AST SpaceMobile, Inc.

Средний индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Medium index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, значительно упал. Рынок не поддерживает быков.

Strong index, significantly down. The market does not support the bulls.

Средний индекс, значительно упал. Отток средств из лонгов увеличился и находится на высоком уровне.

Medium index, significantly down. The outflow of funds from longs has increased and is at a high level.

Key Points
Elon Musk claims SpaceX will reach that target as it expands its Starlink, rocket launch, and AI infrastructure businesses.
But that rosy outlook glosses over SpaceX’s near-term and long-term challenges.
Before SpaceX (NASDAQ: SPCX) went public on June 12, its founder and CEO, Elon Musk, claimed his company could generate more than $1 trillion in annual revenue by 2031. After its IPO, Musk moved that target up by a year to 2030.
To reach $1 trillion in revenue by 2030, which no company has even accomplished, SpaceX must grow its top line at a 5-year CAGR of 121.7% from its 2025 revenue of $18.67 billion. That would be an unprecedented growth rate for a company of SpaceX's size. Let's review the math behind that outlook to see if it can achieve that ambitious goal.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
How can SpaceX reach $1 trillion in annual revenue?
SpaceX operates three main businesses: Starlink's satellite internet services, its rocket launch services, and its AI business. In 2025, Starlink generated $11.4 billion in revenue, or 61% of SpaceX's top line. It's also SpaceX's only profitable business segment.
SpaceX's rocket business, which handles its Falcon rockets and upcoming Starship, generated $4.1 billion in revenue, or 22% of its top line. Its AI segment -- which houses Grok, X, and other AI assets -- generated $3.2 billion in revenue, accounting for the remaining 17% of its top line. This is what Musk claims will happen to those three business segments over the next 5 years.
Segment
2025 Revenue
2030 Revenue (Estimated)
Starlink
$11.4 billion
$200-$250 billion
Launch
$4.1 billion
$30-$50 billion
AI
$3.2 billion
$700-$750 billion
Total
$18.7 billion
$930 billion-$1.05 trillion
SpaceX expects Starlink, which already serves more than 13 million subscribers, to further expand its satellite constellation over the next five years. By doing so, it can break out of its niche as a supplementary coverage provider and evolve into a full-fledged competitor for terrestrial mobile carriers like AT&T and Verizon. It can also provide more satellite connectivity for autonomous vehicles, robots, and AI agents.
SpaceX expects its rocket launch services segment to continue growing as Starship, its largest rocket ever, secures more government contracts. It will also use Starship to launch Starlink's V3 satellites (which have more than 100x the bandwidth of its earlier satellites) and to place solar-powered orbital data centers into orbit to support its AI infrastructure business.
As for its AI business, the company expects to expand its terrestrial and orbital data centers to lock in more commercial hyperscalers. It believes it can bring 15 to 20 GW of power capacity online for those AI data centers by late 2027 or early 2028. It also plans to integrate more of xAI's native AI tools (including Grok and Cursor) into that cloud and AI ecosystem.
But can SpaceX hit those targets?
For now, analysts expect SpaceX's revenue to grow to $184.5 billion by 2028. That's a near-tenfold increase from 2025, but it would be tough to reach $1 trillion by 2030.
SpaceX's $1 trillion target seemingly assumes it will dominate the satellite internet, rocket launch, and AI markets unopposed. But in reality, it faces fierce competitors in all three markets.
AST SpaceMobile (NASDAQ: ASTS) is rapidly expanding its satellite constellation to support AT&T, Verizon, and other terrestrial telecom companies. Rocket Lab's (NASDAQ: RKLB) reusable orbital rocket business is still thriving in SpaceX's shadow. Amazon (NASDAQ: AMZN) is also launching its own satellites to support its cloud services and AI infrastructure.
Moreover, SpaceX's target assumes it can overcome supply chain bottlenecks in the energy infrastructure market and that the AI market will continue to expand at a breakneck pace. Rising interest rates, a market crash, or a recession before 2030 could all darken that outlook.
I'm not saying SpaceX can't reach $1 trillion in revenue by 2030. But it will be extremely difficult, and investors should be skeptical of Musk's rosy outlook -- which is generating a lot of buzz but glosses over the company's near-term and long-term challenges.
Should you buy stock in Space Exploration Technologies right now?
Before you buy stock in Space Exploration Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Space Exploration Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,970!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,040!*
Now, it’s worth noting Stock Advisor’s total average return is 969% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Leo Sun has positions in Amazon and Verizon Communications. The Motley Fool has positions in and recommends AST SpaceMobile, Amazon, and Rocket Lab. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.

