AST SpaceMobile

AST SpaceMobile fell about 4% as markets reacted to SpaceX moving East Coast Starlink flights toward Starship, spotlighting the company’s reliance on third-party launch capacity for its BlueBird rollout. Rocket Lab remained largely steady thanks to a $2.36 billion backlog and Neutron’s medium-lift positioning, while Intuitive Machines is insulated by NASA-backed lunar contracts. The Falcon 9 transition is gradual and could even free Florida pad time for AST’s booked launches; no company-specific negative catalyst has emerged, so investors should watch AST’s launch cadence and additional provider bookings. » Altro su finance.yahoo.com

AST SpaceMobile reported Q2/2026 revenue of 31.5 million USD, missing the consensus of 35.18 million USD; adjusted loss per share was 0.77 USD versus an expected 0.26 USD. A one‑time loss of 125.9 million USD from a forced conversion after the BB7 launch further pushed results down. Investors are also worried about dilution following the July issuance of a 1.625% senior convertible note that raised 1.15 billion USD, while the stock trades well below its 52‑week high. Positives: management is keeping the full‑year revenue guidance of 150–200 million USD and reports pro‑forma liquidity of over 3.7 billion USD plus 13 operational satellites. » Altro su de.investing.com

AST SpaceMobile reported adjusted EPS of -$0.77 for Q2 (forecast -$0.26) and revenue of $31.5m, with both metrics below analysts' expectations. Revenue rose sequentially from about $15.8m to $31.5m, and management confirmed the full-year guidance of $150–200m. The company has a backlog of $1.3bn and pro-forma cash of more than $3.7bn, but continues to invest heavily in satellites, gateways and launch activities; Q2 capex was about $610m. The stock fell after the results as investors weighed the larger losses, rising spending and ongoing cash burn against the revenue growth and backlog. » Altro su de.investing.com