AST SpaceMobile (NASDAQ:ASTS) Trading 5.6% Higher – What’s Next?

AST SpaceMobile, Inc. (NASDAQ:ASTS)’s stock price traded up 5.6% during trading on Thursday . The company traded as high as $93.99 and last traded at $90.56. 14,711,455 shares traded hands during mid-day trading, a decline of 24% from the average session volume of 19,413,887 shares. The stock had previously closed at $85.73.

Trending Headlines about AST SpaceMobile

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

• Positive Sentiment: Investment thesis reminder — ASTS has surged ~101.7% over six months on recent satellite milestones and growing ties with telecom partners, which supports upside if the company executes on its constellation and commercial rollouts. Read More.
• Neutral Sentiment: Strategic framing — commentary is circulating about whether Scotiabank’s downgrade simply reframes ASTS’s execution risk and larger constellation ambitions rather than signaling fatal flaws; useful background but not an immediate catalyst on its own. Read More.
• Neutral Sentiment: Valuation debate — multiple opinion pieces ask whether the recent multi-hundred-percent run-up makes ASTS a late-stage momentum trade or a still-reasonable growth bet; these debates can sustain volatility as investors reassess multiples vs. execution timelines. Read More.
• Negative Sentiment: Analyst downgrade and downside estimate — Scotiabank cut ASTS to Underperform and flagged a challenging path to match entrenched competitors (e.g., Starlink), high execution risk, and a rich valuation; Barron’s and other outlets highlighted a ~50% downside scenario from the analyst note. Read More.
• Negative Sentiment: Immediate market reaction — Coverage from Investing.com, MSN and others reports the stock fell sharply after the downgrade (one note cited a >12% intra-/day close decline), reflecting investor concern about near-term execution and valuation. Read More.
• Negative Sentiment: Risk checklist for investors — analysts and commentaries emphasize rising competition (Starlink and others), potential cost/launch execution risks, and a stretched valuation that makes the stock sensitive to any missed milestones or slower telecom ramp-ups. Read More.

Analyst Ratings Changes

Several equities analysts recently issued reports on ASTS shares. Weiss Ratings restated a “sell (d-)” rating on shares of AST SpaceMobile in a research report on Monday, December 29th. Scotiabank downgraded AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 target price on the stock. in a research note on Wednesday. Zacks Research cut AST SpaceMobile from a “hold” rating to a “strong sell” rating in a research note on Tuesday, October 21st. Finally, Barclays downgraded AST SpaceMobile from an “overweight” rating to an “underweight” rating and set a $60.00 price target for the company. in a report on Friday, October 17th. Three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus price target of $45.66.

AST SpaceMobile Trading Up 5.6%

The firm has a market capitalization of $33.24 billion, a PE ratio of -73.03 and a beta of 2.70. The business has a 50 day moving average price of $69.45 and a 200-day moving average price of $60.21. The company has a current ratio of 9.56, a quick ratio of 9.48 and a debt-to-equity ratio of 0.43.

AST SpaceMobile (NASDAQ:ASTS) last posted its quarterly earnings results on Monday, November 10th. The company reported ($0.45) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.18) by ($0.27). AST SpaceMobile had a negative return on equity of 27.76% and a negative net margin of 1,639.59%.The company had revenue of $14.74 million for the quarter, compared to analyst estimates of $22.04 million. During the same period last year, the company earned ($1.10) earnings per share. The business’s revenue for the quarter was up 1236.4% compared to the same quarter last year. Analysts expect that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current year.

Insider Activity at AST SpaceMobile

In other AST SpaceMobile news, COO Shanti B. Gupta sold 10,000 shares of the stock in a transaction dated Wednesday, December 10th. The shares were 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 directly owned 382,375 shares of the company’s stock, valued at approximately $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 accessible through the SEC website. Also, CAO Maya Bernal sold 6,000 shares of AST SpaceMobile stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $73.76, for a total transaction of $442,560.00. Following the sale, the chief accounting officer owned 122,486 shares of the company’s stock, valued at approximately $9,034,567.36. The trade was a 4.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders acquired 2,765 shares of company stock valued at $187,236 and sold 2,354,621 shares valued at $164,348,075. 30.90% of the stock is owned by corporate insiders.

Institutional Trading of AST SpaceMobile

Several large investors have recently bought and sold shares of the company. REAP Financial Group LLC purchased a new position in shares of AST SpaceMobile in the third quarter valued at $25,000. Atlantic Union Bankshares Corp acquired a new stake in AST SpaceMobile in the 2nd quarter valued at about $28,000. Harvest Fund Management Co. Ltd acquired a new stake in AST SpaceMobile in the 3rd quarter valued at about $29,000. Geneos Wealth Management Inc. increased its holdings in AST SpaceMobile by 225.0% during the 3rd quarter. Geneos Wealth Management Inc. now owns 650 shares of the company’s stock valued at $32,000 after acquiring an additional 450 shares in the last quarter. Finally, Binnacle Investments Inc purchased a new position in AST SpaceMobile during the 2nd quarter valued at about $33,000. Institutional investors and hedge funds own 60.95% of the company’s stock.

About AST SpaceMobile

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.