ASTS
AST SpaceMobile, Inc.
ASTS trails on the overall score without a compensating advantage in the available component scores.
GWRE
Guidewire Software, Inc.
GWRE 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.
GWRE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
GWRE's revenue, profitability, cash flow and balance sheet are all currently healthy.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
GWRE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 35x | $160 | — |
| Cheap | 73x | $118 | -26% |
| Current | 98x | $160 | — |
| Fair | 171x | $278 | +74% |
| Expensive | 528x | $861 | +438% |
Historical ranges are pointers, not guarantees.
GWRE's PE is in its fair range at 98x. If earnings grow as analysts expect, today's price would be 35x next year's earnings, in its cheap range.
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.
GWRE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect strong earnings and revenue growth for GWRE, 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.
GWRE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.56 | +180% |
| Q3 2026 | $1.63 | +101% |
| Q2 2026 | $1.86 | +354% |
| Q1 2026 | $2.21 | +$2.41 |
| Q4 2025 | $1.06 | +186% |
| Q3 2025 | $0.81 | +$0.88 |
| Q2 2025 | $0.41 | +$0.55 |
| Q1 2025 | -$0.20 | +$0.43 |
| Q4 2024 | $0.37 | +$1.23 |
GWRE 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's revenue has grown year over year for 11 quarters in a row: $42M last quarter, up 187% from the same quarter a year ago.
| 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.
GWRE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $411.1M | +15% |
| Q2 2026 | $372.5M | +27% |
| Q1 2026 | $359.1M | +24% |
| Q4 2025 | $332.6M | +27% |
| Q3 2025 | $356.6M | +22% |
| Q2 2025 | $293.5M | +22% |
| Q1 2025 | $289.5M | +20% |
| Q4 2024 | $262.9M | +27% |
GWRE's revenue has grown year over year for 19 quarters in a row: $411M last quarter, up 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +6.9 points |
| Q2 2026 | 8.2% | +6.7 points |
| Q1 2026 | 11% | +6.6 points |
| Q4 2025 | 5.5% | +7.3 points |
| Q3 2025 | 8.3% | +4.8 points |
| Q2 2025 | 1.5% | +8.5 points |
| Q1 2025 | 4% | +9.2 points |
| Q4 2024 | -1.8% | +15 points |
GWRE 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.
GWRE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $281.8M | +17% |
| Q2 2026 | $59.4M | +88% |
| Q1 2026 | $108.8M | +28% |
| Q4 2025 | -$72.3M | -$9.1M |
| Q3 2025 | $241.4M | +26% |
| Q2 2025 | $31.6M | +667% |
| Q1 2025 | $85.2M | +29% |
| Q4 2024 | -$63.1M | +$9.9M |
GWRE 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 | — |
GWRE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +339K shares |
| 1 year | -0.6% | -506K shares |
| 3 years | +3.9% | +3.2M shares |
| 5 years | +2.2% | +1.8M shares |
| Available history | +3.7% | +3M shares |
GWRE has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $213.9M |
| Q2 2026 | $244.3M |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | $47.8M |
| Q2 2023 | $14M |
ASTS Net Leverage
ASTS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GWRE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.1x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -3.5x | Net Cash |
| Q4 2025 | -5.6x | Net Cash |
| Q3 2025 | -10.8x | Net Cash |
| Q2 2025 | -11.3x | Net Cash |
| Q1 2025 | -29.6x | Net Cash |
| Q1 2021 | 2.7x | Moderate |
GWRE 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).
GWRE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.2 | Neutral |
| Stochastic | 34.1 | Neutral |
GWRE's weekly RSI is 50 (neutral) and its Stochastic is 34 (neutral).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
GWRE PE vs Technology Sector
| Metric | GWRE | Sector median | Relative |
|---|---|---|---|
| PE | 98x | 28x | 252% above |
| PE % | 33 | 35 | 2 pts below |
GWRE is trading at 98x earnings, a 252% premium 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.
GWRE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $163.4 | 2.1% below |
| 20 week MA | $160.3 | 0.2% below |
| 50 week MA | $155.2 | 3.1% above |
| 100 week MA | $184.4 | 13% below |
| 200 week MA | $148.6 | 7.7% above |
GWRE 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.
GWRE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $109.0 | $127.2 | +17% |
| 2021 | $127.2 | $113.8 | -11% |
| 2022 | $113.8 | $60.5 | -47% |
| 2023 | $60.5 | $109.0 | +80% |
| 2024 | $109.0 | $171.2 | +57% |
| 2025 | $171.2 | $205.5 | +20% |
| 2026 YTD | $205.5 | $160.0 | -22% |
GWRE has the edge over ASTS on returns for 2026, with the stronger performance.