AST SpaceMobile (NASDAQ:ASTS) Stock Price Up 6.6% – What’s Next?

Shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) rose 6.6% on Tuesday . The stock traded as high as $97.57 and last traded at $92.68. Approximately 21,622,132 shares were traded during mid-day trading, an increase of 36% from the average daily volume of 15,940,729 shares. The stock had previously closed at $86.92.

AST SpaceMobile News Summary

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

• Positive Sentiment: TELUS commercial agreement expands ASTS’s addressable market in Canada (satellite-to-cellular service for existing smartphones), giving a major carrier deal and a clear near-term commercial customer. TELUS and AST SpaceMobile Partner to Bring Space-Based Cellular Broadband Connectivity to Every Corner of Canada
• Positive Sentiment: Fundamentals improving: ASTS generated $70.9M revenue in 2025, reports >$1.2B in contracted backlog and aims to launch 45–60 satellites by end-2026 — progress that shifts the story from pre-revenue R&D toward commercial rollout and recurring operator contracts. AST SpaceMobile: A Bold Bet On Space Networks
• Neutral Sentiment: Multiple industry outlets and analyst notes highlight expanding partner momentum (TELUS, Canadian MNO signups) — positive validation but execution and timing risks remain. ASTS Rides on Expanding Partner Base: Will it Drive Revenue Growth?
• Neutral Sentiment: Market reaction has already priced in the TELUS headline (shares surged earlier this week), so short-term moves now look driven by positioning and profit-taking rather than new fundamental news. Why Big Tech’s Equity Investments May Be Fueling Their Own AI Bubble
• Negative Sentiment: Analyst caution: UBS raised its price target but kept a “neutral” rating with a $85 target — that implies limited near-term upside from current elevated levels and can cap momentum. UBS raises price target on AST SpaceMobile
• Negative Sentiment: Financial and competitive risks remain material — the company recently reported an EPS miss and very wide negative margins despite steep revenue growth; high market cap relative to early-stage revenues and direct competition from Starlink keep the stock volatile. AST SpaceMobile’s Plan to Beat SpaceX’s Starlink. What’s Propelling the Stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on ASTS shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of AST SpaceMobile in a research report on Tuesday, January 20th. UBS Group increased their target price on shares of AST SpaceMobile from $43.00 to $85.00 and gave the stock a “neutral” rating in a research note on Wednesday. B. Riley Financial dropped their price target on AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of AST SpaceMobile in a research note on Monday, December 29th. Finally, Zacks Research lowered AST SpaceMobile from a “hold” rating to a “strong sell” rating in a report on Friday, January 9th. Two investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Reduce” and an average price target of $63.77.

AST SpaceMobile Stock Down 10.4%

The company has a debt-to-equity ratio of 0.92, a quick ratio of 9.48 and a current ratio of 16.35. The firm has a fifty day moving average price of $94.38 and a 200 day moving average price of $73.50. The firm has a market capitalization of $34.50 billion, a price-to-earnings ratio of -71.21 and a beta of 2.77.

AST SpaceMobile (NASDAQ:ASTS) last announced its quarterly earnings results on Monday, March 2nd. The company reported ($0.26) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 analysts’ expectations of $39.53 million. The company’s revenue was up 2731.3% on a year-over-year basis. As a group, sell-side analysts expect that AST SpaceMobile, Inc. will post -0.4 EPS for the current fiscal year.

Insider Buying and Selling

In other news, COO Shanti B. Gupta sold 10,000 shares of the firm’s 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 completion of the transaction, the chief operating officer owned 382,375 shares in the company, valued at $29,572,882.50. This trade represents a 2.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Keith R. Larson purchased 625 shares of the business’s stock in a transaction dated Wednesday, December 24th. The shares were purchased at an average cost of $80.00 per share, with a total value of $50,000.00. Following the purchase, the director directly owned 2,015 shares in the company, valued at approximately $161,200. The trade was a 44.96% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In 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 currently owned by company insiders.

Institutional Trading of AST SpaceMobile

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Crewe Advisors LLC acquired a new stake in AST SpaceMobile during the fourth quarter worth approximately $25,000. Laurel Wealth Advisors LLC acquired a new position in AST SpaceMobile in the fourth quarter valued at $25,000. Byrne Asset Management LLC purchased a new position in AST SpaceMobile during the fourth quarter worth about $29,000. Acumen Wealth Advisors LLC acquired a new position in shares of AST SpaceMobile during the 4th quarter valued at about $29,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in AST SpaceMobile during the fourth quarter worth approximately $33,000. Hedge funds and other institutional investors own 60.95% of the company’s stock.

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.