Elon Musk Says SpaceX Will Hit $1 Trillion in Revenue by 2030 -- 1 Year Faster Than the Original Timeline. Here's the Math Behind the New Number.

Key Points
Space stocks rocketed in the run-up to SpaceX's June IPO -- then plummeted afterward.
Stock prices have stabilized and begun climbing higher this month.
Government contracts support the sector, but space stocks as a whole remain richly valued today.
Space stocks are in shambles.
"Led" (in a bad way) by Space Exploration Technologies (NASDAQ: SPCX), the space titan built by Elon Musk and IPOed on June 12, shares of space stocks of all stripes have taken a beating over the past couple of months.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Take Rocket Lab (NASDAQ: RKLB) for example. The space company, often described as a mini-SpaceX, surged from below $5 in May 2024 to more than $140 in May 2026 -- a thirtyfold rise in just two years. Then it plunged more than 50% after the SpaceX IPO.
Or consider AST SpaceMobile (NASDAQ: ASTS), the satellite communications pioneer that proved the concept of cell phone-to-cell phone communications via satellite, with no towers in between. That one rose nearly twelvefold over the same two-year period -- then gave back 20% in the month following SpaceX's titanic IPO.
More targeted space plays such as Redwire Corporation (NYSE: RDW), which builds space infrastructure, and Intuitive Machines (NASDAQ: LUNR), focused on delivering cargo to the moon, gained fourfold in two years and nearly eightfold, respectively, before falling each falling roughly 70% in a month.
Can they bounce back?
SpaceX leads; others follow
Even SpaceX hasn't gone unscathed. After a first few frenzied days of trading that lifted Elon Musk's space empire past $211 a share, sellers arrived in force at SpaceX, driving the shares down nearly into the double digits.
The good news is that SpaceX appears to have found its footing again, closing at $140 Friday and once again above its IPO price. The better news is that many other space stocks are recovering, at least somewhat, alongside the leader.
The best news of all is that, with the U.S. government continuing to pour money into space exploration, there's reason to believe the momentum is sustainable.
NITE-STAR gazing
Case in point: Late last month, the U.S. Space Force announced a $981 million award to be shared among more than a dozen separate space stocks working on the "National Space Test and Training Complex Innovative Technology and Engineering Space Test and Range Capability Development" -- dubbed "NITE-STAR."
(Someone clearly worked overtime trying to make those words fit that acronym.)
Space Force named the following 15 space companies -- 13 of which are publicly traded -- as winners of NITE-STAR, clearing them to bid on future task orders under the umbrella contract, which will span 10 years:
It's not entirely clear what NITE-STAR will entail. The Space Force itself might not be 100% certain, describing the contract's goal vaguely as "advancement of the sophisticated systems and technologies required to keep [Space Force servicemen known as] Guardians ahead of the complexities of a contested space domain."
More importantly for investors, it's less than 100% certain anyone on the above list will book significant, needle-moving wins -- even on this nearly $1 billion contract.
What it means for space investors
Consider that $981 million, spread over 10 years, works out to just $98.1 million per year. And if contracts are evenly distributed, each of the 15 companies might, on average, expect to book as little as $6.5 million per year under the contract.
It goes without saying that $6.5 million won't move the needle for giant space companies such as Boeing, Lockheed, Northrop, or L3Harris. Smaller space-fry such as Firefly, Redwire, or York Space might notice the revenue influx more. But even at York, $6.5 million extra per year will only add about 1.5% to the company's $405 million-a-year revenue stream.
In short, big as this contract appears on the surface, it's not -- in and of itself -- going to be enough to turn things around and start a new bull market in space stocks. Many more contracts, and many much larger contracts, will be needed for that.
Meanwhile, a survey of 15 of the biggest space stocks that I follow shows an average price-to-sales ratio of 65.4. (Even throwing out triple-digit P/S outliers such as AST and Virgin Galactic (NYSE: SPCE) only brings the average P/S down to 19.8.) Valuations remain extreme in this sector.
Investors should be wary. Even after some pretty historic declines, space stocks as a whole aren't yet cheap enough to guarantee a bounce-back.
Should you buy stock in Space Exploration Technologies right now?
Before you buy stock in Space Exploration Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Space Exploration Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $421,511!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,960!*
Now, it’s worth noting Stock Advisor’s total average return is 981% — a market-crushing outperformance compared to 216% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 18, 2026.
Rich Smith has positions in Intuitive Machines and Rocket Lab. The Motley Fool has positions in and recommends AST SpaceMobile, Amentum, Boeing, Firefly Aerospace, Intuitive Machines, L3Harris Technologies, Rocket Lab, and York Space Systems. The Motley Fool recommends BAE Systems and Lockheed Martin. The Motley Fool has a disclosure policy.

