TickerTalks
Browse all tickers →
TickerTalks›$ASTS
ASASTS

AST SpaceMobile, Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$ASTS·$21B·Telecommunications Services·Communication Services
$40.66-8.5%YTD-40.2%1Y-54.6%
Price updated 2h ago·X counts updated 5d ago
ASASTS
$ASTSAST SpaceMobile, Inc.
$40.66-8.55%7.9k posts1.2×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $ASTS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

7,945X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $ASTS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 90% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data27 posts analyzed · as of 2026-10-02

The crowd is bullish on direct-to-device — Fairwinds was granted a US patent for distributed-antenna coherent combining, the September corporate update is landing well, and 72% of the week's option volume was calls. Longs are modeling a "stock doubles overnight" scenario on a T-Mobile US-exclusive. The pushback is targeted and technical: one voice warning the recent ITU filing is a modification, not the 344-constellation new filing bulls are claiming.

Read what X is saying about $ASTS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ASTS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Pre-revenue satellite-to-cell optionality — and the market just started pricing in execution risk.

AST SpaceMobile is building a satellite constellation to beam cell service directly to unmodified phones — a huge market if it works. The stock has rolled over on missed guidance, insider selling, and class-action filings.

  • The commercial contracts are real (AT&T, Verizon, Vodafone) but the revenue isn't — Q1 revenue was de minimis against a $25B market cap, so this trades purely on how fast the constellation deploys and converts carrier MOUs to actual ARPU.
  • Position in the 52-week range is 13% and YTD is -23% with multiple securities-fraud lawsuits now open — the market is pricing in management credibility risk, not just execution risk.
  • Insider sells into September ($2.4M from Yao Huiwen, $707K from VP Shanti Gupta) alongside missed guidance are the clearest tell — retail is loading 72% of option volume into calls while insiders trim.

Nov 9 is the gate — a credible update on launch cadence and ARPU conversations with carriers restarts the move; another miss or ambiguous timeline and this breaks further. Optionality is huge, so is the gap between promise and proof.

Differs from X sentimentThe thread is leaning on the Fairwinds patent and a T-Mobile scenario to argue a double, but ignores that insiders are selling into retail call-buying, management openly missed guidance, and the class-action calendar is the near-term overhang.

What to watch: Nov 9 Q3 earnings — launch count on the next window, a specific ARPU/revenue timeline, and class-action status. A new equity raise would be the hard invalidator.

On the calendar: 2026-11-09 — Q3 earnings

Read the AI verdict on $ASTS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Building a LEO satellite constellation to deliver cellular broadband to standard smartphones in coverage-dead zones.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $ASTS.

Telecommunications Services · Communication Services

No material change from last week — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $ASTS

Neutral — Building a LEO satellite constellation to deliver cellular broadband to standard smartphones in coverage-dead zones.

Industry benchmark

18-name peer basket
+5.2%YTD
+5.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-55.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-441%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
448.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-32.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-27.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.77$-0.32-144.4%
Q1 2026May 11, 2026$-0.66$-0.26-158.8%
Q4 2025Mar 2, 2026$-0.26$-0.18-44.4%
Q3 2025Nov 10, 2025$-0.45$-0.39-15.9%
Next earningsMon, Nov 9·consensus EPS $-0.40

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$14.7M+1952.2%24.9%-1014%$-0.66$-309.7M
Q4 FY25$54.3M+2731.3%-68.1%-133%$-0.28$-330.7M
Q3 FY25$14.7M+1239.9%62.6%-541%$-0.45$-302.9M
Q2 FY25$1.2M+28.4%100%-6297%$-0.41$-353.6M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$160.4M$149.0M – $174.0M-$2.10-$2.30 – -$1.8810
FY27$689.7M$502.7M – $912.8M-$1.14-$2.10 – $0.699
FY28$1.8B$1.6B – $1.9B$0.22-$1.02 – $2.406
FY29$3.0B$2.4B – $3.7B$2.14$1.51 – $2.714
FY30$4.1B$3.1B – $4.9B$3.77$2.67 – $4.783

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.5%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-27.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-44.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 266.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 16Shanti B. GuptaCOO12.0K sh$707KSellSep 16Huiwen YaoCTO40.0K sh$2.4MBuyAug 31Adriana CisnerosDirector10.8K sh$619KSellJun 11Johnson Andrew MartinCFO45.8K sh$4.3MSellJun 5Huiwen YaoCTO40.0K sh$3.9MSellMay 20Johnson Andrew MartinCFO5.0K sh$451KSellMay 13Julio A. TorresDirector15.0K sh$1.1M
+ 31 other (15 awards · 13 inkinds · 2 inthemoneys · 1 other) in window

See when $ASTS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 13
AI summary

Wayne Thorsen filed a initial Form 3 beneficial ownership statement for AST SpaceMobile, Inc. (ASTS) on 2026-10-01, reporting their status as a EVP & Chief Commercial Officer. This is an administrative Section 16 disclosure required when a new insider (director, officer, or 10% holder) first reports their holdings; it signals a change in the company's executive or governance structure rather than a market transaction.

