What smart money is saying about AST SpaceMobile, Inc.
2 funds in our archive have pitched AST SpaceMobile, Inc. — most recently Crossroads Capital in December 2025.
AST SpaceMobile, Inc. operates space-based cellular broadband network for mobile phones. Its SpaceMobile service provides mobile broadband services for users traveling in and out of areas without terrestrial mobile services on land, at sea, or in flight. The company is headquartered in Midland, Texas.
Fund coverage · 2 theses
- Crossroads CapitalDecember 2025
AST SpaceMobile, Inc. is scaling a validated direct-to-device LEO satellite network with unique technical moats, accelerating launch capacity, blue-chip commercial and government demand, and fresh low-cost capital supporting significant long-term earnings power.
Read the full thesis - Greenhaven Road CapitalJune 2025
AST SpaceMobile is developing a satellite-based cellular network that will provide worldwide broadband coverage directly to unmodified smartphones, with significant opportunities in various markets, including defense and first responders.
Read the full thesis
Read every full thesis on AST SpaceMobile, Inc.
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→