AST SpaceMobile — direct-to-smartphone from low Earth orbit. Track the launch, regulatory, earnings, analyst and financing events that move the bull/bear case.
Loading…
Thesis signal
Weighted from 5 tracked developments · leaning bear
◀ Bear17/100Bull ▶
Scans classify recent ASTS developments server-side with an AI model and re-score what's material. The needle is a heuristic on tracked headlines — a read, not a rating.
Live headlines · unfiltered
Loading…
Raw newswire headlines from public feeds — everything published about ASTS, before the scan decides what is material. Each headline carries a quick lexicon sentiment read.
Alerts
Alerts run in this browser — no account needed. They fire while the page is open.
SignalsWhich classifications trigger an alert
Inbox
No alerts yet — they appear here when a scan trips one of your rules.
ASTS · short positions
unavailable
Loading reported short positions…
Live market data · NASDAQ: ASTS
Real quotes, volume, float, short interest and fundamentals pulled live from the market feed. Auto-refreshes every 60s.
Loading live quote…
Key metrics
The hard numbers behind the thesis — fleet, cash, burn, positioning. Scans refresh these with the latest known values.
Satellites in orbit
13▲
BB11–13 deployed; ~45 needed for continuous service.
Cash & liquidity
~$3.7B▲
Pro-forma after the $1.15B convert — funds the near-term build.
Quarterly capex
~$610M▲
Rising spend shortens runway if launches slip further.
Quarterly revenue
$31.5M•
Missed ~$35M consensus; FY26 guide $150–200M.
Avg analyst PT
~$86▼
Range roughly $78–98 after post-print trims.
Short interest
~9% of float•
Elevated but not extreme; squeeze fuel on clean launches.
Carrier agreements
60+ (~3B subs)▲
Distribution moat if service actually lights up.
Revenue backlog
~$1.3B▲
Includes government awards and the $175M stc prepayment.
Market cap
~$24B•
Prices near-flawless execution against ~$31M quarterly revenue.
Trend history
How sentiment and the key numbers have moved across your last 0 scans. Each scan appends a snapshot, so you can see before/after changes.
Only a baseline snapshot so far — run a scan to start plotting change.
Retail sentiment—
—
Bullish chatter %—
—
X (fintwit / $ASTS)—
58
StockTwits—
62
Reddit r/ASTSpaceMobile—
64
YouTube / retail creators—
55
Seeking Alpha / substacks—
38
History is stored locally in this browser and keeps the most recent 40 scans.
Live scan feed
Watch each scan as it runs: sources come in first, then each classified development with its read.
No scans this session yet. Press "Scan for updates" to watch one run.
Sentiment dashboard
Headline, social and scan sentiment over time (0 = very bearish, 50 = neutral, 100 = very bullish). Readings are saved in this browser.
● Headlines: —● Social: —● Scan: —
Collecting readings — the chart fills in as headlines refresh and scans run.
Head to head · ASTS vs peer
Live quote, headline sentiment and the latest news for both names, side by side. Refreshes with every scan. Apple's satellite partner — the closest listed direct-to-device comparable.
ASTSAST SpaceMobile
—
Headline sentiment50/100
0 bull0 neutral0 bear
Market cap—
Volume—
Avg volume—
Short interest—
Days to cover—
52-week range—
Analyst target—
P/E—
Latest headlines
No headlines returned.
GSATGSAT
—
Headline sentiment50/100
0 bull0 neutral0 bear
Market cap—
Volume—
Avg volume—
Short interest—
Days to cover—
52-week range—
Analyst target—
P/E—
Latest headlines
No headlines returned.
Watchlist
Sign in above to follow more stocks. Each followed name gets its own quote, news sentiment, AI scan and a side-by-side comparison against ASTS.
ASTS price — daily & YTD
Today's moves in 5-minute steps against yesterday's close, with a typical one-day range up and down.
Price
—
Loading charts…
Upside/downside is a one-standard-deviation move based on — annualised volatility this year — roughly a 2-in-3 chance the price stays inside it. Not advice.
ASTS short float & days to cover · Fintel
Fintel (Fintel first, then StockAnalysis, then Finviz). Short float is a reported percentage, not real-time short-sale volume.
Short interest % float
Unavailable
Days to cover · Fintel
Unavailable
Checking Fintel access…
EPOCH — performance vs target
Each open holding's daily or monthly moves, and how far it is from its target — your take-profit if set, otherwise the analysts' average.
Sign in and log a trade to track your holdings here.
Trading view
Every followed name on one board — live price, headline sentiment, analyst expectations and a plain read of what the scan implies. A heuristic, not advice.
Sign in above to see your followed names here alongside ASTS.
Loading board…
Trading strategy
Position size, stop-loss and take-profit built from realised volatility, headline and scan sentiment, and the consensus target — scaled to the risk you say you can take. A sizing heuristic, not advice.
Loading prices…
Source sweep
SEC filings, news feeds, StockTwits, Reddit, X and forums — refreshed on every scan.
News summary
Top headlines, social posts and SEC filings for ASTS and each stock you follow. Sign in to include your watchlist.
Gathering headlines, posts and filings…
Manual StockTwits feed
Paste posts from StockTwits or forums. Leave a blank line between posts to add several at once. The app guesses bull or bear; tap to correct it. These posts feed the sentiment dashboard and the live signals.
