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AST SpaceMobile Reports Big Revenue Beat as It Continues to Scale
By Jordan Chussler. Date Posted: 3/3/2026.
Key Points
- AST SpaceMobile reported full-year and Q4 2025 earnings on March 2, missing EPS expectations.
- The big story was revenue growth, which skyrocketed by over 2,700% YOY and beat expectations.
- The company also reported that it secured $1.2 billion in contract agreements in 2025 and is sitting on a cash position of $3.9 billion.
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If there is one consistent thing shareholders of Midland, Texas-based aerospace company AST SpaceMobile (NASDAQ: ASTS) have grown accustomed to, it is share-price volatility. In January, the stock rose more than 46% and has since fallen nearly 29%.
On March 3, ASTS shares climbed after the company released its full-year and Q4 2025 earnings report, jumping nearly 6% in after-hours trading before retracing some gains.
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Over the past year, ASTS shares have surged as much as 159.25% from trough to peak and plunged more than 47% from peak to trough.
Still, the takeaway for investors is that, despite headwinds, AST SpaceMobile remains on a spacebound trajectory as it works toward deploying 45 to 60 Bluebird satellites into low Earth orbit by year-end.
Here are the big takeaways from the company's most recent earnings call.
AST SpaceMobile's Big Revenue Beat Is the Headline-Grabber
When AST SpaceMobile announced financial results on March 2, it reported quarterly revenue of $54.31 million, beating analyst expectations of $39.53 million by a wide margin. That equates to year-over-year (YOY) revenue growth of nearly 2,758%, up from YOY growth of 1,240% in Q3.
Earnings per share (EPS) of -$0.26 missed analyst expectations of -$0.08, but the company's cash, cash equivalents, restricted cash and overall liquidity rose to $3.9 billion, leaving it well-positioned to continue scaling its direct-to-cellphone satellite infrastructure.
AST SpaceMobile also disclosed that in 2025 it secured over $1.2 billion in aggregate contracted revenue commitments from partners.
Management provided an operational update during the earnings call, noting the firm's manufacturing division is on track to produce more than 40 satellites by early 2026, averaging about six satellites per month over the year.
But the most noteworthy development remains the strong revenue growth, which has helped keep ASTS's financial-health indicator in the green for more than 10 months, according to TradeSmith.
ASTS's Growing List of Clients and Government Contracts Attracts Notable Backing
The space-based cellular broadband company has existing strategic partnerships with major operators including Verizon Communications (NYSE: VZ), AT&T (NYSE: T), Vodafone Group (NASDAQ: VOD), Japanese tech conglomerate Rakuten (OTCMKTS: RKUNY), real estate investment trust American Tower (NYSE: AMT), and BCE (NYSE: BCE). It is also increasingly positioning itself as a federal government contractor.
In late February, AST SpaceMobile announced it had secured a $30 million prime contract from the U.S. Space Development Agency (SDA) for the HALO Europa Program. The agreement—announced Feb. 23—represents the first prime contract for AST SpaceMobile USA, the company's wholly owned defense subsidiary, and is the company's second federal government contract announcement since the start of the year.
"The selection for SDA's Europa Track 2 program validates AST SpaceMobile's ability to rapidly operationalize commercial space capabilities for national security," said Chris Ivory, CEO of AST SpaceMobile USA.
The broadband-via-satellite provider also continues to receive backing from Alphabet (NASDAQ: GOOGL), which holds more than 8.9 million shares of ASTS—a position it opened in early 2024 and expanded in 2025. That stake amounts to more than 23% of Alphabet's investment portfolio, making it a notable holding among the company's investments.
Institutional owners remain bullish on ASTS, with 374 buyers outnumbering 122 sellers over the past 12 months, yielding inflows of roughly $3 billion versus outflows of less than $502 million. Institutional buying was especially pronounced in Q4 2025, when quarterly inflows reached $1.35 billion—a record high since the company went public on April 7, 2021.
Wall Street Analysts Are Still Issuing Caution
Despite heavy institutional buying, shares of ASTS carry a consensus "Reduce" rating based on the 12 analysts covering the company.
The stock's average 12-month price target of $52.94 implies more than 39% downside from current prices.
After rising nearly 1,635% since the start of 2024, current short interest remains elevated at 16.96%, or more than 43 million shares out of roughly 367 million shares outstanding.
