<p>当一家航空航天新兴公司的下一代 BlueBird 卫星成为有史以来在低地球轨道（LEO）部署的最大商业通信阵列时，对该公司的期望可以说是天文数字。</p>
<p>因此，当基于空间的蜂窝宽带网络提供商 AST SpaceMobile NASDAQ: ASTS 在 2026 年 5 月 11 日星期一公布第一季度业绩时，投资者自然对其双重失利感到失望。</p>
<h3>AST SpaceMobile, Inc. (ASTS) 2026 年 5 月 12 日价格走势图</h3>
<p>获取 <strong>AST SpaceMobile</strong> 警报：</p>
<p>在电话会议召开前，ASTS 股价上涨近 6%。但在宣布盈利和收入大幅低于预期后，股价在盘后交易中下跌，市场的明显失望导致股价损失超过 13%。</p>
<p>以下是投资者需要了解的关于 SpaceX 竞争对手的未来信息。</p>
<h2>AST SpaceMobile 第一季度的失望让投资者回归现实</h2>
<p>尽管公司前景看好，但这家基于空间的蜂窝提供商在第一季度的每股收益（EPS）为负 66 美分，而分析师预期为负 23 美分。</p>
<p>每股收益的失利是 AST SpaceMobile 连续五个季度的失利。</p>
<p>季度收入同样令人失望，1474 万美元远低于共识预期的 3901 万美元。这一差距在与公司 2025 年第四季度收入 5431 万美元的预期 3953 万美元相比时显得尤为明显。</p>
<p>幸运的是，第一季度的报告并非没有亮点。截止到 3 月 31 日，AST SpaceMobile 报告称其资产负债表健康，现金、现金等价物和受限现金约为 35 亿美元。</p>
<p>公司仍处于收入生成的初期阶段，但由于全球超过 50 万平方英尺的制造和运营空间，预计能够继续顺利扩展。BlueBird 8、9 和 10 预计将在一个月内交付，AST SpaceMobile 正在组装 BlueBird 33。最终，该公司计划在其舰队中拥有 100 颗 BlueBird 卫星。</p>
<p>在他的财报电话会议中，首席执行官 Abel Avellan 强调了公司 95% 垂直整合的制造战略，指出这为其制造团队在过去几个季度的显著提升提供了长期优势。</p>
<h2>AST SpaceMobile 的波动性应当预期</h2>
<p>AST SpaceMobile 今年经历了不少挫折。发射延迟和 Blue Origin 部署失误导致股价波动加剧。因此，ASTS 目前的贝塔值为 2.60，意味着其波动性超过大盘的两倍半。</p>
<p>但高贝塔值伴随着高风险回报机会。在 4 月底 BlueBird 7 LEO 失败后不久，股价在一周内反弹，原因是美国联邦通信委员会授予 AST SpaceMobile 商业授权，允许其在美国全国范围内从外太空提供直接到设备（D2D）的蜂窝宽带连接。</p>
<p>这一催化剂紧随其后的是 2 月底的另一个消息，导致 ASTS 股价飙升。2 月底，这家总部位于德克萨斯州米德兰的公司与 Verizon Communications NYSE: VZ、AT&amp;T NYSE: T、Vodafone NASDAQ: VOD、房地产投资信托公司 American Tower NYSE: AMT、谷歌及其他一些科技和通信服务公司建立了战略合作关系，并宣布了其首个政府合同。</p>
<p>根据公司新闻稿，AST SpaceMobile 与美国太空发展局签署了一项协议，参与 Europa Track 2 商业解决方案项目，作为 “低地轨道（HALO）计划的混合采购” 的一部分，合同总价值约为 3000 万美元。</p>
<p>因此，抛售对股东来说并不新鲜，许多股东经历了持有 ASTS 的高低起伏。在过去一年中，尽管股价上涨近 204%，但其股价在经历至少 15 次双位数回调的同时，峰谷之间的涨幅高达 315%。</p>
<h2>在大幅盈利失利后，ASTS 收到混合前景</h2>
<p>好消息是，公司的收入预计将继续增长，这应该会导致未来一年盈利几乎持平。根据过去 12 个月每股收益为负 1.32 美元的情况，AST SpaceMobile 的盈利预计将在接下来的四个季度内从负 99 美分增长到负 1 美分。</p>
<p>尽管如此，分析师们现在对其预期显得相对保守。该股的平均 12 个月目标价为 82.51 美元，表明潜在上涨超过 15%。与此同时，AST SpaceMobile 在目前覆盖它的 10 位分析师中获得了共识的减持评级。</p>
<p>近 18% 的空头头寸——即近 5400 万股的 3.82 亿股流通股——仍然是短期关注的问题。然而，从长期来看，聪明资金似乎对 ASTS 保持乐观。在过去 12 个月中，机构投资者向该股注入了近 30 亿美元，而流出总额不到 5 亿美元。</p>
<h2>你现在应该投资 1000 美元在 AST SpaceMobile 吗？</h2>
<p>在考虑投资 AST SpaceMobile 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐购买，以便在更广泛的市场注意到之前... 而 AST SpaceMobile 并不在名单上。</p>
<p>虽然 AST SpaceMobile 目前在分析师中获得减持评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票的详情</p>

