AST SpaceMobile, Inc.

NASDAQ•ASTS

CEO: Mr. Abel Avellan

セクター: Technology

業種: Communication Equipment

上場日: 2019-11-01

AST SpaceMobile, Inc., together with its subsidiaries, develops and provides access to a space-based cellular broadband network for smartphones in the United States. Its SpaceMobile service provides cellular broadband services to end-users who are out of terrestrial cellular coverage. The company was founded in 2017 and is headquartered in Midland, Texas.

連絡先情報

Midland International Air & Space Port, 2901 Enterprise Lane, Midland, TX, 79706, United States

432-276-3966

ast-science.com

時価総額

$27.10B

PER (TTM)

-67.9

39.3

配当利回り

52週高値

$129.89

52週安値

$18.22

52週レンジ

65%

順位62Top 92.6%

1.9

F-Score

改良版 Piotroski 分析

7年ファンダメンタル

弱い • 1.9 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$54.31M+0.00%

直近4四半期の推移

EPS

-$0.28+0.00%

直近4四半期の推移

フリーCF

-$330.73M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Surge Total revenues reached $70.9M in 2025, up substantially from $4.4M in 2024, driven by initial government contracts.

Financing Activity Strong Cash provided by financing activities totaled $3.83B in 2025, supporting major capital expenditures and debt management.

Block 2 Satellite Launched Launched first Block 2 BB satellite (BB6) in December 2025, featuring a 2,400 square feet phased array for increased capacity.

Key Spectrum Acquisitions Secured long-term access to 45 MHz Ligado spectrum and acquired S-Band ITU rights, enhancing global mid-band spectrum.

リスク要因

Service Completion Uncertainty SpaceMobile Service remains in development; completion timeline and associated costs may exceed current expectations or fail entirely.

Significant Capital Required Need to raise substantial additional capital beyond current funding for full constellation build-out and ongoing operating expenses.

Satellite Operational Failures Satellites face risks of in-orbit malfunctions, premature failure, or collision, potentially compromising network reliability and service.

Regulatory Approval Dependency Network launch relies heavily on timely regulatory approvals for spectrum use and successful consummation of the Ligado Transaction.

見通し

Accelerating Satellite Production Accelerating manufacturing to achieve target production rate of up to six Block 2 BB satellites per month by the end of 2026.

Targeted Service Deployment Plan to enable noncontinuous service with 25 satellites; aim for Continuous Service coverage with 45 to 60 satellites.

Ligado Spectrum Integration Expect Ligado transaction closing to enhance network with up to 45 MHz lower mid-band spectrum in US/Canada.

Government Contract Expansion Expanding efforts in government sector leveraging patented technology for communication and non-communication applications.

同業比較

売上高 (TTM)

HPE

$35.79B

+14.9%

ERIC

$23.57B

-7.7%

CDW

$22.42B

+6.8%

粗利益率 (最新四半期)

CHKP

85.1%

-2.1pp

SATS

62.2%

-11.4pp

KEYS

62.2%

-1.1pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
CIEN	$54.50B	238.3	8.3%	27.0%
KEYS	$48.73B	51.0	16.5%	25.8%
NOK	$45.15B	45.5	4.4%	13.9%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

322.9%

高成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

25%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月11日

EPS:-$0.22

売上高:$36.58M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし