AST SpaceMobile's Shares Decline Amid Broader Market Weakness
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy ASTS?
Source: Benzinga
AST SpaceMobile Inc. shares fell 4.85% in pre-market trading, hitting a 20-day low as the broader market faced declines, with the Nasdaq-100 down 1.02% and the S&P 500 down 1.00%.
Despite the recent announcement of a $30 million contract with the U.S. Space Development Agency, which showcases AST SpaceMobile's potential in the defense sector, the stock is experiencing downward pressure amid sector rotation. The contract aims to enhance tactical satellite communication capabilities, but investor sentiment remains cautious ahead of the upcoming Q4 earnings report, where the company is expected to report a consensus EPS of -$0.20.
The implications of this decline suggest that while AST SpaceMobile is making strategic moves in securing government contracts, the overall market conditions are impacting its stock performance. Investors will be closely watching the upcoming earnings report for signs of financial health and growth potential.
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Analyst Views on ASTS
Wall Street analysts forecast ASTS stock price to rise
8 Analyst Rating
3 Buy
4 Hold
1 Sell
Hold
Current: 79.190
Low
43.00
Averages
91.68
High
137.00
Current: 79.190
Low
43.00
Averages
91.68
High
137.00
About ASTS
AST SpaceMobile, Inc. is engaged in building a global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on its intellectual property (IP) and patent portfolio and designed for both commercial and government applications. The Company is engaged in designing and developing the constellation of BlueBird (BB) satellites and has planned space-based Cellular Broadband network distributed through a constellation of low Earth orbit (LEO) satellites. Its SpaceMobile Service is being designed to provide high-speed cellular broadband services to end-users who are out of terrestrial cellular coverage using existing mobile devices. The Company intends to continue testing capabilities of the BW3 test satellite, including further testing with cellular service providers and the government. The Company has operations in India, Scotland, Spain, and Israel.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AST SpaceMobile Shares Rise 6.88% Ahead of Q4 Earnings
- Earnings Expectations: AST SpaceMobile is expected to report a loss of 16 cents per share and revenue of $41.11 million after the market closes on Monday, having only beaten Wall Street EPS estimates once in the last four quarters and failing to meet revenue estimates in all four quarters.
- Recent Performance: In its latest quarter, the company posted a loss of 45 cents per share, significantly wider than the consensus estimate of a 22-cent loss, with revenue totaling $14.47 million, missing expectations of $19.93 million, indicating financial challenges ahead.
- Market Reaction: ASTS shares rose 6.88% on Monday, trading at $84.66, reflecting strong long-term bullish momentum, although the stock remains 8.8% below its 20-day SMA, suggesting some short-term bearish pressure.
- Future Outlook: Investors should watch for updates on new carrier agreements, government contracts, satellite launch timelines, and management commentary on liquidity and revenue visibility heading into 2026 to assess the company's growth potential.
See More
U.S. Stocks Close Mixed, Berkshire Falls Amid CEO Shift
- Berkshire Stock Decline: Berkshire Hathaway's stock fell by 4.91% to $480.17, with an intraday high of $495.75 and a low of $477.91, reflecting market concerns over new CEO Greg Abel's omission of Bank of America and Chevron in his shareholder letter, potentially signaling a shift in the company's equity strategy.
- AST SpaceMobile Surge: AST SpaceMobile's stock surged 9.76% to $86.92, reaching an intraday high of $86.95 despite reporting a fourth-quarter loss of $0.26 per share, wider than the expected $0.19 loss, but with revenue increasing by $52.39 million year-over-year, indicating optimistic market expectations for its future revenue generation.
- MongoDB Earnings Beat: MongoDB's stock decreased by 1.05% to $325.01, even though it reported fourth-quarter earnings of $1.65 per share, surpassing estimates of $1.45, and revenue of $695.07 million, a 26.8% increase year-over-year; however, its lower-than-expected first-quarter EPS guidance led to a 24% drop in after-hours trading.
- Credo Technology Strong Performance: Credo Technology's stock rose 1.74% to $114.22, with adjusted earnings of $1.07 per share beating expectations, and revenue of $407.01 million marking a 200% year-over-year increase; despite guiding fourth-quarter revenue above analyst estimates, shares fell 8.16% in after-hours trading, reflecting market uncertainty about future performance.
See More
AST SpaceMobile Reports Strong Q4 2025 Earnings and Growth Outlook
- Significant Revenue Growth: AST SpaceMobile reported over $70 million in revenue for 2025, surpassing its guidance range of $50 million to $75 million, marking its transition into a revenue-generating business, with expectations to at least double revenue to $150 million to $200 million in 2026.
- Satellite Launch Plans: The company aims to deploy 45 to 60 satellites by the end of 2026, with 45 already in orbit and 60 ready to ship, demonstrating strong manufacturing capabilities and market expansion potential, particularly in key markets like the U.S., Europe, and Japan.
- Strategic Partnership Expansion: AST SpaceMobile has signed commercial agreements exceeding $1 billion with major operators like Verizon and stc Group, and received a prepayment of $175 million in 2025, further solidifying its competitive position in the global market.
- Enhanced Financial Flexibility: As of December 31, 2025, the company had approximately $3.9 billion in cash and cash equivalents, providing strong liquidity that supports future expansion and technology investments, ensuring continued growth in a dynamic market environment.
See More
AST SpaceMobile (ASTS) Q4 2025 Earnings Transcript
See More
AST SpaceMobile Shares Increase Despite Greater-Than-Expected Losses
- Stock Performance: AST SpaceMobile’s stock increased despite reporting a larger-than-expected loss.
- Sales Focus: The current emphasis for the company is on sales as a key performance metric.