ASTS

ARKX

ASTX

<p>AST SpaceMobile 的股票在盘后交易中下跌了 12%，原因是第一季度报告令人失望，未能达到盈利和收入预期。该公司报告的每股收益为负 66 美分，而预测为负 23 美分，收入为 1474 万美元，远低于预期的 3901 万美元。尽管公司拥有 35 亿美元的强劲现金储备和 95% 的垂直整合战略，分析师们的前景依然保守，普遍给予 “减持” 评级，12 个月的目标价为 82.51 美元，表明潜在上涨空间超过 15%</p>

<p>When an aerospace upstart’s next-generation BlueBird satellites are the largest commercial communication arrays to ever be deployed in low Earth orbit (LEO), expectations for that company can be astronomical.</p>
<div class="lb-trans"><p>当一家航空航天新兴公司的下一代 BlueBird 卫星成为有史以来在低地球轨道（LEO）部署的最大商业通信阵列时，对该公司的期望可以说是天文数字。</p>
</div><p>So when space-based cellular broadband network provider AST SpaceMobile NASDAQ: ASTS reported Q1 2026 results on Monday, May 11, investors were understandably deflated by a bearish double-miss.</p>
<div class="lb-trans"><p>因此，当基于空间的蜂窝宽带网络提供商 AST SpaceMobile NASDAQ: ASTS 在 2026 年 5 月 11 日星期一公布第一季度业绩时，投资者自然对其双重失利感到失望。</p>
</div><h3>AST SpaceMobile, Inc. (ASTS) Price Chart for Tuesday, May, 12, 2026</h3>
<div class="lb-trans"><h3>AST SpaceMobile, Inc. (ASTS) 2026 年 5 月 12 日价格走势图</h3>
</div><p>Get <strong>AST SpaceMobile</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>AST SpaceMobile</strong> 警报：</p>
</div><p>In the lead-up to the earnings call, which was held after the bell, ASTS gained nearly 6%. But after announcing dramatic misses on earnings and revenue, the stock sold off during after-hours trading as the market’s palpable disappointment resulted in a loss of more than 13%.</p>
<div class="lb-trans"><p>在电话会议召开前，ASTS 股价上涨近 6%。但在宣布盈利和收入大幅低于预期后，股价在盘后交易中下跌，市场的明显失望导致股价损失超过 13%。</p>
</div><p>Here’s what investors need to know about the SpaceX rival going forward.</p>
<div class="lb-trans"><p>以下是投资者需要了解的关于 SpaceX 竞争对手的未来信息。</p>
</div><h2>AST SpaceMobile’s Q1 Disappointment Brings Investors Back Down to Earth</h2>
<div class="lb-trans"><h2>AST SpaceMobile 第一季度的失望让投资者回归现实</h2>
</div><p>Despite the company’s promising backdrop, the space-based cellular provider posted Q1 earnings per share (EPS) of negative 66 cents versus analyst expectations of negative 23 cents.</p>
<div class="lb-trans"><p>尽管公司前景看好，但这家基于空间的蜂窝提供商在第一季度的每股收益（EPS）为负 66 美分，而分析师预期为负 23 美分。</p>
</div><p>The EPS miss was AST SpaceMobile’s fifth in as many quarters.</p>
<div class="lb-trans"><p>每股收益的失利是 AST SpaceMobile 连续五个季度的失利。</p>
</div><p>Quarterly revenue also disappointed, with $14.74 million missing the consensus mark of $39.01 million by a country mile. That was particularly magnified when looking at the company’s Q4 2025 revenue of $54.31 against expectations for $39.53 million.</p>
<div class="lb-trans"><p>季度收入同样令人失望，1474 万美元远低于共识预期的 3901 万美元。这一差距在与公司 2025 年第四季度收入 5431 万美元的预期 3953 万美元相比时显得尤为明显。</p>
</div><p>Fortunately, the Q1 report wasn’t without its highlights. AST SpaceMobile reported a healthy balance sheet with approximately $3.5 billion in cash, cash equivalents, and restricted cash as of March 31.</p>
<div class="lb-trans"><p>幸运的是，第一季度的报告并非没有亮点。截止到 3 月 31 日，AST SpaceMobile 报告称其资产负债表健康，现金、现金等价物和受限现金约为 35 亿美元。</p>
