AST SpaceMobile (NASDAQ:ASTS) Stock Price Up 9.8% – Here’s What Happened

AST SpaceMobile, Inc. (NASDAQ:ASTS) shares shot up 9.8% on Monday . The company traded as high as $86.95 and last traded at $86.92. 12,130,571 shares changed hands during trading, a decline of 23% from the average session volume of 15,761,645 shares. The stock had previously closed at $79.19.

Key AST SpaceMobile News

Here are the key news stories impacting AST SpaceMobile this week:

• Positive Sentiment: Orange announced a partnership with AST SpaceMobile and Satellite Connect Europe (the AST–Vodafone JV) to demonstrate direct-to-cell voice, SMS and data in Romania (late 2026), expanding AST’s commercial footprint in Europe. Orange partners with AST SpaceMobile, Vodafone on satellite connectivity
• Positive Sentiment: AST’s business update says the company became revenue-generating in 2025 and reported progress across its program milestones, lending credibility to its commercialization story. AST SpaceMobile Provides Business Update and Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 revenue came in at ~$54.3M vs. analyst expectations of ~$39.5M, a clear top-line beat that supports the narrative of accelerating commercial sales. Press Release — Q4 Results
• Positive Sentiment: AST won a roughly $30M agreement with the U.S. Space Development Agency (Europa Track 2 Commercial Solutions), adding a meaningful government contract to backlog and helping near-term revenue visibility. A Look At AST SpaceMobile Valuation After New U.S. Space Development Agency Contract
• Neutral Sentiment: Vodafone’s deal with Amazon’s Leo LEO-satellite service to connect mobile masts highlights intensifying competition in satellite-to-mobile connectivity; it’s a market-growth signal but also a competitive dynamic for AST. Vodafone teams up with Amazon’s satellites to connect masts in Europe and Africa
• Negative Sentiment: EPS missed: AST reported a ($0.26) loss vs. consensus ($0.18), which highlights ongoing profitability challenges despite the revenue beat; investors may be concerned about margins and cash burn. Press Release — Q4 Results
• Negative Sentiment: Some brokerages have a consensus “Reduce” rating and bearish commentary (including a Zacks “Bear of the Day” note ahead of the print), which can pressure sentiment despite the commercial news. AST SpaceMobile Given Consensus Rating of “Reduce” by Brokerages Bear of the Day: AST SpaceMobile (ASTS)

Analyst Ratings Changes

A number of research firms recently commented on ASTS. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of AST SpaceMobile in a research note on Tuesday, January 20th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of AST SpaceMobile in a research report on Monday, December 29th. B. Riley Financial dropped their target price on AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Zacks Research cut AST SpaceMobile from a “hold” rating to a “strong sell” rating in a report on Friday, January 9th. Finally, Scotiabank downgraded shares of AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price objective for the company. in a research note on Wednesday, January 7th. Three analysts have rated the stock with a Buy rating, five have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Reduce” and an average target price of $52.94.

AST SpaceMobile Trading Up 9.8%

The company has a debt-to-equity ratio of 0.43, a current ratio of 9.56 and a quick ratio of 9.48. The business’s 50-day simple moving average is $93.69 and its two-hundred day simple moving average is $72.70. The stock has a market capitalization of $31.90 billion, a price-to-earnings ratio of -70.10 and a beta of 2.78.

AST SpaceMobile (NASDAQ:ASTS) last issued its earnings results on Monday, March 2nd. The company reported ($0.26) EPS for the quarter, missing analysts’ consensus estimates of ($0.18) by ($0.08). The business had revenue of $54.31 million during the quarter, compared to analysts’ expectations of $39.53 million. AST SpaceMobile had a negative net margin of 1,639.59% and a negative return on equity of 27.76%. On average, research analysts anticipate that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CTO Huiwen Yao sold 40,000 shares of the stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $73.52, for a total value of $2,940,800.00. Following the completion of the sale, the chief technology officer owned 4,750 shares in the company, valued at approximately $349,220. This trade represents a 89.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Shanti B. Gupta sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $77.34, for a total value of $773,400.00. Following the sale, the chief operating officer owned 382,375 shares in the company, valued at approximately $29,572,882.50. The trade was a 2.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders bought 2,015 shares of company stock valued at $149,144 and sold 2,344,621 shares valued at $163,788,075. 30.90% of the stock is owned by company insiders.

Institutional Trading of AST SpaceMobile

A number of hedge funds have recently made changes to their positions in ASTS. Crewe Advisors LLC acquired a new position in shares of AST SpaceMobile during the fourth quarter worth $25,000. Laurel Wealth Advisors LLC purchased a new stake in AST SpaceMobile during the 4th quarter worth $25,000. Byrne Asset Management LLC purchased a new stake in AST SpaceMobile during the 4th quarter worth $29,000. Acumen Wealth Advisors LLC acquired a new position in AST SpaceMobile in the 4th quarter worth $29,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in AST SpaceMobile in the 4th quarter valued at about $33,000. Hedge funds and other institutional investors own 60.95% of the company’s stock.

AST SpaceMobile Company Profile

AST SpaceMobile is a U.S.-based aerospace company developing a space-based cellular broadband network designed to connect standard mobile phones and other devices directly to satellites. The company’s core proposition is “space-to-cell” service: operating a constellation of low-Earth-orbit (LEO) satellites equipped with large, high-power phased-array antennas to provide wide-area mobile broadband without requiring users to buy specialized terminals or handset modifications.

AST SpaceMobile designs, builds and operates satellite payloads and supporting ground infrastructure.