ASTS
AST SpaceMobile, Inc.
ASTS offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
GLOB
Globant S.A.
GLOB has the edge over ASTS overall, supported by stronger valuation 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.
GLOB Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
GLOB'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.
GLOB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 7.5x | $45.75 | — |
| Current | 18x | $45.75 | — |
| Cheap | 27x | $69.32 | +52% |
| Fair | 58x | $149 | +225% |
| Expensive | 131x | $335 | +632% |
Historical ranges are pointers, not guarantees.
GLOB's PE is in its cheap range at 18x. On analysts' estimates for next year's earnings, today's price would be 7.5x.
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.
GLOB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect GLOB's earnings, revenue and profitability to hold roughly 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.
GLOB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.08 | +138% |
| Q2 2026 | $2.55 | +2% |
| Q1 2026 | $2.46 | -28% |
| Q4 2025 | $2.29 | -39% |
| Q3 2025 | $2.21 | -43% |
| Q2 2025 | $2.50 | -35% |
| Q1 2025 | $3.42 | -10% |
| Q4 2024 | $3.76 | +3.6% |
| Q3 2024 | $3.87 | +8.1% |
GLOB 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 GLOB 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.
GLOB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $614.4M | 0% |
| Q1 2026 | $607.1M | -0.7% |
| Q4 2025 | $612.5M | -4.7% |
| Q3 2025 | $617.1M | +0.4% |
| Q2 2025 | $614.2M | +4.5% |
| Q1 2025 | $611.1M | +7% |
| Q4 2024 | $642.5M | +11% |
| Q3 2024 | $614.7M | +13% |
GLOB's revenue grew through 2024 and has held roughly level since: $614M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 3.2% | +2.3 points |
| Q1 2026 | 9.1% | +1 points |
| Q4 2025 | 9.7% | +0.6 points |
| Q3 2025 | 11% | +0.2 points |
| Q2 2025 | 0.9% | -8.2 points |
| Q1 2025 | 8.2% | -0.2 points |
| Q4 2024 | 9.1% | -0.4 points |
| Q3 2024 | 11% | -0.6 points |
GLOB 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.
GLOB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $12.6M | +$15.5M |
| Q1 2026 | $36.1M | +$41.8M |
| Q4 2025 | $202.3M | +18% |
| Q3 2025 | $67.5M | -3.2% |
| Q2 2025 | -$2.9M | +$25.1M |
| Q1 2025 | -$5.7M | -$877K |
| Q4 2024 | $171.9M | -15% |
| Q3 2024 | $69.7M | +15% |
GLOB 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 | — |
GLOB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -124K shares |
| 1 year | -2.4% | -1.1M shares |
| 3 years | -0.3% | -145K shares |
| 5 years | +3.8% | +1.6M shares |
| Available history | +14% | +5.4M shares |
GLOB has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
GLOB 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.
GLOB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.7x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 0.7x | Very low |
| Q3 2024 | 0.3x | Very low |
GLOB's net debt is about 1.2 years of its operating earnings (EBITDA), about the same as 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).
GLOB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.6 | Neutral |
| Stochastic | 85.6 | Overbought |
GLOB's weekly RSI is 58 (neutral) and its Stochastic is 86 (overbought).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
GLOB PE vs Technology Sector
| Metric | GLOB | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 28x | 36% below |
| PE % | 7 | 35 | 28 pts below |
GLOB is trading at 18x earnings, a 36% 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.
GLOB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.3 | 11% above |
| 20 week MA | $38.0 | 20% above |
| 50 week MA | $45.7 | 0.2% above |
| 100 week MA | $78.9 | 42% below |
| 200 week MA | $135.4 | 66% below |
GLOB 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.
GLOB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $107.9 | $218.7 | +103% |
| 2021 | $218.7 | $297.7 | +36% |
| 2022 | $297.7 | $163.7 | -45% |
| 2023 | $163.7 | $238.0 | +45% |
| 2024 | $238.0 | $217.6 | -8.6% |
| 2025 | $217.6 | $67.5 | -69% |
| 2026 YTD | $67.5 | $45.8 | -32% |
GLOB has the edge over ASTS on returns for 2026, with the stronger performance.