Recent discussions on X about AST SpaceMobile (ASTS) have been buzzing with activity following the announcement of a significant commercial agreement with Verizon to provide cellular service from space starting in 2026. Many users are expressing excitement over the potential for ASTS to revolutionize global connectivity with its satellite technology, especially as the company continues to secure partnerships with major mobile network operators. The news has sparked intense interest, with some pointing to the stock's remarkable 254% surge this year as a sign of strong market confidence.
However, not all sentiments are uniformly positive, as a recent downgrade by a major financial institution to an underperform rating has stirred debate, with warnings of a possible valuation bubble and concerns over cash burn and competition from players like SpaceX's Starlink. Posts on X reflect a divide, with some dismissing the downgrade as overly cautious, while others caution that the stock's rapid rise may invite volatility. This mix of optimism and skepticism keeps the conversation dynamic and closely watched by investors.
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 239 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 129 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 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Underperform" rating on 10/07/2025
- 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:
- Andres Coello from Scotiabank set a target price of $42.9 on 10/07/2025
- 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
- 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.
