AST SpaceMobile, Inc. (NASDAQ:ASTS) Receives Average Rating of “Reduce” from Analysts

Shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) have earned a consensus recommendation of “Reduce” from the eleven analysts that are covering the stock, Marketbeat reports. Four investment analysts have rated the stock with a sell rating, five have assigned a hold rating and two have issued a buy rating on the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $63.7667.

A number of brokerages have issued reports on ASTS. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of AST SpaceMobile in a research note on Monday, December 29th. B. Riley Financial dropped their price objective on shares of AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of AST SpaceMobile in a research note on Tuesday, January 20th. UBS Group boosted their target price on shares of AST SpaceMobile from $43.00 to $85.00 and gave the company a “neutral” rating in a report on Wednesday. Finally, Zacks Research downgraded shares of AST SpaceMobile from a “hold” rating to a “strong sell” rating in a report on Friday, January 9th.

Insiders Place Their Bets

In other AST SpaceMobile news, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of AST SpaceMobile stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $69.75, for a total value of $159,631,314.75. Following the sale, the insider owned 211,379 shares in the company, valued at $14,743,685.25. The trade was a 91.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Shanti B. Gupta sold 10,000 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $77.34, for a total value of $773,400.00. Following the transaction, the chief operating officer owned 382,375 shares of the company’s stock, valued at approximately $29,572,882.50. This represents a 2.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders acquired a total of 2,015 shares of company stock valued at $149,144 over the last quarter. 30.90% of the stock is owned by insiders.

Institutional Investors Weigh In On AST SpaceMobile

Institutional investors have recently made changes to their positions in the stock. Oppenheimer & Co. Inc. lifted its position in shares of AST SpaceMobile by 48.0% during the third quarter. Oppenheimer & Co. Inc. now owns 532,960 shares of the company’s stock worth $26,158,000 after purchasing an additional 172,759 shares in the last quarter. State Board of Administration of Florida Retirement System grew its holdings in shares of AST SpaceMobile by 342.2% in the second quarter. State Board of Administration of Florida Retirement System now owns 132,087 shares of the company’s stock valued at $6,172,000 after purchasing an additional 102,217 shares in the last quarter. Yarbrough Capital LLC increased its stake in AST SpaceMobile by 28.0% during the 3rd quarter. Yarbrough Capital LLC now owns 99,372 shares of the company’s stock worth $4,877,000 after buying an additional 21,739 shares during the period. Mutual Advisors LLC acquired a new stake in AST SpaceMobile during the 3rd quarter worth approximately $1,882,000. Finally, Teacher Retirement System of Texas boosted its position in AST SpaceMobile by 22.4% in the 2nd quarter. Teacher Retirement System of Texas now owns 28,664 shares of the company’s stock valued at $1,339,000 after buying an additional 5,239 shares during the period. 60.95% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about AST SpaceMobile

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

• Positive Sentiment: TELUS commercial agreement expands ASTS’s addressable market in Canada and underpins near-term commercial revenue and operator validation. This deal underlies much of the recent buying interest. Read More.
• Positive Sentiment: Orange added AST SpaceMobile to its satellite roster, putting Europe direct-to-cell trials on a late‑2026 calendar — another major operator endorsement that supports long-term commercial rollout expectations. Read More.
• Positive Sentiment: Company fundamentals update: ASTS reported meaningful 2025 revenue (cited ~$70.9M) and disclosed >$1.2B in contracted backlog plus plans to launch 45–60 satellites by end‑2026 — data points that support growth narrative and justify higher multiples for some investors. Read More.
• Neutral Sentiment: Analyst action: UBS raised its price target from $43 to $85 but kept a “neutral” rating — the higher target signals improving fundamentals, yet the neutral stance and target below some market prices can temper upside momentum. Read More.
• Neutral Sentiment: Industry comparison and coverage pieces (e.g., Rocket Lab comparisons, sector mover rundowns) keep ASTS in investor conversations but mainly provide context rather than direct catalysts. Read More.
• Negative Sentiment: Profitability and execution risk remain: ASTS missed EPS expectations in its recent quarter and still shows negative margins and ROE — continuing cash burn and execution risk can pressure the stock when investors de‑risk. Read More.
• Negative Sentiment: Competitive risk: commentary on threats from incumbents (e.g., SpaceX/Starlink) and execution complexity for a large satellite rollout are ongoing downside risks that can amplify selling during short-term negative sentiment. Read More.

AST SpaceMobile Trading Down 10.5%

Shares of AST SpaceMobile stock opened at $93.86 on Friday. The company has a debt-to-equity ratio of 0.92, a current ratio of 16.35 and a quick ratio of 9.48. The stock’s 50 day simple moving average is $94.71 and its 200-day simple moving average is $73.64. The stock has a market cap of $34.45 billion, a P/E ratio of -71.11 and a beta of 2.77. AST SpaceMobile has a 1-year low of $18.22 and a 1-year high of $129.89.

AST SpaceMobile (NASDAQ:ASTS) last posted its quarterly earnings results on Monday, March 2nd. The company reported ($0.26) 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 company had revenue of $54.31 million during the quarter, compared to analyst estimates of $39.53 million. The firm’s revenue was up 2731.3% compared to the same quarter last year. Analysts predict that AST SpaceMobile will post -0.4 EPS for the current fiscal year.

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.