AST SpaceMobile, Inc. (ASTS) – What Are Researchers Thinking About This Stock?

Shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) have received a consensus rating of “Hold” from the fourteen research firms that are currently covering the company, Marketbeat reports. Two research analysts have rated the stock with a sell recommendation, seven have given a hold recommendation and five have assigned a buy recommendation to the company. The average 1 year price objective among brokers that have covered the stock in the last year is $80.18.

ASTS has been the subject of a number of recent analyst reports. William Blair reiterated a “market perform” rating on shares of AST SpaceMobile in a research report on Monday, October 5th. UBS Group began coverage on AST SpaceMobile in a report on Wednesday, September 2nd. They set a “buy” rating on the stock. Royal Bank Of Canada cut AST SpaceMobile to a “sector perform” rating in a research report on Friday, October 2nd. Berenberg Bank started coverage on AST SpaceMobile in a research report on Wednesday, September 2nd. They issued a “buy” rating and a $92.00 price target on the stock. Finally, Cantor Fitzgerald boosted their price target on AST SpaceMobile from $80.00 to $90.00 and gave the company an “overweight” rating in a research note on Tuesday, August 11th.

AST SpaceMobile Stock Performance

Shares of ASTS stock opened at $40.66 on Monday. The company has a current ratio of 13.05, a quick ratio of 12.90 and a debt-to-equity ratio of 1.24. The stock has a market cap of $15.82 billion, a P/E ratio of -19.00 and a beta of 2.72. The stock has a 50 day simple moving average of $60.60 and a 200 day simple moving average of $74.19. AST SpaceMobile has a 1 year low of $39.87 and a 1 year high of $133.86.

AST SpaceMobile (NASDAQ:ASTS) last issued its quarterly earnings results on Monday, August 10th. The company reported ($0.77) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.32) by ($0.45). AST SpaceMobile had a negative return on equity of 22.88% and a negative net margin of 536.66%. The company had revenue of $31.52 million for the quarter, compared to analyst estimates of $34.53 million. During the same period in the prior year, the company earned ($0.41) EPS. On average, research analysts predict that AST SpaceMobile will post -1.92 earnings per share for the current fiscal year.

Trending Headlines about AST SpaceMobile

Here are the key news stories impacting AST SpaceMobile this week:

• Positive Sentiment: AST SpaceMobile and TELUS completed an integration test connecting TELUS’ terrestrial network with AST’s satellite system. The test supports the company’s plan to provide direct-to-smartphone connectivity in remote and underserved areas of Canada, although commercial execution remains ahead. Launch Delays Could Change The Case For AST SpaceMobile Stock
• Neutral Sentiment: Some options-market commentary points to a potentially attractive bullish trade after the selloff. This may encourage speculative buying, but it does not change the company’s underlying execution and financing risks. Why There Might Be a Mathematical Incentive to Bet on AST SpaceMobile Stock’s 227% Options Spread
• Negative Sentiment: SpaceX’s expanding Starlink spectrum access and satellite deployment capabilities are intensifying competition. Investors are increasingly concerned that SpaceX could limit AST’s access to spectrum, customers or launch capacity, weakening AST’s long-term growth case. AST SpaceMobile Is Down 67%—Could SpaceX’s Mobile Push Deepen the Selloff?
• Negative Sentiment: Piper Sandler downgraded AST SpaceMobile from Overweight to Neutral. Separately, analyst Tim Farrar warned that AST may not reach a 60-satellite constellation until 2028, raising concerns about launch availability, service timing and the company’s revenue outlook. ASTS Stock Heads For Worst Year Since Listing
• Negative Sentiment: Multiple law firms publicized a securities class action covering investors who bought ASTS securities from March 4, 2025, through July 15, 2026. Allegations include misleading disclosures about liquidity and capital needs after the company issued approximately $3 billion of convertible notes. The lead-plaintiff deadline is November 13, 2026. AST SpaceMobile Class Action Announcement
• Negative Sentiment: Investors remain concerned about repeated earnings misses and launch delays. AST SpaceMobile’s latest reported quarter missed both EPS and revenue expectations, reinforcing worries that substantial spending and financing needs may continue before the satellite network generates meaningful revenue.

Insider Buying and Selling

In other news, Director Adriana Cisneros bought 10,822 shares of the firm’s stock in a transaction on Monday, August 31st. The shares were purchased at an average cost of $57.22 per share, with a total value of $619,234.84. Following the acquisition, the director directly owned 797,023 shares in the company, valued at $45,605,656.06. This represents a 1.38% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Shanti B. Gupta sold 12,000 shares of the business’s stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $58.89, for a total transaction of $706,680.00. Following the completion of the transaction, the chief operating officer owned 462,980 shares of the company’s stock, valued at $27,264,892.20. The trade was a 2.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 20.89% of the stock is currently owned by company insiders.

Institutional Trading of AST SpaceMobile

Institutional investors and hedge funds have recently made changes to their positions in the company. Capital Advisors Ltd. LLC raised its stake in AST SpaceMobile by 6.6% during the first quarter. Capital Advisors Ltd. LLC now owns 2,638 shares of the company’s stock worth $219,000 after acquiring an additional 164 shares in the last quarter. Hollencrest Capital Management lifted its holdings in shares of AST SpaceMobile by 11.7% in the first quarter. Hollencrest Capital Management now owns 1,592 shares of the company’s stock worth $132,000 after acquiring an additional 167 shares during the last quarter. Byrne Asset Management LLC boosted its stake in shares of AST SpaceMobile by 17.0% in the 3rd quarter. Byrne Asset Management LLC now owns 1,170 shares of the company’s stock valued at $67,000 after purchasing an additional 170 shares in the last quarter. TD Waterhouse Canada Inc. boosted its stake in shares of AST SpaceMobile by 15.5% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 1,404 shares of the company’s stock valued at $121,000 after purchasing an additional 188 shares in the last quarter. Finally, HHM Wealth Advisors LLC boosted its stake in shares of AST SpaceMobile by 72.2% in the 1st quarter. HHM Wealth Advisors LLC now owns 465 shares of the company’s stock valued at $39,000 after purchasing an additional 195 shares in the last quarter. Institutional investors own 60.95% of the company’s stock.

About AST SpaceMobile

AST SpaceMobile, Inc is a space-based communications company developing a global cellular broadband network designed to connect directly with standard, unmodified mobile phones. Its technology is intended to extend wireless coverage beyond traditional terrestrial networks, including in rural, remote and underserved areas.

The company is building and deploying a constellation of large low Earth orbit satellites, known as the BlueBird satellite system. AST SpaceMobile plans to provide voice, messaging, data and broadband services through partnerships with mobile network operators, allowing subscribers to remain connected outside the reach of conventional cellular towers.

Founded in 2017 and headquartered in Midland, Texas, AST SpaceMobile was established by Abel Avellan, who serves as its chairman and chief executive officer.