (SPY)48.5%44.3%
ASTS Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta3.163.472.942.282.092.08
Up Beta3.281.711.852.412.101.85
Down Beta5.393.683.893.762.142.17
Up Capture6%512%333%356%556%5951%
Bmk +ve Days12253873141426
Stock +ve Days8223370123372
Down Capture398%312%248%60%134%111%
Bmk -ve Days7162452107323
Stock -ve Days11192954124372

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of ASTS With Other Asset Classes (Last 1Y)
 ASTSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return214.5%25.0%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility98.9%27.5%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio1.600.790.722.700.340.09-0.08
Correlation With Other Assets 49.2%44.1%4.9%13.9%23.6%31.6%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of ASTS With Other Asset Classes (Last 5Y)
 ASTSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return45.6%18.8%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility109.9%24.7%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.820.690.700.970.500.160.57
Correlation With Other Assets 32.7%31.6%-0.2%4.1%22.8%17.8%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of ASTS With Other Asset Classes (Last 10Y)
 ASTSSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return38.5%22.5%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility99.4%24.2%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.750.850.710.860.320.220.90
Correlation With Other Assets 26.5%23.9%0.0%3.8%16.4%15.8%

ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity38,123,638
Short Interest: % Change Since 113020254.1%
Average Daily Volume13,758,717
Days-to-Cover Short Interest2.77
Basic Shares Quantity272,831,168
Short % of Basic Shares14.0%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/21/2025-9.2%-1.1%-26.2%
7/24/2025-9.5%-11.5%-21.6%
3/4/202518.1%0.2%-21.7%
11/14/2024-9.6%-9.9%-9.3%
8/14/202450.7%75.1%43.3%
4/1/2024-23.6%-13.7%-16.0%
1/18/2024-25.7%-29.1%-17.5%
10/25/20231.7%15.3%51.6%
...
SUMMARY STATS   
# Positive475
# Negative11810
Median Positive12.1%3.1%43.3%
Median Negative-9.2%-10.7%-20.9%
Max Positive50.7%75.1%98.3%
Max Negative-25.7%-32.1%-32.8%

SEC Filings

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Report DateFiling DateFiling
93020251110202510-Q 9/30/2025
6302025811202510-Q 6/30/2025
3312025512202510-Q 3/31/2025
12312024303202510-K 12/31/2024
93020241114202410-Q 9/30/2024
6302024814202410-Q 6/30/2024
3312024515202410-Q 3/31/2024
12312023401202410-K 12/31/2023
93020231114202310-Q 9/30/2023
6302023814202310-Q 6/30/2023
3312023515202310-Q 3/31/2023
12312022331202310-K 12/31/2022
93020221114202210-Q 9/30/2022
6302022816202210-Q 6/30/2022
3312022516202210-Q 3/31/2022
12312021331202210-K 12/31/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Johnson Andrew MartinCFO and CLO11282025Sell56.0010,000560,01021,699,547Form
1Cisneros Adriana11242025Buy50.7937519,04639,804,225Form