AST SpaceMobile(ASTS)
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3 Unstoppable Growth Stocks to Buy Right Now
The Motley Fool· 2025-11-15 19:00
Core Insights - The recent market correction has created buying opportunities for investors in high-growth companies that are addressing real-world problems, with many stocks trading at 30-day lows despite strong operational progress [1][2]. Group 1: Symbotic (SYM) - Symbotic develops AI-enabled robotic systems for automating high-volume warehouses, reporting Q3 2025 revenue of $592 million, a 26% year-over-year increase, and adjusted EBITDA rising to $45 million from $3 million [3][5]. - The company has a significant backlog of approximately $22.4 billion, primarily from long-term contracts with Walmart and GreenBox, providing multiyear revenue visibility [5][6]. - Despite a 14% decline in shares over the past 30 days, the company is positioned for growth with a substantial contracted workload ahead [6]. Group 2: AST SpaceMobile (ASTS) - AST SpaceMobile aims to create the first space-based cellular broadband network compatible with standard smartphones, achieving Q3 2025 revenue of $14.7 million, up from $1.1 million a year ago, driven by government contracts [7][9]. - The company has over $1 billion in contracted revenue commitments and has signed agreements with more than 50 mobile network operators, serving nearly 3 billion subscribers [9][10]. - Execution and launch timelines are critical factors, with recent revenue misses contributing to stock volatility, but the current weakness offers a favorable entry point for investors [10]. Group 3: SS Innovations International (SSII) - SS Innovations has installed over 100 SSi Mantra surgical robotic systems and completed over 5,000 procedures, indicating a transition from concept to scale [11][13]. - The company plans to file a 510(k) premarket notification in Q4 2025 for multiple surgical indications, which could expedite FDA clearance [13][14]. - This small-cap stock has shown less volatility compared to others, with only a 5% decline over the past 30 days as investors await regulatory updates [15].
Space Stock Earnings Tracker: Firefly, Rocket Lab, AST and More
Benzinga· 2025-11-14 20:11
Core Insights - The third-quarter earnings season for commercial space companies has concluded, revealing varied financial performances across the sector [1] Rocket Lab – RKLB - Rocket Lab reported Q3 revenue of $155.05 million, exceeding the consensus estimate of $151.75 million [2] - The company posted a loss of three cents per share, outperforming analyst expectations of an 11 cents loss [2][3] - CEO Peter Beck highlighted record revenue and gross margin of 37% for the quarter, with an annual launch record imminent [3] AST SpaceMobile – ASTS - AST SpaceMobile reported a quarterly loss of 45 cents per share, missing the analyst estimate of 23 cents [4] - The company's revenue was $14.73 million, falling short of the consensus estimate of $19.93 million [4] - Despite the losses, AST SpaceMobile reaffirmed its revenue guidance for the second half of 2025, projecting between $50 million and $75 million [4] Virgin Galactic – SPCE - Virgin Galactic reported Q3 revenue of $365,000, unchanged from the previous year, with a loss of $1.09 per share [5] - The company announced that its Flight Test Program is on track to begin in Q3 2026, with commercial spaceflights expected in Q4 2026 [5] - Private astronaut flights are anticipated to start six to eight weeks after the first commercial flight in 2026 [5][6] Firefly Aerospace – FLY - Firefly Aerospace reported Q3 revenue of $30.78 million, surpassing estimates of $27.71 million [7] - The company recorded an adjusted loss of 33 cents per share, better than the expected loss of 41 cents [7] - CEO Jason Kim attributed revenue growth to effective execution on multiple contracts and raised the full-year 2025 revenue guidance to $150 million to $158 million, above analyst expectations of $135.49 million [8] Sidus Space – SIDU - Sidus Space is set to release its Q3 earnings report soon, having reported losses of 31 cents per share and revenue of $1.26 million in the previous quarter [9] Intuitive Machines – LUNR - Intuitive Machines has not yet confirmed the date for its Q3 earnings release, with an estimated date of November 25 [10]
Should You Avoid ASTS Stock Post Lackluster Q3 Performance?
