AST SpaceMobile (ASTS) is set to report its second-quarter 2025 earnings on August 11, after the market closes. Analysts predict that the satellite communications company will report a loss of -$0.19 per share, which is similar to last quarter’s result of -$0.20. However, the more encouraging number is revenue, which is expected to rise significantly from just $0.7 million in Q1 to around $6.7 million in Q2. Investors will be watching closely to see if ASTS can show real progress toward monetizing its space-based mobile network.
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One of the most important recent developments was AST’s partnership with Vodafone Idea in India, which could help open a massive new market for satellite-based mobile services. This comes at an important time, as the company is still low-revenue in a competitive space that includes giants like SpaceX’s Starlink and Globalstar (GSAT). On the financial side, ASTS also retired $225 million worth of its 2032 convertible notes earlier this year, thereby reducing its debt burden and freeing up capital to fund operations and R&D. Still, it remains to be seen whether ASTS can scale quickly enough to reach commercial success before it runs into more funding challenges or growing competition.
Despite the uncertainty, Wall Street remains cautiously optimistic. Indeed, B. Riley, led by five-star analyst Mike Crawford, increased its price target for AST SpaceMobile from $44 to $60 while maintaining a Buy rating. In a recent note to investors, the firm highlighted that AST will now have access to 45 MHz of valuable lower mid-band spectrum, which is currently held by Ligado and Viasat’s subsidiary, Inmarsat. B. Riley also believes that the company will have more financial flexibility following its recent note offering, which could help support future growth.
What Do Options Traders Anticipate?
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. Indeed, the at-the-money straddle suggests that options traders expect a large 14.5% price move in either direction. This estimate is derived from the $47 strike price, with call options priced at $3.19 and put options at $3.57.
Is ASTS Stock a Good Buy?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on ASTS stock based on five Buys and two Holds assigned in the past three months, as indicated by the graphic below. Furthermore, the average ASTS price target of $47.84 per share implies 2.6% upside potential. At the same time, TipRanks’ AI analyst has a Neutral rating on the stock.
