What Is Happening With AST SpaceMobile Stock?
AST SpaceMobile (ASTS)’s stock surged 44%, fueled by a whopping 279% revenue jump, even as its P/E multiple took a 57% hit. Behind this rollercoaster? Q3 earnings, a game-changing Verizon deal, BlueBird 6’s debut, a major US government contract, and shifting analyst ratings. Let’s unpack it all.
Below is an analytical breakdown of stock movement into key contributing metrics.
| 10232025 | 1212026 | Change | |
|---|---|---|---|
| Stock Price ($) | 71.7 | 103.5 | 44.3% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4.9 | 18.5 | 278.8% |
| P/S Multiple | 3,547.7 | 1,523.8 | -57.0% |
| Shares Outstanding (Mil) | 242.0 | 272.8 | -12.7% |
| Cumulative Contribution | 42.0% |
So what is happening here? The stock rose 44%, driven by a 279% lift in revenue, despite a 57% dip in P/E multiple. Let’s dive into the key events behind these shifts.
Here Is Why AST SpaceMobile Stock Moved
- Q3 2025 Earnings: Q3 2025 results missed estimates, yet positive outlook on commercial agreements & funding.
- Verizon Partnership: Agreement signed Oct 8, 2025, for direct connectivity starting 2026, boosting commercial prospects.
- BlueBird 6 Launch: Successful launch of BlueBird 6 on Dec 23, 2025, enhancing satellite capabilities.
- US Govt Contract: Selected as prime contractor for US Missile Defense Agency’s SHIELD program.
- Analyst Ratings: Mixed analyst ratings, including downgrades from B. Riley and Zacks, impacted sentiment.
Our Current Assesment Of ASTS Stock
Opinion: We currently find ASTS stock relatively expensive. Why so? Have a look at the full story. Read Buy or Sell ASTS Stock to see what drives our current opinion.
Risk: To get a sense of ASTS risk, check out how much it fell during major shocks. The Covid crash saw a drop of about 7%, which is mild. But during the inflation shock, it tanked nearly 88%. That’s a huge swing. Even with solid fundamentals, ASTS isn’t immune when the market hits turbulence. It’s a reminder that strong factors won’t always shield a stock in extreme sell-offs.
ASTS stock may have seen strong gains recently, but investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.