BlueBird 6 Launch Buzz: The upcoming launch of AST SpaceMobile's BlueBird 6 satellite on December 15 has ignited fervent discussions on social media. Many are highlighting the potential for this event to further de-risk the company’s innovative direct-to-smartphone satellite technology. The anticipation is palpable as users speculate on how this could impact the stock’s trajectory.
Market Sentiment and Partnerships: Conversations also focus on recent commercial agreements and the company’s strong financial position, with some noting over $1 billion in contracted revenue commitments. There’s a mix of optimism about long-term growth and caution over recent price volatility, with a few pointing to SpaceX’s massive valuation as a benchmark for the sector. The chatter remains dynamic as investors weigh risks and rewards ahead of key milestones.
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:
- 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.
- MAYA BERNAL (Chief Accounting Officer) sold 6,000 shares for an estimated $442,560
- SHANTI B. GUPTA (Chief Operating Officer) sold 10,000 shares for an estimated $418,400
- KEITH R LARSON purchased 675 shares for an estimated $49,079
- 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 266 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 168 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
- VANGUARD GROUP INC added 2,351,539 shares (+13.4%) to their portfolio in Q3 2025, for an estimated $115,413,534
- UBS GROUP AG added 1,834,529 shares (+86.9%) to their portfolio in Q3 2025, for an estimated $90,038,683
- WELLS FARGO & COMPANY/MN added 1,674,499 shares (+1302.7%) to their portfolio in Q3 2025, for an estimated $82,184,410
- 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
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 6 analysts offer price targets for $ASTS in the last 6 months, with a median target of $57.5.
Here are some recent targets:
- Andres Coello from Scotiabank set a target price of $45.6 on 11/25/2025
- Greg Pendy from Clear Street set a target price of $87.0 on 11/12/2025
- Mike Crawford from B. Riley Securities set a target price of $95.0 on 10/23/2025
- 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
- Michael Funk from B of A Securities set a target price of $55.0 on 06/25/2025
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.
