Vandita Jadeja
Mon, May 18, 2026 astatine 11:45 AM CDT 4 min read
Quick Read
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AST SpaceMobile (ASTS) reported Q1 2026 gross of $14.74M, missing statement by 59.72%, but absorption reaffirmed full-year guidance of $150M-$200M and plans to motorboat BlueBird 8, 9, and 10 satellites successful mid-June with astir 45 satellites successful orbit by year-end 2026.
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The institution has astir $1.2 cardinal successful contracted commitments, a $175M prepayment from stc Group, and holds astir 3,900 patent claims crossed its direct-to-device broadband platform.
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AST SpaceMobile’s banal surged 27.02% successful 1 week pursuing the net miss arsenic investors refocused connected the company’s way to commercialized outer work and scaled manufacturing, with absorption projecting 2027 gross approaching $1 billion.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and AST SpaceMobile wasn't 1 of them. Get them present FREE.
AST SpaceMobile (NASDAQ:ASTS) has whipsawed investors with a 27.02% one-week rally, adjacent aft a brutal Q1 treble miss. Our 24/7 Wall St. terms people for AST SpaceMobile is $93.31, pointing to 12.41% upside from the existent $83.01 stock price. We complaint the banal a bargain with mean confidence, and the bull-case way to triple digits is genuinely successful play.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and AST SpaceMobile wasn't 1 of them. Get them present FREE.
| Current Price | $83.01 |
| 24/7 Wall St. Price Target | $93.31 |
| Upside | 12.41% |
| Recommendation | BUY |
| Confidence Level | 50% (moderate) |
A Volatile Quarter With a Sharp Recovery
ASTS has been 1 of the market's wildest rides. The banal is up 216.23% implicit the past twelvemonth and 14.29% twelvemonth to date, yet inactive sits 36% beneath its 52-week precocious of $129.89.
Q1 2026 gross of $14.74 cardinal missed the $36.58 cardinal statement by 59.72%, and EPS came successful astatine -$0.66, a 223.21% miss driven by an $88.65 cardinal induced conversion disbursal and $55.35 cardinal successful stock-based compensation.
Shares dropped 11.62% connected the report. Reddit sentiment cratered to 11 (very bearish) midday, past recovered to 73 (bullish) wrong hours arsenic investors refocused connected management's reaffirmed $150 cardinal to $200 cardinal full-year guidance and the mid-June BlueBird 8, 9, and 10 launch.
The Case for $108+
The bull lawsuit rests connected execution. AST has astir 60 MNO partners covering implicit 3 cardinal subscribers, implicit $1.2 cardinal successful contracted commitments, and a $175 cardinal prepayment from stc Group. Management is guiding to astir 45 BlueBird satellites successful orbit by year-end 2026, with 2027 gross approaching $1 billion, according to CEO Abel Avellan's telephone commentary.

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