AST SpaceMobile (ASTS) reported third-quarter 2026 revenue of $42.3 million, compared with $14.7 million in the prior-year quarter. Net loss attributable to common stockholders was $132.4 million, or $0.44 per basic and diluted share.
The company said it expects initial intermittent nationwide coverage in key markets by year-end 2026 and is targeting approximately 45 BlueBird satellites in orbit by mid-2027.
- Third-quarter revenue included $20.6 million in product revenue and $21.8 million in services revenue.
- Cash, cash equivalents and restricted cash totaled approximately $3.2 billion as of September 30, 2026.
- AST SpaceMobile maintained 2026 revenue guidance of $150 million to $200 million.
- The company announced approximately $1.0 billion in non-dilutive funding from Japan’s Ministry of Internal Affairs and Communications for satellite manufacturing and launches.
- Launch agreements cover more than 100 BlueBird satellites planned for cumulative deployment during 2027 and 2028.
$ASTS Insider Trading Activity
$ASTS insiders have traded $ASTS stock on the open market 9 times in the past 6 months. Of those trades, 3 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ASTS stock by insiders over the last 6 months:
- HUIWEN YAO (Chief Technology Officer) has made 0 purchases and 2 sales selling 80,000 shares for an estimated $6,212,000.
- ANDREW MARTIN JOHNSON (CFO and CLO) has made 0 purchases and 2 sales selling 50,809 shares for an estimated $4,748,592.
- JULIO A. TORRES sold 15,000 shares for an estimated $1,145,100
- SHANTI B. GUPTA (Chief Operating Officer) sold 12,000 shares for an estimated $706,680
- ADRIANA CISNEROS has made 3 purchases buying 10,822 shares for an estimated $619,200 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ASTS Hedge Fund Activity
We have seen 457 institutional investors add shares of $ASTS stock to their portfolio, and 328 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RAKUTEN GROUP, INC. removed 15,510,077 shares (-50.0%) from their portfolio in Q2 2026, for an estimated $1,378,225,442
- MORGAN STANLEY added 4,124,149 shares (+129.1%) to their portfolio in Q2 2026, for an estimated $366,471,880
- JANE STREET GROUP, LLC added 3,559,370 shares (+14292.4%) to their portfolio in Q2 2026, for an estimated $316,285,618
- UBS GROUP AG added 2,058,762 shares (+45.3%) to their portfolio in Q2 2026, for an estimated $182,941,591
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,640,466 shares (+inf%) to their portfolio in Q2 2026, for an estimated $145,771,808
- GOLDMAN SACHS GROUP INC added 1,559,322 shares (+67.4%) to their portfolio in Q2 2026, for an estimated $138,561,352
- FMR LLC removed 1,494,224 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $132,776,744
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
