The Motley Fool's 2026 pick is Intuitive Machines over AST SpaceMobile, citing price-to-sales ratios of 1.3x and 149x, respectively. Both posted fiscal 2025 losses; the article projects Intuitive Machines' revenue at $952 million in fiscal 2026.
In fiscal 2025, AST SpaceMobile's revenue rose about 1,500% to $70.9 million, but it reported a net loss of nearly $342 million and free cash flow of about negative $1.1 billion. Intuitive Machines reported about $210 million in revenue, down nearly 8%, an $84 million net loss and free cash flow of about negative $56 million.
Intuitive Machines began fiscal 2026 with record quarterly revenue of $187 million. Management said its backlog was $1.1 billion, including $400 million in early-2026 bookings; the article forecasts a $66 million fiscal 2026 loss, with analysts expecting the company to turn profitable in 2028. Wall Street forecasts AST SpaceMobile sales of $149 million in fiscal 2026 and $725 million the following year, when it is projected to post its first modest profit. The valuation figures are from Financial Modeling Prep and may differ from other providers.