ZACKS· 2025-11-14 13:12
Core Insights - AST SpaceMobile, Inc. (ASTS) reported disappointing Q3 2025 results, with a net loss of $122.9 million or 45 cents per share, which was wider than the expected loss of 18 cents, and revenues of $14.7 million fell short of the $21 million consensus estimate [1][8] Financial Performance - The company faced unfavorable macroeconomic conditions, including rising inflation, higher interest rates, and capital market volatility, which adversely impacted its financial performance [2] - The Zacks Consensus Estimate for AST SpaceMobile's losses for 2025 and 2026 has widened significantly, indicating growing pessimism about the company's growth potential [12] Operational Challenges - High infrastructure setup costs and R&D expenses for advanced satellite technology are expected to lead to significant expenditures in the coming months as the company plans to build and launch new satellites [3] - Continuous customization of network offerings and enhancement of satellite data networks are necessary to remain competitive, resulting in increased operating costs [2] Strategic Developments - Despite recent challenges, AST SpaceMobile is on track to deploy 45-60 satellites by the end of 2026, having already launched its first five commercial satellites, known as BlueBird [5][8] - The BlueBird satellites feature the largest commercial communications arrays and aim to provide non-continuous service across the U.S. [5] Partnerships - AST SpaceMobile has formed partnerships with major carriers like AT&T and Verizon to enhance its satellite network and customer reach [9][10] - A definitive commercial agreement with AT&T extends until 2030, aiming to integrate space-based technology with AT&T's mobile network [9] - Verizon has committed $100 million for satellite direct-to-cellular service, enhancing coverage and connectivity in remote areas [10] Market Performance - AST SpaceMobile's stock has surged 153.5% over the past year, outperforming the industry and peers like Aviat Networks and Comtech Telecommunications [11] - The company's recent performance and estimate revisions suggest a cautious outlook, with a Zacks Rank of 3 (Hold) indicating a neutral stance on investment [15]
AST SpaceMobile, Inc. 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:ASTS) 2025-11-13
Seeking Alpha· 2025-11-13 23:28
Core Insights - The article discusses the importance of enabling Javascript and cookies in browsers to ensure proper functionality and access to content [1] Group 1 - The article emphasizes that users may face access issues if ad-blockers are enabled, suggesting the need to disable them for a better experience [1]
ASTS Reports Wider-Than-Expected Q3 Loss Despite Top-Line Expansion
ZACKS· 2025-11-11 14:46
Core Insights - AST SpaceMobile, Inc. (ASTS) reported disappointing third-quarter 2025 results, with both revenue and net loss missing the Zacks Consensus Estimate [1][3][10] Financial Performance - The net loss for the quarter was $122.9 million, equating to a loss of 45 cents per share, an improvement from a loss of $171.9 million or $1.10 per share in the same quarter last year, but wider than the expected loss of 18 cents [3][10] - Quarterly revenues increased significantly to $14.7 million from $1.1 million year-over-year, driven by gateway hardware sales and service milestones, yet fell short of the projected $21 million [4][10] - Total operating expenses rose to $94.4 million from $66.6 million in the prior year, attributed to higher general and administrative costs and engineering services expenses [5][10] Cash Flow & Liquidity - For the first nine months of 2025, the company utilized $136.5 million in cash for operating activities, compared to $97.7 million in the same period last year [6] - As of September 30, 2025, AST SpaceMobile had $1.2 billion in cash and cash equivalents, alongside $697.6 million in long-term debt [6] Market Conditions - The company's operations are being adversely affected by unfavorable macroeconomic conditions, including rising inflation, higher interest rates, capital market volatility, tariffs, and geopolitical conflicts, leading to fluctuations in satellite material prices and increased capital costs [2]
Rocket Lab, AST SpaceMobile, Up 104% and 217% In 2025, Deliver Earnings
Investors· 2025-11-11 13:44
Core Insights - Two space market companies, AST SpaceMobile and Rocket Lab, reported their quarterly earnings, showcasing contrasting market reactions [2]. Company Performance - AST SpaceMobile (ASTS) saw its shares dip less than 1% in premarket trading following its earnings report [2]. - Rocket Lab (RKLB) experienced a significant increase of 10% in its stock price after reporting earnings that exceeded analyst expectations [2]. - Rocket Lab's revenue for the September quarter reached $155 million, marking a 48% increase compared to the previous year [2]. Market Context - The overall stock market showed volatility, with the Dow Jones index wavering after the passage of a shutdown bill, indicating broader market influences on individual stock performance [3].
