AST SpaceMobile shares rise as investors focus on upcoming BlueBird 7 launch milestones

AST SpaceMobile (ASTS) is up 4.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed attention on near-term launch execution for AST’s next-generation Block 2 BlueBird satellites, particularly BlueBird 7 on Blue Origin’s New Glenn-3 mission. Traders often bid shares up into major “risk-on/risk-off” events like launches, where a successful flight can de-risk timelines, while delays can pressure the stock.

Details:

New Glenn-3 has been announced as the next New Glenn mission and is slated to carry an AST SpaceMobile Block 2 BlueBird satellite to low Earth orbit, keeping focus on the company’s 2026 deployment cadence.

AST has highlighted manufacturing and scale-up plans for its next-generation BlueBird program, which investors tend to treat as a key driver of future service rollout and potential revenue inflection.

AST’s recent SEC disclosures emphasize ongoing work to enable direct-to-device/supplemental coverage using partner spectrum and regulatory authorizations, which underpins the commercial thesis for the constellation.

This could also be momentum trading ahead of additional launch-date updates and any post-launch deployment/unfurling milestones.

Sources:

Blue Origin, U.S. SEC, SatNews

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ASTS Insider Trading Activity

$ASTS insiders have traded $ASTS stock on the open market 11 times in the past 6 months. Of those trades, 5 have been purchases and 6 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 2 sales selling 80,000 shares for an estimated $6,496,000.
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.

$ASTS Hedge Fund Activity

We have seen 367 institutional investors add shares of $ASTS stock to their portfolio, and 135 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.

$ASTS 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 $ASTS, check out Quiver Quantitative's $ASTS forecast page.

$ASTS 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 $85.0.

Here are some recent targets:

Christopher Schoell from UBS set a target price of $85.0 on 03/04/2026
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

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.