---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41110029.md"
description: "$AST SpaceMobile(ASTS.US) Frankly speaking, I've never been able to see the valuation logic of ASTS clearly. Essentially, it requires a large number of satellites to be launched before it has a chance to generate revenue. It doesn't master the core technical issues of satellite design/rocket launch itself, right? Is there any friend here who has a clear understanding?"
datetime: "2026-05-26T13:48:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41110029.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41110029.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41110029.md)
author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)"
---

# $AST SpaceMobile(ASTS.US) Frankly speaking, I've n…


### Related Stocks

- [ASTS.US](https://longbridge.com/en/quote/ASTS.US.md)

## Comments (19)

- **宇宙大爆炸 · 2026-05-28T05:59:00.000Z**: The satellite has a 7-year lifespan and is extremely expensive to build. I wonder how the gross margin will be in the future.
- **每天都吃肉 · 2026-05-26T14:05:51.000Z**: Aiming to rival Starlink
- **美股达人 · 2026-05-26T14:01:59.000Z**: Gradually sold out and missed the rally 🤣🤣🤣
- **我的小钱钱 · 2026-05-26T14:01:19.000Z**: How can you make money if you don't get trapped?
- **半山外賣仔 · 2026-05-26T13:59:37.000Z**: Thanks to the competition's contrast, it's unique, has a cheap total market cap, hasn't hit a new high yet, is held by giants, plus there's a sentiment factor.By the same logic, PL, which is also held by Google, will follow suit.
- **招财大脸猫 · 2026-05-26T13:59:09.000Z**: It's not a zero-sum game with Starlink.It doesn't matter if there's no rocket, having SpaceX is enough.ASTS relies on large satellite coverage, and the quantity is much less than Starlink.However, this wave is mainly driven by the market rally. Whether the business model can be fully validated still
- **Magic_Wu · 2026-05-26T13:59:05.000Z**: If it's already launched, you can't buy it anymore. Now that multiple satellites are ready and have been transported there awaiting launch, especially this time with SPACEX handling the launch, we share the glory and the shame! It was already an open secret, now we need to urgently repair the valuat
- **大盗贼霍臻普洛兹 · 2026-05-26T13:57:19.000Z · 👍 1**: Do it first, then figure it out later.
- **ns5ei3听夏雨 · 2026-05-26T13:56:11.000Z**: The recent rocket launch failure didn't have much impact on it because it was insured. Whether the launch is successful or not doesn't seem to have any negative impact on it, but an unsuccessful launch will affect its operations. However, it seems the market doesn't care much about revenue now, but 
- **股海散修 · 2026-05-26T13:55:22.000Z**: The short-term reason is that Wall Street has repriced ASTS's market potential, and operators also need Asts as a competitor to Starlink Mobile, because SpaceX's prospectus disclosed two points:1. "Management estimates the company's quantifiable total addressable market at $28.5 trillion, compri
- **彩子 · 2026-05-26T13:53:48.000Z · 👍 5**: Hehe, I asked you to come a while back, right?٩( ˃̶͈̀௰˂̶͈́ )و￥Buy buy buy!!
- **千年伯爵 · 2026-05-26T13:52:37.000Z · 👍 1**: It makes money by relying on others' satellite launch failures to collect insurance payouts.
- **Nagai_Kei · 2026-05-26T13:51:14.000Z · 👍 1**: This stock's price action was better than the small rocket last year, with a larger gain than the small rocket, but there have been quite a few negative factors this year, so the stock price has been suppressed.
- **Troyyy · 2026-05-26T13:50:49.000Z**: It's mainly about the valuation compared to Starlink, which is very imaginative. Launching rockets and building satellites have limited room for imagination.
- **我不要当韭菜！ · 2026-05-26T13:50:42.000Z · 👍 2**: Spacex＝rklb+asts    asts is comparable to Starlink, I think ASTS's market cap can reach 300 billion
  - **跟顾神反着买** (2026-05-26T14:06:02.000Z): The boss is amazing, wanted to buy at 55 but could never get it, what a pity.
  - **我不要当韭菜！** (2026-05-26T14:06:48.000Z): I bought 2000 shares of ASTX at 18 and have held them until now.
- **水人波高 · 2026-05-26T13:50:33.000Z · 👍 2**: Confused now, aren't you, boss? 😂
- **先赚100万美金 · 2026-05-26T13:50:22.000Z**: Is it possible that while everyone is launching rockets, he just reaps the benefits? 😢