MetaCap

AST SpaceMobile (ASTS) vs Lumentum (LITE)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Lumentum (LITE) has outperformed AST SpaceMobile (ASTS) over the past year, gaining 609.3% versus a loss of 19.9%. Over five years, LITE leads with a +1208.4% price change compared with +486.6% for ASTS. Lumentum is the larger company by market cap ($99.66 billion vs $23.60 billion), about 4.2 times the size, while AST SpaceMobile is growing revenue faster (+1511.8% vs +83.2%).

Lumentum converts more of its revenue into profit, with a net margin of -230.1% versus -482.2%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ASTS-17.85%LITE+594.06%
+638%+288%-62%
Oct 6, 20251 yearOct 7, 2026
ASTS+495.33%LITE+1224.45%
+1290%+573%-144%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ASTS versus LITE key metrics
MetricASTSLITE
Share price$60.65$1,111.07
Market cap$23.60B$99.66B
1-day change-3.91%-1.97%
YTD return-17.54%+202.41%
1-year return-19.88%+609.30%
5-year return+486.58%+1208.44%
Forward P/E—31.24
EPS (TTM)$-2.13$-92.96
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$70.92M$3.01B
Revenue growth (YoY)+1511.77%+83.22%
Net income (latest FY)$-341.94M$-6.94B
Gross margin—41.67%
Operating margin—17.41%
Net margin-482.16%-230.10%
52-week high$133.86$1,137.21
52-week low$49.31$147.81
Distance from 52-week high-54.69%-2.30%
Analyst consensusholdstrong_buy
Avg. price target upside+28.51%+4.58%
Average volume12.09M4.64M
Shares outstanding299.79M89.70M
Employees1,12613,757
SectorTechnologyTechnology
IndustryCommunication EquipmentCommunication Equipment

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Lumentum is about 4.2 times larger than AST SpaceMobile by market value ($99.66B vs $23.60B).
  • LITE has outperformed ASTS by 629.2 percentage points over the past year.
  • Lumentum is more profitable, keeping -230.1 cents of every revenue dollar as net income versus -482.2 cents for AST SpaceMobile.
  • AST SpaceMobile grew revenue faster in its latest fiscal year (+1511.77% vs +83.22%).

About AST SpaceMobile

ASTS stock →

AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States. The company provides a cellular broadband network in space to be accessible directly by smartphones for commercial use and other applications, as well as for government use.

Technology · Communication Equipment · 1,126 employees

About Lumentum

LITE stock →

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Technology · Communication Equipment · 13,757 employees

ASTS vs LITE FAQ

Which is bigger, AST SpaceMobile or Lumentum?

Lumentum (LITE) is larger, with a market capitalization of $99.66B compared with $23.60B for AST SpaceMobile (ASTS).

Which stock has performed better over the past year, ASTS or LITE?

LITE returned +609.30% over the past 12 months, compared with -19.88% for ASTS (price return, excluding dividends). Past performance does not predict future results.

Are AST SpaceMobile and Lumentum in the same industry?

Yes. Both are classified in the Communication Equipment industry within the Technology sector.

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