Core Viewpoint - AST SpaceMobile Inc (NASDAQ:ASTS) is preparing for its fourth-quarter report, with analysts predicting a loss of $0.18 to $0.20 on revenue of $40.69 million, while the stock has seen a recent increase of 2% to $84 [1]. Group 1: Stock Performance and Historical Trends - Historically, ASTS has finished higher after four of its last eight reports, averaging a move of 22%, with a significant 68% increase since May 2024 [2]. - Investors are expecting a smaller-than-usual move of 15.3% for the upcoming trading session [2]. - The stock has a year-over-year increase of 208%, but has decreased by 35% from its record high of $129.89 on January 30 [2]. Group 2: Short Selling and Market Sentiment - Short interest in ASTS has risen by 8.9% in the last two reporting periods, now comprising 28% of the available float [4]. - An optimistic report could position ASTS as a candidate for a short squeeze in the near future [4]. Group 3: Options Market Activity - Traders in the options market are favoring call options, with a call/put volume ratio of 2.07, which is higher than 75% of all other annual readings [5]. - The stock's put/call open interest ratio (SOIR) of 0.57 is in the 1st percentile of its annual range, indicating a strong preference for calls among short-term option players over the past year [6].

Heavily shorted growth stocks are not en vogue --but their potential is still enticingThe last thing investors are thinking about right now -- as Wall Street wrestles with AI disruption -- is a short squeeze. But maybe that's what contrarians should be doing now, monitoring stocks to buy the dip on that could send bearish bettors packing. This screen finds stocks where the shorts might be at a big loss and therefore likely to begin covering. Obviously, there are quite a few assumptions so these would be ver ...

Market Analysis by covering: Ast Spacemobile Inc. Read 's Market Analysis on Investing.com ...

Key Takeaways ASTS reports Q4 2025 results on March 2, with estimates at $40.69M revenue and 18-cent loss per share.ASTS launched Bluebird 6, expanded U.S. manufacturing, and signed a 10-year deal with Saudi Telecom.ASTS faces estimate cuts, stiff satcom competition, and trades at a steep premium to industry peers.AST SpaceMobile (ASTS) is scheduled to report fourth-quarter 2025 earnings on March 2, 2026, after market closes. The Zacks Consensus Estimate for revenues and earnings is pegged at $40.69 million ...

Vol: 3,193,315-$10.807.22%$138.83[Oneok][OKE]• Vol: 8,607,456-$4.445.08%$82.89[Molina Healthcare] [MOH]• Vol: 1,766,487-$7.905.06%$148.31[Fair Isaac][FICO]• Vol: ASTS Trades at $30 Billion While Reddit Turns Sharply Bearish - 24/7 Wall St.[S&P 5006,890.40 -0.01%] [Dow Jones49,178.40 +0.03%][Nasdaq 10024,976.20 -0.02%][Russell 20002,651.76 +0.00%][FTSE 10010,714.00 +0.29%][Nikkei 22558,082.80 +0.26%][Investing]# ASTS Trades at $30 Billion While Reddit Turns Sharply Bearish### Quick ReadAST SpaceMobile (ASTS) ...

American Tower (NYSE:AMT) Q4 2025 Earnings call February 24, 2026 08:30 AM ET Company ParticipantsBatya Levi - Managing DirectorMichael Rollins - Managing DirectorNick Del Deo - Managing DirectorRichard Choe - Vice President of Equity ResearchRodney Smith - EVP, CFO, and TreasurerSpencer Kurn - SVP of Investor RelationsSteven Vondran - President and CEOConference Call ParticipantsBrandon Nispel - Director and Equity Research AnalystBrendan Lynch - Vice President and Equity Research AnalystDavid Barden - Res ...

Financial Data and Key Metrics Changes - For the full year 2025, attributable AFFO per share as adjusted grew by 8%, with over 13% growth in Q4 [3] - Consolidated property revenue increased approximately 4% year-over-year, with about 5% growth when excluding non-cash straight line and FX impacts [13] - Adjusted EBITDA grew approximately 5% year-over-year, with a 7% increase when excluding non-cash net straight line and FX impacts [13][20] - The company ended 2025 with a leverage ratio of 4.9x, back within the target range of 3-5x [14] Business Line Data and Key Metrics Changes - The data center business experienced approximately 14% revenue growth, driven by strong demand for hybrid and multi-cloud deployments [13][19] - Organic Tenant Billings Growth for 2026 is expected to be approximately 1%, with a 4% growth excluding DISH churn [15] - In the U.S. and Canada, Organic Tenant Billings Growth is anticipated to be approximately 0.5%, or 4.5% when excluding DISH churn [16] Market Data and Key Metrics Changes - In the U.S., carriers are transitioning from initial 5G coverage to capacity-oriented activities, with expectations of mid-single-digit organic growth in the U.S. portfolio [5] - Internationally, organic tenant billings growth is expected to be approximately 8.5% in Africa and APAC, with colocation and amendment growth of about 7% [16] - In Europe, organic tenant billings growth is projected at approximately 4%, with significant new build activity anticipated [16][81] Company Strategy and Development Direction - The company aims to drive durable revenue growth, focusing on mobile data consumption, 5G adoption, and AI applications [4] - Capital allocation will prioritize developed markets, with significant investments in tower markets and CoreSite [11][25] - The company is pursuing operational efficiency through cost management initiatives, targeting 200-300 basis points of cash EBITDA margin expansion by 2030 [10][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth potential driven by mobile data consumption and interconnection-rich data centers [26] - The company is optimistic about the prospects of a healthier customer base following DISH's default, which is expected to enhance future growth [6] - Management noted that while 2026 may see higher churn, they anticipate an acceleration in organic growth starting in 2027 [18] Other Important Information - The company repurchased approximately $365 million of common stock in 2025, the largest buyback since 2017, and continued repurchases in 2026 [14][25] - The company is involved in ongoing litigation with DISH to recover lease obligations, which could provide upside to future financials [44] Q&A Session Summary Question: Can you provide more color on the pacing of activity from carriers? - Management noted steady activity levels with a higher incidence of new colocations and a healthy amendment pipeline, expecting the majority of new leasing to come from amendments [29][33] Question: What is the amount owed by DISH? - Management indicated that DISH represents about 4% of U.S. revenue, approximately $200 million annually, and they plan to pursue litigation to recover this amount [44] Question: How should we think about M&A opportunities? - Management stated they are evaluating M&A opportunities but noted a disconnect between private and public multiples, which has kept them on the sidelines [47][48] Question: Can you elaborate on the cost reduction program? - Management highlighted ongoing cost management efforts and the addition of a COO to enhance efficiency, aiming for continued margin expansion [78] Question: What are the expectations for property growth in Europe? - Management expressed confidence in strong opportunities in Europe, particularly in Germany and Spain, with a record number of new builds expected [81]

Core Insights - AST SpaceMobile (ASTS) is on the verge of launching its BlueBird 7, which is anticipated to be a significant turning point as the company increases its launch activities and begins to generate revenue [1] Company Overview - AST SpaceMobile operates in the satellite communications sector, focusing on providing mobile broadband services globally [1] - The company is preparing for a ramp-up in launches, indicating a strategic shift towards revenue generation [1] Market Dynamics - The launch of BlueBird 7 is expected to enhance AST SpaceMobile's market position and potentially lead to increased investor interest [1] - The company’s strategy reflects a broader trend in the satellite industry, where advancements in technology are driving new business opportunities [1]

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The market expects AST SpaceMobile, Inc. (ASTS) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to ...