Recent discussions on X about AST SpaceMobile (ASTS) have centered around the company's latest satellite launch updates, particularly the completion of the BlueBird 6 satellite, which sparked a notable pre-market surge in the stock price. Many users on the platform are expressing excitement over the company's progress in building a space-based cellular broadband network, with some highlighting partnerships with major telecom players like AT&T and Verizon as a sign of strong future potential. The chatter reflects a high level of retail investor interest, with frequent mentions of upcoming milestones and analyst upgrades fueling the conversation.
However, not all sentiments are uniformly positive, as some discussions on X point to concerns over recent stock price volatility, with a significant drop noted in the past week, and lingering questions about technical challenges and competition from giants like SpaceX. Despite these concerns, optimism appears to dominate, with posts often citing analyst price target increases, such as a recent jump to $60 by a major financial institution, as a reason for continued confidence. The dynamic mix of hope and caution keeps the dialogue around ASTS lively and engaging.
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 7 times in the past 6 months. Of those trades, 0 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:
- HUIWEN YAO (Chief Technology Officer) has made 0 purchases and 3 sales selling 111,000 shares for an estimated $3,866,940.
- SCOTT WISNIEWSKI (President) sold 50,000 shares for an estimated $1,782,500
- ANDREW MARTIN JOHNSON (CFO and CLO) sold 20,000 shares for an estimated $1,049,600
- SHANTI B. GUPTA (Chief Operating Officer) has made 0 purchases and 2 sales selling 25,000 shares for an estimated $959,600.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AST SpaceMobile Hedge Fund Activity
We have seen 237 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 131 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 3,107,100 shares (+21.5%) to their portfolio in Q2 2025, for an estimated $145,194,783
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,185,894 shares (-92.3%) from their portfolio in Q2 2025, for an estimated $102,146,826
- GOLDMAN SACHS GROUP INC removed 2,027,579 shares (-67.8%) from their portfolio in Q2 2025, for an estimated $94,748,766
- CITADEL ADVISORS LLC removed 1,900,151 shares (-93.3%) from their portfolio in Q2 2025, for an estimated $88,794,056
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 1,318,304 shares (+107.7%) to their portfolio in Q2 2025, for an estimated $61,604,345
- BLACKROCK, INC. removed 1,312,374 shares (-11.4%) from their portfolio in Q2 2025, for an estimated $61,327,237
- MORGAN STANLEY added 1,025,315 shares (+32.8%) to their portfolio in Q2 2025, for an estimated $47,912,969
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 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 10/01/2025
- B. Riley Securities issued a "Buy" rating on 06/16/2025
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 $44.0.
Here are some recent targets:
- Mathieu Robilliard from Barclays set a target price of $60.0 on 10/01/2025
- Christopher Schoell from UBS set a target price of $43.0 on 09/09/2025
- Andres Coello from Scotiabank set a target price of $42.9 on 08/07/2025
- Michael Funk from B of A Securities set a target price of $55.0 on 06/25/2025
- Mike Crawford from B. Riley Securities set a target price of $44.0 on 06/16/2025
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.
