ASTS
AST SpaceMobile, Inc.
ASTS offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
COHU
Cohu, Inc.
COHU has the edge over ASTS overall, supported by stronger fundamentals and lower modeled downside.
ASTS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
ASTS's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
COHU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Healthy |
COHU's revenue, cash flow and balance sheet are currently healthy, and its profitability is stable.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
COHU PE Valuation
COHU has no meaningful PE right now: it lost money over the past year.
ASTS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect ASTS's losses to grow, with revenue growing. However, they disagree widely on these estimates.
COHU Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for COHU, with profitability improving. However, they disagree widely on these estimates.
ASTS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.15 | -$0.91 |
| Q2 2026 | -$2.16 | -$0.27 |
| Q1 2026 | -$1.80 | +$0.19 |
| Q4 2025 | -$1.34 | +$0.61 |
| Q3 2025 | -$1.24 | +$0.88 |
| Q2 2025 | -$1.89 | -$0.64 |
| Q1 2025 | -$1.99 | -$1.01 |
| Q4 2022 | -$0.58 | -$0.21 |
ASTS is still losing money, but far less than before: $2.15 per share over the past year, against $5.76 at its worst in mid-2021.
COHU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.99 | — |
| Q3 2026 | -$0.52 | +$1.04 |
| Q2 2026 | -$0.83 | +$1.03 |
| Q1 2026 | -$1.19 | +$0.65 |
| Q4 2025 | -$1.59 | -$0.10 |
| Q3 2025 | -$1.56 | -$0.48 |
| Q2 2025 | -$1.86 | -$1.25 |
| Q1 2025 | -$1.84 | -$1.79 |
| Q4 2024 | -$1.49 | -353% |
COHU is still losing money, but far less than before: $0.52 per share over the past year, against $1.86 at its worst in mid-2025.
ASTS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $42.3M | +187% |
| Q2 2026 | $31.5M | +2627% |
| Q1 2026 | $14.7M | +1952% |
| Q4 2025 | $54.3M | +2731% |
| Q3 2025 | $14.7M | +1240% |
| Q2 2025 | $1.2M | +28% |
| Q1 2025 | $718K | +44% |
| Q3 2022 | $4.2M | +70% |
ASTS has the edge over COHU on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -415% | +694 points |
| Q2 2026 | -948% | +10744 points |
| Q1 2026 | -1686% | +7083 points |
| Q4 2025 | -175% | +2446 points |
| Q3 2025 | -1109% | +4850 points |
| Q2 2025 | -11692% | -4693 points |
| Q1 2025 | -8769% | +2331 points |
| Q4 2024 | -2621% | N/A |
ASTS's operating margin was −415% last quarter, up 694 points from the same quarter a year ago.
COHU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $173M | +37% |
| Q2 2026 | $149M | +38% |
| Q1 2026 | $125.1M | +29% |
| Q4 2025 | $122.2M | +30% |
| Q3 2025 | $126.2M | +32% |
| Q2 2025 | $107.7M | +2.8% |
| Q1 2025 | $96.8M | -10% |
| Q4 2024 | $94.1M | -31% |
COHU's revenue is recovering but still below its 2021 peak: $173M last quarter, up 37% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.4% | +15 points |
| Q2 2026 | 0.2% | +16 points |
| Q1 2026 | -8.9% | +19 points |
| Q4 2025 | -13% | +10 points |
| Q3 2025 | -7.7% | +8.8 points |
| Q2 2025 | -16% | -0.4 points |
| Q1 2025 | -28% | -12 points |
| Q4 2024 | -23% | -23 points |
COHU has the edge over ASTS on profitability, with a higher operating margin.
ASTS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$464.2M | -$161.4M |
| Q2 2026 | -$694.8M | -$341.1M |
| Q1 2026 | -$309.7M | -$160.7M |
| Q4 2025 | -$330.7M | -$220.3M |
| Q3 2025 | -$302.9M | -$239.1M |
| Q2 2025 | -$353.6M | -$315.3M |
| Q1 2025 | -$149M | -$61.3M |
| Q4 2024 | -$110.5M | -$63.2M |
ASTS has burned cash in almost every quarter: −$1.8B over the past year, against −$916M the year before.
