Funding Milestone: Social media discussions spotlight AST SpaceMobile's upsized convertible bond offering to $1.075 billion, creating a robust war chest for satellite deployments. Participants emphasize the strategic debt refinancing and acceleration of global spectrum rollout. This capital infusion is viewed as a catalyst for nearing commercial operations.
Satellite Breakthrough: Excitement swirls around the successful unfurling of BlueBird-6, the largest commercial communications array in low Earth orbit. Conversations position this as a direct challenge to Starlink in direct-to-device broadband. Anticipation grows for beta services launching in the first half of 2026 with key partners.
Innovation Edge: Recent patent disclosures on integrating satellite systems with terrestrial cell networks have fueled optimism. Debates highlight seamless connectivity for standard smartphones worldwide. The narrative underscores a shift from speculation to scalable revenue generation.
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 371 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 177 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 2,771,782 shares (-79.0%) from their portfolio in Q4 2025, for an estimated $201,314,526
- NORGES BANK added 2,729,868 shares (+inf%) to their portfolio in Q4 2025, for an estimated $198,270,312
- BROAD RUN INVESTMENT MANAGEMENT, LLC removed 1,985,576 shares (-55.8%) from their portfolio in Q4 2025, for an estimated $144,212,384
- D. E. SHAW & CO., INC. removed 1,884,466 shares (-57.3%) from their portfolio in Q4 2025, for an estimated $136,868,765
- 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
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.
