The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 5 | — | 20.8x | Bottom tier | |
Growth | 90 | 504.8% | 6.1% | Top tier | |
Quality | 36 | -35.5% | 6.6% | Bottom tier | |
Safety | 55 | 4.0x | 0.7x | Around median | |
Capital Return | 14 | — | 2.02% | Bottom tier | |
Momentum | 37 | 73.0% | 4.1% | Bottom tier | |
Sentiment | 41 | 5 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
AST SpaceMobile, Inc. (ASTS) is a global leader in the space infrastructure and telecommunications sector, working to build the first global cellular broadband network in space that operates directly with standard, unmodified mobile phones without the need for software or hardware updates. The company monetizes its business model and generates revenue by providing Direct-to-Device (D2D) connectivity services in close cooperation with global mobile network operators and government agencies, leveraging a massive intellectual property portfolio and integrated terrestrial gateways to connect billions of people and millions of devices in remote areas that lack traditional terrestrial coverage.
During the first quarter of fiscal year 2026, the company generated revenue of $14.7 million, primarily driven by the delivery of commercial gateways to telecom operators and achieving key milestones in its contracts with the US government. In contrast, the company recorded adjusted operating expenses (Non-GAAP) of $91.2 million compared to $95.7 million in the previous quarter, while capital expenditures for the first quarter reached $257 million, which was below previous expectations due to a shift in the timing of launch contract payments that were deferred to the second quarter. The company possesses an extremely strong financial position supported by cash, cash equivalents, and restricted cash of approximately $3.5 billion as of the end of March 2026, giving it the full capacity to fund the manufacturing and launch of its satellite constellation consisting of more than 100 Bluebird satellites.
AST SpaceMobile stock is currently trading within a wide 52-week range of $36.08 to $133.86, with a market capitalization of $34.7 billion and a P/E ratio that is not available due to the nature of its current growth phase and historical net losses. Analyst consensus indicates a general Hold recommendation, with an average price target of $100 (highest target at $108 and lowest target at $80), placing the stock in a position where it trades below the analysts' average price target, affected by recent volatility and broad profit-taking that accompanied the start of SpaceX trading in public markets.
Figures in the text are as of 2026-06-15; the live price is shown at the top of the page.
AST SpaceMobile's management confirmed its full commitment to the annual revenue guidance for 2026, which ranges between $150 million and $200 million, with approximately half of this contractual pipeline already booked and signed. As for 2027, the company is looking at a revenue opportunity approaching $1 billion. This leap will be driven by the broad commercial operation of the space network in major global markets and the expansion of the scope of contracts and services provided to the US government.
The company's management explained that its strategy relies primarily on multi-launch provider sourcing to avoid dependence on a single entity, as its satellites are designed to be compatible with heavy rockets from SpaceX, Blue Origin, and ULA. Despite the stock's decline following the Blue Origin rocket explosion incident on May 29, 2026, the company remains optimistic about their rapid return to the launch pad as they have two ready boosters at the integration facility. The company confirms it has sufficient contractual capacity to reach its goal of placing approximately 45 satellites in orbit by the end of 2026.
The company successfully achieved a record data transfer speed of 98.9 Mbps using existing Block 1 satellites in orbit directly to unmodified commercial smartphones in May 2026. The company expects to double this speed to reach approximately 200 Mbps when operating the next-generation Block II satellites equipped with custom ASIC chips that support 10 GHz of spectral bandwidth. Additionally, the company will integrate spectrum management and AI-powered edge computing (AI Edge Computing) features into the satellites scheduled for production by the end of the current fiscal year to intelligently predict traffic and distribute power.
Automated analysis for informational purposes only — not investment advice.
AST SpaceMobile possesses cash, cash equivalents, and restricted cash of approximately $3.5 billion as of March 31, 2026, bolstered by the issuance of convertible bonds with a 2.25% coupon rate in February 2026. Management confirms that this liquidity is fully sufficient to fund the construction and launch of a constellation of more than 100 Bluebird satellites to enable global service coverage. The company plans not to pursue any additional convertible debt during 2026, but will instead focus on directing capital to accelerate the deployment of its network, reduce high-interest debt, and exploit spectrum rights in the L and S bands.
AST SpaceMobile continues to expand its government portfolio by executing 5 existing contracts with defense and national security agencies, and recently received 3 additional awards through prime contractors to develop unique use cases including secure and non-communications. The company, through its dedicated defense and government subsidiary, is developing advanced applications such as space-based radars associated with the Golden Dome project and Halo initiatives to deliver tactical direct-to-device communications for government agencies. Management expects these contracts to contribute significantly to 2026 revenue, with the potential to transition into programs of record generating billions of dollars in annual revenue over the medium and long term.