</div><p>The company is still in its nascent stages of revenue generation, but it should be able to continue seamlessly scaling thanks to more than half a million square feet of manufacturing and operations space around the globe. BlueBird 8, 9, and 10 are expected to be delivered within a month, and AST SpaceMobile is in the process of assembly through BlueBird 33. Ultimately, the firm plans to have 100 BlueBird satellites in its fleet.</p>
<div class="lb-trans"><p>公司仍处于收入生成的初期阶段，但由于全球超过 50 万平方英尺的制造和运营空间，预计能够继续顺利扩展。BlueBird 8、9 和 10 预计将在一个月内交付，AST SpaceMobile 正在组装 BlueBird 33。最终，该公司计划在其舰队中拥有 100 颗 BlueBird 卫星。</p>
</div><p>In his earnings call comments, CEO Abel Avellan highlighted the company’s 95% vertically integrated manufacturing strategy, noting how it provides a long-term advantage with its manufacturing team ramping up significantly over the past several quarters.</p>
<div class="lb-trans"><p>在他的财报电话会议中，首席执行官 Abel Avellan 强调了公司 95% 垂直整合的制造战略，指出这为其制造团队在过去几个季度的显著提升提供了长期优势。</p>
</div><h2>AST SpaceMobile’s Volatility Should Be Expected</h2>
<div class="lb-trans"><h2>AST SpaceMobile 的波动性应当预期</h2>
</div><p>AST SpaceMobile has dealt with its fair share of setbacks this year. Launch delays and Blue Origin deployment mishaps have resulted in heightened volatility in share prices. As a result, ASTS now carries a beta of 2.60, meaning it is more than two and a half times as volatile as the broad market.</p>
<div class="lb-trans"><p>AST SpaceMobile 今年经历了不少挫折。发射延迟和 Blue Origin 部署失误导致股价波动加剧。因此，ASTS 目前的贝塔值为 2.60，意味着其波动性超过大盘的两倍半。</p>
</div><p>But with high betas come high risk-reward opportunities. Shortly after the BlueBird 7 LEO failure in late April, the stock bounced back within a week on news that the U.S. Federal Communications Commission granted AST SpaceMobile commercial authority to deliver direct-to-device, or D2D, cellular broadband connectivity from outer space nationwide in the United States.</p>
<div class="lb-trans"><p>但高贝塔值伴随着高风险回报机会。在 4 月底 BlueBird 7 LEO 失败后不久，股价在一周内反弹，原因是美国联邦通信委员会授予 AST SpaceMobile 商业授权，允许其在美国全国范围内从外太空提供直接到设备（D2D）的蜂窝宽带连接。</p>
</div><p>That catalyst followed another in late February that caused shares of ASTS to jump. In late February, the Midland, Texas-based firm—which has secured strategic partnerships with Verizon Communications NYSE: VZ, AT&amp;T NYSE: T, Vodafone NASDAQ: VOD, real estate investment trust American Tower NYSE: AMT, Google and a handful of other tech and communication services companies—announced its first-ever premier government contract.</p>
<div class="lb-trans"><p>这一催化剂紧随其后的是 2 月底的另一个消息，导致 ASTS 股价飙升。2 月底，这家总部位于德克萨斯州米德兰的公司与 Verizon Communications NYSE: VZ、AT&amp;T NYSE: T、Vodafone NASDAQ: VOD、房地产投资信托公司 American Tower NYSE: AMT、谷歌及其他一些科技和通信服务公司建立了战略合作关系，并宣布了其首个政府合同。</p>
</div><p>According to a company press release, AST SpaceMobile entered into an agreement with the United States Space Development Agency for the Europa Track 2 Commercial Solutions program as part of “the Hybrid Acquisition for proliferated Low-Earth Orbit (HALO) program,” which carries a total contract value of approximately $30 million.</p>
