William Blair Predicts Stronger Earnings for AST SpaceMobile

AST SpaceMobile, Inc. (NASDAQ:ASTS) – Stock analysts at William Blair raised their Q4 2025 EPS estimates for shares of AST SpaceMobile in a report issued on Wednesday, October 29th. William Blair analyst L. Dipalma now anticipates that the company will post earnings per share of ($0.12) for the quarter, up from their previous estimate of ($0.13). William Blair has a “Market Perform” rating on the stock. The consensus estimate for AST SpaceMobile’s current full-year earnings is ($0.40) per share. William Blair also issued estimates for AST SpaceMobile’s FY2026 earnings at ($0.60) EPS.

AST SpaceMobile (NASDAQ:ASTS) last posted its earnings results on Monday, August 11th. The company reported ($0.41) earnings per share for the quarter, missing the consensus estimate of ($0.19) by ($0.22). AST SpaceMobile had a negative net margin of 7,213.90% and a negative return on equity of 26.81%. The business had revenue of $1.16 million for the quarter, compared to analysts’ expectations of $6.37 million.

A number of other research analysts have also recently commented on the stock. Zacks Research cut shares of AST SpaceMobile from a “hold” rating to a “strong sell” rating in a research report on Tuesday, October 21st. Roth Capital restated a “buy” rating on shares of AST SpaceMobile in a research report on Tuesday, August 12th. Scotiabank lowered shares of AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $42.90 target price for the company. in a research report on Tuesday, October 7th. Barclays lowered shares of AST SpaceMobile from an “overweight” rating to an “underweight” rating and set a $60.00 target price for the company. in a research report on Friday, October 17th. Finally, UBS Group lowered shares of AST SpaceMobile from a “buy” rating to a “neutral” rating and reduced their price objective for the company from $62.00 to $43.00 in a research report on Tuesday, September 9th. Three equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $45.27.

AST SpaceMobile Price Performance

ASTS opened at $71.14 on Monday. The stock has a market capitalization of $25.51 billion, a PE ratio of -37.64 and a beta of 2.45. The company has a debt-to-equity ratio of 0.42, a quick ratio of 8.23 and a current ratio of 8.23. AST SpaceMobile has a 1 year low of $17.50 and a 1 year high of $102.79. The company’s 50 day simple moving average is $61.31 and its 200 day simple moving average is $46.92.

Hedge Funds Weigh In On AST SpaceMobile

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. AlphaQuest LLC raised its position in AST SpaceMobile by 50.9% during the third quarter. AlphaQuest LLC now owns 5,895 shares of the company’s stock valued at $289,000 after acquiring an additional 1,989 shares in the last quarter. Arizona State Retirement System raised its position in AST SpaceMobile by 6.7% during the third quarter. Arizona State Retirement System now owns 58,740 shares of the company’s stock valued at $2,883,000 after acquiring an additional 3,678 shares in the last quarter. Foundations Investment Advisors LLC raised its position in AST SpaceMobile by 7.0% during the third quarter. Foundations Investment Advisors LLC now owns 7,512 shares of the company’s stock valued at $369,000 after acquiring an additional 489 shares in the last quarter. Hollencrest Capital Management bought a new position in AST SpaceMobile during the third quarter valued at approximately $39,000. Finally, New York State Common Retirement Fund raised its position in AST SpaceMobile by 39.9% during the third quarter. New York State Common Retirement Fund now owns 96,367 shares of the company’s stock valued at $4,730,000 after acquiring an additional 27,500 shares in the last quarter. Institutional investors own 60.95% of the company’s stock.

Insider Activity at AST SpaceMobile

In other AST SpaceMobile news, CTO Huiwen Yao sold 40,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 16th. The shares were sold at an average price of $40.58, for a total value of $1,623,200.00. Following the transaction, the chief technology officer owned 4,750 shares in the company, valued at approximately $192,755. This represents a 89.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Andrew Martin Johnson sold 20,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $52.48, for a total transaction of $1,049,600.00. Following the completion of the transaction, the chief financial officer owned 397,485 shares in the company, valued at approximately $20,860,012.80. This represents a 4.79% decrease in their position. The disclosure for this sale is available in the SEC filing. 30.90% of the stock is currently owned by corporate insiders.

About AST SpaceMobile

AST SpaceMobile, Inc, together with its subsidiaries, develops and provides access to a space-based cellular broadband network for smartphones in the United States. Its SpaceMobile service provides cellular broadband services to end-users who are out of terrestrial cellular coverage. The company was founded in 2017 and is headquartered in Midland, Texas.