AST SpaceMobile (NASDAQ:ASTS) Stock Jumps 1.2% – What’s Next?

AST SpaceMobile, Inc. (NASDAQ:ASTS) rose 1.2% during trading on Friday. The stock traded as high as $63.22 and last traded at $61.81. 6,398,779 shares traded hands during trading, a decline of 62% from the average session volume of 16,623,719 shares. The stock had previously closed at $61.06.

Key AST SpaceMobile News

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

• Positive Sentiment: A broad rally across pure-play space companies lifted AST SpaceMobile along with Rocket Lab and Planet Labs, suggesting sector-wide buying rather than a company-specific catalyst. Space stocks rally article
• Positive Sentiment: Some investors view ASTS as more attractively valued after its roughly 55% decline from prior highs. The company’s potential long-term moat includes more than 60 carrier partners representing approximately 3 billion subscribers and a planned satellite network designed to provide direct-to-smartphone connectivity. AST SpaceMobile moat article
• Neutral Sentiment: Investors are awaiting the next earnings report for updates on deployment timing, cash usage, satellite launches and commercialization. Recent coverage also frames ASTS against Intuitive Machines as investors compare space-infrastructure opportunities. Upcoming earnings report article
• Negative Sentiment: AST SpaceMobile reportedly pushed its commercial launch timeline into 2027 after delaying the launch of 45 satellites. Although the company raised $1.15 billion and has approximately $3.7 billion of liquidity, the delay could postpone revenue generation and increase execution risk. Commercial launch delay article
• Negative Sentiment: Several law firms announced or promoted a securities class action covering investors who purchased ASTS securities from March 4, 2025, through July 15, 2026, with a lead-plaintiff deadline of November 13, 2026. Allegations include misleading investors about capital sufficiency, competitive advantages and the impact of convertible-note financings on shareholder dilution. The lawsuits are allegations, not established findings, but they create legal, financial and reputational uncertainty. Pomerantz class action article SBS securities lawsuit article

Analyst Upgrades and Downgrades

ASTS has been the topic of several research reports. Deutsche Bank Aktiengesellschaft set a $93.00 price target on shares of AST SpaceMobile in a research report on Wednesday, August 12th. Scotiabank raised AST SpaceMobile from a “sector underperform” rating to a “sector perform” rating and set a $50.80 price target for the company in a report on Wednesday, July 29th. William Blair reiterated a “market perform” rating on shares of AST SpaceMobile in a research note on Friday, May 29th. Berenberg Bank began coverage on AST SpaceMobile in a report on Wednesday, September 2nd. They set a “buy” rating and a $92.00 price objective on the stock. Finally, B. Riley Financial upgraded AST SpaceMobile from a “neutral” rating to a “buy” rating and set a $85.00 target price for the company in a research note on Friday, July 17th. Six equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, AST SpaceMobile currently has a consensus rating of “Hold” and a consensus target price of $86.58.

AST SpaceMobile Stock Up 1.2%

The company has a 50 day moving average of $62.80 and a 200-day moving average of $77.98. The company has a debt-to-equity ratio of 1.24, a current ratio of 13.05 and a quick ratio of 12.90. The company has a market cap of $24.05 billion, a P/E ratio of -28.88 and a beta of 2.74.

AST SpaceMobile (NASDAQ:ASTS) last announced its earnings results on Monday, August 10th. The company reported ($0.77) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.32) by ($0.45). AST SpaceMobile had a negative return on equity of 22.88% and a negative net margin of 536.66%.The business had revenue of $31.52 million during the quarter, compared to the consensus estimate of $34.53 million. During the same quarter in the prior year, the company earned ($0.41) earnings per share. On average, equities analysts predict that AST SpaceMobile, Inc. will post -1.95 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Adriana Cisneros purchased 10,822 shares of the business’s stock in a transaction on Monday, August 31st. The stock was acquired at an average price of $57.22 per share, with a total value of $619,234.84. Following the purchase, the director directly owned 797,023 shares in the company, valued at approximately $45,605,656.06. This represents a 1.38% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, COO Shanti B. Gupta sold 12,000 shares of the firm’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $58.89, for a total transaction of $706,680.00. Following the sale, the chief operating officer owned 462,980 shares in the company, valued at approximately $27,264,892.20. This trade represents a 2.53% decrease in their position. The SEC filing for this sale provides additional information. 20.89% of the stock is owned by company insiders.

Hedge Funds Weigh In On AST SpaceMobile

A number of hedge funds and other institutional investors have recently modified their holdings of the company. QRG Capital Management Inc. raised its holdings in shares of AST SpaceMobile by 11.6% during the 2nd quarter. QRG Capital Management Inc. now owns 8,496 shares of the company’s stock valued at $755,000 after buying an additional 886 shares in the last quarter. Sequoia Financial Advisors LLC grew its position in AST SpaceMobile by 21.0% during the second quarter. Sequoia Financial Advisors LLC now owns 5,309 shares of the company’s stock valued at $472,000 after acquiring an additional 920 shares during the last quarter. Tidal Investments LLC raised its stake in shares of AST SpaceMobile by 9,876.8% during the second quarter. Tidal Investments LLC now owns 1,049,061 shares of the company’s stock worth $93,220,000 after acquiring an additional 1,038,546 shares in the last quarter. IPG Investment Advisors LLC raised its stake in shares of AST SpaceMobile by 15.9% during the second quarter. IPG Investment Advisors LLC now owns 8,660 shares of the company’s stock worth $770,000 after acquiring an additional 1,185 shares in the last quarter. Finally, MCF Advisors LLC lifted its holdings in shares of AST SpaceMobile by 365.1% in the 2nd quarter. MCF Advisors LLC now owns 1,372 shares of the company’s stock worth $122,000 after acquiring an additional 1,077 shares during the last quarter. 60.95% of the stock is currently owned by hedge funds and other institutional investors.

AST SpaceMobile Company Profile

AST SpaceMobile, Inc develops a space-based cellular broadband network designed to connect standard, unmodified mobile phones directly to satellites. Its planned service is intended to extend mobile connectivity beyond the coverage of traditional terrestrial wireless networks, including in rural, remote and underserved areas.

The company’s primary technology platform consists of large, low-Earth-orbit satellites known as BlueBirds. AST SpaceMobile is developing these satellites to provide voice, messaging and broadband data services through partnerships with mobile network operators, using existing cellular devices and spectrum where permitted.

Founded in 2017 and headquartered in Midland, Texas, AST SpaceMobile was established by Abel Avellan, who serves as its chairman and chief executive officer.