<div class="lb-trans"><p>根据公司新闻稿，AST SpaceMobile 与美国太空发展局签署了一项协议，参与 Europa Track 2 商业解决方案项目，作为 “低地轨道（HALO）计划的混合采购” 的一部分，合同总价值约为 3000 万美元。</p>
</div><p>So selloffs are nothing new to shareholders, many of whom have endured the highs and lows of buying and holding ASTS. Over the past year, while compiling a gain of nearly 204%, the stock has seen trough-to-peak gains as high as 315% while enduring at least 15 double-digit pullbacks.</p>
<div class="lb-trans"><p>因此，抛售对股东来说并不新鲜，许多股东经历了持有 ASTS 的高低起伏。在过去一年中，尽管股价上涨近 204%，但其股价在经历至少 15 次双位数回调的同时，峰谷之间的涨幅高达 315%。</p>
</div><h2>After a Big Earnings Miss, ASTS Receives a Mixed Outlook</h2>
<div class="lb-trans"><h2>在大幅盈利失利后，ASTS 收到混合前景</h2>
</div><p>The silver lining is that the company’s revenue is expected to continue growing, which should result in earnings nearly breaking even over the next year. Based on a trailing 12-month EPS of negative $1.32, AST SpaceMobile’s earnings are expected to grow from negative 99 cents to negative one cent over the next four quarters.</p>
<div class="lb-trans"><p>好消息是，公司的收入预计将继续增长，这应该会导致未来一年盈利几乎持平。根据过去 12 个月每股收益为负 1.32 美元的情况，AST SpaceMobile 的盈利预计将在接下来的四个季度内从负 99 美分增长到负 1 美分。</p>
</div><p>Nonetheless, analysts are now understandably conservative in their expectations. The stock’s average 12-month price target is $82.51, indicating a potential upside of over 15%. Meanwhile, AST SpaceMobile has a consensus Reduce rating based on the 10 analysts who currently cover it.</p>
<div class="lb-trans"><p>尽管如此，分析师们现在对其预期显得相对保守。该股的平均 12 个月目标价为 82.51 美元，表明潜在上涨超过 15%。与此同时，AST SpaceMobile 在目前覆盖它的 10 位分析师中获得了共识的减持评级。</p>
</div><p>Short interest of nearly 18%—or nearly 54 million shares of the 382 million shares outstanding—remains a short-term concern. However, long-term, the smart money appears to remain bullish on ASTS. Over the past 12 months, institutional buyers have injected nearly $3 billion into the stock, while outflows have totaled less than $500 million.</p>
<div class="lb-trans"><p>近 18% 的空头头寸——即近 5400 万股的 3.82 亿股流通股——仍然是短期关注的问题。然而，从长期来看，聪明资金似乎对 ASTS 保持乐观。在过去 12 个月中，机构投资者向该股注入了近 30 亿美元，而流出总额不到 5 亿美元。</p>
</div><h2>Should You Invest $1,000 in AST SpaceMobile Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 AST SpaceMobile 吗？</h2>
</div><p>Before you consider AST SpaceMobile, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑投资 AST SpaceMobile 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and AST SpaceMobile wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐购买，以便在更广泛的市场注意到之前... 而 AST SpaceMobile 并不在名单上。</p>
</div><p>While AST SpaceMobile currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 AST SpaceMobile 目前在分析师中获得减持评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票的详情</p>
</div>

AST SpaceMobile Plummets on Galactic Q1 Miss: Can Vertical Integration Save the SpaceX Rival?

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AST SpaceMobile 因第一季度业绩不佳而股价暴跌：垂直整合能否拯救这家 SpaceX 的竞争对手？