<p>當一家航空航天新興公司的下一代 BlueBird 衞星成為有史以來在低地球軌道（LEO）部署的最大商業通信陣列時，對該公司的期望可以説是天文數字。</p>
<p>因此，當基於空間的蜂窩寬帶網絡提供商 AST SpaceMobile NASDAQ: ASTS 在 2026 年 5 月 11 日星期一公佈第一季度業績時，投資者自然對其雙重失利感到失望。</p>
<h3>AST SpaceMobile, Inc. (ASTS) 2026 年 5 月 12 日價格走勢圖</h3>
<p>獲取 <strong>AST SpaceMobile</strong> 警報：</p>
<p>在電話會議召開前，ASTS 股價上漲近 6%。但在宣佈盈利和收入大幅低於預期後，股價在盤後交易中下跌，市場的明顯失望導致股價損失超過 13%。</p>
<p>以下是投資者需要了解的關於 SpaceX 競爭對手的未來信息。</p>
<h2>AST SpaceMobile 第一季度的失望讓投資者回歸現實</h2>
<p>儘管公司前景看好，但這家基於空間的蜂窩提供商在第一季度的每股收益（EPS）為負 66 美分，而分析師預期為負 23 美分。</p>
<p>每股收益的失利是 AST SpaceMobile 連續五個季度的失利。</p>
<p>季度收入同樣令人失望，1474 萬美元遠低於共識預期的 3901 萬美元。這一差距在與公司 2025 年第四季度收入 5431 萬美元的預期 3953 萬美元相比時顯得尤為明顯。</p>
<p>幸運的是，第一季度的報告並非沒有亮點。截止到 3 月 31 日，AST SpaceMobile 報告稱其資產負債表健康，現金、現金等價物和受限現金約為 35 億美元。</p>
<p>公司仍處於收入生成的初期階段，但由於全球超過 50 萬平方英尺的製造和運營空間，預計能夠繼續順利擴展。BlueBird 8、9 和 10 預計將在一個月內交付，AST SpaceMobile 正在組裝 BlueBird 33。最終，該公司計劃在其艦隊中擁有 100 顆 BlueBird 衞星。</p>
<p>在他的財報電話會議中，首席執行官 Abel Avellan 強調了公司 95% 垂直整合的製造戰略，指出這為其製造團隊在過去幾個季度的顯著提升提供了長期優勢。</p>
<h2>AST SpaceMobile 的波動性應當預期</h2>
<p>AST SpaceMobile 今年經歷了不少挫折。發射延遲和 Blue Origin 部署失誤導致股價波動加劇。因此，ASTS 目前的貝塔值為 2.60，意味着其波動性超過大盤的兩倍半。</p>
<p>但高貝塔值伴隨着高風險回報機會。在 4 月底 BlueBird 7 LEO 失敗後不久，股價在一週內反彈，原因是美國聯邦通信委員會授予 AST SpaceMobile 商業授權，允許其在美國全國範圍內從外太空提供直接到設備（D2D）的蜂窩寬帶連接。</p>
<p>這一催化劑緊隨其後的是 2 月底的另一個消息，導致 ASTS 股價飆升。2 月底，這家總部位於德克薩斯州米德蘭的公司與 Verizon Communications NYSE: VZ、AT&amp;T NYSE: T、Vodafone NASDAQ: VOD、房地產投資信託公司 American Tower NYSE: AMT、谷歌及其他一些科技和通信服務公司建立了戰略合作關係，並宣佈了其首個政府合同。</p>
<p>根據公司新聞稿，AST SpaceMobile 與美國太空發展局簽署了一項協議，參與 Europa Track 2 商業解決方案項目，作為 “低地軌道（HALO）計劃的混合採購” 的一部分，合同總價值約為 3000 萬美元。</p>
<p>因此，拋售對股東來説並不新鮮，許多股東經歷了持有 ASTS 的高低起伏。在過去一年中，儘管股價上漲近 204%，但其股價在經歷至少 15 次雙位數回調的同時，峯谷之間的漲幅高達 315%。</p>
<h2>在大幅盈利失利後，ASTS 收到混合前景</h2>
<p>好消息是，公司的收入預計將繼續增長，這應該會導致未來一年盈利幾乎持平。根據過去 12 個月每股收益為負 1.32 美元的情況，AST SpaceMobile 的盈利預計將在接下來的四個季度內從負 99 美分增長到負 1 美分。</p>
<p>儘管如此，分析師們現在對其預期顯得相對保守。該股的平均 12 個月目標價為 82.51 美元，表明潛在上漲超過 15%。與此同時，AST SpaceMobile 在目前覆蓋它的 10 位分析師中獲得了共識的減持評級。</p>
<p>近 18% 的空頭頭寸——即近 5400 萬股的 3.82 億股流通股——仍然是短期關注的問題。然而，從長期來看，聰明資金似乎對 ASTS 保持樂觀。在過去 12 個月中，機構投資者向該股注入了近 30 億美元，而流出總額不到 5 億美元。</p>
<h2>你現在應該投資 1000 美元在 AST SpaceMobile 嗎？</h2>
<p>在考慮投資 AST SpaceMobile 之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦購買，以便在更廣泛的市場注意到之前... 而 AST SpaceMobile 並不在名單上。</p>
<p>雖然 AST SpaceMobile 目前在分析師中獲得減持評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>查看這五隻股票的詳情</p>

