ASTS
AST SpaceMobile, Inc.
ASTS has the edge over CRUS overall, supported by stronger modeled upside and stronger fundamentals.
CRUS
Cirrus Logic, Inc.
CRUS has lower modeled downside risk, despite its lower overall score.
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.
CRUS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
CRUS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
CRUS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 15x | $122 | — |
| Cheap | 16x | $128 | +4.8% |
| Fair | 21x | $168 | +38% |
| Expensive | 28x | $219 | +80% |
Historical ranges are pointers, not guarantees.
CRUS's PE is in its cheap range at 15x.
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.
CRUS Forward outlook
There aren't enough analyst estimates for CRUS to show an outlook.
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.
CRUS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $7.93 | +13% |
| Q2 2026 | $8.18 | +28% |
| Q1 2026 | $7.85 | +31% |
| Q4 2025 | $7.58 | +38% |
| Q3 2025 | $7.03 | +20% |
| Q2 2025 | $6.38 | +19% |
| Q1 2025 | $6.00 | +22% |
| Q4 2024 | $5.48 | +73% |
CRUS has the edge over ASTS on earnings quality, reporting a profit while its opponent remains loss making.
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 CRUS 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.
CRUS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $559.5M | -0.3% |
| Q2 2026 | $459.7M | +13% |
| Q1 2026 | $448.5M | +5.7% |
| Q4 2025 | $580.6M | +4.5% |
| Q3 2025 | $561M | +3.5% |
| Q2 2025 | $407.3M | +8.9% |
| Q1 2025 | $424.5M | +14% |
| Q4 2024 | $555.7M | -10% |
CRUS's revenue is growing: $559M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | -2.1 points |
| Q2 2026 | 18% | +0.6 points |
| Q1 2026 | 20% | -0.1 points |
| Q4 2025 | 26% | +0.1 points |
| Q3 2025 | 26% | +1.5 points |
| Q2 2025 | 18% | +5.3 points |
| Q1 2025 | 20% | +6.2 points |
| Q4 2024 | 26% | -0.8 points |
CRUS 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.
CRUS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $42.5M | -52% |
| Q2 2026 | $49M | -57% |
| Q1 2026 | $149M | +17% |
| Q4 2025 | $285.7M | +35% |
| Q3 2025 | $88.3M | +1489% |
| Q2 2025 | $113.5M | +47% |
| Q1 2025 | $127M | -22% |
| Q4 2024 | $211.9M | -30% |
CRUS 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 300M diluted shares, up 10% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
CRUS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -872K shares |
| 1 year | -3% | -1.6M shares |
| 3 years | -8.5% | -4.8M shares |
| 5 years | -13% | -8M shares |
| Available history | -15% | -9M shares |
CRUS has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $128.5M |
| Q2 2026 | $31.5M |
| Q1 2026 | $70M |
| Q4 2025 | $70M |
| Q3 2025 | $40M |
| Q2 2025 | $100M |
| Q1 2025 | $100M |
| Q4 2024 | $70M |
CRUS spent $300M buying back its own shares over the past year, down 3.2% from the year before.
ASTS Net Leverage
ASTS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
CRUS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.4x | Net Cash |
| Q2 2026 | -1.5x | Net Cash |
| Q1 2026 | -1.6x | Net Cash |
| Q4 2025 | -1.5x | Net Cash |
| Q3 2025 | -1.2x | Net Cash |
| Q2 2025 | -1.1x | Net Cash |
| Q1 2025 | -1.2x | Net Cash |
| Q4 2024 | -1.2x | Net Cash |
CRUS has more cash than debt.
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).
CRUS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 41.1 | Neutral |
CRUS's weekly RSI is 47 (neutral) and its Stochastic is 41 (neutral).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
CRUS PE vs Technology Sector
| Metric | CRUS | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 28x | 45% below |
| PE % | 15 | 35 | 20 pts below |
CRUS is trading at 15x earnings, a 45% discount to the Technology sector's median of 28x.
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.
CRUS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $114.2 | 6.6% above |
| 20 week MA | $121.6 | 0.1% above |
| 50 week MA | $135.7 | 10% below |
| 100 week MA | $121.5 | 0.2% above |
| 200 week MA | $108.8 | 12% above |
CRUS 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.
CRUS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $83.4 | $81.0 | -2.9% |
| 2021 | $81.0 | $91.5 | +13% |
| 2022 | $91.5 | $75.0 | -18% |
| 2023 | $75.0 | $83.2 | +11% |
| 2024 | $83.2 | $101.9 | +22% |
| 2025 | $101.9 | $120.9 | +19% |
| 2026 YTD | $120.9 | $121.7 | +0.7% |
CRUS has the edge over ASTS on returns for 2026, with the stronger performance.