AST SpaceMobile, Inc.(ASTS)Stock Analysis
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Rank #2,395 of 2,879 stocks
View Communication Services peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ASTS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for AST SpaceMobile, Inc. (ASTS), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores ASTS at 29.6/100 on a 32-signal composite quality model, placing it at rank #2,395 of 2,879 stocks — the bottom half of the AI-ranked universe. ASTS scores in the top quartile across revenue growth (98.4), institutional flow (77.8). Areas of concern include free cash flow (0.9) and profitability (1.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 0.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), AST SpaceMobile, Inc. reports quarterly revenue of $14.7M, net income of $-191.0M, free cash flow of $-309.7M. Top institutional holders of ASTS by reported 13-F value include Rakuten Group,, BlackRock,, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ASTS trades on the Nasdaq exchange and files with the SEC under CIK 1780312. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ASTS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AST SpaceMobile, Inc. directly from SEC EDGAR. AST SpaceMobile, Inc.'s 13F Pro composite quality score has ranged between 8 and 61 since 2022, currently 29.6 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.
Revenue
Q1 2026
$14.7M
Net Income
Q1 2026
$-191.0M
Free Cash Flow
Q1 2026
$-309.7M
D/E Ratio
Q1 2026
1.12
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+1511.8% YoYNet Income
-13.9% YoYTotal Assets
+425.3% YoYTotal Debt
+1300.4% YoYOp. Cash Flow
+43.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Revenue | $70.9M +1511.8% | $4.4M | $0.00 -100.0% | $13.8M |
| Net Income | $-341.9M -13.9% | $-300.1M -242.7% | $-87.6M -176.7% | $-31.6M |
| Total Assets | $5.01B +425.3% | $954.6M +164.5% | $360.9M -17.7% | $438.4M |
| Total Debt | $2.22B +1300.4% | $158.5M +166.4% | $59.5M +1090.1% | $5.0M |
| Operating Cash Flow | $-71.5M +43.3% | $-126.1M +15.3% | $-148.9M +4.8% | $-156.5M |
AI Insight: ASTS Financial Trends
Revenue collapsed 72% Q4 2025 to Q1 2026 after a spike, while debt surged 34% and operating cash flow turned deeply negative.
• Revenue spiked to $54M in Q4 2025 from $15M in Q3 2025, then fell 72% to $15M in Q1 2026.
• Total debt nearly tripled from $490M in Q2 2025 to $2,972M in Q1 2026, signaling heavy capital raises.
• Operating cash flow turned positive $65M in Q4 2025 but reversed to negative $48M in Q1 2026.
⚠ Net losses remain severe ($191M in Q1 2026) despite revenue growth; sustainability of cash burn unclear.
⚠ Q4 2025 revenue spike and positive cash flow appear anomalous; Q1 2026 reversal suggests execution volatility.
AI Insight: ASTS Ratio Trends
ASTS remains deeply unprofitable with negative ROA and ROIC; Q4 2025 showed worst operating and net margins on record at -175% and -136% respectively.
• Operating margin collapsed to -175.0% in Q4 2025, net profit margin to -136.2%—the company's worst profitability readings across the dataset.
• ROA improved from -83.7% in Q3 2024 to -5.9% in Q4 2025, and TTM ROA at -8.1% shows incremental progress toward breakeven.
• ROIC remains severely negative: -92.5% in Q3 2025 and -33.4% in Q1 2026, destroying shareholder capital across the measurement period.
⚠ Q4 2025 operating margin spike (-175%) suggests one-time charges or revenue cliff; verify whether Q1 2026 represents true operational stabilization.
⚠ ROIC volatility is extreme (Q3 2025: -92.5% vs. Q1 2026: -33.4%), indicating inconsistent earnings and unpredictable capital returns.
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Available Research
13F Pro tracks comprehensive data for AST SpaceMobile, Inc. including:
Top Institutional Holders of ASTS
Rakuten Group, Inc.
$2.6B31,020,155 shBlackRock, Inc.
$1.2B14,517,234 shVANGUARD CAPITAL MANAGEMENT LLC
$952.1M11,489,121 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$927.9M11,197,400 shVANGUARD PORTFOLIO MANAGEMENT LLC
$915.2M11,043,563 shAlphabet Inc.
$741.1M8,943,486 shCITADEL ADVISORS LLC
$498.8M6,018,900 shSTATE STREET CORP
$462.9M5,585,487 shVodafone Ventures Ltd
$453.4M5,471,743 shJANE STREET GROUP, LLC
$406.1M4,900,100 sh
| Fund | Value | Shares |
|---|---|---|
| Rakuten Group, Inc. | $2.6B | 31,020,155 |
| BlackRock, Inc. | $1.2B | 14,517,234 |
| VANGUARD CAPITAL MANAGEMENT LLC | $952.1M | 11,489,121 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $927.9M | 11,197,400 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $915.2M | 11,043,563 |
| Alphabet Inc. | $741.1M | 8,943,486 |
| CITADEL ADVISORS LLC | $498.8M | 6,018,900 |
| STATE STREET CORP | $462.9M | 5,585,487 |
| Vodafone Ventures Ltd | $453.4M | 5,471,743 |
| JANE STREET GROUP, LLC | $406.1M | 4,900,100 |
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Popular Research
Is ASTS a good stock to buy?
13F Pro's AI-powered analysis of AST SpaceMobile, Inc. (ASTS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ASTS are available on the ASTS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ASTS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ASTS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AST SpaceMobile, Inc.'s investment landscape.