Can Space Stocks Bounce Back? This $1 Billion Air Force Contract Might Help.

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AST SpaceMobile (ASTS) Q2 2026 Earnings Call Transcript

AST SpaceMobile, Inc. ASTS and International Business Machines Corporation IBM are key players in the communications-technology ecosystem with exposure to next-generation communications and enterprise/government technology infrastructure. AST SpaceMobile is building the world’s first and only global cellular broadband network in space, accessible directly by standard smartphones (4G-LTE/5G devices) for commercial and government use, leveraging its extensive intellectual property and patent portfolio. The SpaceMobile Service is provided by a constellation of high-powered, large phased-array satellites in low Earth orbit (LEO) using low-band and mid-band spectrum controlled by Mobile Network Operators (MNOs) in areas lacking terrestrial network coverage.
IBM offers cloud and data solutions, including enterprise-level networking, cloud and AI infrastructure solutions, which aid enterprises in digital transformation. In addition to hybrid cloud services, the company provides advanced information technology solutions, computer systems, quantum computing and supercomputing solutions, enterprise software, storage systems and microelectronics.
Let us delve a little deeper into the companies’ competitive dynamics to understand which of the two is relatively better placed in the industry.
The Case for AST SpaceMobile
AST SpaceMobile is reportedly on track to deploy approximately 45 BlueBird satellites in orbit by early 2027. The company has already deployed 13 commercial satellites (dubbed BlueBird) in LEO, marking a key advancement in developing a space-based mobile network infrastructure. BlueBird 14, 15 and 16 satellites are currently prepared and scheduled to ship for launch, while BlueBird satellites 17 through 46 are in various stages of production and assembly. Utilizing large phased array antennas measuring approximately 2,400 square feet, AST SpaceMobile's technology is backed by more than 3,800 patents and patent-pending claims. This design aims to deliver global cellular coverage by eliminating dead zones and providing space-based connectivity to areas without broadband service.
The SpaceMobile service is compatible with all major brands available in the market and connects directly to everyday mobile phones. It delivers broadband connectivity from space to unmodified mobile devices, providing a service to fill cellular coverage gaps in a differentiated approach compared to other space-based communication services. AST SpaceMobile has partnered with leading carriers such as AT&T Inc. T and Verizon Communications Inc. VZ to tap into a pre-existing pool of cell customers and raise funds to help build a worldwide satellite network. This has enhanced cellular coverage in the United States, essentially eliminating dead zones and empowering remote areas of the country with space-based connectivity.
However, elevated spending has overshadowed the company’s progress in satellite deployment and commercial partnerships. Unfavorable macroeconomic conditions, including rising inflation, higher interest rates, capital market volatility and geopolitical conflicts, have adversely impacted the company’s operations. These have led to continued fluctuations in satellite material prices, resulting in increased capital costs and pressure on the company’s financial performance. In addition, AST SpaceMobile faces severe competition from existing and new industry leaders like SpaceX’s Starlink and Globalstar, which are developing satellite communications technology using LEO constellations. To combat such competitive pressure, ASTS has to continuously customize its network offerings, enhance the cost-effectiveness of its products and services and boost the satellite data networks, which increases operating costs and reduces margins.
The Case for IBM
IBM is poised to benefit from healthy demand trends for hybrid cloud and AI, which drive the Software and Consulting segments. The company’s growth is expected to be aided by analytics, cloud computing and security in the long term. With a surge in traditional cloud-native workloads and associated applications, along with a rise in generative AI deployment, there is a radical expansion in the number of cloud workloads that enterprises are currently managing. This has resulted in heterogeneous, dynamic and complex infrastructure strategies, which have led firms to undertake a cloud-agnostic and interoperable approach to highly secure multi-cloud management, translating into a healthy demand for IBM hybrid cloud solutions.
In addition, the buyout of HashiCorp has significantly augmented IBM’s capabilities to assist enterprises in managing complex cloud environments. HashiCorp’s tool sets complement IBM Red Hat’s portfolio, bringing additional functionalities for cloud infrastructure management and bolstering its hybrid multi-cloud approach.
Despite solid hybrid cloud and AI traction, IBM is facing stiff competition from Amazon’s AWS and Microsoft Corporation’s MSFT Azure. Increasing pricing pressure is eroding margins, and profitability has trended down over the years, barring occasional spikes. The company faces a potent threat from AI firm Anthropic as the latter’s Claude Code tool can modernize legacy COBOL systems – a foundational programming language deeply embedded in IBM’s mainframe ecosystem. With Claude Code proposing to substantially automate code exploration, documentation, refactoring and security analysis, it threatens to reduce enterprises’ reliance on specialized legacy service providers like IBM, bringing its sustenance at stake.
How Do Zacks Estimates Compare for ASTS & IBM?
The Zacks Consensus Estimate for AST SpaceMobile’s 2026 sales implies year-over-year growth of 129.5%, while that of EPS suggests a decline of 63.4%. The EPS estimates have been lowered 48% over the past 60 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for IBM’s 2026 sales indicates year-over-year growth of 4.4%, while that for EPS suggests an improvement of 6.4%. The EPS estimates have trended down 0.2% over the past 60 days.
Image Source: Zacks Investment Research
Price Performance & Valuation of ASTS & IBM
Over the past year, AST SpaceMobile has gained 48.8% compared with the industry’s growth of 38.7%. IBM has declined 1% over the same period.
IBM looks more attractive than AST SpaceMobile from a valuation standpoint. Going by the price/sales ratio, IBM’s shares currently trade at 3.08 forward sales, significantly lower than AST SpaceMobile’s 55.85.
ASTS or IBM: Which is a Better Pick?
Both AST SpaceMobile and IBM carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Both companies expect their sales to improve in 2026. However, ASTS’ earnings are likely to decline significantly, while IBM’s bottom line is expected to witness modest growth. IBM has shown relatively steady revenue growth for years, while AST SpaceMobile has been facing a bumpy road. In terms of price performance, AST SpaceMobile has outperformed IBM but is trading expensively compared to the latter in terms of the valuation metric. With improved estimate revisions, IBM is relatively better placed than AST SpaceMobile and seems to be a better investment option at the moment.
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AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?

