AST SpaceMobile's negative fundamentals make this a time for patience. Trailing net income is -$811 million, free cash flow -$1.74 billion and EPS -$2.14; wait for a catalyst change, specifically growing earnings. x.com 

AST SpaceMobile's economics remain unproven while its finances are strained by heavy capex, negative operating cash flow, rising debt and frequent stock issuance. The forecast opportunity is the only positive; Piper Sandler's cut to its target to $54 from $98 is significant. x.com 

AST SpaceMobile is starting to look attractive after a 60% drop from its highs, an overshoot following a 500% run from early 2025. The 18.5% fall on a convertible offering looks excessive: per @ChairmansLedger, $1 billion at 1.625% with a capped call implies about 1.5% potential dilution, and the long-term thesis did not change. RSI at 31 is the lowest since the 2024 lows, at key Fibonacci and VWAP levels. High-beta momentum stocks overshoot both ways. x.com  x.com 

SpaceX's competitive threat makes AST SpaceMobile less attractive at these levels than SpaceX and Rocket Lab. AST SpaceMobile's weekly chart shows a downtrend and strong outflows, though the stock is near marked support. x.com 

AST SpaceMobile's ~$20B valuation prices in years of growth despite only $31M in revenue last quarter, leaving expectations vulnerable to an unwind even as the business progresses. Space communications remains attractive long term, but a sustained loss of $50.70 could deepen the correction toward $19-35; that move is not certain. Holding support and reclaiming $60-66 by month-end would improve the outlook. A 10-15% market correction could also cause a selloff without implying business failure. … Show more

AST SpaceMobile looks ready to skyrocket. x.com 

Rocket Lab and AST SpaceMobile are not buys because their sales multiples are too high, even after the selloff. Rocket Lab trades at 30x sales after a 14% drawdown, while AST SpaceMobile trades at 138x sales. x.com 

AST SpaceMobile is losing the nationwide 800 MHz spectrum portfolio it wanted to SpaceX. The stock fell 10.5% on nearly five times normal volume, and the chart's count is in a third wave down. If 47.57 holds, a bounce could target 68 and 74; if it breaks, the target is 31. A bounce is not yet a bottom. x.com 

AST SpaceMobile's satellite network, which connects directly to regular phones, is starting to turn into revenue. Q2 revenue was $31.5 million, up from $1.2 million a year earlier, and it reaffirmed 2026 guidance of $150-200 million. It has 13 BlueBird satellites in orbit with about 45 targeted by early 2027, around $1.3 billion of contracted revenue, and roughly 60 carrier partners including AT&T, Verizon and Vodafone. x.com 

AST SpaceMobile's latest quarter shows how far it remains from making money, a very different result from Rocket Lab's. Per @StockSavvyShay, AST's Q1 revenue was $15M versus $37M expected and EPS was -$0.66 versus -$0.20, with 2026 revenue guidance of $175M below estimates, though it holds $3.5B in cash and targets 45 satellites by end-2026. x.com