Earnings reaction: Social media lit up following AST SpaceMobile's Q1 earnings, which reported $15 million in revenue against expectations of $37 million and an EPS miss at ($0.66). Despite the shortfall, a robust $3.5 billion cash position and 2026 guidance targeting $175 million in revenue with 45 satellites aloft by year-end tempered concerns. Investors highlighted mid-June launches of BlueBird 8, 9, and 10 as imminent catalysts amid ongoing execution.
Short interest surge: Chatter intensified around elevated short interest nearing record levels post-earnings, with some speculating on competitor influence and potential squeezes. President Trump's disclosure of recent purchases between $1,001 and $15,000 fueled bullish narratives. Backing from major carriers like Verizon, AT&T, and T-Mobile was cited as a strong tailwind against skeptics.
Technical momentum: Traders dissected price action testing support near the 200-day moving average at $74.53, with resistance looming at $85 and key averages. Anticipation built for shipment announcements and rivalry dynamics with SpaceX ahead of its IPO filing. Overall, discussions reflected resilient optimism despite recent dips.
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 14 times in the past 6 months. Of those trades, 5 have been purchases and 9 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.
- 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 2 sales selling 80,000 shares for an estimated $6,496,000.
- JULIO A. TORRES sold 15,000 shares for an estimated $1,145,100
- SHANTI B. GUPTA (Chief Operating Officer) sold 10,000 shares for an estimated $773,400
- ANDREW MARTIN JOHNSON (CFO and CLO) sold 10,000 shares for an estimated $560,010
- 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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
AST SpaceMobile Revenue
AST SpaceMobile had revenues of $14.7M in Q1 2026. This is an increase of 1952.23% 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 411 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 201 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
- BLACKROCK, INC. added 2,571,685 shares (+21.5%) to their portfolio in Q1 2026, for an estimated $199,537,039
- D. E. SHAW & CO., INC. removed 1,884,466 shares (-57.3%) from their portfolio in Q4 2025, for an estimated $136,868,765
- 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
- FOCUS PARTNERS WEALTH added 1,253,967 shares (+8016.7%) to their portfolio in Q4 2025, for an estimated $91,075,623
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 $72.5.
Here are some recent targets:
- 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
- Andres Coello from Scotiabank set a target price of $45.6 on 01/07/2026
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.