Key Points
Planet Labs’ stock has plunged more than 50% from its all-time high.
It's cheaper than its peers, but investors shouldn’t ignore the red flags.
Planet Labs (NYSE: PL), a developer of satellite constellations, went public through a merger with a special purpose acquisition company (SPAC) on Dec. 8, 2021. Its stock closed at $11.35 on the first day and eventually reached a record high of $51.40 on May 28, 2026.
Today, its stock trades at about $25. Like many of its industry peers, Planet Lab had rallied ahead of SpaceX's (NASDAQ: SPCX) market debut in June, but pulled back after that massive IPO drew investors away from the smaller space stocks. A massive $1.5 billion at-the-market stock offering that same month exacerbated its decline.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
After that pullback, Planet Lab still trades at 27 times this year's sales. That price-to-sales ratio might seem high, but it actually looks cheap compared to SpaceX or AST SpaceMobile (NASDAQ: ASTS), which trade at 132x and 43x this year's sales, respectively. So is Planet Labs actually one of the cheapest hypergrowth stocks in the nascent space economy?
What does Planet Labs do?
Planet Labs designs, builds, and launches satellite constellations for government and commercial clients. It's deployed 462 satellites since 2013, and about 200 remain in orbit.
It generates most of its revenue from government and defense contracts (especially for sovereign intelligence infrastructure), but it's gaining more commercial customers across the agriculture, digital mapping, insurance, energy, and utilities sectors.
It mainly relies on SpaceX's Falcon 9 rockets and Rocket Lab's (NASDAQ: RKLB) Electron rockets to launch its low Earth orbit (LEO) satellites, which only have a maximum lifespan of three to five years. These satellites are comparable to Starlink's smaller satellites, but they're tiny compared to AST SpaceMobile's massive satellites. However, these three companies don't directly compete with each other because their satellites serve different markets.
How fast is Planet Labs growing?
From fiscal 2022 to fiscal 2026 (which ended this January), Planet Lab's revenue rose from $131 million to $308 million. Its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) also turned positive in fiscal 2026.
By the end of the first quarter of fiscal 2027, its backlog had grown 72% year over year to $906 million, driven by its robust growth in the defense and intelligence markets. It's also expanding its AI-driven analytics services to lock its customers into its ecosystem.
From fiscal 2026 to fiscal 2029, analysts expect Planet Lab's revenue and adjusted EBITDA to grow at CAGRs of 35% and 115%, respectively. Those explosive growth rates could justify its valuation, unless it keeps diluting its investors with more stock offerings. It looks cheap relative to its peers, but its outstanding share count has risen 36% since its market debut. Its insiders have also sold more than twice as many shares as they bought over the past 12 months. It might be worth nibbling at these levels, but investors should brace for significant volatility.
Should you buy stock in Planet Labs PBC right now?
Before you buy stock in Planet Labs PBC, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Planet Labs PBC wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $400,209!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,375,393!*
Now, it’s worth noting Stock Advisor’s total average return is 964% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AST SpaceMobile, Planet Labs PBC, and Rocket Lab. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is Planet Labs The Cheapest Stock In The Space Economy?

