AST SpaceMobile Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
11analysts covering
FY Revenue (est.)
$168.5Mnext fiscal year
FY EPS (est.)
-$2.28next fiscal year
Monitoring Framework
Key Performance Indicators
BlueBird Satellites in Orbit Quarterly10.0Target: 45+ by end of 2026
Mobile Network Operator Partners Annually60.0Target: Global coverage expansion
Contracted Commercial Commitments Quarterly1.2BTarget: Scale with commercial launch
Watch Items
- Satellite manufacturing and deployment cadenceTrigger: Failure to maintain a deployment rate of at least 3 satellites per monthAction: Re-evaluate 2026 revenue guidance and constellation completion timeline
- Block 2 BlueBird satellite performance demonstrationTrigger: Technical issues or capacity shortfalls during initial orbital testingAction: Assess potential delays in commercial service launch and partner carrier integration
- Liquidity and capital expenditure burn rateTrigger: Cash runway dropping below 12 months without additional non-dilutive fundingAction: Review capital allocation, potential dilution from convertible notes, or debt restructuring options
Research as of 2 Sep 2026