BlueBird 6 Milestone: Social media lit up following AST SpaceMobile's announcement of successfully unfolding BlueBird 6, the largest commercial communications array in low Earth orbit. Investors hailed the engineering triumph as a pivotal step toward global cellular broadband coverage, though shares dipped amid profit-taking.
Convertible Notes Raise: Conversations turned cautious after the $1 billion convertible senior notes offering, with some decrying the timing as trapping retail buyers post-milestone. Others praised the influx for accelerating satellite deployments and debt reduction, underscoring strategic funding for AI and government opportunities.
Valuation Debate: Bullish voices pointed to institutional buys like Clear Street's 88% position increase and Alphabet's steady holding, arguing the L-band spectrum alone merits hefty valuation. Technical charts suggest short-term pullbacks to $80, but long-term catalysts fuel optimism despite volatility.
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 345 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 172 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK added 2,729,868 shares (+inf%) to their portfolio in Q4 2025, for an estimated $198,270,312
- D. E. SHAW & CO., INC. removed 2,599,151 shares (-44.1%) from their portfolio in Q3 2025, for an estimated $127,566,331
- MAREX GROUP PLC added 1,616,665 shares (+126.7%) to their portfolio in Q4 2025, for an estimated $117,418,378
- CLEAR STREET GROUP INC. added 1,608,233 shares (+87.6%) to their portfolio in Q4 2025, for an estimated $116,805,962
- VANGUARD GROUP INC added 1,568,292 shares (+7.9%) to their portfolio in Q4 2025, for an estimated $113,905,047
- MORGAN STANLEY added 1,425,199 shares (+44.0%) to their portfolio in Q4 2025, for an estimated $103,512,203
- BLACKROCK, INC. added 1,269,370 shares (+11.9%) to their portfolio in Q4 2025, for an estimated $92,194,343
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 $95.0 on 02/13/2026
- 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.