Investors are increasingly considering space companies.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
*Stock prices used were the afternoon prices of Aug. 10, 2026. The video was published on Aug.12, 2026.
Should you buy stock in AST SpaceMobile right now?
Before you buy stock in AST SpaceMobile, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and AST SpaceMobile wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $403,337!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,334,946!*
Now, it’s worth noting Stock Advisor’s total average return is 958% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AST SpaceMobile. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AST SpaceMobile Stock: Buy or Sell?

Key Points
AST SpaceMobile’s satellites reach more than 3 billion wireless subscribers.
Its satellite constellation could grow by nearly 20 times over the next few years.
AST SpaceMobile (NASDAQ: ASTS), a developer of low Earth orbit (LEO) satellites, went public through a merger with a special purpose acquisition company on April 7, 2021. It started trading at $11.63 per share on its first day, but now trades at nearly $74 per share.
That rally was driven by its partnerships with telecom giants such as AT&T and Verizon, the launch of its first commercial satellites, and its ambitious expansion plans. But with a market cap of $21.5 billion, it already trades at 127 times this year's sales.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That high price-to-sales ratio might seem unsustainable, but I believe AST's subscriber growth and long-term plans justify the higher valuation. Let's see why its stock is still worth buying today.
How fast is AST SpaceMobile growing?
AST's LEO satellites help telecom companies expand their wireless networks to remote areas that terrestrial towers can't reach. It has successfully launched 13 of its BlueBird (BB) satellites over the past two years, and it plans to put 45-60 satellites into orbit by the end of this year. Over the long term, it aims to expand that constellation to more than 248 satellites.
AST already works with over 60 carriers worldwide to collectively cover more than 3 billion wireless subscribers. Its backlog reached $1.3 billion at the end of the second quarter of 2026, driven by its new contracts with commercial partners and the U.S. government. That's nearly eight times its projected revenue of $168.5 million for the full year.
As AST expands its satellite constellation, analysts expect its revenue to surge to $650.4 million in 2027 and $1.76 billion in 2028. They expect its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to turn positive in 2027 and jump to $1.35 billion in 2028. If it hits those numbers, its stock would seem a bit cheaper at 12 times its 2028 sales.
Why is AST SpaceMobile's stock still worth buying?
The LEO satellite market could expand at a 14% CAGR from 2025 to 2033, according to Grand View Research, as more private companies and national space agencies expand their orbital communications networks. AST has already established an early mover's advantage in that market by locking in dozens of wireless carriers, and it has plenty of room to grow in the commercial and government sectors. Its stock might remain volatile in this choppy market, but it could deliver significant long-term gains for investors who can tune out near-term noise.
Should you buy stock in AST SpaceMobile right now?
Before you buy stock in AST SpaceMobile, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and AST SpaceMobile wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $403,337!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,334,946!*
Now, it’s worth noting Stock Advisor’s total average return is 958% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 12, 2026.
Leo Sun has positions in Verizon Communications. The Motley Fool has positions in and recommends AST SpaceMobile. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AST SpaceMobile Trades Near $74. Here's The Subscriber Math That Justifies It.

