ASTS
AST SpaceMobile, Inc.
ASTS has the edge over YALA overall, supported by stronger fundamentals and stronger modeled upside.
YALA
Yalla Group Limited
YALA has lower modeled downside risk, despite its lower overall score.
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.
YALA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Stable | |
| Strong |
YALA's profitability and balance sheet are currently strong, and its revenue and cash flow are stable.
ASTS PE Valuation
ASTS has no meaningful PE right now: it lost money over the past year.
YALA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.7x | $5.13 | -6.3% |
| Current | 7.1x | $5.47 | — |
| Fair | 8.5x | $6.58 | +20% |
| Expensive | 10x | $7.90 | +44% |
Historical ranges are pointers, not guarantees.
YALA's PE is in its cheap range at 7.1x, but its recent earnings include one-off gains.
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.
YALA Forward outlook
There aren't enough analyst estimates for YALA to show an outlook.
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.
YALA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $0.77 | -3.7% |
| Q1 2026 | $0.79 | +2.6% |
| Q4 2025 | $0.83 | +12% |
| Q3 2025 | $0.81 | +11% |
| Q2 2025 | $0.80 | +13% |
| Q1 2025 | $0.77 | +10% |
| Q4 2024 | $0.74 | +16% |
| Q3 2024 | $0.73 | +30% |
YALA 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 YALA 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.
YALA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $82.6M | -2.3% |
| Q1 2026 | $79M | -5.8% |
| Q4 2025 | $83.9M | -7.7% |
| Q3 2025 | $89.6M | +0.8% |
| Q2 2025 | $84.6M | +4.1% |
| Q1 2025 | $83.9M | +6.5% |
| Q4 2024 | $90.8M | +12% |
| Q3 2024 | $88.9M | +4.4% |
YALA's revenue grew through 2023 and has held roughly level since: $83M last quarter, down 2.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 23% | -13 points |
| Q1 2026 | 30% | -7.5 points |
| Q4 2025 | 32% | -1.4 points |
| Q3 2025 | 38% | +1.1 points |
| Q2 2025 | 36% | -0.3 points |
| Q1 2025 | 37% | +0.2 points |
| Q4 2024 | 33% | +4.4 points |
| Q3 2024 | 37% | -1.5 points |
YALA 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.
YALA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | $0 | $0 |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
| Q3 2024 | $0 | $0 |
YALA's free cash flow has been positive every quarter for seven years: $0 over the past year, against $0 the year before.
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 | — |
YALA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -2.1M shares |
| 1 year | -3.2% | -5.7M shares |
| 3 years | -3.2% | -5.7M shares |
| 5 years | -4% | -7.4M shares |
| Available history | +136% | +101M shares |
YALA has the edge over ASTS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
YALA hasn't bought back shares in the past year.
ASTS Net Leverage
ASTS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
YALA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -2.0x | Net Cash |
| Q1 2026 | -2.7x | Net Cash |
| Q4 2025 | -3.8x | Net Cash |
| Q3 2025 | -3.1x | Net Cash |
| Q2 2025 | -2.7x | Net Cash |
| Q1 2025 | -3.4x | Net Cash |
| Q4 2024 | -4.0x | Net Cash |
| Q3 2024 | -2.8x | Net Cash |
YALA 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).
YALA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.5 | Neutral |
| Stochastic | 56.4 | Neutral |
YALA's weekly RSI is 44 (neutral) and its Stochastic is 56 (neutral).
ASTS PE vs Technology Sector
ASTS has no meaningful PE right now: it lost money over the past year.
YALA PE vs Technology Sector
| Metric | YALA | Sector median | Relative |
|---|---|---|---|
| PE | 7.1x | 28x | 75% below |
| PE % | 25 | 38 | 13 pts below |
YALA is trading at 7.1x earnings, a 75% discount to the Technology sector's median of 28x, though its recent earnings include one-off gains.
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.
YALA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.50 | 0.5% below |
| 20 week MA | $5.46 | 0.2% above |
| 50 week MA | $6.15 | 11% below |
| 100 week MA | $6.22 | 12% below |
| 200 week MA | $5.46 | 0.2% above |
YALA 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.
YALA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $6.70 | $17.0 | +154% |
| 2021 | $17.0 | $6.30 | -63% |
| 2022 | $6.30 | $3.56 | -43% |
| 2023 | $3.56 | $6.13 | +72% |
| 2024 | $6.13 | $4.14 | -32% |
| 2025 | $4.14 | $7.17 | +73% |
| 2026 YTD | $7.17 | $5.47 | -24% |
YALA has the edge over ASTS on returns for 2026, with the stronger performance.