ASTS

ARKX

ASTX

<p>AST SpaceMobile 的股票在盤後交易中下跌了 12%，原因是第一季度報告令人失望，未能達到盈利和收入預期。該公司報告的每股收益為負 66 美分，而預測為負 23 美分，收入為 1474 萬美元，遠低於預期的 3901 萬美元。儘管公司擁有 35 億美元的強勁現金儲備和 95% 的垂直整合戰略，分析師們的前景依然保守，普遍給予 “減持” 評級，12 個月的目標價為 82.51 美元，表明潛在上漲空間超過 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>當一家航空航天新興公司的下一代 BlueBird 衞星成為有史以來在低地球軌道（LEO）部署的最大商業通信陣列時，對該公司的期望可以説是天文數字。</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，當基於空間的蜂窩寬帶網絡提供商 AST SpaceMobile NASDAQ: ASTS 在 2026 年 5 月 11 日星期一公佈第一季度業績時，投資者自然對其雙重失利感到失望。</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 日價格走勢圖</h3>
</div><p>Get <strong>AST SpaceMobile</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <strong>AST SpaceMobile</strong> 警報：</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>在電話會議召開前，ASTS 股價上漲近 6%。但在宣佈盈利和收入大幅低於預期後，股價在盤後交易中下跌，市場的明顯失望導致股價損失超過 13%。</p>
</div><p>Here’s what investors need to know about the SpaceX rival going forward.</p>
<div class="lb-trans"><p>以下是投資者需要了解的關於 SpaceX 競爭對手的未來信息。</p>
</div><h2>AST SpaceMobile’s Q1 Disappointment Brings Investors Back Down to Earth</h2>
<div class="lb-trans"><h2>AST SpaceMobile 第一季度的失望讓投資者回歸現實</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>儘管公司前景看好，但這家基於空間的蜂窩提供商在第一季度的每股收益（EPS）為負 66 美分，而分析師預期為負 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 連續五個季度的失利。</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>季度收入同樣令人失望，1474 萬美元遠低於共識預期的 3901 萬美元。這一差距在與公司 2025 年第四季度收入 5431 萬美元的預期 3953 萬美元相比時顯得尤為明顯。</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>幸運的是，第一季度的報告並非沒有亮點。截止到 3 月 31 日，AST SpaceMobile 報告稱其資產負債表健康，現金、現金等價物和受限現金約為 35 億美元。</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>公司仍處於收入生成的初期階段，但由於全球超過 50 萬平方英尺的製造和運營空間，預計能夠繼續順利擴展。BlueBird 8、9 和 10 預計將在一個月內交付，AST SpaceMobile 正在組裝 BlueBird 33。最終，該公司計劃在其艦隊中擁有 100 顆 BlueBird 衞星。</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>在他的財報電話會議中，首席執行官 Abel Avellan 強調了公司 95% 垂直整合的製造戰略，指出這為其製造團隊在過去幾個季度的顯著提升提供了長期優勢。</p>
</div><h2>AST SpaceMobile’s Volatility Should Be Expected</h2>