Key Points
SpaceX’s three core businesses could expand rapidly over the next decade.
Rocket Lab will launch more rockets and expand into adjacent space logistics markets.
AST SpaceMobile’s LEO satellite constellation has plenty of room to grow.
The space logistics market could grow at a 19% CAGR from 2025 to 2034, according to Fortune Business Insights, as more private companies and government agencies launch more satellites and space exploration missions. To capitalize on that secular trend, investors should consider investing in three of the industry's highest-growth stocks: SpaceX (NASDAQ: SPCX), Rocket Lab (NASDAQ: RKLB), and AST SpaceMobile (NASDAQ: ASTS).
All three of these stocks seem like speculative bets today, but they all have the potential to turn $10,000 into $50,000 over the next decade as the nascent space logistics market expands.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX
SpaceX went public this June in the largest IPO in history, but its stock is still trading slightly below its IPO price because it's a divisive investment. The bulls believe it will successfully expand its space, satellite, and AI businesses to become a massive, end-to-end provider of launch, satellite internet, and orbital AI infrastructure services.
The bears believe the losses at its space and AI divisions will continue to wipe out its satellite division's profits, and that its stock will crumble under the weight of its massive valuations. Even after dipping below its IPO price, SpaceX still looks expensive at 41 times this year's sales.
But its Falcon rockets and Starlink satellites have already established early mover advantages in the reusable orbital launch and internet satellite markets, and it could eventually tie those businesses together through its xAI platform and generative AI services.
SpaceX's founder and CEO, Elon Musk, claims SpaceX's annual revenue could surge to $1 trillion by 2030 as those businesses expand. That would represent a 5-year CAGR of 122% from its 2025 revenue of $18.7 billion. If SpaceX comes anywhere close to hitting Musk's ambitious target, its stock could easily rise more than fivefold over the next decade.
Rocket Lab and AST SpaceMobile
Rocket Lab and AST SpaceMobile compete with SpaceX in the reusable orbital rocket and low Earth orbit (LEO) satellite markets, respectively. But both companies have carved out defensible niches in those markets and continue growing in SpaceX's shadow.
Rocket Lab's Electron rockets, which have been launched 92 times to deploy more than 263 satellites, carry smaller payloads than SpaceX's Falcon rockets. Its next rocket, Neutron, will carry larger payloads but still have a lower maximum capacity than SpaceX's Falcon 9. It plans to eventually become an "end-to-end" space services company that manufactures more spacecraft, satellites, and subsystems for private companies and government agencies.
AST SpaceMobile has launched only 10 commercial LEO satellites so far. But unlike SpaceX's Starlink satellites, which power its own first-party satellite internet service, AST helps telecom companies like AT&T and Verizon expand their 5G networks to areas that their terrestrial towers can't reach. AST's satellites are also much larger than Starlink's satellites. AST plans to expand its constellation to 45-60 satellites by the end of 2026, with a longer-term goal of amassing up to 248 satellites over the next few years.
Rocket Lab's stock isn't cheap at 51 times this year's sales, but analysts expect its annual revenue to nearly triple from 2025 to 2028. AST's stock looks even pricier at 122 times this year's sales, but Wall Street expects its revenue to rise more than 25 times from 2025 to 2028.
Both of these stocks look just as speculative as SpaceX. But they could also have plenty of room to grow as they launch more rockets and satellites. Economies of scale will also eventually kick in, narrow their losses, and pave the way toward eventual profitability. Analysts expect both companies' adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to turn positive in 2027 and grow significantly in 2028.
Rocket Lab and AST SpaceMobile could remain volatile in this choppy market, but they both have the potential to generate multibagger gains over the next decade. They could also become lucrative takeover targets for SpaceX or other larger space-oriented companies, so they might be worth nibbling on today.
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Leo Sun has positions in Verizon Communications. The Motley Fool has positions in and recommends AST SpaceMobile and Rocket Lab. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Space Stocks That Could Turn $10,000 Into $50,000 By 2035

In this video, I will cover Rocket Lab's (NASDAQ: RKLB) latest earnings report and explain why investors should be prepared for a possible 50% drop in the stock. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of Aug. 10, 2026. The video was published on Aug. 11, 2026.
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Neil Rozenbaum has positions in Rocket Lab. The Motley Fool has positions in and recommends AST SpaceMobile and Rocket Lab. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Rocket Lab Just Reported. Is a 50% Drop Actually Coming?

