Machina Capital S.A.S. Acquires New Stake in AST SpaceMobile, Inc. $ASTS

Machina Capital S.A.S. bought a new stake in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 24,682 shares of the company’s stock, valued at approximately $1,453,000.

Other hedge funds also recently modified their holdings of the company. Bank of America Corp DE boosted its position in shares of AST SpaceMobile by 140.3% in the first quarter. Bank of America Corp DE now owns 1,644,246 shares of the company’s stock worth $136,259,000 after buying an additional 960,045 shares during the period. First Trust Advisors LP raised its position in AST SpaceMobile by 14.3% during the first quarter. First Trust Advisors LP now owns 1,316,852 shares of the company’s stock valued at $109,128,000 after buying an additional 164,303 shares during the period. Tidal Investments LLC raised its position in AST SpaceMobile by 9,876.8% during the second quarter. Tidal Investments LLC now owns 1,049,061 shares of the company’s stock valued at $93,220,000 after buying an additional 1,038,546 shares during the period. Tema ETFs LLC raised its position in AST SpaceMobile by 109,486.8% during the second quarter. Tema ETFs LLC now owns 1,003,815 shares of the company’s stock valued at $89,199,000 after buying an additional 1,002,899 shares during the period. Finally, Bank of New York Mellon Corp lifted its stake in AST SpaceMobile by 21.5% in the 1st quarter. Bank of New York Mellon Corp now owns 837,559 shares of the company’s stock worth $69,409,000 after acquiring an additional 148,464 shares in the last quarter. Hedge funds and other institutional investors own 60.95% of the company’s stock.

AST SpaceMobile Trading Down 5.8%

AST SpaceMobile stock opened at $34.50 on Friday. AST SpaceMobile, Inc. has a 12 month low of $27.58 and a 12 month high of $133.86. The company has a quick ratio of 12.90, a current ratio of 13.65 and a debt-to-equity ratio of 1.89. The stock has a market cap of $13.43 billion, a P/E ratio of -16.20 and a beta of 2.88. The company’s fifty day simple moving average is $50.29 and its 200-day simple moving average is $74.53.

AST SpaceMobile (NASDAQ:ASTS) last released its quarterly earnings data on Monday, November 9th. The company reported ($0.44) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.41) by ($0.03). AST SpaceMobile had a negative net margin of 439.71% and a negative return on equity of 22.00%. The firm had revenue of $42.32 million for the quarter, compared to analyst estimates of $45.73 million. During the same period in the previous year, the business posted ($0.45) EPS. AST SpaceMobile’s revenue for the quarter was up 187.9% on a year-over-year basis. As a group, sell-side analysts forecast that AST SpaceMobile, Inc. will post -1.95 EPS for the current fiscal year.

AST SpaceMobile News Roundup

Investors following ASTS have been watching these news items:

• Neutral Sentiment: Investors are also watching launch risks and competition, while some bullish commentary points to potential value from carrier partnerships. The outlook remains uncertain as the company works to convert deployment progress into reliable revenue. AST SpaceMobile Stock Price Prediction
• Negative Sentiment: AST SpaceMobile’s latest quarter missed analyst expectations for both adjusted earnings and revenue. Rising spending on satellites and the Blacklift project, alongside concerns that cash burn may outpace revenue growth, is reinforcing questions about its valuation and funding requirements. AST SpaceMobile Has a New Rocket Plan, But Its Cash-Burn Problem Isn’t Going Away
• Negative Sentiment: Several law firms publicized a securities class action covering purchases from March 4, 2025, through July 15, 2026. The lawsuit alleges misstatements or omissions related to the company’s capital and liquidity position; the allegations are not proven. The lead-plaintiff deadline is November 13, adding a near-term reputational overhang. ASTS Securities Fraud Class Action Deadline

Analysts Set New Price Targets

A number of brokerages have commented on ASTS. Weiss Ratings restated a “sell (d-)” rating on shares of AST SpaceMobile in a research report on Monday, September 21st. William Blair reiterated a “market perform” rating on shares of AST SpaceMobile in a report on Wednesday. Royal Bank Of Canada downgraded AST SpaceMobile to a “sector perform” rating in a report on Friday, October 2nd. Deutsche Bank raised shares of AST SpaceMobile from a “hold” rating to a “buy” rating and set a $93.00 price target for the company in a research report on Monday, October 12th. Finally, Berenberg Bank assumed coverage on shares of AST SpaceMobile in a report on Wednesday, September 2nd. They set a “buy” rating and a $92.00 price target for the company. Six research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $75.47.

Insider Activity at AST SpaceMobile

In related news, COO Shanti B. Gupta sold 12,000 shares of AST SpaceMobile stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $58.89, for a total value of $706,680.00. Following the completion of the sale, the chief operating officer owned 462,980 shares of the company’s stock, valued at approximately $27,264,892.20. The trade was a 2.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Adriana Cisneros bought 10,822 shares of the stock in a transaction on Monday, August 31st. The shares were acquired at an average cost of $57.22 per share, for a total transaction of $619,234.84. Following the completion of the transaction, the director directly owned 797,023 shares of the company’s stock, valued at approximately $45,605,656.06. The trade was a 1.38% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 20.89% of the stock is currently owned by company insiders.

About AST SpaceMobile

AST SpaceMobile, Inc. develops a space-based cellular broadband network designed to connect directly with standard mobile phones, without requiring users to purchase specialized satellite devices. Its planned services include voice calls, text messaging and mobile broadband, delivered through partnerships with mobile network operators and integrated with their existing networks. The company is developing and deploying its BlueBird satellite system to provide coverage in areas where terrestrial cellular networks are unavailable or limited.