$ASTS

13 theses
bullish 100%neutral 0%bearish 0%
Avg return (3m)
-25.6%
Win rate (3m)
9% (11 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET
$ASTSr/wallstreetbetsDDbullish
u/BackroomGuy1 · 2d agono track record yet
Long ASTS

ASTSpacemobile is the future of Satellite connectivity - DD

ASTS is uniquely positioned to lead the Direct-2-Cell satellite connectivity market with a significant first-mover advantage over SpaceX, strong partnerships with major telecom operators, and minimal future dilution. The company's technology requires no smartphone modifications, military applicability, extensive patent portfolio, and $1.3B backlog indicate strong long-term demand and revenue potential despite execution risks and competition.

At post $40.90Now $39.79-2.7% since postedas of Oct 23, 4:45 PM ET
1d-5.2%
3d—
1w—
1m—
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original post →
$ASTSr/ValueInvestingQuestion / Helpbullish
u/Classic-Smoke-9009 · 31d ago1 prior · awaiting results
“owns ASTS”

Which stocks are on discount?

ASTS is on discount and has solid fundamentals. The company is targeting 45 to 60 satellites by end of 2026, demonstrating strong growth execution.

At post $63.69Now $39.79-37.5% since postedas of Oct 23, 4:45 PM ET
1d-5.8%
3d-3.0%
1w-6.7%
1m-39.1%
3m—
6m—
1y—
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$ASTSr/wallstreetbetsYOLObullish
u/MannerSquare1406 · 117d agono track record yet

(ASTS)Now you shall hear from US

Author is doubling down on ASTS despite a near 50% loss, expressing increased confidence in the company's future and commitment to holding for a moon shot.

At post $86.77Now $39.79-54.1% since postedas of Oct 23, 4:45 PM ET
1d+2.4%
3d-1.9%
1w-7.1%
1m-38.9%
3m-28.8%
6m—
1y—
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$ASTSr/ValueInvestingStock Analysisbullish
u/Exact-Advantage-3190 · 127d ago2 prior · 33% at 3mo

ASTS is down ~40% since May and has gone down again today after a successful launch. Is anyone buying at these prices?

ASTS has declined ~40% from May highs despite successful BlueBirds deployment validating its technology and scaling roadmap. The pullback appears driven by macro headwinds and valuation anxiety rather than operational failure, presenting a buying opportunity for long-term investors at depressed prices.

At post $73.19Now $39.79-45.6% since postedas of Oct 23, 4:45 PM ET
1d—
3d—
1w-2.4%
1m-21.0%
3m-14.3%
6m—
1y—
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$ASTSr/wallstreetbetsDDbullish
u/alvnta · 137d ago3 prior · 0% at 3mo
Long ASTS $125C exp Jan 17

ahead of spcx launch, 4 space related tickers, 400 call contracts, 1 week expiry.

ASTS will see sympathy gains during SpaceX launch hype week due to its direct connection as the satellite provider for Falcon 9 launches. Retail attention on space sector and call flow could drive a move from retail chasing the narrative rather than fundamentals.

At post $92.06Now $39.79-56.8% since postedas of Oct 23, 4:45 PM ET
1d-3.6%
3d+6.0%
1w-4.9%
1m-18.6%
3m-32.3%
6m—
1y—
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$ASTSr/wallstreetbetsYOLObullish
u/aDonkeyWithACarrot · 145d agono track record yet
“full port”

ASTS full port: To the moon! 🚀

Author has moved their full portfolio into ASTS, expressing bullish conviction in the stock with an expectant tone ('to the moon').

At post $105.65Now $39.79-62.3% since postedas of Oct 23, 4:45 PM ET
1d+11.9%
3d+1.6%
1w-12.9%
1m-18.5%
3m-45.1%
6m—
1y—
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$ASTSr/wallstreetbetsDDbullish
u/F1CKEN · 152d agono track record yet

$ASTS The Space Trade Came - now it's time for post nut clarity.

