ASTS
AST SpaceMobile, Inc.
ASTS trails on the overall score without a compensating advantage in the available component scores.
U
Unity Software Inc.
U 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.
U Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Strong | |
| Strong |
U's revenue, cash flow and balance sheet are currently strong, but its profitability is under pressure.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
U PE Valuation
U has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 30x next year's earnings.
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.
U Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect U to return to profit, 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.
U Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.65 | — |
| Q3 2026 | -$0.81 | +$0.24 |
| Q2 2026 | -$1.36 | -$0.30 |
| Q1 2026 | -$1.57 | -$0.45 |
| Q4 2025 | -$0.96 | +$0.72 |
| Q3 2025 | -$1.05 | +$0.99 |
| Q2 2025 | -$1.06 | +$0.99 |
| Q1 2025 | -$1.12 | +$1.12 |
| Q4 2024 | -$1.68 | +$0.48 |
U 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 U 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.
U Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $622.1M | +32% |
| Q2 2026 | $546.5M | +24% |
| Q1 2026 | $508.2M | +17% |
| Q4 2025 | $503.1M | +10% |
| Q3 2025 | $470.6M | +5.4% |
| Q2 2025 | $440.9M | -1.9% |
| Q1 2025 | $435M | -5.5% |
| Q4 2024 | $457.1M | -25% |
U's revenue has grown year over year for five quarters in a row: $622M last quarter, up 32% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | +43 points |
| Q2 2026 | -5.9% | +21 points |
| Q1 2026 | -69% | -40 points |
| Q4 2025 | -21% | +5.9 points |
| Q3 2025 | -27% | +1.7 points |
| Q2 2025 | -27% | +1.9 points |
| Q1 2025 | -29% | +52 points |
| Q4 2024 | -27% | +15 points |
U 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.
U Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $219.7M | +45% |
| Q2 2026 | $202M | +59% |
| Q1 2026 | $66.5M | +809% |
| Q4 2025 | $118.7M | +12% |
| Q3 2025 | $151.3M | +31% |
| Q2 2025 | $126.7M | +59% |
| Q1 2025 | $7.3M | +$21.9M |
| Q4 2024 | $105.8M | +74% |
U 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 the edge over U on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
U Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +14% | +60.3M shares |
| 1 year | +17% | +73.9M shares |
| 3 years | +30% | +114M shares |
| 5 years | +76% | +214M shares |
| Available history | +118% | +270M shares |
U has 498M diluted shares, up 17% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2024 | — |
| Q4 2023 | — |
| Q4 2021 | — |
| Q3 2021 | — |
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | — |
| Q2 2020 | — |
ASTS Net Leverage
ASTS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
U Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -66.1x | Net Cash |
U 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).
U Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.4 | Neutral |
| Stochastic | 71.1 | Neutral |
U's weekly RSI is 63 (neutral) and its Stochastic is 71 (neutral).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
U PE vs Technology Sector
U 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.
U Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $44.1 | 14% above |
| 20 week MA | $40.4 | 24% above |
| 50 week MA | $34.0 | 48% above |
| 100 week MA | $31.5 | 59% above |
| 200 week MA | $29.9 | 68% above |
U 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.
U Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $68.4 | $164.9 | +141% |
| 2021 | $164.9 | $145.6 | -12% |
| 2022 | $145.6 | $27.6 | -81% |
| 2023 | $27.6 | $40.9 | +48% |
| 2024 | $40.9 | $22.8 | -44% |
| 2025 | $22.8 | $45.2 | +98% |
| 2026 YTD | $45.2 | $50.2 | +11% |
U has the edge over ASTS on returns for 2026, with the stronger performance.