8-KOfficer or director changeSep 288-K — Item 5.02: Officer or director change
AI summary

AST SpaceMobile's Board adopted a Senior Management Change of Control Severance Policy on September 25, 2026 covering all named executive officers (CEO, President, EVPs, SVPs). In a qualifying COC termination, the CEO receives 2.0x annual base salary plus target bonus, while all other covered executives receive 1.5x, plus pro-rata target bonus and COBRA subsidy. This is a defensive compensation governance measure that provides management retention incentives ahead of potential strategic transactions.

8-KPress release / Reg FDAug 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

AST SpaceMobile, Inc. (ASTS) reported Q2 2026 financial results on 2026-08-10, reporting financial results details in attached press release. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

3New insider — initial holdingsJul 243
AI summary

Turco Christopher Edward filed an initial Form 3 as a 10%+ owner of ASTS, disclosing initial beneficial ownership of securities as of the event date. This is a standard Section 16 reporting obligation triggered by the relationship with the issuer. Routine administrative filing with no indication of open-market transactions.

8-KMaterial agreementJul 208-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

AST SpaceMobile, Inc. (ASTS) completed a $1.0 billion private offering of 1.625% Convertible Senior Notes due February 1, 2034, closed July 20, 2026, with U.S. Bank Trust as trustee and an additional $150M option granted to initial purchasers for 13 days. The notes pay 1.625% interest semi-annually beginning February 1, 2027, are general unsecured obligations, and are convertible at holders' option when the stock trades at or above 130% of the conversion price for 20 of 30 consecutive trading days. This is a transformative capital raise for ASTS's satellite broadband buildout, adding $1B+ in long-dated debt with potential equity dilution upon conversion.

8-KPress release / Reg FDJul 158-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

AST SpaceMobile (ASTS) announced a proposed offering of convertible senior notes due 2034 in a Rule 144A private placement, along with planned capped call transactions to reduce potential dilution. As of June 30, 2026, the company held total cash of approximately $2,723 million. Q2 2026 financial results have not been finalized and actual results may differ from expectations. The filing was dated July 15, 2026, and accompanies a Regulation FD disclosure.

SC 13D/AActivist amendmentJun 23SC 13D/A
AI summary

Amendment No. 18 to Schedule 13D filed by Abel Avellan reporting beneficial ownership of AST SpaceMobile, Inc. representing a 6% stake (6 shares), with investment intent. This SC 13D/A filing dated 2026-06-23 updates the holder's position and disclosed intentions.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

AST SpaceMobile, Inc. reported results of its Annual Meeting held June 12, 2026, at which 87.7% of total voting power was represented. All 10 incumbent director nominees were re-elected with strong majorities, KPMG LLP was ratified as independent auditor for FY2026, and executive compensation received non-binding advisory approval. Abel Avellan received the highest vote tally among nominees; Richard Sarnoff received the most withheld votes but still passed comfortably. A routine annual governance event with no contested proposals or material opposition.

+ 10 other (2 10-Qs · 2 8-Ks · 2 SC 13D/As · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ROSEN, TRUSTED TRIAL ATTORNEYS, Encourages AST SpaceMobile, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - ASTSnewsfilecorp.com·1d ago5 Growth Stocks With Home Run Potentialfool.com·2d agoASTS Deadline Alert: SueWallSt Reminds AST SpaceMobile, Inc. (ASTS) Investors of Securities Class Action Deadline on November 13, 2026prnewswire.com·2d agoROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages AST SpaceMobile, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - ASTSglobenewswire.com·2d agoASTS INVESTOR DEADLINE: AST SpaceMobile, Inc. Investors with Substantial Losses May Seek to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces - November 13, 2026 Deadlineglobenewswire.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

Space Economy

More in Telecommunications Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$T$VZ$TMUS$AD$FNGR$CMCSA$CABO$ECHO
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport