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AST SpaceMobile: A Compelling Buy For Speculative Investors
Seeking Alpha· 2025-06-25 14:30
We are building the first and only global Cellular Broadband network in space to be accessible directly by everyday smartphones (2G/4G-LTE/5G devices) for commercial use, and other applications for governmentI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnaly ...
AeroVironment (AVAV) Q4 2025 Earnings Transcript
The Motley Fool· 2025-06-25 13:29
Core Insights - The company achieved record total revenue of $821 million for FY2025, a 14% increase year-over-year, with Q4 revenue reaching $275 million, up 40% compared to the previous year [4][19][37] - Total bookings for FY2025 amounted to $1.2 billion, indicating strong demand for the company's core offerings [4][15] - The funded backlog at the end of FY2025 was $726 million, an 82% increase from the prior fiscal year [4][15] - The company secured a nearly $1 billion five-year U.S. Army IDIQ sole-source contract, marking the largest contract in its history [4][6] - International revenue accounted for 52% of total revenue in FY2025, with non-Ukraine European customers contributing over 24% [4][20] Financial Performance - Adjusted EBITDA for Q4 FY2025 was $61.6 million, significantly up from $22.2 million in the same quarter last year, and $146.4 million for the full fiscal year, representing 17.8% of revenue [4][22] - GAAP net income for Q4 FY2025 was $16.7 million, an increase of $10.6 million year-over-year, while full-year GAAP net income was $43.6 million, down $16 million due to various impairments and costs [5][28] - Adjusted EPS for Q4 FY2025 was $1.61, compared to $0.43 for the same period in FY2024 [8][28] Segment Performance - Loitering Munitions Systems (LMS) revenue rose 87% to $138 million in Q4 FY2025 and 83% to $352 million for the full fiscal year [4][17] - The UXS segment reported Q4 revenue of $113 million, a nearly 9% increase, while full-year revenue was slightly lower at $382 million [4][17] - McCready Works segment revenue increased 24% to $24 million in Q4 FY2025, with full-year revenue at $87 million, a 14% increase [4][17] Strategic Initiatives - The company closed the acquisition of Blue Halo, enhancing its position in the defense technology sector with a comprehensive portfolio across multiple domains [15][38] - FY2026 revenue guidance is set between $1.9 billion and $2 billion, with adjusted EBITDA expected to be between $300 million and $320 million [8][33] - The company plans to operate under two distinct business segments starting in FY2026: Autonomous Systems and Space Cyber Directed Energy [18][31] Market Outlook - The company anticipates strong organic growth driven by increased demand for its innovative solutions, particularly in the U.S. Department of Defense sector [6][9] - The P550 and Red Dragon products are expected to generate significant revenue in the coming years, with initial orders anticipated soon [9][53] - The company is well-positioned to capitalize on emerging global defense priorities, with a focus on delivering next-generation solutions [18][39]
AST SpaceMobile's Signal Strengthens as Stock Nears Orbit
MarketBeat· 2025-06-25 12:08
AST SpaceMobile TodayASTSAST SpaceMobile$53.22 +3.02 (+6.02%) 52-Week Range$9.32▼$54.05Price Target$43.73Add to WatchlistShares of AST SpaceMobile NASDAQ: ASTS have delivered a powerful performance recently, posting triple-digit percentage gains that have captured the market's attention. This rally is being supported by a surge in trading volume and intense options activity, creating a dynamic where bullish conviction is meeting investor skepticism head-on. AST’s recent market movements seem to be more tha ...
SpaceX Launch Sends First Indian Astronaut to Space in 41 Years | WSJ News
WSJ News· 2025-06-25 10:56
3 2 1 ignition and lift. For three nations, a new chapter in space takes flight. God speed.T plus 30 seconds into flight with the Axium 4 crew on board Dragon headed to the International Space Station. ...
Boeing didn't train factory staff well enough in the lead up to the Alaska Airlines 737 Max blowout, NTSB says
Business Insider· 2025-06-25 10:48
Investigators criticized both Boeing and the Federal Aviation Administration as they released a summary of the report into Alaska Airlines Flight 1282. "The safety deficiencies that led to this accident should have been evident to Boeing and to the FAA," Jennifer Homendy, chair of the National Transportation Safety Board, said Tuesday."A long chain of events" led to a door plug coming off the Alaska Airlines 737 Max last January, she added. The plane, which left Boeing's factory 66 days earlier, was force ...
X @Elon Musk
Elon Musk· 2025-06-25 07:25
RT NASA (@NASA)A little bit more of humanity is in space today. 🇺🇸🇮🇳🇵🇱🇭🇺The four-member crew of #Ax4 includes astronauts from @ESA and @ISRO. @Axiom_Space's fourth private astronaut mission is set to arrive at the @Space_Station on Thursday, June 26: https://t.co/fnGkb4d64E https://t.co/liUkioCr25 ...
LIFTOFF! SpaceX AX-4 Crew Launch [4K]
The Launch Pad· 2025-06-25 07:03
4 3 2 1 ignition and lift. For three nations, a new chapter in space takes flight. Godspeed, X4. ...
BREAKING! SpaceX Crew Dragon GRACE Launches For First Time | AX-4
The Launch Pad· 2025-06-25 06:59
Nominal orbital insertion of SpaceX and we add an incredible ride uphill. And now we like set our course for the International Space Station aboard the newest member of the Dragon Fleet, our spacecraft named Grace. Grace is more than a name.It reflects the elegance with which we move through space against the backdrop of Earth. It speaks to the refinement of our mission, the harmony of science and spirit, and the unmmerited favor we carry with humility. Grace reminds us that space flight is not just a feat ...
LIFTOFF! SpaceX AX-4 Crew Launch [4K]
The Launch Pad· 2025-06-25 06:55
T - 10 9 8 7 6 5 4 3 2 1 ignition and liftoff. For three nations, a new chapter in space takes flight. Godspeed X4. ...