AST SpaceMobile stock falls after $500 million convertible notes offering

Published 24/07/2025, 21:16
© Reuters.

Investing.com -- AST SpaceMobile (NASDAQ:ASTS) stock dropped 9% on Monday after the space-based cellular broadband company announced plans to offer $500 million in convertible senior notes due 2032 in a private placement.

The offering, aimed at qualified institutional buyers under Rule 144A of the Securities Act, includes an option for initial purchasers to buy an additional $75 million in notes. The company plans to use part of the proceeds to fund capped call transactions designed to reduce potential dilution from the notes, with the remainder allocated for general corporate purposes.

The notes will be senior, unsecured obligations with semiannual interest payments, maturing in October 2032 unless converted, redeemed, or repurchased earlier. They will be convertible into cash, shares of AST SpaceMobile’s Class A common stock, or a combination at the company’s discretion.

In a separate announcement, AST SpaceMobile revealed plans for a registered direct offering of its Class A common stock. The company intends to use proceeds from this offering to repurchase up to $135 million of its existing 4.25% convertible senior notes due 2032.

The capped call transactions associated with the new notes offering are expected to involve financial institutions purchasing AST SpaceMobile’s Class A common stock concurrently with or shortly after pricing, potentially affecting the stock’s market price.

AST SpaceMobile is building what it describes as the first space-based cellular broadband network accessible directly by standard smartphones, targeting both commercial and government applications.

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