AST vs Boeing: Which High-Flying Stock Will Reach for the Stars in 2026?
Investors face a difficult decision between AST SpaceMobile and Boeing in 2026. AST SpaceMobile is pioneering a space-based cellular network, while Boeing continues to be a titan in commercial aviation and defense.
AST SpaceMobile's strategy relies on partnering with mobile network operators like AT&T and Verizon to fill coverage gaps for nearly 3 billion subscribers. The company has definitive agreements with these major carriers and various U.S. government agencies, which adds a layer of risk but also concentration of customers.
In FY 2025, revenue reached approximately $70.9 million, a substantial jump from the $4.4 million reported in the prior fiscal year. However, profitability remains a distant goal during this build-out phase.
Boeing operates in the industrial stocks sector, manufacturing commercial airplanes, defense products, and space systems. According to its latest annual report, the company serves airlines and U.S.-allied government customers in over 150 countries. Revenue is heavily concentrated among a few major airline customers and defense programs, adding a layer of risk.
In FY 2025, revenue reached approximately $89.5 billion, a 34.5% increase from the prior year. The company reported net income of roughly $2.2 billion for the period.