ASTS Earnings
Monday, May 11 2026
EPS Estimate
$-0.17
$-0.20 – $-0.13
Revenue Estimate
$37M
Track Record
1/5 beats
Current Price
$88.57
Our Position
bearishASTS rallies on $71M revenue, faces BlueBird delays
est. revisions stable
The revenue surge and backlog highlight ASTS's growth potential, but launch delays, competitive pressure, and insider selling raise short-term risks and may weigh on stock momentum despite institutional interest and large contract commitments.
Watch: BlueBird 7 launch and subsequent operational validation as key catalysts for confirming ASTS's competitive position and stock direction.
Data Signal Summary
3 bullish
1 bearish
Estimates up +24%
Insider buying cluster
Put/call 0.5 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
1-Month Return
+2.6%
From 52w High
-27.5%
Est. Revisions (30d)
+24.4% 0up/0dn
Analyst Target (mean)
$89 $41–$139 +1%
Options P/C Ratio
0.52 7C/4P unusual
Est. Dispersion
83% 5 analysts
Insider Cluster
buy cluster
Fund Convergence
moderate Citadel, D.E. Shaw
Recent Activity
insider trades
8 transactions
Other
·
WISNIEWSKI SCOTT (President)
·3,000 shares
Sell
·
WISNIEWSKI SCOTT (President)
·47,000 shares
·$1,316,940
Sell
·
YAO HUIWEN (Chief Technology Officer)
·40,000 shares
·$3,555,200
Award
·
JOHNSON ANDREW MARTIN (Chief Financial Officer)
·100,000 shares
Award
·
AVELLAN ABEL ANTONIO (Chief Executive Officer)
·184,375 shares
3 more
Award
·
GUPTA SHANTI B.
·54,687 shr
Award
·
WISNIEWSKI SCOTT
·123,437 shr
Award
·
Johnson Andrew Martin
·100,000 shr
analyst ratings
1 rating
Barclays
→Underweight
6d ago
material events
AST SpaceMobile issued a press release and a business update presentation on March 2, 2026, sharing its financial results for the quarter and year end...
SEC↗
44d ago
filing changes
HIGH
New items added:
Operational and revenue recognition updates: Recognized revenue from U.S. government agreements and sales to MNOs, and description of revenue from per...
HIGH
Ligado Transaction:
Details on the Ligado Transaction were updated with new payment terms, bankruptcy court proceedings and financing arrangements.
HIGH
SpaceMobile Service Development and Funding:
Updated estimates of capital costs and launch plans for the Block 2 BB satellites were provided.
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