No posts yet.
Manual X feed
Paste posts from X — include the post link to save the author and a link back. Leave a blank line between posts to add several at once. The app guesses bull or bear; tap to correct it. These posts feed the sentiment dashboard and the live signals.
Latest ASTS filings from SEC EDGAR. ★ marks a filing that lines up with a tracked development (same topic, within 4 days).
Loading filings…
Risk dashboard
Volatility, drawdown and sentiment for every name you hold or follow, measured against the S&P 500 over the last — sessions.
Sign in above to include your positions and followed names.
Name
Ann. vol
Max drawdown
From high
Beta / corr
vs S&P
Sentiment
Trend
Measuring risk…
Benchmark: SPY as the S&P 500 proxy — index data unavailable. Beta and correlation use daily closes over the same window; drawdown is peak-to-trough within it.
Portfolio optimizer
Rebalances ASTS (sign in to add your watchlist) by volatility, headline sentiment and consensus upside, then replays the last window to compare drawdown and return against an equal-weight split. A heuristic, not investment advice.
Loading prices…
Signal backtest
Every past scan and live-signal change replayed against real ASTS closing prices. Bull reads go long, bear reads go short, and the results are checked 1, 5 and 10 trading days later. Past results don't guarantee future ones.
1-day horizon · 0 calls
—
Avg per call — · buy & hold —
5-day horizon · 0 calls
—
Avg per call — · buy & hold —
10-day horizon · 0 calls
—
Avg per call — · buy & hold —
No past scans line up with price history yet. Results fill in as scans age past 1 trading day.
Live trading signals
Buy/sell signals that update every minute. Each score mixes price trend (40%), sentiment (35%: headlines, social, your pasted posts and the scan) and analyst estimates (25%). Strong names get a larger share of your capital, scaled down for volatility like the optimizer, and your open positions decide the action. A rule of thumb, not investment advice.
Loading prices…
Trading journal
Sign in above to log your positions and track live profit and loss against the news read.
Events calendar
Earnings dates, regulatory filings and material news for ASTS, lined up with the automatic scan schedule.
Ahead
Nothing scheduled yet — the next earnings date appears once analysts publish it.
Recent
Aug 11, 2026
news
Street splits: BofA→$80, UBS→$78, Piper→$98, Cantor→$90
Analyst · medium materiality
Aug 10, 2026
earnings
Q2 revenue $31.5M misses ~$35M consensus; net loss $230.9M
Earnings · high materiality
Aug 5, 2026
news
BlueBird 11–13 launched on Falcon 9
Launch · medium materiality
Jul 28, 2026
filing
$1.15B 1.625% convertible notes raised
Financing · medium materiality
Jul 15, 2026
filing
Commercial direct-to-device service deferred to early 2027
Regulatory · high materiality
Social sentiment
What retail is saying across the ASTS communities — direction, conviction and the narratives driving the chatter.
46/100
retail sentiment
58% bullish chatterbuzz: high
Retail stays structurally bullish on the constellation story but short-term frustrated: the Q2 miss and the early-2027 slip dominate the timeline debate, while launch cadence posts still rally the base.
X (fintwit / $ASTS)
buzz high
58
Cadence and BB launch threads drive the most engagement; bulls dominate reply volume.
StockTwits
buzz high
62
Message volume spikes around launch windows; sentiment reads bullish but momentum-driven.
Reddit r/ASTSpaceMobile
buzz moderate
64
Long-horizon holders; delay posts get pushback, dilution threads get the most debate.
YouTube / retail creators
buzz moderate
55
Coverage tracks catalysts; tone cools after each guidance push-out.
Seeking Alpha / substacks
buzz low
38
More skeptical: valuation vs. revenue and capex runway are the recurring critiques.
Trending narratives
Launch cadence is everythingEach successful Falcon 9 batch resets confidence in the 2027 service line.
Sixth straight missTimeline credibility is the single most cited bear talking point.
Dilution fatigueConvert + ATM chatter frames every raise as a repricing event.
Government / defense optionalitySDA and MDA work is read as non-dilutive validation.
Starlink D2C comparisonDebate over throughput edge vs. SpaceX's launch advantage.
Sentiment is an AI-estimated read on public chatter, not a measured feed of every post. Treat it as a mood gauge.
Competitive landscape
Who else is chasing direct-to-device, and how much of the thesis each one threatens.
SpaceX Starlink Direct-to-Cell
In-house launch and scale; texting-class service live, broadband ambitions growing.
High threat
Globalstar / Apple
Embedded emergency messaging in iPhone; owns the default-device channel.
Medium threat
Lynk Global
Smaller constellation and funding base; narrow-band focus.
Low threat
EchoStar / terrestrial spectrum holders
Spectrum deals can reshape carrier economics for D2D.
Medium threat
Iridium / legacy MSS
Requires specialized devices — different market than unmodified phones.
Low threat
Bull pillars
Regulatory runway
FCC-authorized for a 248-satellite constellation and cleared for commercial direct-to-device over AT&T and Verizon US spectrum.
Social — StockTwits, Reddit, X & forums
Recent ASTS posts with a quick sentiment read. Compare against past scans →