Highlights
2025
October
Price dropped from 99 to 89 at 2025-10-16. Question is why and is it buy time again.
Analysts anticipate significant growth in upcoming earnings, projecting EPS of -0.18 and revenue of $20.74 million, which would indicate a 1785.45% rise year-over-year.
The company’s shares have seen an increase of 132.31% over the last month, surpassing the Computer and Technology sector’s gain of 1.9% and the S&P 500’s gain of 0.92%.
https://www.marketbeat.com/stock-ideas/smart-moneys-big-bet-on-ast-spacemobile/ As the company continues to prepare for its commercial launch, it is already generating revenue, albeit not much of it, despite its 4.9 million.
But much of the hype behind the stock is based on its expectations. Deals—like the agreement with [[Verizon (NYSE_VZ)]] and strategic partnerships with AT&T NYSE: T and [[Vodafone (VOD)]] NASDAQ: VOD—suggest that the company’s revenue stream will rapidly accelerate upon its commercial launch.
In addition to those commercial pacts, AST SpaceMobile has also entered into strategic partnerships with Japanese tech conglomerate Rakuten OTCMKTS: RKUNY, real estate investment trust American Tower NYSE: AMT, and BCE NYSE: BCE, formerly Bell Canada Enterprises and one of Canada’s largest telecommunications and median companies.
Those agreements have resulted in lofty forecasts from analysts, which project the company to generate revenues of 2.54 billion in 20247 and 2028, respectively. Those expectations have already materialized in AST SpaceMobile’s stock near-term performance.
Those agreements have resulted in lofty forecasts from analysts, which project the company to generate revenues of 2.54 billion in 20247 and 2028, respectively. Those expectations have already materialized in AST SpaceMobile’s stock near-term performance.
If following the money is any indication, investment banks and asset management firms alike have shown that they believe in the future of AST SpaceMobile. Major institutional owners like Vanguard, BlackRock, and Morgan Stanley hold substantial positions, indicating a long-term optimistic outlook.
Currently, nearly 61% of the float is held by institutional investors. And despite Vanguard, BlackRock, D.E. Shaw, and Morgan Stanley—four of the top five holders of ASTS—owning 37.78 million shares, the company’s foremost investor is Rakuten, which has 31.02 million shares.
https://finance.yahoo.com/news/ast-spacemobile-asts-examining-valuation-070644169.html
Price-to-Book of 30x: Is it justified?
AST SpaceMobile is trading at a towering price-to-book ratio of 30x, as compared with its last close price of $95.69. When compared with peers and the industry, this valuation appears firmly on the expensive side. However, any slowdown in revenue growth or missed strategic targets could quickly dampen enthusiasm and prompt a sharp reassessment of AST SpaceMobile’s lofty valuation.