ASTS
AST SpaceMobile, Inc.
ASTS offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
NSIT
Insight Enterprises, Inc.
NSIT has the 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.
NSIT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Stable |
NSIT's revenue and profitability are currently healthy, and its balance sheet is stable, but its cash flow is under pressure.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
NSIT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $173 | — |
| Cheap | 14x | $82.00 | -53% |
| Fair | 19x | $110 | -36% |
| Expensive | 25x | $144 | -17% |
| Current | 30x | $173 | — |
Historical ranges are pointers, not guarantees.
NSIT's PE is in its expensive range at 30x. If earnings grow as analysts expect, today's price would be 12x 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.
NSIT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for NSIT, with profitability improving.
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.
NSIT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $14.32 | +145% |
| Q3 2026 | $5.84 | +35% |
| Q2 2026 | $6.72 | +59% |
| Q1 2026 | $5.61 | +12% |
| Q4 2025 | $4.86 | -26% |
| Q3 2025 | $4.32 | -46% |
| Q2 2025 | $4.22 | -48% |
| Q1 2025 | $5.03 | -37% |
| Q4 2024 | $6.55 | -13% |
NSIT 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 NSIT 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.
NSIT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.4B | +22% |
| Q2 2026 | $2.4B | +15% |
| Q1 2026 | $2.1B | +1.2% |
| Q4 2025 | $2B | -1.2% |
| Q3 2025 | $2B | -4% |
| Q2 2025 | $2.1B | -3.2% |
| Q1 2025 | $2.1B | -12% |
| Q4 2024 | $2.1B | -7.3% |
NSIT's revenue is growing: $2.4B last quarter, up 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.8% | -1.8 points |
| Q2 2026 | 5.5% | +1.3 points |
| Q1 2026 | 3.4% | +0.5 points |
| Q4 2025 | 4.7% | +1.5 points |
| Q3 2025 | 4.6% | +0.2 points |
| Q2 2025 | 4.1% | -1.9 points |
| Q1 2025 | 2.9% | -1.3 points |
| Q4 2024 | 3.1% | -2.8 points |
NSIT 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.
NSIT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $121.3M | -50% |
| Q2 2026 | -$20.1M | +$161.8M |
| Q1 2026 | $26.4M | -63% |
| Q4 2025 | $146.8M | -27% |
| Q3 2025 | $243.5M | +119% |
| Q2 2025 | -$181.9M | -641% |
| Q1 2025 | $70.9M | -71% |
| Q4 2024 | $200.7M | +2.6% |
NSIT 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 | — |
NSIT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -330K shares |
| 1 year | -5.4% | -1.7M shares |
| 3 years | -20% | -7.4M shares |
| 5 years | -19% | -6.9M shares |
| Available history | -17% | -5.9M shares |
NSIT has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $75M |
| Q2 2026 | $75M |
| Q1 2026 | $75M |
| Q4 2025 | — |
| Q3 2025 | $75M |
| Q2 2025 | $76.1M |
| Q1 2025 | — |
| Q4 2024 | — |
NSIT spent $225M buying back its own shares over the past year, up 49% 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.
NSIT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.3x | Moderate |
| Q2 2026 | 2.2x | Moderate |
| Q1 2026 | 2.3x | Moderate |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 2.1x | Moderate |
| Q2 2025 | 2.5x | Moderate |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.2x | Healthy |
NSIT's net debt is about 2.3 years of its operating earnings (EBITDA), up from 2.1 years 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).
NSIT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 65.8 | Neutral |
| Stochastic | 71.8 | Neutral |
NSIT's weekly RSI is 66 (neutral) and its Stochastic is 72 (neutral).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
NSIT PE vs Technology Sector
| Metric | NSIT | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 28x | 6.2% above |
| PE % | 99 | 35 | 64 pts above |
NSIT is trading at 30x earnings, in line with 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.
NSIT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $165.6 | 4.4% above |
| 20 week MA | $150.4 | 15% above |
| 50 week MA | $111.8 | 55% above |
| 100 week MA | $122.9 | 41% above |
| 200 week MA | $145.2 | 19% above |
NSIT 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.
NSIT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $70.8 | $74.6 | +5.3% |
| 2021 | $74.6 | $103.2 | +38% |
| 2022 | $103.2 | $98.4 | -4.7% |
| 2023 | $98.4 | $177.2 | +80% |
| 2024 | $177.2 | $152.1 | -14% |
| 2025 | $152.1 | $83.5 | -45% |
| 2026 YTD | $83.5 | $172.9 | +107% |
NSIT has the edge over ASTS on returns for 2026, with the stronger performance.