Ast Spacemobile Inc Stock Price, News & Analysis

AST SpaceMobile (NASDAQ: ASTS) will hold a quarterly business update conference call on Monday, November 10, 2025 at 5:00 p.m. ET. Management will accept and answer select questions from retail and institutional shareholders about the company’s business and financial results.

Investors can submit questions to investors@ast-science.com. The call will be streamed live via webcast on the company’s Investor Relations Events page at https://ast-science.com/investors/, and an archive will be posted shortly after the call.

AST SpaceMobile (NASDAQ: ASTS) priced a cash repurchase of $50.0 million aggregate principal of its 4.25% convertible senior notes due 2032 and a concurrent Registered Direct Offering of ~2.0 million Class A shares at $78.61 per share, with both closings expected on or about October 29, 2025. The repurchase will remove ~$13.5 million of remaining interest and unreserve approximately 1.85 million underlying shares. Transactions are cross-conditional. Separately, the company priced a private offering of $1.0 billion aggregate principal of 2.00% convertible senior notes due 2036, increased from $850.0 million, scheduled to settle on October 24, 2025.

AST SpaceMobile (NASDAQ: ASTS) priced a private offering of $1.0 billion aggregate principal amount of convertible senior notes due 2036, increased from a prior $850.0 million amount, with settlement expected on October 24, 2025.

The Notes carry a 2.00% annual coupon, an initial conversion price of approximately $96.30 per share (a ~22.5% premium to the Oct 21, 2025 share price), and an initial conversion rate of 10.3845 shares per $1,000 principal. Net proceeds are estimated at $981.9M (or $1,129.2M if $150M option exercised) for general corporate purposes and satellite deployment.

AST SpaceMobile (NASDAQ: ASTS) announced a proposed cash repurchase of up to $50.0 million principal of its 4.25% convertible senior notes due 2032, to be funded with net proceeds from a concurrent registered direct offering of Class A common stock and cash on hand.

The company intends to offer shares in the Registered Direct Offering (pricing and share count to be determined) and said the Repurchase is subject to market conditions and closing conditions and may not be consummated. Participating noteholders may buy/sell shares or enter derivative transactions that could be substantial relative to historic average daily volume and may adversely affect the trading price of ASTS stock.

Separately, AST SpaceMobile also intends a private offering of $850.0 million aggregate principal of new convertible senior notes due 2036, with a $150.0 million option for purchasers.

AST SpaceMobile (NASDAQ: ASTS) announced a proposed private offering of $850.0 million aggregate principal amount of convertible senior notes due January 15, 2036, with an initial purchasers' option to buy up to an additional $150.0 million.

The Notes will be senior unsecured, accrue semiannual interest, and be convertible into cash, shares of Class A common stock, or a combination at the company’s election; key pricing terms will be set at offering pricing. Net proceeds are intended for general corporate purposes, including funding global satellite deployment for SpaceMobile Service.

Separately, ASTS intends a registered direct offering and may repurchase up to $50.0 million of existing 4.25% convertible senior notes due 2032 using proceeds and cash on hand.

AST SpaceMobile (NASDAQ: ASTS) signed a definitive commercial agreement with Verizon (VZ) to provide space-based direct-to-device cellular broadband across the continental United States, with service planned to begin in 2026.

The partnership combines Verizon's terrestrial network and premium 850 MHz spectrum with AST SpaceMobile's LEO network and the largest-ever commercial communications arrays in orbit. The agreement covers AST SpaceMobile's licensed L- and S-band and up to 1,150 MHz of operator low- and mid-band spectrum. Companies completed successful demonstrations including a crystal-clear VoLTE call and two-way RCS between unmodified smartphones and an AST SpaceMobile BlueBird satellite.

AST SpaceMobile (NASDAQ: ASTS) reported its Q2 2025 results and provided significant business updates on its space-based cellular broadband network. The company confirmed its fully-funded plan to deploy 45-60 satellites by 2026, with five fully operational satellites and one test satellite currently in orbit. AST SpaceMobile expects revenue of $50-75 million in H2 2025 from government and commercial customers.

The company secured substantial financing, including $575 million from convertible notes and holds over $1.5 billion in pro-forma cash. AST SpaceMobile expanded its spectrum strategy by acquiring 60 MHz of global S-Band spectrum rights and received court approval for up to 45 MHz of L-Band spectrum access in the U.S. and Canada. The company's network aims to deliver up to 120 Mbps peak data speeds globally, supported by partnerships with over 50 mobile network operators reaching nearly 3 billion subscribers.

AST SpaceMobile (NASDAQ: ASTS) has announced an agreement to acquire global S-Band spectrum priority rights held under the International Telecommunication Union (ITU). The $64.5 million transaction will provide the company with priority rights to Mobile Satellite Services frequencies in the 1980-2010 MHz and 2170-2200 MHz ranges.

The acquisition complements AST SpaceMobile's existing global 3GPP cellular spectrum strategy and planned L-Band spectrum strategies in the U.S. and Canada. The company aims to achieve peak data transmission speeds of up to 120 Mbps, enabling broadband services directly from space to everyday smartphones. The transaction includes $26 million paid at closing and $38.5 million in deferred consideration, with closing expected in the second half of 2025.

AST SpaceMobile (NASDAQ: ASTS), a company developing a space-based cellular broadband network, has closed a $575.0 million convertible senior notes offering due 2032. The financing strengthens the company's balance sheet to over $1.5 billion in pro forma cash as of June 30, 2025.

The notes feature a seven-year maturity and a $120.12 effective conversion price. The company implemented a capped call hedge to increase the effective conversion premium to 100%, limiting potential dilution to less than 1.5%. Additionally, ASTS announced a registered direct offering of 5.8 million shares and plans to repurchase $135.0 million of outstanding 4.25% convertible notes, eliminating approximately $37.8 million in remaining interest.