ASTS
AST SpaceMobile, Inc.
ASTS offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
STNE
StoneCo Ltd.
STNE 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.
STNE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Healthy |
STNE'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.
STNE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 3.3x | $7.72 | — |
| Cheap | 7.7x | $17.74 | +130% |
| Fair | 61x | $141 | +1729% |
| Expensive | 131x | $303 | +3821% |
Historical ranges are pointers, not guarantees.
STNE's PE is 3.3x, 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.
STNE Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect STNE's profitability to improve, with its earnings and revenue 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.
STNE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $2.31 | +$3.07 |
| Q1 2026 | $2.37 | +$3.23 |
| Q4 2025 | $1.49 | +$2.46 |
| Q3 2025 | -$0.64 | -156% |
| Q2 2023 | $0.44 | +$2.08 |
| Q1 2023 | $0.00 | +$0.97 |
| Q4 2022 | -$0.30 | +$0.39 |
| Q3 2022 | -$0.79 | -$0.74 |
STNE 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.
STNE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $597.5M | +1.6% |
| Q1 2026 | $640.6M | +13% |
| Q4 2025 | $633.7M | +1.4% |
| Q3 2025 | $638.6M | +11% |
| Q2 2025 | $588.4M | +18% |
| Q1 2025 | $569.3M | +20% |
| Q4 2024 | $625M | +13% |
| Q3 2024 | $575.3M | +8.8% |
STNE's revenue has grown year over year every quarter since late 2020: $598M last quarter, up 1.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 41% | -6.9 points |
| Q1 2026 | 51% | +1.9 points |
| Q4 2025 | 51% | +2.9 points |
| Q3 2025 | 56% | +10 points |
| Q2 2025 | 48% | -1.1 points |
| Q1 2025 | 49% | +0.4 points |
| Q4 2024 | 48% | +1.1 points |
| Q3 2024 | 46% | -1.6 points |
STNE 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.
STNE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $303.4M | +2369% |
| Q1 2026 | $555M | +820% |
| Q4 2025 | $99.1M | +$210.6M |
| Q3 2025 | -$236.2M | -$159.3M |
| Q2 2025 | $12.3M | +$202.2M |
| Q1 2025 | $60.3M | +$558M |
| Q4 2024 | -$111.6M | +$6.5M |
| Q3 2024 | -$76.9M | -$56.7M |
STNE 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 | — |
STNE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.2% | -8M shares |
| 1 year | -11% | -30.5M shares |
| 3 years | -27% | -93M shares |
| 5 years | -22% | -69.4M shares |
| Available history | -13% | -36.8M shares |
STNE has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $139.1M |
| Q1 2026 | $93.4M |
| Q4 2025 | $235.8M |
| Q3 2025 | $83.3M |
| Q2 2025 | $71.2M |
| Q1 2025 | $151M |
| Q4 2024 | $108.9M |
| Q3 2024 | $132.9M |
STNE spent $552M buying back its own shares over the past year, up 19% 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.
STNE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.5x | Healthy |
| Q4 2025 | 2.2x | Moderate |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.2x | Healthy |
| Q4 2024 | 1.2x | Healthy |
| Q3 2024 | 0.9x | Very low |
STNE's net debt is about 1.4 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).
STNE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.0 | Neutral |
| Stochastic | 11.0 | Oversold |
STNE's weekly RSI is 37 (neutral) and its Stochastic is 11 (oversold).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
STNE PE vs Technology Sector
| Metric | STNE | Sector median | Relative |
|---|---|---|---|
| PE | 3.3x | 28x | 88% below |
| PE % | 1 | 35 | 34 pts below |
STNE is trading at 3.3x earnings, a 88% discount to 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 the edge over STNE on trend strength, trading above more of its moving averages.
STNE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.63 | 20% below |
| 20 week MA | $10.1 | 23% below |
| 50 week MA | $12.3 | 37% below |
| 100 week MA | $12.9 | 40% below |
| 200 week MA | $12.9 | 40% below |
STNE is in a downtrend: it's below all five of its weekly moving averages, and 40% below its 200-week average.
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.
STNE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $39.1 | $85.2 | +118% |
| 2021 | $85.2 | $17.4 | -80% |
| 2022 | $17.4 | $9.60 | -45% |
| 2023 | $9.60 | $18.0 | +88% |
| 2024 | $18.0 | $8.19 | -55% |
| 2025 | $8.19 | $14.8 | +81% |
| 2026 YTD | $14.8 | $7.72 | -48% |
STNE has the edge over ASTS on returns for 2026, with the stronger performance.