AST SpaceMobile: Priced For Space Hype While Facing Constant Delays
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Stone Fox CapitalInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryAST SpaceMobile has yet to launch production satellites, delaying continuous direct-to-device cellular service until at least 2026.Despite operational delays, the stock has surged in 2025, fueled by cash raises, spectrum acquisitions, and sizable commercial agreements.Management claims over $1 billion in total contracted revenue commitments, but the timing and annualization of these revenues remain unclear.The stock is far too expensive for realistic financial targets given repeated launch delays and uncertainty around execution, despite potential for speculative price spikes.Karina Caverdos - Chernenko/iStock via Getty Images AST SpaceMobile, Inc. (ASTS) still hasn't launched the next-generation satellites with 10x the bandwidth capacity of the minimal existing satellites in space, yet the stock has surged during 2025. The space-based cellular broadbandThis article was written byStone Fox Capital54.25K FollowersFollowStone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You