Portfolio staple amid space hype: Social media investors frequently include AST SpaceMobile in lists of promising space and tech stocks poised to lead markets by 2027. Enthusiasts rank it highly for its direct-to-cell satellite coverage potential alongside peers in AI, energy, and crypto sectors. Discussions emphasize early positioning for substantial growth.
Catalysts fuel optimism: Chatter points to validated government opportunities and impending regulatory unlocks as key drivers for a valuation rerating. Steady news flow from launches and execution milestones is expected to sustain momentum into operational scaling. Bulls foresee dramatic price moves as execution risks diminish and EBITDA turns positive.
Volatility tempers enthusiasm: Recent price swings, including reactions to analyst notes and competitive developments, have sparked caution on short-term risks like delays and rivalry from established players. Yet long-term believers remain strapped in, viewing pullbacks as buying chances ahead of beta tests and revenue ramps.
Note: This discussion summary was generated from an AI condensation of post data.
AST SpaceMobile Insider Trading Activity
AST SpaceMobile insiders have traded $ASTS stock on the open market 13 times in the past 6 months. Of those trades, 5 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ASTS stock by insiders over the last 6 months:
- TOWER CORP /MA/ AMERICAN sold 2,288,621 shares for an estimated $159,631,314
- HUIWEN YAO (Chief Technology Officer) has made 0 purchases and 3 sales selling 96,000 shares for an estimated $5,332,640.
- ANDREW MARTIN JOHNSON (CFO and CLO) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $1,609,610.
- SHANTI B. GUPTA (Chief Operating Officer) sold 10,000 shares for an estimated $773,400
- MAYA BERNAL (Chief Accounting Officer) sold 6,000 shares for an estimated $442,560
- KEITH R LARSON has made 3 purchases buying 2,015 shares for an estimated $149,143 and 0 sales.
- ADRIANA CISNEROS has made 2 purchases buying 750 shares for an estimated $38,092 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AST SpaceMobile Revenue
AST SpaceMobile had revenues of $14.7M in Q3 2025. This is an increase of 1239.91% from the same period in the prior year.
You can track ASTS financials on Quiver Quantitative's ASTS stock page.
AST SpaceMobile Hedge Fund Activity
We have seen 326 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 151 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. removed 2,599,151 shares (-44.1%) from their portfolio in Q3 2025, for an estimated $127,566,331
- WELLS FARGO & COMPANY/MN added 1,674,499 shares (+1302.7%) to their portfolio in Q3 2025, for an estimated $82,184,410
- VANGUARD GROUP INC added 1,568,292 shares (+7.9%) to their portfolio in Q4 2025, for an estimated $113,905,047
- MAREX GROUP PLC added 1,044,221 shares (+450.5%) to their portfolio in Q3 2025, for an estimated $51,250,366
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 967,826 shares (+38.1%) to their portfolio in Q3 2025, for an estimated $47,500,900
- MORGAN STANLEY removed 912,357 shares (-22.0%) from their portfolio in Q3 2025, for an estimated $44,778,481
- TIDAL INVESTMENTS LLC removed 815,777 shares (-96.9%) from their portfolio in Q3 2025, for an estimated $40,038,335
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AST SpaceMobile Analyst Ratings
Wall Street analysts have issued reports on $ASTS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B. Riley Securities issued a "Buy" rating on 10/23/2025
- Barclays issued a "Underweight" rating on 10/17/2025
To track analyst ratings and price targets for AST SpaceMobile, check out Quiver Quantitative's $ASTS forecast page.
AST SpaceMobile Price Targets
Multiple analysts have issued price targets for $ASTS recently. We have seen 5 analysts offer price targets for $ASTS in the last 6 months, with a median target of $60.0.
Here are some recent targets:
- Mike Crawford from B. Riley Securities set a target price of $105.0 on 01/13/2026
- Andres Coello from Scotiabank set a target price of $45.6 on 01/07/2026
- Greg Pendy from Clear Street set a target price of $87.0 on 11/12/2025
- Mathieu Robilliard from Barclays set a target price of $60.0 on 10/17/2025
- Christopher Schoell from UBS set a target price of $43.0 on 09/09/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
