stocksbrew

ASTSAST SpaceMobile, Inc.

Next report
No date yet
none in the next 8 weeks
Last result
−$0.44Missed
vs −$0.41 expected on Nov 9
Stock move on it
−8.67%
one session
Price
$35.28
−3.65% today · $20.6B cap

Past and upcoming reports

1
Nov 9, 2026−$0.41Missed−$0.44−8.67%

After the report

Nov 9, 2026 report

ASTS posted a 7.3% EPS miss as execution and financing remain the key valuation tests

AST SpaceMobile reported third-quarter 2026 EPS of -$0.44 versus -$0.41 estimated on November 9. Two days later, shares rose 8.68% to $36.62 on 17.5 million shares, although event-day and day-one reactions were unavailable. No company guidance or post-earnings news was provided. the forward thesis still depends on satellite service launch execution while continued heavy spending could require financing.

Reported against expected

Missed
Reported EPS was -$0.44 for the quarter ended September 30, versus -$0.41 estimated, a $0.03 miss or 7.3% negative surprise.

Guidance

No explicit management guidance was provided in the available payload. guidance tone is unknown.

How the stock reacted

On November 11, two days after the report, ASTS rose $2.93, or 8.68%, to $36.62 on 17.5 million shares. event-day and day-one reactions were unavailable.

What changed

Third-quarter EPS was -$0.44, missing consensus by $0.03, while the stock rose 8.68% two days later.

What the price now assumes

The 8.68% rebound suggests investors prioritized satellite-service potential despite 24.1% short interest and a 7.3% EPS miss.

What it means for the business

Maintain a cautious growth thesis. upgrade only if satellite service launches without financing-driven per-share dilution.

The next one to three months, as we saw it then

Better case30%

A satellite service launch or clear launch progress could shift valuation toward execution and reduce concern over the current loss-making profile.

Base case45%

The stock remains volatile as investors balance the November 11 rebound against the EPS miss, negative operating margin, and uncertain service timing.

Worse case25%

Delayed service deployment and continued heavy spending could force financing and further weaken the value of existing holdings.

If you hold it

Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.

If you are watching

Enter only after a satellite service launch or concrete launch progress is announced. no trade while timing and financing requirements remain unknown.

Scenario odds are a judgement, not measured.

After hours

That's a wrap.

17hrs23min14sec

Market opens Friday, Nov 13 at 9:30 AM ET