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AST SpaceMobile’s Soaring Stock Faces Costly Buildout and Unfinished Service

A recent analysis urges caution due to heavy cash burn with service not yet functional.

Overview

  • AST SpaceMobile is developing a satellite mobile broadband network designed to connect directly to standard smartphones through carrier partnerships.
  • The company’s shares have climbed more than 1,000% over the past three years, with much of the surge since mid‑2024.
  • The business has not yet delivered a fully functional service, reflecting its early stage of commercialization.
  • In the first half of 2025, AST SpaceMobile reported about $1.9 million in revenue against roughly $137.6 million in spending.
  • Management aims to deploy between 45 and 60 satellites across 2025 and 2026, with costs expected to remain substantial during the buildout.