Anyone using job postings as a dataset? I tracked ASTS job postings for months. The acceleration in the last weeks is crazy.
u/GoodFortune67 ·
Reddit — r/algotrading
· March 12, 2026 at 15:46
· ⬆ 47 pts
· 💬 10 comments
| View on Reddit ↗
AI Summary
Summary
The post discusses using job posting velocity as a forward-looking indicator for a company's operational execution and capital deployment. The author applies this method to the company ASTS (AST SpaceMobile).
The author's thesis is that a recent surge in ASTS job postings, particularly in manufacturing, business development, and senior finance, validates the company's aggressive growth plans and transition to a commercial, revenue-generating stage.
Quality assessment: This is well-researched DD (Due Diligence) that combines alternative data (job postings) with fundamental company information (earnings calls, financials). It presents a clear thesis with a balanced counterpoint.
Score47
Comments10
Upvote %92%
▶ Full Post Text
One way I track whether management's guidance is being actioned in real-time is to watch job posting velocity. Hiring data lags execution by 4–8 weeks (you post before you hire, you hire before you build), which makes it a useful forward indicator for capital deployment.
**Why this matters for ASTS:**
On their March 2 earnings call, management confirmed: (1) BlueBird 6 successfully deployed and hit 120 Mbps peak speeds, (2) BlueBird 7 launch targeted for March 2026, (3) 2026 plan for 45–60 satellites in orbit, and (4) $1B revenue guidance for 2027.
The hiring surge aligns precisely with those commitments. The new job postings cover manufacturing roles (Satellite Manufacturing Engineer, Lead Structures Mechanic), recruiting, and Business Development roles that tracks to their geographic expansion.
Another interesting job post: a Director of Revenue Accounting hire. This is a senior finance role specifically built to manage complex, multi-element revenue recognition — the kind you need when you're transitioning from a pre-revenue to a commercial stage company with $1.2B in contracted revenue commitments across multiple multi-year carrier agreements.
Bear counterpoint worth considering: The stock has had significant dilution this year ($1B convertible notes in Feb 2026), and at $87 it's pricing in a lot of the 2027 story. Hiring data is encouraging but $70.9M in 2025 revenue vs. \~$39B market cap is still a steep ask. Worth watching whether the launch cadence holds. But the company is looking to grow!
Interested whether others are tracking similar alternative data?
ASTS has a significant and accelerating number of job postings for key roles in manufacturing, business development, and revenue accounting. This hiring surge is a leading indicator that the company is actively executing on its stated goals of satellite production, global expansion, and commercialization, de-risking future revenue guidance. The job posting data provides tangible evidence that management is deploying capital to meet its ambitious 2026-2027 targets, suggesting the stock's growth story is on track. The stock has a very high valuation ($39B market cap vs. $70.9M 2025 revenue), has experienced significant shareholder dilution, and is dependent on successful future satellite launches.
This Reddit post, published March 12, 2026,
features u/GoodFortune67
discussing ASTS.
1 trade idea extracted by AI with direction and confidence scoring.