ASTS
AST SpaceMobile, Inc.
ASTS offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
INVE
Identiv, Inc.
INVE has a slight edge over ASTS overall, supported by 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.
INVE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Under pressure | |
| Strong |
INVE's revenue and balance sheet are currently healthy, but its profitability and cash flow are under pressure.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
INVE PE Valuation
INVE 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.
INVE Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect INVE's losses to shrink, with revenue growing.
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.
INVE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$0.67 | -121% |
| Q1 2026 | -$0.73 | -123% |
| Q4 2025 | -$0.79 | -125% |
| Q3 2025 | -$0.62 | -120% |
| Q2 2025 | $3.15 | +$3.73 |
| Q1 2025 | $3.14 | +$3.51 |
| Q4 2024 | $3.14 | +$3.43 |
| Q3 2024 | $3.05 | +$3.25 |
INVE has the edge over ASTS on earnings, with more consistent year-over-year improvement.
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 INVE 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.
INVE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $5.7M | +13% |
| Q1 2026 | $7.4M | +41% |
| Q4 2025 | $6.2M | -7.9% |
| Q3 2025 | $5M | -23% |
| Q2 2025 | $5M | -25% |
| Q1 2025 | $5.3M | -77% |
| Q4 2024 | $6.7M | -77% |
| Q3 2024 | $6.5M | -79% |
INVE's revenue is recovering but still below its 2023 peak: $6M last quarter, up 13% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -97% | +30 points |
| Q1 2026 | -57% | +47 points |
| Q4 2025 | -76% | +23 points |
| Q3 2025 | -111% | +35 points |
| Q2 2025 | -127% | -27 points |
| Q1 2025 | -104% | -85 points |
| Q4 2024 | -99% | -93 points |
| Q3 2024 | -146% | -147 points |
INVE 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.
INVE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$5.1M | -$1.2M |
| Q1 2026 | -$3.7M | -$136K |
| Q4 2025 | $2.8M | +$9.4M |
| Q3 2025 | -$3.2M | +$4.5M |
| Q2 2025 | -$3.8M | -$2.7M |
| Q1 2025 | -$3.6M | -$2M |
| Q4 2024 | -$6.5M | -280% |
| Q3 2024 | -$7.7M | -$6.7M |
INVE has the edge over ASTS on cash flow, with more consistent year-over-year improvement.
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 | — |
INVE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.8% | +182K shares |
| 1 year | +1.9% | +459K shares |
| 3 years | +5.1% | +1.2M shares |
| 5 years | +31% | +5.8M shares |
| Available history | +36% | +6.5M shares |
INVE has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
ASTS Net Leverage
ASTS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
INVE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2023 | -31.8x | Net Cash |
| Q4 2022 | -8.6x | Net Cash |
| Q2 2022 | -25.1x | Net Cash |
| Q1 2022 | -31.8x | Net Cash |
| Q2 2021 | -15.2x | Net Cash |
| Q1 2021 | 97.4x | High |
| Q1 2020 | 13.1x | High |
| Q4 2019 | 1.4x | Healthy |
INVE 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).
INVE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.9 | Neutral |
| Stochastic | 58.4 | Neutral |
INVE's weekly RSI is 46 (neutral) and its Stochastic is 58 (neutral).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
INVE PE vs Technology Sector
| Metric | INVE | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
INVE 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.
INVE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.53 | 5.5% above |
| 20 week MA | $2.63 | 1.5% above |
| 50 week MA | $3.24 | 18% below |
| 100 week MA | $3.36 | 21% below |
| 200 week MA | $4.79 | 44% below |
INVE 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.
INVE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.60 | $7.24 | +29% |
| 2021 | $7.24 | $24.4 | +237% |
| 2022 | $24.4 | $6.87 | -72% |
| 2023 | $6.87 | $8.24 | +20% |
| 2024 | $8.24 | $3.69 | -55% |
| 2025 | $3.69 | $3.43 | -7% |
| 2026 YTD | $3.43 | $2.67 | -22% |
INVE has the edge over ASTS on returns for 2026, with the stronger performance.