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ASTS

AST SpaceMobile Inc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 71.94 Technology - Communication EquipmentAWAIT ENTRY
ACTIONABLEMethodology gates passed
51

Position levels

Currenttoday
USD 71.94
Buy <=wait / entry
USD 48.33
Trim >=take some off
USD 75.00
Thesis breakThe investment thesis would be invalidated by a formal regulatory rejection or m...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case17%100 / 10017.0
Base case50%62 / 10031.0
Bear case33%10 / 1003.3
Weighted conviction51 / 100 - OPPORTUNISTIC BUY

Top risks

  • Definitive commercial agreement with Verizon for space-based cellular broadband
  • Spectrum usage agreements with Ligado Networks and S-Band ITU priority rights acquisition
  • Partnerships with over 50 MNOs covering nearly 3 billion subscribers globally
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.