Core Viewpoint - AST SpaceMobile, Inc. is expected to report its first-quarter 2025 results on May 12, with anticipated revenue growth and a potential earnings beat based on recent agreements and FCC authorization [1][5][6]. Group 1: Recent Developments - AST SpaceMobile signed an agreement with Ligado Networks to enhance space-based network coverage, gaining access to up to 40 MHz of L-band mobile satellite spectrum in the U.S. and Canada, which will support future processing bandwidth of up to 10,000 MHz per satellite [2]. - Vodafone Group Plc partnered with AST SpaceMobile to create a jointly-owned European satellite service business, SatCo, aimed at providing 100% geographic coverage via space-based cellular broadband for mobile network operators [3]. - The company received special authorization from the FCC for testing services in the U.S., aligning with efforts to bridge the digital divide and enhance emergency communication capabilities [4]. Group 2: Financial Expectations - The Zacks Consensus Estimate for total revenues in the March quarter is $4.33 million, reflecting significant year-over-year growth from $0.50 million [5]. - The consensus estimate for adjusted earnings per share indicates a loss of 15 cents, compared to a loss of 16 cents per share in the same quarter last year [5]. - The earnings ESP for AST SpaceMobile is +2.17%, suggesting a strong likelihood of an earnings beat [6]. Group 3: Company Ranking - AST SpaceMobile currently holds a Zacks Rank of 3, indicating a hold position in the market [7].

Company Performance - AST SpaceMobile, Inc. (ASTS) closed at $23.76, reflecting a -1.29% change from the previous day's closing price, underperforming the S&P 500's 0.74% gain [1] - The company's shares have decreased by 6.71% over the past month, compared to a 6.23% loss in the Computer and Technology sector and a 4.77% loss in the S&P 500 [1] Earnings Forecast - The upcoming earnings report is expected to show an EPS of -$0.15, indicating a 6.25% growth year-over-year [2] - Revenue is projected at $4.33 million, representing a significant increase of 766.6% from the same quarter last year [2] Full Year Estimates - For the full year, analysts expect an EPS of -$0.74 and revenue of $58.87 million, marking changes of -12.12% and +1232.41% respectively from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for AST SpaceMobile, Inc. are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [4] Zacks Rank and Industry Performance - The Zacks Rank system, which assesses estimate changes, currently rates AST SpaceMobile, Inc. as 5 (Strong Sell), with a 2.71% rise in the Zacks Consensus EPS estimate over the past month [6] - The Wireless Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 41, placing it in the top 17% of over 250 industries [7]

Core Viewpoint - AST SpaceMobile is developing the world's first space-based cellular broadband network, utilizing direct-to-device technology to provide connectivity through standard smartphones, aiming to bridge coverage gaps globally [1][4]. Group 1: Market Opportunity - The global wireless market is valued at approximately $1.1 trillion, with 5.6 billion devices, yet 42% of the world's population and 90% of the earth's surface currently lack cellular coverage [4]. - AST SpaceMobile targets a cumulative mobile network operator (MNO) customer base of nearly three billion people, presenting a significant market opportunity [4]. Group 2: Strategic Partnerships - AST SpaceMobile has established partnerships with major telecommunications companies, including Verizon, AT&T, and over 45 MNOs, validating its business model before launching its first satellites [5][6]. - Vodafone has committed $25 million in revenue and equity investment, alongside Alphabet Inc., further enhancing AST SpaceMobile's credibility [5]. Group 3: Technological Advancements - The company successfully launched its first five BlueBird Block 1 satellites in October 2024, enabling non-continuous nationwide coverage in the U.S. [7]. - AST SpaceMobile plans to deploy its next-generation Block 2 satellites in 2025, which are three times larger and ten times more powerful than the first generation, with 40 units already in production [8]. Group 4: Cost Efficiency - Manufacturing costs for satellites have decreased by nearly 30%, from around $30 million to $19-$21 million per satellite, as production scales up [9][10]. - The company aims to produce up to six satellites per month, with expanded manufacturing facilities in Texas, Florida, and Barcelona [9]. Group 5: Stock Performance - AST SpaceMobile's stock has a 12-month price forecast of $42.82, indicating a potential upside of 108.66% from the current price of $20.52 [3]. - The stock is currently exhibiting a bullish reversal pattern, suggesting potential upside momentum [11][13].

