AST SpaceMobile (NASDAQ:ASTS) Trading Up 6.6% – Here’s What Happened
by Amy Steele · The Cerbat GemShares of AST SpaceMobile, Inc. (NASDAQ:ASTS – Get Free Report) shot up 6.6% on Tuesday . The stock traded as high as $97.57 and last traded at $92.68. 21,622,132 shares were traded during mid-day trading, an increase of 36% from the average session volume of 15,940,729 shares. The stock had previously closed at $86.92.
More AST SpaceMobile News
Here are the key news stories impacting AST SpaceMobile this week:
- Positive Sentiment: Big revenue beat and strong liquidity — Q4 revenue of $54.3M far exceeded Street estimates and drove year-over-year growth of ~2,700%. Management also says liquidity is about $3.9B, easing near-term funding risk. Read More.
- Positive Sentiment: New commercial and defense deals expand addressable markets — ASTS landed an SDA (U.S. Space Development Agency) HALO/EUROPA contract and partnered with Orange (and has Satellite Connect Europe ties to Vodafone) to trial direct-to-device services in Europe. These validate both government and carrier revenue paths. Read More.
- Positive Sentiment: Operational progress — successful BlueBird 6 launch and manufacturing ramp (management expects >40 satellites produced into early 2026 and a target fleet of 45–60 by year-end) support revenue scaling and contract fulfillment. Read More.
- Neutral Sentiment: Investor materials and transparency — the company posted its Q4 slide deck and an earnings/transcript set that provide detail on commercialization timelines and contract backlog (~$1.2B in aggregated contracted commitments reported). Useful for modeling but not an immediate catalyst on its own. Read More.
- Neutral Sentiment: Earnings call color — transcripts emphasize the large addressable market (billions unconnected) and IP/patent moat; timelines and unit economics remain a watch item for investors. Read More.
- Negative Sentiment: EPS miss and widening loss — EPS was -$0.26 vs. consensus -$0.18 and management reported a $74M net loss; growing revenues are being offset by rising costs, which keeps profitability distant. Read More.
- Negative Sentiment: Analyst caution and valuation risk — street coverage remains cautious (consensus “Reduce” and an average 12‑month target well below current levels); high historical volatility and elevated short interest add downside risk if execution slows. Read More.
Analyst Ratings Changes
Several equities analysts recently issued reports on ASTS shares. Zacks Research cut AST SpaceMobile from a “hold” rating to a “strong sell” rating in a report on Friday, January 9th. B. Riley Financial cut their price objective on shares of AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of AST SpaceMobile in a report on Tuesday, January 20th. Scotiabank downgraded AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price target on the stock. in a research note on Wednesday, January 7th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of AST SpaceMobile in a research report on Monday, December 29th. Three analysts have rated the stock with a Buy rating, five have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and a consensus price target of $52.94.
Read Our Latest Stock Analysis on AST SpaceMobile
AST SpaceMobile Trading Up 6.6%
The company has a fifty day simple moving average of $93.69 and a two-hundred day simple moving average of $72.97. The company has a quick ratio of 9.48, a current ratio of 9.56 and a debt-to-equity ratio of 0.43. The stock has a market capitalization of $34.02 billion, a P/E ratio of -74.74 and a beta of 2.70.
AST SpaceMobile (NASDAQ:ASTS – Get Free Report) last announced its quarterly earnings results on Monday, March 2nd. The company reported ($0.26) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.18) by ($0.08). AST SpaceMobile had a negative return on equity of 27.76% and a negative net margin of 1,639.59%.The business had revenue of $54.31 million during the quarter, compared to the consensus estimate of $39.53 million. The business’s quarterly revenue was up 2731.3% compared to the same quarter last year. On average, sell-side analysts expect that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current year.
Insider Buying and Selling
In other news, CAO Maya Bernal sold 6,000 shares of the stock in a transaction on Friday, December 5th. The shares were sold at an average price of $73.76, for a total transaction of $442,560.00. Following the completion of the sale, the chief accounting officer owned 122,486 shares of the company’s stock, valued at $9,034,567.36. This represents a 4.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $69.75, for a total transaction of $159,631,314.75. Following the completion of the sale, the insider directly owned 211,379 shares in the company, valued at $14,743,685.25. This represents a 91.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have acquired 2,015 shares of company stock valued at $149,144 and have sold 2,344,621 shares valued at $163,788,075. 30.90% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On AST SpaceMobile
A number of large investors have recently bought and sold shares of ASTS. Crewe Advisors LLC acquired a new position in AST SpaceMobile during the fourth quarter worth $25,000. Laurel Wealth Advisors LLC bought a new stake in AST SpaceMobile during the 4th quarter worth about $25,000. Byrne Asset Management LLC acquired a new position in shares of AST SpaceMobile during the 4th quarter worth about $29,000. Acumen Wealth Advisors LLC bought a new position in shares of AST SpaceMobile in the 4th quarter valued at about $29,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of AST SpaceMobile in the 4th quarter valued at about $33,000. Institutional investors and hedge funds own 60.95% of the company’s stock.
About AST SpaceMobile
AST SpaceMobile is a U.S.-based aerospace company developing a space-based cellular broadband network designed to connect standard mobile phones and other devices directly to satellites. The company’s core proposition is “space-to-cell” service: operating a constellation of low-Earth-orbit (LEO) satellites equipped with large, high-power phased-array antennas to provide wide-area mobile broadband without requiring users to buy specialized terminals or handset modifications.
AST SpaceMobile designs, builds and operates satellite payloads and supporting ground infrastructure.