Viasat emerges stronger than AST SpaceMobile on valuation, growth stability and performance, making it the more compelling satellite stock pick now.
It's time to upgrade AST SpaceMobile (ASTS) to Buy, with 2026 launches pivotal for business model validation and long-term revenue realization. ASTS holds a $1.2 billion contracted backlog, but near-term revenue conversion will be modest; focus should remain on successful satellite launches through 2026. Execution risks remain elevated due to steep valuation (147x forward revenue), competitive threats from SpaceX, and the need to meet aggressive deployment targets.
AST SpaceMobile stock surges 181% in a year, fueled by BlueBird 6's launch, telecom partnerships and U.S. contracts, but high costs and premium valuation raise risks.
AST SpaceMobile generated $70.9 million in 2025 revenue, mainly from mobile operator partnerships and U.S. government contracts, proving it is no longer pre-revenue. The company plans to launch 45–60 satellites by the end of 2026, deploying roughly one to two satellites per month to enable continuous service. ASTS has built a strong ecosystem with 50+ telecom partners, nearly 3 billion potential subscribers, and over $1.2 billion in contracted backlog.
AST Spacemobile inks TELUS deal to enable satellite-to-cellular connectivity across Canada, strengthening its expanding telecom partnership network.
AST SpaceMobile posts wider Q4 loss despite revenues surging on gateway sales and U.S. contracts, as rising costs and macro pressures weigh on results.
AST SpaceMobile, Inc. (ASTS) Q4 2025 Earnings Call Transcript
AST SpaceMobile, Inc. (ASTS) came out with a quarterly loss of $0.26 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to a loss of $0.12 per share a year ago.
AST SpaceMobile ( ASTS ) reports their Q4 today after the close and the Zacks consensus among five contributing analysts is calling for $40.7 million on the topline, an expected 2,020% advance over the year-ago quarter. On the bottom line, the EPS consensus calls for a loss of 18-cents, 50% greater than last year at this time.
Broadband satellite stock AST SpaceMobile Inc (NASDAQ:ASTS) is 2% higher to trade at $84, as investors gear up for the Starlink rival's fourth-quarter report, due out after the close on Monday, March 2.
Shares of SpaceX rival and communication services upstart AST SpaceMobile NASDAQ: ASTS have gained more than 9% since announcing that the company was awarded a $30 million prime contract from the U.S. Space Development Agency (SDA) for the HALO Europa Program.
ASTS heads into Q4 earnings with satellite launches, new sites and a Saudi deal in focus, but estimate cuts and rich valuation raise caution.