See More
ASTS Reports 2731% Revenue Surge in Q4
- Revenue Surge: ASTS reported a staggering 2731% increase in Q4 revenue, reaching $54.3 million compared to just $1.9 million a year ago, significantly exceeding analysts' expectations of $39.5 million, indicating strong growth potential in its commercialization efforts.
- Rising Operating Expenses: Adjusted operating expenses for Q4 were $95.7 million, up $28 million from $67.7 million in Q3, highlighting the company's strategic investments in expanding operations despite the increase in costs, which is crucial for future growth.
- Positive Outlook: ASTS anticipates continued revenue growth in 2026, supported by a backlog of mobile network operator revenues and U.S. government contract milestones, suggesting robust market demand ahead of commercial service activation.
- Positive Stock Reaction: Following the earnings report, ASTS stock rose in after-hours trading, with shares rallying 190% over the past year, reflecting market optimism regarding the company's future prospects.
See More
AST SpaceMobile Shares Rise 6.88% Ahead of Q4 Earnings
- Earnings Expectations: AST SpaceMobile is expected to report a loss of 16 cents per share and revenue of $41.11 million after the market closes on Monday, having only beaten Wall Street EPS estimates once in the last four quarters and failing to meet revenue estimates in all four quarters.
- Recent Performance: In its latest quarter, the company posted a loss of 45 cents per share, significantly wider than the consensus estimate of a 22-cent loss, with revenue totaling $14.47 million, missing expectations of $19.93 million, indicating financial challenges ahead.
- Market Reaction: ASTS shares rose 6.88% on Monday, trading at $84.66, reflecting strong long-term bullish momentum, although the stock remains 8.8% below its 20-day SMA, suggesting some short-term bearish pressure.
- Future Outlook: Investors should watch for updates on new carrier agreements, government contracts, satellite launch timelines, and management commentary on liquidity and revenue visibility heading into 2026 to assess the company's growth potential.
See More
U.S. Stocks Close Mixed, Berkshire Falls Amid CEO Shift
- Berkshire Stock Decline: Berkshire Hathaway's stock fell by 4.91% to $480.17, with an intraday high of $495.75 and a low of $477.91, reflecting market concerns over new CEO Greg Abel's omission of Bank of America and Chevron in his shareholder letter, potentially signaling a shift in the company's equity strategy.
- AST SpaceMobile Surge: AST SpaceMobile's stock surged 9.76% to $86.92, reaching an intraday high of $86.95 despite reporting a fourth-quarter loss of $0.26 per share, wider than the expected $0.19 loss, but with revenue increasing by $52.39 million year-over-year, indicating optimistic market expectations for its future revenue generation.
- MongoDB Earnings Beat: MongoDB's stock decreased by 1.05% to $325.01, even though it reported fourth-quarter earnings of $1.65 per share, surpassing estimates of $1.45, and revenue of $695.07 million, a 26.8% increase year-over-year; however, its lower-than-expected first-quarter EPS guidance led to a 24% drop in after-hours trading.
- Credo Technology Strong Performance: Credo Technology's stock rose 1.74% to $114.22, with adjusted earnings of $1.07 per share beating expectations, and revenue of $407.01 million marking a 200% year-over-year increase; despite guiding fourth-quarter revenue above analyst estimates, shares fell 8.16% in after-hours trading, reflecting market uncertainty about future performance.
See More
AST SpaceMobile Reports Strong Q4 2025 Earnings and Growth Outlook
- Significant Revenue Growth: AST SpaceMobile reported over $70 million in revenue for 2025, surpassing its guidance range of $50 million to $75 million, marking its transition into a revenue-generating business, with expectations to at least double revenue to $150 million to $200 million in 2026.
- Satellite Launch Plans: The company aims to deploy 45 to 60 satellites by the end of 2026, with 45 already in orbit and 60 ready to ship, demonstrating strong manufacturing capabilities and market expansion potential, particularly in key markets like the U.S., Europe, and Japan.
- Strategic Partnership Expansion: AST SpaceMobile has signed commercial agreements exceeding $1 billion with major operators like Verizon and stc Group, and received a prepayment of $175 million in 2025, further solidifying its competitive position in the global market.
- Enhanced Financial Flexibility: As of December 31, 2025, the company had approximately $3.9 billion in cash and cash equivalents, providing strong liquidity that supports future expansion and technology investments, ensuring continued growth in a dynamic market environment.
See More
AST SpaceMobile (ASTS) Q4 2025 Earnings Transcript
See More
AST SpaceMobile Shares Increase Despite Greater-Than-Expected Losses
- Stock Performance: AST SpaceMobile’s stock increased despite reporting a larger-than-expected loss.
- Sales Focus: The current emphasis for the company is on sales as a key performance metric.
See More
ASTS Reports 2731% Revenue Surge in Q4
- Revenue Surge: ASTS reported a staggering 2731% increase in Q4 revenue, reaching $54.3 million compared to just $1.9 million a year ago, significantly exceeding analysts' expectations of $39.5 million, indicating strong growth potential in its commercialization efforts.
- Rising Operating Expenses: Adjusted operating expenses for Q4 were $95.7 million, up $28 million from $67.7 million in Q3, highlighting the company's strategic investments in expanding operations despite the increase in costs, which is crucial for future growth.
- Positive Outlook: ASTS anticipates continued revenue growth in 2026, supported by a backlog of mobile network operator revenues and U.S. government contract milestones, suggesting robust market demand ahead of commercial service activation.
- Positive Stock Reaction: Following the earnings report, ASTS stock rose in after-hours trading, with shares rallying 190% over the past year, reflecting market optimism regarding the company's future prospects.
See More
