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ASTS

AST SpaceMobile Inc

OPPORTUNISTIC BUY Analysis generated 2026-11-14 Market data as of 2026-11-13 Market data 2 days old USD 32.60 Technology - Communication EquipmentAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 32.60
Buy <=wait / entry
USD 22.00
Trim >=take some off
USD 36.00
Thesis breakDefinitive loss of spectrum rights required for the planned service, abandonment...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case51%62 / 10031.6
Bear case24%10 / 1002.4
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Definitive commercial agreement with Verizon enabling U.S. coverage
  • U.S. government milestones and awards driving Q2 revenue and backlog growth
  • $1.3 billion revenue backlog from commercial contracts and government awards
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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