However, those short positions—valued at about $3.55 billion—represent a decline from the roughly $4.54 billion worth of shares that were shorted the prior month.
Nebius' 1.2 GW Win: A $20B Bet on AI Infrastructure
By Jeffrey Neal Johnson. Date Posted: 3/5/2026.
Key Points
- The approval of a new AI factory represents a pivotal milestone for Nebius, positioning the company as a key enabler for the entire AI ecosystem.
- This major infrastructure project directly supports the company's aggressive growth targets by meeting the overwhelming and secured customer demand for AI compute.
- This landmark project validates the company's focused strategy on AI infrastructure, earning positive notice and strong price targets from Wall Street analysts.
- Special Report: [Sponsorship-Ad-6-Format3]
Shares of Nebius Group (NASDAQ: NBIS) have climbed following a major announcement that cements the company's high-stakes pivot into the heart of the artificial intelligence (AI) revolution.
The company secured approval to build a large-scale AI factory in the United States — a project with power capacity comparable to some of the planet's largest data centers. This development is more than a construction plan; it's the physical cornerstone of a new corporate identity and a strong validation of Nebius's strategy to become a core provider of global AI infrastructure.
Missouri Milestone: Powering a Strategic Pivot
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See the five simple steps to prepare nowAt the center of the initiative is a 400-acre campus in Independence, Missouri, set to become a hub of AI innovation and to create more than 1,300 local jobs. The most important figure for investors is the site's potential power capacity: up to 1.2 gigawatts (GW). In an industry measured by computing power, access to electricity at this scale is a strategic breakthrough — 1.2 GW is enough to power a large city.
In AI, power is the single most critical and scarce resource. Over the past year, conversations focused on high-powered GPUs, but as chip supply chains stabilize, the limiting factor is increasingly the physical space and massive electrical infrastructure needed to house and run those chips. Companies can have leading algorithms, but without massive, reliable power their ambitions face a hard ceiling. By securing this capacity, Nebius has locked in a vital piece of the infrastructure puzzle and positioned itself as an enabler for the broader AI ecosystem.
This Missouri factory is the flagship project of the new Nebius. The company has transformed from the diversified tech conglomerate Yandex N.V. into a focused, pure-play AI infrastructure provider. That strategic pivot concentrates resources on what management views as the largest market opportunity today, and a tangible, operational project provides a clear proof point of that new identity.
From Power to Profit
For investors, the key question is how this infrastructure investment converts into revenue. The answer lies in the current supply-and-demand imbalance in AI computing. During its fourth-quarter 2025 earnings call, Nebius management said available computing capacity was sold out months in advance. Demand is so intense that customers are securing resources with longer-term contracts and significant upfront commitments.
In this environment, bringing new data-center capacity online is the most direct path to revenue. Nebius is targeting an annualized revenue run rate (ARR) of $7 billion to $9 billion by the end of 2026. ARR extrapolates current recurring revenue over a full year, offering a clearer forward-looking view of scale than historical quarterly figures — and reaching that target depends on delivering new capacity.
That expansion requires significant capital. Nebius outlined a capital expenditure plan of $16 billion to $20 billion for 2026. While substantial, about 60% of that capital is already secured through cash on hand, operating cash flow, and substantial upfront payments from long-term customer agreements. With a strong balance sheet and minimal existing debt, the company appears well-positioned to finance the remaining buildout without taking on excessive risk. This is a structured expansion aligned with secured customer demand, not a speculative gamble.
A Clear Runway for Growth
The Missouri approval is a major de-risking event for Nebius. What was a plan on paper is now a tangible project with government and community backing, giving investors a concrete milestone to monitor. It validates the company's aggressive strategy to establish a leadership position in essential, high-demand AI infrastructure.
Wall Street has noticed. The stock currently carries a Moderate Buy consensus rating from analysts, with an average price target of $143.22. Analyst targets range from $84 to $211, reflecting differing views but signaling meaningful upside in the bullish case. That outlook is bolstered by Nebius's underlying technology assets, including autonomous vehicle developer Avride and EdTech platform TripleTen, which add diversification to the company's foundation.
With strategy validated and capacity expansion visibly underway, the next focus for investors will be execution. This landmark project provides a clear runway for Nebius to move from participant to pivotal infrastructure provider in the global AI revolution.
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