ASTS is the only public pure-play satellite manufacturer positioned to capture the $740B satellite-to-mobile connectivity market being validated by SpaceX's S-1 filing. With 45 satellites planned by end of 2026, government defense revenue scaling, and spectrum assets comparable to SpaceX's $17B Ligado purchase, ASTS is undervalued relative to the space sector re-rating triggered by SpaceX's IPO.

At post $119.70Now $39.79-66.8% since postedas of Oct 23, 4:45 PM ET
1d—
3d+11.2%
1w-11.7%
1m-43.2%
3m-42.6%
6m—
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$ASTSr/wallstreetbetsDiscussionbullish
u/Sufficient-Tie-8735 · 154d agono track record yet
“Positions in comments”

AssTits starting to look seriously ridiculous

ASTS has a multi-catalyst setup into June including first satellite batch launch, massive short interest squeeze potential, retail momentum, and extremely high June call open interest across the chain (especially 180 calls). The combination of structural short squeeze dynamics and event-driven catalysts creates significant upside setup.

At post $119.70Now $39.79-66.8% since postedas of Oct 23, 4:45 PM ET
1d—
3d—
1w-5.3%
1m-38.9%
3m-42.6%
6m—
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$ASTSr/wallstreetbetsGainbullish
u/winter-shoulders · 155d ago12 prior · 38% at 3mo

Space is the place, man

ASTS is well-positioned for continued growth in the space sector. Author plans to reinvest in space stocks including ASTS after the SpaceX IPO settles.

At post $105.86Now $39.79-62.4% since postedas of Oct 23, 4:45 PM ET
1d—
3d—
1w+7.1%
1m-23.8%
3m-38.5%
6m—
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$ASTSr/wallstreetbetsGainbullish
u/winter-shoulders · 168d ago12 prior · 38% at 3mo

Options changed my life pt.5

SpaceX IPO will drive valuations higher for space industry peers. ASTS has major catalysts this year and will benefit from IPO momentum until near that event.

At post $75.05Now $39.79-47.0% since postedas of Oct 23, 4:45 PM ET
1d—
3d+10.0%
1w+11.5%
1m+24.7%
3m-10.2%
6m—
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$ASTSr/wallstreetbetsDiscussionbullish
u/Comfortable-Rule-491 · 171d agono track record yet

$ASTS 5th major 40-55% drawdown since Jan ’25… just another day in the office or conviction breaking?

ASTS has experienced five 41-55% drawdowns since January 2025 followed by recoveries, establishing a pattern consistent with high-beta space-play volatility. The author frames the current -50% drawdown as typical noise rather than a fundamental deterioration, suggesting conviction remains intact for the long-term space-based cellular broadband thesis.

At post $63.87Now $39.79-37.7% since postedas of Oct 23, 4:45 PM ET
1d+10.7%
3d+17.5%
1w+14.2%
1m+68.0%
3m-0.5%
6m—
1y—
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$ASTSr/wallstreetbetsYOLObullish
u/SwearImNOTacuck · 180d agono track record yet
“$30k on ASTS”

Fuck it. Another $30k on ASTS

Author is making a large $30k bet on ASTS, expressing bullish conviction on the satellite communications sector despite acknowledging thin rationale.

At post $77.20Now $39.79-48.5% since postedas of Oct 23, 4:45 PM ET
1d-6.9%
3d-4.3%
1w-11.4%
1m+67.9%
3m-27.2%
6m—
1y—
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$ASTSr/wallstreetbetsGainbullish
u/foldyaup · 295d ago1 prior · 50% at 3mo
“holding ASTS, started buying around $4”

Naw it’s my turn. Next year 4 million

Author is holding ASTS as part of a portfolio built in 2024 at around $4 per share, expecting significant gains in the coming year.

At post $83.47Now $39.79-52.3% since postedas of Oct 23, 4:45 PM ET
1d—
3d—
1w+8.5%
1m+33.2%
3m+0.6%
6m+6.5%
1y—
original post →

End of results.