ASTS
AST SpaceMobile Inc
Position levels
Currenttoday
USD 58.98
Buy <=wait / entry
USD 41.67
Trim >=take some off
USD 75.00
Thesis breakA formal SEC or FCC action that materially restricts or revokes the Ligado or S-...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 19% | 100 / 100 | 19.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 32% | 10 / 100 | 3.2 |
| Weighted conviction | 53 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Definitive commercial agreement with Verizon to support space-based cellular broadband across the continental United States
- Spectrum usage rights agreement with Ligado Networks for up to 45 MHz mid-band in US/Canada plus S-Band ITU priority rights acquisition adding up to 60 MHz globally
- Partnerships with over 50 MNOs representing nearly 3 billion subscribers globally under revenue-sharing model