AST SpaceMobile Has $3.7 Billion in Liquidity and No Commercial Revenue. Here's How to Value That.

Impact · against what's priced in

The article provides no new catalyst for AST SpaceMobile, as the details regarding its liquidity, backlog, and satellite expansion targets are already integrated into the current valuation. For Verizon and AT&T, the mention of their partnership with ASTS is non-material to their current stock prices.

ASTS+0.00

Already priced in

The price assumes

the $1.3 billion contracted revenue backlog and the $3.7 billion in pro forma liquidity