Analyst Upgrade: Social media buzz intensified after a major bank initiated coverage with a buy rating and a $92 price target, highlighting the company's unique satellite-to-phone technology and partnerships with major carriers. Investors noted the potential for revenue growth starting in 2027 as commercial operations approach. Discussions emphasized the asymmetric risk-reward profile amid ongoing production efforts.
Production Momentum: Recent logistics updates, including the arrival of specialized aircraft at manufacturing sites, fueled speculation about accelerated satellite deployment and expansion of testing facilities. Observers pointed to the company's ramp-up in BlueBird production as a key catalyst. Some participants shared charts showing support levels around $51 amid broader market volatility.
Price Action Views: Traders debated the stock's recent pullback from higher levels, with calls for potential buying opportunities if it tests lower ranges before a rebound. Many referenced the stock's strong year-to-date gains while cautioning about short-term technical hurdles. Overall commentary reflected interest in long-term commercialization prospects.
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 10 times in the past 6 months. Of those trades, 3 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $ASTS stock by insiders over the last 6 months:
- HIROSHI MIKITANI has made 0 purchases and 2 sales selling 3,040,000 shares for an estimated $270,896,800.
- HUIWEN YAO (Chief Technology Officer) has made 0 purchases and 2 sales selling 80,000 shares for an estimated $7,410,000.
- 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
- 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.
AST SpaceMobile Revenue
AST SpaceMobile had revenues of $31.5M in Q2 2026. This is an increase of 2626.64% from the same period in the prior year.
You can track ASTS financials on Quiver Quantitative's ASTS stock page.
You can access data on ASTS stock through the Quiver Quantitative API.
AST SpaceMobile Hedge Fund Activity
We have seen 533 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 269 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.
AST SpaceMobile Price Targets
Multiple analysts have issued price targets for $ASTS recently. We have seen 4 analysts offer price targets for $ASTS in the last 6 months, with a median target of $82.5.
Here are some recent targets:
- Bryan Kraft from Deutsche Bank set a target price of $106.0 on 05/29/2026
- Mike Crawford from B. Riley Securities set a target price of $85.0 on 05/12/2026
- Christopher Schoell from UBS set a target price of $80.0 on 05/12/2026
- Mathieu Robilliard from Barclays set a target price of $65.0 on 04/09/2026
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.
