AST SpaceMobile (NASDAQ:ASTS) Shares Gap Up – Should You Buy?

AST SpaceMobile, Inc. (NASDAQ:ASTS) gapped up prior to trading on Tuesday. The stock had previously closed at $61.00, but opened at $65.10. AST SpaceMobile shares last traded at $61.4320, with a volume of 3,653,926 shares changing hands.

More AST SpaceMobile News

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

• Positive Sentiment: A newly disclosed change-of-control severance plan covering CEO Abel Avellan and other senior executives fueled speculation that AST SpaceMobile could become an acquisition target. The CEO may receive twice his salary plus target bonus, while other covered executives may receive 1.5 times those amounts and additional benefits if control changes. The filing does not confirm that a sale is being negotiated, but it increased takeover-related interest. AST SpaceMobile Rises 5% as New Change-of-Control Severance Plan Fuels Buyout Speculation
• Positive Sentiment: A German regulatory filing reportedly keeps a 344-satellite BlueBird constellation plan in focus. Progress toward a larger satellite network could strengthen AST SpaceMobile’s long-term direct-to-device opportunity, although the filing is not the same as a launch, operational milestone, or revenue announcement. ASTS Stock Eyes Best Month Since May: New German Filing Puts 344-Satellite BlueBird Plan In Focus
• Neutral Sentiment: Investors are also questioning whether ASTS’s valuation has moved substantially ahead of its book value and current fundamentals as the company approaches another launch-related milestone. The article highlights the stock’s significant multiyear gain but does not provide a new operating forecast or price target. Is AST SpaceMobile Above Fair Value As Launch Nears?
• Negative Sentiment: Several law firms are soliciting investors for a securities class action covering purchases from March 4, 2025, through July 15, 2026, with a November 13, 2026 lead-plaintiff deadline. Allegations include misleading statements about capital sufficiency, competition, and the need for additional financing; the claims remain allegations, but the litigation adds legal and reputational risk. AST SpaceMobile’s New Securities Lawsuit Adds Fuel to an Already Volatile Stock
• Negative Sentiment: COO Shanti Gupta reportedly sold 12,000 ASTS shares for approximately $707,000. The transaction may raise questions about insider confidence, although one sale does not establish a broader insider-selling trend. AST SpaceMobile COO Sells 12,000 Shares

Analyst Ratings Changes

A number of research analysts have commented on ASTS shares. Cantor Fitzgerald boosted their price objective on AST SpaceMobile from $80.00 to $90.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 11th. Weiss Ratings reiterated a “sell (d-)” rating on shares of AST SpaceMobile in a research note on Monday, September 21st. Deutsche Bank Aktiengesellschaft set a $93.00 target price on AST SpaceMobile in a research note on Wednesday, August 12th. Scotiabank upgraded AST SpaceMobile from a “sector underperform” rating to a “sector perform” rating and set a $50.80 target price on the stock in a report on Wednesday, July 29th. Finally, Piper Sandler reduced their price target on AST SpaceMobile from $100.00 to $98.00 and set an “overweight” rating on the stock in a research report on Tuesday, August 11th. Six analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $86.58.

AST SpaceMobile Price Performance

The business has a fifty day moving average of $62.96 and a 200 day moving average of $77.59. 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 stock has a market cap of $23.73 billion, a PE ratio of -28.53 and a beta of 2.74.

AST SpaceMobile (NASDAQ:ASTS) last posted its quarterly earnings data on Monday, August 10th. The company reported ($0.77) earnings per share (EPS) for the quarter, missing the consensus estimate 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 for the quarter, compared to analysts’ expectations of $34.53 million. During the same quarter in the prior year, the firm earned ($0.41) earnings per share. Sell-side analysts anticipate that AST SpaceMobile, Inc. will post -1.95 earnings per share for the current year.

Insider Transactions at AST SpaceMobile

In related news, COO Shanti Gupta sold 12,000 shares of AST SpaceMobile stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $58.89, for a total value of $706,680.00. Following the completion of the sale, the chief operating officer owned 462,980 shares in the company, valued at approximately $27,264,892.20. The trade was a 2.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Huiwen Yao sold 40,000 shares of the company’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $58.93, for a total transaction of $2,357,200.00. Following the completion of the sale, the chief technology officer directly owned 34,750 shares in the company, valued at $2,047,817.50. This represents a 53.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 20.89% of the company’s stock.

Hedge Funds Weigh In On AST SpaceMobile

Several large investors have recently modified their holdings of the stock. Compass Financial Management LLC bought a new position in AST SpaceMobile during the 2nd quarter worth approximately $26,000. Grove Bank & Trust bought a new stake in shares of AST SpaceMobile in the 2nd quarter valued at approximately $27,000. Continuum Advisory LLC acquired a new stake in shares of AST SpaceMobile during the 2nd quarter valued at approximately $28,000. Cornerstone Planning Group LLC raised its position in shares of AST SpaceMobile by 16,350.0% during the 1st quarter. Cornerstone Planning Group LLC now owns 329 shares of the company’s stock valued at $27,000 after acquiring an additional 327 shares in the last quarter. Finally, Portus Wealth Advisors LLC bought a new position in AST SpaceMobile during the first quarter worth $30,000. Institutional investors own 60.95% of the company’s stock.

About AST SpaceMobile

AST SpaceMobile, Inc develops a space-based cellular broadband network designed to connect standard mobile phones directly to satellites without requiring specialized satellite phones or equipment. The company’s objective is to extend mobile connectivity to areas that lack reliable terrestrial cellular coverage, including remote and underserved regions.

Its system is built around the planned SpaceMobile satellite constellation, including BlueBird satellites equipped with large communications arrays.