ASTS · AST SpaceMobile, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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our published analysis of this companyEquibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted cost of revenues non-GAAP | -23.17M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Cost of revenues (exclusive of items shown below) 23.57M
-394K Stock-Based Compensation Expense
= Adjusted cost of revenues 23.17M
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| Adjusted operating expenses non-GAAP | $119.1M | the second quarter of 2026 | — |
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| Adjusted operating expenses, excluding Adjusted cost of revenues non-GAAP | $95.9M | the second quarter of 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Total operating expenses 329.1M
-63.47M Stock-Based Compensation Expense (Total operating expenses adjustment)
-20.66M Less: Depreciation and amortization
-125.91M Less: Loss on involuntary conversion
-23.17M Less: Adjusted cost of revenues
= Adjusted operating expenses, excluding Adjusted cost of revenues 95.88M
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| combined aperture hardware deployed | 20,000 | Second Quarter 2026 | — |
| Combined aperture hardware in space | 20,000 | Q2 2026 | — |
| digital cells activated across the Continental United States | 3,000 | Second Quarter 2026 | — |
| gross capitalized property and equipment costs | $2.3B | As of June 30, 2026 | — |
| in-orbit spacecraft | 13 | Second Quarter 2026 | — |
| Initial digital cells activated | 3,000 | Q2 2026 | — |
| J-LEO initiative expected value | $1B | Q2 2026 | — |
| MNO partners | 60 | Second Quarter 2026 | — |
| peak data rates demonstrated on the Block 1 BlueBird | 100 | Second Quarter 2026 | — |
| pro forma cash, cash equivalents, restricted cash | 3.7B | As of June 30, 2026 | — |
| Revenue backlog | 1.3B | Second Quarter 2026 | — |
| subscribers covered by mobile network operator partners | 3B | Second Quarter 2026 | — |
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| combined population targeted across partner countries | 2.9B | Q1 2026 | — |
| peak data speeds from in-orbit Block 1 BlueBird satellite | 98.9 | Q1 2026 | — |
| total mobile network operator partners | 60 | Q1 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Communication Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ASTS
this stock
AST SpaceMobile, Inc.
|
$27.73B | -2.3% | +1505.2% | — | 14.6% |
|
CSCO
Cisco Systems, Inc.
|
$440.18B | +45.0% | +2.8% | 37.1 | 1.7% |
|
HPE
Hewlett Packard Enterprise Co
|
$77.74B | +144.4% | +13.8% | 53.9 | 4.9% |
|
MSI
Motorola Solutions, Inc.
|
$77.20B | +21.7% | +5.7% | 36.8 | 2.3% |
|
LITE
Lumentum Holdings Inc.
|
$72.05B | +151.3% | +24.6% | 167.2 | 11.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ASTS | -1.3% | +22.8% | -15.4% | +20.4% | -2.3% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -1.7% | +18.4% | -29.2% | +16.4% | -16.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.