卫星通信公司AST SpaceMobile(ASTS.US)Q3业绩不及预期 手握10亿美元订单重申下半年指引
Zhi Tong Cai Jing· 2025-11-11 09:27
Core Insights - AST SpaceMobile reported Q3 2025 revenue of $14.73 million, missing expectations by $7.31 million, with a loss per share of $0.45 compared to a loss of $1.10 in the same period last year [1] - The company reaffirmed its revenue guidance for the second half of 2025, estimating between $50 million to $75 million [1] - The CFO indicated that adjusted operating expenses for Q4 2025 are expected to be around $60 million, with capital expenditures projected to increase slightly to between $275 million and $325 million [1] Financial Performance - Q3 net loss attributable to shareholders was $123 million, an improvement from a loss of $172 million in the same quarter last year [1] - Non-GAAP adjusted operating expenses for Q3 were $67.7 million, up from $51.7 million in Q2 [1] - The company holds a total cash and liquid assets of $3.2 billion, including cash equivalents and available funds under ATM facilities [2] Business Development - AST SpaceMobile has secured over $1 billion in contract revenue commitments and finalized agreements with major global operators, indicating strong market demand as the company advances its commercial service rollout [1]
AST SpaceMobile falls on weak results, notes contingencies in revenue targets (ASTS:NASDAQ)
Seeking Alpha· 2025-11-11 09:26
Core Viewpoint - AST SpaceMobile (ASTS) reported quarterly profit and revenue that fell below analysts' estimates, leading to a 3% decline in shares during early trading on Tuesday [1] Financial Performance - The company's quarterly profit and revenue were below expectations set by analysts [1] - The specific figures for profit and revenue were not disclosed in the report [1] Future Outlook - AST SpaceMobile cautioned that achieving its revenue plan for the second half of the year (H2) is contingent on several factors [1]
Ast SpaceMobile outlines $1B contracted revenue commitments as commercial rollout accelerates into 2026 (NASDAQ:ASTS)
Seeking Alpha· 2025-11-11 06:32
Group 1 - The article does not provide any specific content related to a company or industry [1]
AST SpaceMobile Inc. (NASDAQ: ASTS) Earnings Report Analysis
Financial Modeling Prep· 2025-11-11 06:00
Core Insights - AST SpaceMobile Inc. is focused on creating the first space-based cellular broadband network, aiming to provide mobile connectivity directly from satellites to standard mobile phones, positioning itself against competitors like Rocket Lab [1] Financial Performance - On November 10, 2025, ASTS reported an EPS of -$0.45, missing the expected -$0.39, and revenue of $14.7 million, below the forecasted $22 million, attributed to delays in U.S. government contract milestones and gateway deliveries [2][6] - The company's net losses reached $122.9 million, exceeding the predicted loss of $94.9 million, indicating a faster-than-expected increase in operating expenses [3] - Despite having $1.2 billion in cash reserves, the rising cash burn rate raises concerns about the company's financial sustainability [3] Market Reaction - Despite the earnings miss, ASTS's stock price surged by 217% in 2025, suggesting that the market may have already factored in these operational challenges into the stock's valuation [4][6] Financial Ratios - ASTS has a low debt-to-equity ratio of 0.02, indicating minimal reliance on debt financing, and a current ratio of 8.23, reflecting strong short-term liability management capabilities [5]