AST SpaceMobile (NASDAQ:ASTS) Shares Up 9.8% – Time to Buy?

AST SpaceMobile, Inc. (NASDAQ:ASTS)’s share price was up 9.8% during mid-day trading on Monday . The company traded as high as $86.95 and last traded at $86.92. Approximately 12,130,571 shares changed hands during mid-day trading, a decline of 23% from the average daily volume of 15,761,645 shares. The stock had previously closed at $79.19.

AST SpaceMobile News Roundup

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

• Positive Sentiment: Orange announced a partnership with AST SpaceMobile and Satellite Connect Europe (the AST–Vodafone JV) to demonstrate direct-to-cell voice, SMS and data in Romania (late 2026), expanding AST’s commercial footprint in Europe. Orange partners with AST SpaceMobile, Vodafone on satellite connectivity
• Positive Sentiment: AST’s business update says the company became revenue-generating in 2025 and reported progress across its program milestones, lending credibility to its commercialization story. AST SpaceMobile Provides Business Update and Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 revenue came in at ~$54.3M vs. analyst expectations of ~$39.5M, a clear top-line beat that supports the narrative of accelerating commercial sales. Press Release — Q4 Results
• Positive Sentiment: AST won a roughly $30M agreement with the U.S. Space Development Agency (Europa Track 2 Commercial Solutions), adding a meaningful government contract to backlog and helping near-term revenue visibility. A Look At AST SpaceMobile Valuation After New U.S. Space Development Agency Contract
• Neutral Sentiment: Vodafone’s deal with Amazon’s Leo LEO-satellite service to connect mobile masts highlights intensifying competition in satellite-to-mobile connectivity; it’s a market-growth signal but also a competitive dynamic for AST. Vodafone teams up with Amazon’s satellites to connect masts in Europe and Africa
• Negative Sentiment: EPS missed: AST reported a ($0.26) loss vs. consensus ($0.18), which highlights ongoing profitability challenges despite the revenue beat; investors may be concerned about margins and cash burn. Press Release — Q4 Results
• Negative Sentiment: Some brokerages have a consensus “Reduce” rating and bearish commentary (including a Zacks “Bear of the Day” note ahead of the print), which can pressure sentiment despite the commercial news. AST SpaceMobile Given Consensus Rating of “Reduce” by Brokerages Bear of the Day: AST SpaceMobile (ASTS)

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Zacks Research downgraded shares of AST SpaceMobile from a “hold” rating to a “strong sell” rating in a report on Friday, January 9th. B. Riley Financial dropped their price objective 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 reissued a “sell (d-)” rating on shares of AST SpaceMobile in a research note on Monday, December 29th. Scotiabank cut AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 target price for the company. in a report on Wednesday, January 7th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of AST SpaceMobile in a research note on Tuesday, January 20th. Three equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average price target of $52.94.

AST SpaceMobile Stock Up 9.8%

The company has a debt-to-equity ratio of 0.43, a current ratio of 9.56 and a quick ratio of 9.48. The company has a market cap of $31.90 billion, a PE ratio of -70.10 and a beta of 2.78. The business’s 50 day moving average is $93.69 and its 200-day moving average is $72.70.

AST SpaceMobile (NASDAQ:ASTS) last announced its quarterly earnings data on Monday, March 2nd. The company reported ($0.26) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.18) by ($0.08). The firm had revenue of $54.31 million during the quarter, compared to analyst estimates of $39.53 million. AST SpaceMobile had a negative net margin of 1,639.59% and a negative return on equity of 27.76%. As a group, analysts predict that AST SpaceMobile, Inc. will post -0.4 EPS for the current year.

Insiders Place Their Bets

In other news, Director Keith R. Larson purchased 625 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were bought at an average price of $80.00 per share, with a total value of $50,000.00. Following the completion of the transaction, the director directly owned 2,015 shares in the company, valued at approximately $161,200. This represents a 44.96% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Shanti B. Gupta sold 10,000 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $77.34, for a total transaction of $773,400.00. Following the completion of the sale, the chief operating officer 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 position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders bought 2,015 shares of company stock worth $149,144 and sold 2,344,621 shares worth $163,788,075. Company insiders own 30.90% of the company’s stock.

Institutional Investors Weigh In On AST SpaceMobile

Institutional investors have recently made changes to their positions in the stock. Alpine Global Management LLC purchased a new stake in AST SpaceMobile during the fourth quarter worth about $218,000. TRU Independence Asset Management 2 LLC purchased a new position in shares of AST SpaceMobile in the fourth quarter valued at $726,000. Invesco Ltd. boosted its position in shares of AST SpaceMobile by 46.7% in the 4th quarter. Invesco Ltd. now owns 312,616 shares of the company’s stock worth $22,705,000 after buying an additional 99,526 shares in the last quarter. Axxcess Wealth Management LLC acquired a new stake in AST SpaceMobile in the 4th quarter valued at about $1,050,000. Finally, Corient Private Wealth LLC increased its holdings in AST SpaceMobile by 392.5% during the 4th quarter. Corient Private Wealth LLC now owns 36,510 shares of the company’s stock valued at $2,652,000 after acquiring an additional 29,097 shares in the last quarter. 60.95% of the stock is currently owned by hedge funds and other institutional investors.

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.