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NASDAQ · Consumer Discretionary

AST SPACEMOBILE INC ASTS

AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States. The company provides a cellular broadband network in space to be accessible directly by smartphones for commercial use and other applications, as well as for government use.

Sources StockAnalysis company profile stockanalysis.com
Telecommunications Equipment

Company profile

Business mix

  • The company provides a cellular broadband network in space to be accessible directly by smartphones for commercial use and other applications, as well as for government use.
  • Its SpaceMobile service provides cellular broadband services to end-users who are out of terrestrial cellular coverage.
  • The company was founded in 2017 and is headquartered in Midland, Texas.

Current key questions

  • Can demand for the company's products and platforms keep growing within communication equipment?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF -3.57% Buyback -51.37%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $64.7M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $14.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +28.3% +172,307 / 607,910
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 0.7% 13F value change +$14.8M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 37.8% 13F value change +$12.8M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.2% 13F value change +$18.5M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.5% 13F value change +$4.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 607,910 Last 4 periods +172,307 (+28.3%) Total shares 780,217 Value $64.7M
Soros Fund Management George Soros 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$10.7M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$10.7M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.