Analyst Coverage: Berenberg initiated coverage on AST SpaceMobile with a Buy rating and a $92 price target, citing the company's unique position in demonstrated cellular broadband from space and extensive mobile network operator partnerships. Analysts highlighted how these agreements position the firm to complement rather than compete with major carriers. Discussions emphasized the potential for rapid revenue growth once continuous service begins in 2027.
Satellite Deployment: Social media conversations focused on the ongoing BlueBird satellite launches and manufacturing ramp-up, with expectations for around 45 satellites by early 2027. Participants noted recent defense contract awards as expanding opportunities in government and connectivity sectors. Stock volatility from prior highs was attributed to launch timelines, though long-term thesis remains a frequent topic.
Carrier Dynamics: Recent comments from carriers like T-Mobile and Verizon fueled debate on satellite integration as complementary coverage rather than a threat. Investors discussed how these partnerships could unlock recurring revenue streams without direct competition. Overall sentiment reflected cautious optimism around scaling commercial operations.
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 11 times in the past 6 months. Of those trades, 3 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:
- 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 $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.
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 531 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
- STATE STREET CORP added 1,633,802 shares (+41.3%) to their portfolio in Q1 2026, for an estimated $126,766,697
- GOLDMAN SACHS GROUP INC added 1,559,322 shares (+67.4%) to their portfolio in Q2 2026, for an estimated $138,561,352
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.
