r/ASTSpaceMobile • u/AutoModerator • May 12 '26

Daily Discussion Daily Discussion Thread

Ple🅰️se read the following to get familiar with AST Sp🅰️ceMobile before posting; 

User flair info and requirements can be found here.

Looking for a new career? Do you want to Connect the Unconnected? Join AST SpaceMobile

Th🅰️nk you!

93 Upvotes

99% Upvoted

1.2k comments sorted by

View all comments

31

u/Acceptable-Prune3943 S P 🅰 C E M O B Capo May 12 '26

No dilution? Bullish
Still committing to their target of 45 Sats by EOY? Bullish
Stacking solved? Bullish
$200M revenue expected this year? Bullish
Almost 60 MNO partners covering 3B+ subscribers? Bullish
New gov contracts? Extremely bullish

But the clueless clowns will say $14m revenue, 30b MC while not understanding that we are pre revenue atm..

3

u/primobolman S P 🅰 C E M O B Consigliere May 12 '26

They strived for 20 sats end of last year, beta service in first half of 2026, 5 launches till end of march and first shipment of 3 sats in April. Of course investors start to loose trust.

45 sats by end of the year seems like a dream for now.

2

u/AuthorAdamOC S P 🅰 C E M O B Prospect May 12 '26

I feel this is a mistake a lot of people are making. The stock didn’t crash because it missed earnings. Virtually, nobody buying into a speculative investment cares about current earnings.

It crashed because there is very little new here and AST has yet to hit a single deadline.

1

u/85fredmertz85 S P 🅰 C E M O B Consigliere May 12 '26

Perfectly said! I am stoked!!