AST SpaceMobile, Inc. $ASTS Stock Position Increased by Greenhaven Road Investment Management L.P.

Greenhaven Road Investment Management L.P. grew its holdings in AST SpaceMobile, Inc. (NASDAQ:ASTS) by 22.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 329,111 shares of the company’s stock after purchasing an additional 61,111 shares during the quarter. AST SpaceMobile makes up approximately 2.4% of Greenhaven Road Investment Management L.P.’s portfolio, making the stock its 9th largest holding. Greenhaven Road Investment Management L.P.’s holdings in AST SpaceMobile were worth $16,153,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Vanguard Group Inc. raised its position in shares of AST SpaceMobile by 13.4% during the 3rd quarter. Vanguard Group Inc. now owns 19,919,888 shares of the company’s stock worth $977,668,000 after purchasing an additional 2,351,539 shares during the last quarter. Clear Street Group Inc. acquired a new position in shares of AST SpaceMobile in the third quarter worth $90,129,000. Van ECK Associates Corp lifted its position in shares of AST SpaceMobile by 125.1% in the third quarter. Van ECK Associates Corp now owns 782,041 shares of the company’s stock valued at $38,382,000 after acquiring an additional 434,615 shares in the last quarter. Invesco Ltd. lifted its position in shares of AST SpaceMobile by 610.4% in the second quarter. Invesco Ltd. now owns 475,531 shares of the company’s stock valued at $22,222,000 after acquiring an additional 408,595 shares in the last quarter. Finally, Jump Financial LLC raised its stake in AST SpaceMobile by 2,126.2% in the 3rd quarter. Jump Financial LLC now owns 379,203 shares of the company’s stock valued at $18,611,000 after purchasing an additional 362,169 shares during the last quarter. 60.95% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other AST SpaceMobile news, Director Keith R. Larson acquired 625 shares of the stock in a transaction on Wednesday, December 24th. The stock was purchased at an average price of $80.00 per share, for a total transaction of $50,000.00. Following the purchase, the director directly owned 2,015 shares in the company, valued at $161,200. This trade represents a 44.96% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 30.90% of the stock is currently owned by company insiders.

AST SpaceMobile Stock Down 5.2%

Shares of AST SpaceMobile stock opened at $90.74 on Thursday. AST SpaceMobile, Inc. has a twelve month low of $18.22 and a twelve month high of $129.89. The stock has a market cap of $33.30 billion, a price-to-earnings ratio of -68.74 and a beta of 2.77. The company has a current ratio of 16.35, a quick ratio of 16.27 and a debt-to-equity ratio of 0.92. The company has a fifty day moving average price of $96.37 and a 200 day moving average price of $76.45.

AST SpaceMobile (NASDAQ:ASTS) last issued its quarterly earnings data 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 net margin of 482.16% and a negative return on equity of 23.02%. The firm had revenue of $54.31 million during the quarter, compared to analyst estimates of $39.53 million. The firm’s revenue for the quarter was up 2731.3% compared to the same quarter last year. Equities research analysts forecast that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on ASTS. Scotiabank cut shares of 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. B. Riley Financial dropped their target price on AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Weiss Ratings reiterated a “sell (d-)” rating on shares of AST SpaceMobile in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of AST SpaceMobile in a research note on Tuesday, January 20th. Finally, Zacks Research raised shares of AST SpaceMobile from a “strong sell” rating to a “hold” rating in a research note on Wednesday, March 4th. Two investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, AST SpaceMobile currently has an average rating of “Reduce” and an average target price of $63.77.

Key Stories Impacting AST SpaceMobile

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

• Positive Sentiment: Seeking Alpha upgraded ASTS to a Buy, calling 2026 a “game‑changing year” if planned satellite launches succeed; the note highlights a $1.2B contracted backlog and argues successful launches would validate the business model and unlock long‑term revenue. This Is A Game Changing Year (Rating Upgrade)
• Neutral Sentiment: Zacks ran a piece summarizing today’s bigger decline vs. the broader market — useful for context on intraday drivers and how analysts/coverage are framing the drop. Why AST SpaceMobile Dipped More Than Broader Market Today
• Neutral Sentiment: Reported short‑interest data for mid‑March is inconsistent/zero in the feeds (shows 0 shares and NaN changes), which creates uncertainty but does not point to a clear short squeeze or heavy short pressure at this time.
• Negative Sentiment: Two comparison pieces (Zacks and Yahoo Finance) conclude Viasat (VSAT) looks like the stronger satellite‑communications pick on valuation, growth stability and recent performance — that relative‑value framing can pressure ASTS as investors rotate to cheaper or more mature peers. ASTS vs. VSAT: Which Satellite Stock is the Better Buy Today?
• Negative Sentiment: Company president Scott Wisniewski sold 47,000 shares (~$4.45M at the reported price), reducing his holdings by ~6.6%; insider sales often trigger investor caution even if they are routine or pre‑planned. SEC filing: Insider Sale SEC Filing

AST SpaceMobile Company Profile

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.