<div class="lb-trans"><h2>AST SpaceMobile 的波動性應當預期</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 今年經歷了不少挫折。發射延遲和 Blue Origin 部署失誤導致股價波動加劇。因此，ASTS 目前的貝塔值為 2.60，意味着其波動性超過大盤的兩倍半。</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>但高貝塔值伴隨着高風險回報機會。在 4 月底 BlueBird 7 LEO 失敗後不久，股價在一週內反彈，原因是美國聯邦通信委員會授予 AST SpaceMobile 商業授權，允許其在美國全國範圍內從外太空提供直接到設備（D2D）的蜂窩寬帶連接。</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>這一催化劑緊隨其後的是 2 月底的另一個消息，導致 ASTS 股價飆升。2 月底，這家總部位於德克薩斯州米德蘭的公司與 Verizon Communications NYSE: VZ、AT&amp;T NYSE: T、Vodafone NASDAQ: VOD、房地產投資信託公司 American Tower NYSE: AMT、谷歌及其他一些科技和通信服務公司建立了戰略合作關係，並宣佈了其首個政府合同。</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>根據公司新聞稿，AST SpaceMobile 與美國太空發展局簽署了一項協議，參與 Europa Track 2 商業解決方案項目，作為 “低地軌道（HALO）計劃的混合採購” 的一部分，合同總價值約為 3000 萬美元。</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，拋售對股東來説並不新鮮，許多股東經歷了持有 ASTS 的高低起伏。在過去一年中，儘管股價上漲近 204%，但其股價在經歷至少 15 次雙位數回調的同時，峯谷之間的漲幅高達 315%。</p>
</div><h2>After a Big Earnings Miss, ASTS Receives a Mixed Outlook</h2>
<div class="lb-trans"><h2>在大幅盈利失利後，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，公司的收入預計將繼續增長，這應該會導致未來一年盈利幾乎持平。根據過去 12 個月每股收益為負 1.32 美元的情況，AST SpaceMobile 的盈利預計將在接下來的四個季度內從負 99 美分增長到負 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>儘管如此，分析師們現在對其預期顯得相對保守。該股的平均 12 個月目標價為 82.51 美元，表明潛在上漲超過 15%。與此同時，AST SpaceMobile 在目前覆蓋它的 10 位分析師中獲得了共識的減持評級。</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% 的空頭頭寸——即近 5400 萬股的 3.82 億股流通股——仍然是短期關注的問題。然而，從長期來看，聰明資金似乎對 ASTS 保持樂觀。在過去 12 個月中，機構投資者向該股注入了近 30 億美元，而流出總額不到 5 億美元。</p>
</div><h2>Should You Invest $1,000 in AST SpaceMobile Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 AST SpaceMobile 嗎？</h2>
</div><p>Before you consider AST SpaceMobile, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮投資 AST SpaceMobile 之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦購買，以便在更廣泛的市場注意到之前... 而 AST SpaceMobile 並不在名單上。</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>雖然 AST SpaceMobile 目前在分析師中獲得減持評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看這五隻股票的詳情</p>
</div>

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

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AST SpaceMobile 因第一季度業績不佳而股價暴跌：垂直整合能否拯救這家 SpaceX 的競爭對手？