AST SpaceMobile (NASDAQ:ASTS – Free Report) had its price target hoisted by UBS Group from $43.00 to $85.00 in a research note published on Wednesday,Benzinga reports. They currently have a neutral rating on the stock.
A number of other brokerages also recently issued reports on ASTS. Zacks Research downgraded AST SpaceMobile from a “hold” rating to a “strong sell” rating in a research report on Friday, January 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of AST SpaceMobile in a research note on Tuesday, January 20th. B. Riley Financial decreased their target price on AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Scotiabank cut shares of AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price target on the stock. in a research note on Wednesday, January 7th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of AST SpaceMobile in a report on Monday, December 29th. Two research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, AST SpaceMobile has an average rating of “Reduce” and a consensus target price of $63.77.
Read Our Latest Stock Report on ASTS
AST SpaceMobile Trading Down 4.7%
AST SpaceMobile (NASDAQ:ASTS – Get Free Report) last posted 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). AST SpaceMobile had a negative net margin of 482.16% and a negative return on equity of 23.02%. The business had revenue of $54.31 million for the quarter, compared to analyst estimates of $39.53 million. The business’s revenue was up 2731.3% on a year-over-year basis. As a group, equities analysts forecast that AST SpaceMobile will post -0.4 EPS for the current fiscal year.
Insider Buying and Selling
In related news, COO Shanti B. Gupta sold 10,000 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $77.34, for a total value of $773,400.00. Following the completion of the transaction, the chief operating officer directly owned 382,375 shares of the company’s stock, valued at approximately $29,572,882.50. This represents a 2.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Keith R. Larson acquired 625 shares of the firm’s stock in a transaction on Wednesday, December 24th. The stock was purchased at an average price of $80.00 per share, for a total transaction of $50,000.00. Following the acquisition, the director directly owned 2,015 shares in the company, valued at $161,200. This represents a 44.96% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders bought 2,015 shares of company stock worth $149,144. 30.90% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On AST SpaceMobile
Hedge funds and other institutional investors have recently modified their holdings of the business. AG Campbell Advisory LLC acquired a new position in AST SpaceMobile during the fourth quarter worth about $478,000. Caitong International Asset Management Co. Ltd grew its stake in AST SpaceMobile by 3,320.7% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 47,343 shares of the company’s stock valued at $3,439,000 after acquiring an additional 45,959 shares in the last quarter. Alpine Global Management LLC acquired a new stake in AST SpaceMobile in the 4th quarter valued at about $218,000. TRU Independence Asset Management 2 LLC acquired a new stake in AST SpaceMobile in the 4th quarter valued at about $726,000. Finally, Invesco Ltd. lifted its stake in AST SpaceMobile by 46.7% in the 4th quarter. Invesco Ltd. now owns 312,616 shares of the company’s stock worth $22,705,000 after purchasing an additional 99,526 shares in the last quarter. 60.95% of the stock is owned by hedge funds and other institutional investors.
AST SpaceMobile News Roundup
Here are the key news stories impacting AST SpaceMobile this week:
- Positive Sentiment: TELUS commercial agreement expands ASTS’s addressable market in Canada and helped lift sentiment by validating operator demand for direct-to-cell service; this deal supports near-term revenue growth and rollout plans. TELUS Partners with AST SpaceMobile
- Positive Sentiment: Orange added AST SpaceMobile to its satellite roster and scheduled Europe D2C trials for late 2026 — another major operator endorsement that increases potential European commercial traction. Orange Adds AST SpaceMobile
- Positive Sentiment: ASTS reported meaningful 2025 revenue (~$70.9M), a growing pipeline (~$1.2B contracted backlog) and plans to launch 45–60 satellites by end‑2026 — operational proof that the business is scaling from pre‑revenue to commercial receipts. Seeking Alpha: AST SpaceMobile revenue and plans
- Positive Sentiment: Analyst coverage turned more constructive: Zacks moved ASTS from “strong sell” to “hold” and other upgrades sparked intraday rallies in recent sessions, indicating improving sell‑side sentiment can amplify momentum. Zacks upgrade Analyst upgrade article
- Neutral Sentiment: Media pieces highlight ASTS as a direct competitor to SpaceX’s Starlink (different product/market focus) — competition raises strategic questions but doesn’t remove near‑term operator contracts or revenue. ASTS vs Starlink
- Neutral Sentiment: Sector comparisons (e.g., vs. Rocket Lab) and broader market volatility (macro headlines) are contributing to mixed trading — investors are differentiating capital‑intensive launch plays. Fool comparison
- Negative Sentiment: Valuation and cash‑burn concerns remain: analysts warn ASTS’s premium multiple and high operating costs increase downside risk if cadence of deployments or operator rollouts slips. Zacks: 181% rise and risks
- Negative Sentiment: Profitability metrics are weak (negative EPS and very large negative margins reported recently), so any slowdown in operator conversions or higher launch costs could press the stock lower. Financials and risks
- Neutral Sentiment: Reported short‑interest data in feeds appears anomalous/zero — not a reliable signal this cycle; ignore until clarified by exchange filings.
About AST SpaceMobile
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.
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