Core Viewpoint - AST SpaceMobile is positioning itself as a leader in the satellite communications industry by providing cellular broadband connectivity directly to standard smartphones from space, aiming to create the world's first global cellular broadband network in space [1][2]. Company Overview - AST SpaceMobile is valued at $7.4 billion and focuses on specialized communications satellites [1]. - The company has a significant patent portfolio with over 3,450 patents and patent-pending claims supporting its technology [3]. Technology and Service - The SpaceMobile Service will utilize a constellation of high-powered, large phased-array satellites in low Earth orbit (LEO) to provide connectivity in areas lacking terrestrial network coverage [2]. - The initial deployment of five commercial satellites, named BlueBirds, is designed to connect directly to standard smartphones at broadband speeds, eliminating the need for special equipment [3][4]. Market Competition - AST SpaceMobile competes with established players like SpaceX's Starlink but has shown impressive growth since its first satellite launch six years ago and its public listing in 2021 [4]. Financial Performance - Projected sales for the current year are expected to increase by over 1,200%, from $4.4 million to $59 million, with further growth anticipated next year to over $275 million, representing a 370% increase [5]. - The stock is currently trading at a price-to-sales ratio of 125X for this year and is expected to drop to 27X next year [5]. Profit Outlook - Despite a high price-to-sales valuation, AST SpaceMobile's stock has received a Zacks 5 Rank due to a disappointing Q4 report, where revenue fell short of expectations [6]. - The company reported a net loss of $35.9 million for the quarter, an increase from a loss of $31.9 million in the same quarter the previous year [7]. - Analysts have adjusted the 2025 EPS consensus down by 12% following the report, indicating a projected loss of $0.74 [8].

In July last year, I initiated my coverage on AST SpaceMobile, Inc. (NASDAQ: ASTS ) with a strong buy rating due to its technological edge in the DTC space and its relationships with 50 MNOsAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, allows me to bring thorough research and analysis of ...

Company Performance - AST SpaceMobile, Inc. closed at $23.28, reflecting a +0.61% change from the previous day, which underperformed the S&P 500's gain of 1.81% [1] - Over the past month, shares of AST SpaceMobile have decreased by 11.41%, compared to a loss of 7.27% in the Computer and Technology sector and a 6.14% loss in the S&P 500 [1] Financial Projections - The upcoming earnings per share (EPS) for AST SpaceMobile is projected at -$0.16, indicating no change from the same quarter last year [2] - Revenue is expected to be $4 million, representing a significant growth of 700% compared to the same quarter of the previous year [2] - For the full year, the Zacks Consensus Estimates project an EPS of -$0.79 and revenue of $64.3 million, reflecting changes of -19.7% and +1355.41% respectively from the prior year [3] Analyst Estimates - Recent changes to analyst estimates indicate a favorable outlook on AST SpaceMobile's business health and profitability [4] - The Zacks Rank system, which assesses these estimate changes, currently rates AST SpaceMobile as 5 (Strong Sell) [6] - Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged [6] Industry Context - The Wireless Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 56, placing it in the top 23% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Tariffs are just the start of the answer to why these three space stocks are going down today. Investors sold off tech stocks hard on Monday, with the Nasdaq down 1.5% through 11:30 a.m. ET, versus drops of only 0.6% for the broader S&P 500, and actually a tiny gain for the Dow Jones Industrial Average. Volatile space stocks are getting hit particularly hard, with Rocket Lab (RKLB -5.37%) shares down 4.5%, and both Planet Labs (PL -2.89%) and AST SpaceMobile (ASTS -5.36%) stocks off 4%. And why? The consens ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about AST SpaceMobile, Inc. (ASTS) .AST SpaceMobile currently has an av ...

AST SpaceMobile, Intuitive Machines, and Rocket Lab USA could soar much higher.Many space-oriented stocks went public by merging with special purpose acquisition companies (SPACs) over the past few years. However, most of those stocks crumbled as rising interest rates drove investors toward more conservative sectors.Yet some of the more resilient SPAC-backed space stocks survived and thrived. Below, I'll take a closer look at three of those stocks -- AST SpaceMobile (ASTS -2.56%), Intuitive Machines (LUNR - ...

If AT&T and Verizon are so confident of AST SpaceMobile's success, why are they planning to sell their AST shares?AST SpaceMobile (ASTS -3.68%) stock fell 3.2% through 10:10 a.m. ET Tuesday on some disconcerting news out of the Securities and Exchange Commission (SEC).In a trio of stock filings Monday, AST advised that certain of its shareholders intend to sell at least 60,296, and possibly as many as 56.1 million shares of AST stock.AST's SEC newsThe stock filings in question, all listed on the SEC's EDGAR ...