ASTS
AST SpaceMobile, Inc.
ASTS offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
CSCO
Cisco Systems, Inc.
CSCO has the edge over ASTS overall, supported by lower modeled downside and stronger fundamentals.
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.
CSCO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Unavailable |
CSCO's revenue, profitability and cash flow are currently healthy. There isn't enough data to rate its balance sheet.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
CSCO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $52.11 | -49% |
| Fair | 19x | $63.45 | -38% |
| Forward | 20x | $102 | — |
| Current | 27x | $102 | — |
| Expensive | 28x | $92.57 | -9.3% |
Historical ranges are pointers, not guarantees.
CSCO's PE is 27x, but its earnings don't support one, so it isn't a reliable read right now.
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.
CSCO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for CSCO, with profitability holding steady.
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.
CSCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.14 | +54% |
| Q3 2026 | $3.33 | +31% |
| Q2 2026 | $3.01 | +23% |
| Q1 2026 | $2.78 | +21% |
| Q4 2025 | $2.59 | +11% |
| Q3 2025 | $2.55 | +0.4% |
| Q2 2025 | $2.45 | -18% |
| Q1 2025 | $2.29 | -30% |
| Q4 2024 | $2.33 | -30% |
CSCO 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 CSCO 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.
CSCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $17.3B | +18% |
| Q2 2026 | $15.8B | +12% |
| Q1 2026 | $15.3B | +9.7% |
| Q4 2025 | $14.9B | +7.5% |
| Q3 2025 | $14.7B | +7.6% |
| Q2 2025 | $14.1B | +11% |
| Q1 2025 | $14B | +9.4% |
| Q4 2024 | $13.8B | -5.6% |
CSCO's revenue has grown year over year for seven quarters in a row: $17.3B last quarter, up 18% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +3.7 points |
| Q2 2026 | 25% | +2.4 points |
| Q1 2026 | 25% | +2.4 points |
| Q4 2025 | 23% | +5.6 points |
| Q3 2025 | 21% | +1.8 points |
| Q2 2025 | 23% | +5.4 points |
| Q1 2025 | 22% | -1.9 points |
| Q4 2024 | 17% | -12 points |
CSCO 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.
CSCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5B | +24% |
| Q2 2026 | $3.3B | -12% |
| Q1 2026 | $1.5B | -24% |
| Q4 2025 | $2.9B | -16% |
| Q3 2025 | $4B | +14% |
| Q2 2025 | $3.8B | -0.2% |
| Q1 2025 | $2B | +218% |
| Q4 2024 | $3.4B | +54% |
CSCO 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 | — |
CSCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +5M shares |
| 1 year | -0.3% | -11M shares |
| 3 years | -2.9% | -118M shares |
| 5 years | -5.9% | -249M shares |
| Available history | -6.7% | -286M shares |
CSCO has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.5B |
| Q2 2026 | $1.3B |
| Q1 2026 | $1.4B |
| Q4 2025 | $2B |
| Q3 2025 | $1.3B |
| Q2 2025 | $1.5B |
| Q1 2025 | $1.2B |
| Q4 2024 | $2B |
CSCO spent $6.1B buying back its own shares over the past year, up 1.8% 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.
CSCO Net Leverage
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).
CSCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 11.8 | Oversold |
CSCO's weekly RSI is 47 (neutral) and its Stochastic is 12 (oversold).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
CSCO PE vs Technology Sector
| Metric | CSCO | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2.4% below |
| PE % | 81 | 35 | 46 pts above |
CSCO is trading at 27x earnings, in line with the Technology sector's median of 28x, though its earnings don't support one.
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.
CSCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $106.4 | 4.2% below |
| 20 week MA | $110.6 | 7.8% below |
| 50 week MA | $98.0 | 4.1% above |
| 100 week MA | $81.5 | 25% above |
| 200 week MA | $66.1 | 54% above |
CSCO 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.
CSCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $47.8 | $44.5 | -6.8% |
| 2021 | $44.5 | $62.3 | +40% |
| 2022 | $62.3 | $47.5 | -24% |
| 2023 | $47.5 | $50.5 | +6.4% |
| 2024 | $50.5 | $59.6 | +18% |
| 2025 | $59.6 | $78.2 | +31% |
| 2026 YTD | $78.2 | $102.0 | +31% |
CSCO has the edge over ASTS on returns for 2026, with the stronger performance.