The following companies are expected to report earnings after hours on 08/10/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Simon Property Group, Inc. (SPG)is reporting for the quarter ending June 30, 2026. The reit company's consensus earnings per share forecast from the 7 analysts that follow the stock is $3.18. This value represents a 4.26% increase compared to the same quarter last year. In the past year SPG has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 6.38%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for SPG is 16.87 vs. an industry ratio of 14.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Rocket Lab Corporation (RKLB)is reporting for the quarter ending June 30, 2026. The aerospace and defense company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.07. This value represents a 46.15% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for RKLB is -318.58 vs. an industry ratio of 39.00.
Alcon Inc. (ALC)is reporting for the quarter ending June 30, 2026. The medical instruments company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.77. This value represents a 1.32% increase compared to the same quarter last year. ALC missed the consensus earnings per share in the 4th calendar quarter of 2025 by -1.27%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ALC is 20.52 vs. an industry ratio of -2.60, implying that they will have a higher earnings growth than their competitors in the same industry.
AST SpaceMobile, Inc. (ASTS)is reporting for the quarter ending June 30, 2026. The wireless equipment company's consensus earnings per share forecast from the 7 analysts that follow the stock is $-0.28. This value represents a 31.71% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ASTS is -52.13 vs. an industry ratio of -7.70.
BridgeBio Pharma, Inc. (BBIO)is reporting for the quarter ending June 30, 2026. The medical company's consensus earnings per share forecast from the 7 analysts that follow the stock is $-0.64. This value represents a 32.63% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for BBIO is -36.57 vs. an industry ratio of 2.80.
JBS N.V. (JBS)is reporting for the quarter ending June 30, 2026. The food company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.32. This value represents a 39.62% decrease compared to the same quarter last year. The last two quarters JBS had negative earnings surprises; the latest report they missed by -28.57%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for JBS is 9.75 vs. an industry ratio of -19.60, implying that they will have a higher earnings growth than their competitors in the same industry.
AECOM (ACM)is reporting for the quarter ending June 30, 2026. The engineering company's consensus earnings per share forecast from the 3 analysts that follow the stock is $1.49. This value represents a 11.19% increase compared to the same quarter last year. ACM missed the consensus earnings per share in the 4th calendar quarter of 2025 by -8.51%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ACM is 12.70 vs. an industry ratio of 12.80.
AAON, Inc. (AAON)is reporting for the quarter ending June 30, 2026. The building company's consensus earnings per share forecast from the 4 analysts that follow the stock is $0.52. This value represents a 136.36% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for AAON is 42.33 vs. an industry ratio of 20.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Hims & Hers Health, Inc. (HIMS)is reporting for the quarter ending June 30, 2026. The medical information systems company's consensus earnings per share forecast from the 3 analysts that follow the stock is $-0.07. This value represents a 141.18% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for HIMS is 1053.00 vs. an industry ratio of 52.70, implying that they will have a higher earnings growth than their competitors in the same industry.
USA Rare Earth, Inc. (USAR)is reporting for the quarter ending June 30, 2026. The mining company's consensus earnings per share forecast from the 4 analysts that follow the stock is $-0.07. This value represents a 12.50% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for USAR is -55.23 vs. an industry ratio of -2.60.
Archer Aviation Inc. (ACHR)is reporting for the quarter ending June 30, 2026. The aerospace and defense company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.34. This value represents a 5.56% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ACHR is -3.99 vs. an industry ratio of 9.40.
National Health Investors, Inc. (NHI)is reporting for the quarter ending June 30, 2026. The reit company's consensus earnings per share forecast from the 2 analysts that follow the stock is $1.26. This value represents a 3.28% increase compared to the same quarter last year. NHI missed the consensus earnings per share in the 4th calendar quarter of 2025 by -0.81%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for NHI is 15.46 vs. an industry ratio of 13.50, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AST SpaceMobile, Inc.

Price history and volume

360 Overview

Investment risk — medium

Investment potential — medium

Bearish sentiment among traders

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