COHU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3M | +$20.9M |
| Q2 2026 | $8.1M | -39% |
| Q1 2026 | $8.3M | +$29.4M |
| Q4 2025 | $36.5M | +$41.2M |
| Q3 2025 | -$18M | -219% |
| Q2 2025 | $13.4M | +$14.3M |
| Q1 2025 | -$21.1M | -$3.9M |
| Q4 2024 | -$4.8M | -$3.6M |
COHU has the edge over ASTS on cash generation, producing positive trailing cash flow while its opponent burns cash.
ASTS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +1.1M shares |
| 1 year | +10% | +27.3M shares |
| 3 years | +235% | +211M shares |
| 5 years | +480% | +248M shares |
| Available history | +944% | +271M shares |
ASTS has the edge over COHU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
COHU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +15% | +7M shares |
| 1 year | +16% | +7.6M shares |
| 3 years | +13% | +6.3M shares |
| 5 years | +9.9% | +4.9M shares |
| Available history | +32% | +13.2M shares |
COHU has 54M diluted shares, up 16% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $1,000 |
| Q2 2025 | $138,000 |
| Q1 2025 | $8.4M |
| Q4 2024 | $32,000 |
COHU hasn't bought back shares in the past year.
ASTS Net Leverage
ASTS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
COHU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.1x | Healthy |
| Q2 2026 | 8.6x | High |
| Q3 2024 | -60.8x | Net Cash |
| Q2 2024 | -7.7x | Net Cash |
| Q1 2024 | -3.2x | Net Cash |
| Q4 2023 | -2.2x | Net Cash |
| Q3 2023 | -2.1x | Net Cash |
| Q2 2023 | -1.6x | Net Cash |
COHU's net debt is about 1.1 years of its operating earnings (EBITDA), after holding more cash than debt a year ago.
ASTS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.1 | Neutral |
| Stochastic | 11.9 | Oversold |
ASTS's weekly RSI is 34 (neutral) and its Stochastic is 12 (oversold).
COHU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.9 | Neutral |
| Stochastic | 21.9 | Neutral |
COHU's weekly RSI is 46 (neutral) and its Stochastic is 22 (neutral).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
COHU PE vs Technology Sector
| Metric | COHU | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
COHU has no meaningful PE right now: it lost money over the past year.
ASTS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $44.9 | 23% below |
| 20 week MA | $57.1 | 40% below |
| 50 week MA | $75.5 | 54% below |
| 100 week MA | $57.8 | 40% below |
| 200 week MA | $33.6 | 2.8% above |
ASTS has fallen below most of its moving averages, though it's still 2.8% above its 200-week average.
COHU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $55.2 | 19% below |
| 20 week MA | $54.4 | 17% below |
| 50 week MA | $44.0 | 2.2% above |
| 100 week MA | $32.1 | 40% above |
| 200 week MA | $32.4 | 39% above |
COHU has the edge over ASTS on trend strength, trading above more of its moving averages.
ASTS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.87 | $13.4 | +36% |
| 2021 | $13.4 | $8.71 | -35% |
| 2022 | $8.71 | $3.97 | -54% |
| 2023 | $3.97 | $6.03 | +52% |
| 2024 | $6.03 | $22.9 | +280% |
| 2025 | $22.9 | $72.0 | +214% |
| 2026 YTD | $72.0 | $34.5 | -52% |
ASTS's yearly returns have swung widely, from +280% in 2024 to −54% in 2022. It's down 52% so far in 2026.
COHU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $22.3 | $38.8 | +74% |
| 2021 | $38.8 | $38.0 | -1.9% |
| 2022 | $38.0 | $31.6 | -17% |
| 2023 | $31.6 | $35.4 | +12% |
| 2024 | $35.4 | $26.8 | -24% |
| 2025 | $26.8 | $23.5 | -12% |
| 2026 YTD | $23.5 | $45.0 | +92% |
COHU has the edge over ASTS on returns for 2026, with the stronger performance.