AST SpaceMobile, Inc. Class A ASTS
TECHNOLOGY · COMMUNICATION EQUIPMENTOptions history
Table
| Date | IV |
|---|---|
| 121.41% | |
| 127.37% | |
| 119.90% | |
| 115.78% | |
| 112.50% | |
| 126.48% | |
| 100.10% | |
| 93.48% | |
| 82.71% | |
| 78.35% | |
| 87.00% | |
| 80.69% | |
| 80.16% | |
| 76.40% | |
| 78.26% | |
| 80.94% | |
| 80.51% | |
| 76.50% | |
| 69.71% | |
| 66.64% | |
| 69.67% | |
| 69.17% | |
| 78.05% | |
| 70.76% | |
| 69.24% | |
| 82.66% | |
| 80.39% | |
| 77.91% | |
| 69.34% | |
| 71.98% | |
| 74.54% | |
| 75.69% | |
| 72.98% | |
| 66.98% | |
| 73.54% | |
| 75.28% | |
| 73.47% | |
| 75.23% | |
| 71.12% | |
| 76.93% | |
| 77.11% | |
| 75.59% | |
| 75.75% | |
| 70.47% | |
| 71.37% | |
| 75.47% | |
| 73.33% | |
| 68.99% | |
| 78.16% | |
| 76.86% | |
| 80.56% | |
| 91.12% | |
| 86.13% | |
| 85.93% | |
| 93.13% | |
| 95.43% | |
| 89.28% | |
| 94.78% | |
| 92.43% | |
| 96.01% | |
| 97.40% | |
| 99.23% | |
| 96.38% |
Company coverage
Moat
Moderate3,400-patent portfolio protecting direct-to-smartphone satellite technology. The wholesale business model partners with existing mobile carriers rather than competing as a rival network — transforming potential competitors into partners. CUSTOM ASIC…
Physical assets
StrongBlueBird 1-5 deployed, Block 2 satellites in production. BlueBird satellites feature 693 sq ft phased array antennas (largest commercial arrays in LEO), with next-gen reaching 2,400 sq ft. 95% vertically integrated at Midland, Texas facilities. Crit…
Software / hardware
Growth. BlueBird constellation delivers direct-to-smartphone satellite broadband, capturing 80-year U.S./Canadian spectrum rights worth potentially $50B+ in partnership revenue with AT&T/Verizon. Primary assets. BlueBird 1-5 satellites (693 sq ft ph…
- manual · sw-hw
Growth. BlueBird constellation delivers direct-to-smartphone satellite broadband, capturing 80-year U.S./Canadian spectrum rights worth potentially $50B+ in partnership revenue with AT&T/Verizon. Primary assets. BlueBird 1-5 sate…
- manual · physical-assets
BlueBird 1-5 deployed, Block 2 satellites in production. BlueBird satellites feature 693 sq ft phased array antennas (largest commercial arrays in LEO), with next-gen reaching 2,400 sq ft. 95% vertically integrated at Midland, Te…
- manual · moat
3,400-patent portfolio protecting direct-to-smartphone satellite technology. The wholesale business model partners with existing mobile carriers rather than competing as a rival network — transforming potential competitors into p…
| Action | Type | Relative size |
|---|---|---|
| SELL | Equity | +37% |
| SELL | Equity | +100% |
| SELL | Equity | +11% |
| SELL | Equity | +1% |
| SELL | Equity | +44% |
| SELL | Equity | +2% |
| SELL | Equity | +6% |
| BUY | Equity | +6% |
| SELL | Equity | +12% |
| SELL | Equity | +1% |
| BUY | Equity | +3% |
| BUY | Equity | +81% |
| BUY | Equity | +3% |
| BUY | Equity | +20% |
| BUY | Equity | +20% |
| BUY | Equity | +1% |
| BUY | Equity | +0% |
| BUY | Equity | +0% |
| BUY | Equity | +1% |
| BUY | Equity | +0% |
| BUY | Equity | +1% |
| BUY | Equity | +0% |
| SELL | Equity | +22% |
| BUY | Equity | +1% |
Notes
Full portfolio moat / asset analysis
3,400-patent portfolio protecting direct-to-smartphone satellite technology. The wholesale business model partners with existing mobile carriers rather than competing as a rival network — transforming potential competitors into partners. CUSTOM ASIC design (Cadence/TSMC) provides technological differentiation. However, SpaceX's Starlink represents existenti…
Full portfolio moat / asset analysis
BlueBird 1-5 deployed, Block 2 satellites in production. BlueBird satellites feature 693 sq ft phased array antennas (largest commercial arrays in LEO), with next-gen reaching 2,400 sq ft. 95% vertically integrated at Midland, Texas facilities. Critical spectrum: 45 MHz of premium U.S./Canadian spectrum with up to 80 years of rights (granted June 2025).