AST SpaceMobile, Inc. $ASTS Shares Newly Purchased by Machina Capital S.A.S.

Machina Capital S.A.S. purchased a new stake in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) in the third quarter, Holdings Channel.com reports. The institutional investor purchased 24,682 shares of the company’s stock, valued at approximately $1,453,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Tidal Investments LLC increased its stake in shares of AST SpaceMobile by 9,876.8% in the second quarter. Tidal Investments LLC now owns 1,049,061 shares of the company’s stock worth $93,220,000 after purchasing an additional 1,038,546 shares during the period. Tema ETFs LLC boosted its stake in AST SpaceMobile by 109,486.8% during the 2nd quarter. Tema ETFs LLC now owns 1,003,815 shares of the company’s stock valued at $89,199,000 after purchasing an additional 1,002,899 shares during the period. Bank of America Corp DE grew its holdings in AST SpaceMobile by 140.3% in the 1st quarter. Bank of America Corp DE now owns 1,644,246 shares of the company’s stock valued at $136,259,000 after buying an additional 960,045 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new stake in AST SpaceMobile in the 3rd quarter valued at approximately $45,926,000. Finally, Bank of New York Mellon Corp acquired a new stake in AST SpaceMobile in the 2nd quarter valued at approximately $67,907,000. 60.95% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have commented on ASTS shares. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of AST SpaceMobile in a research report on Monday. UBS Group lowered their price objective on shares of AST SpaceMobile from $78.00 to $43.00 and set a “neutral” rating on the stock in a research note on Tuesday. Scotiabank upgraded shares of AST SpaceMobile from a “sector perform” rating to a “sector outperform” rating and upped their target price for the company from $50.80 to $55.70 in a research note on Friday, October 23rd. B. Riley Financial cut their target price on shares of AST SpaceMobile from $65.00 to $48.00 and set a “neutral” rating for the company in a research note on Tuesday. Finally, Berenberg Bank assumed coverage on shares of AST SpaceMobile in a report on Wednesday, September 2nd. They issued a “buy” rating and a $92.00 price target for the company. Six analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $75.47.

Key Headlines Impacting AST SpaceMobile

Investors following ASTS have been watching these headlines:

• Positive Sentiment: Management’s rollout plans include targeting satellite broadband service by year-end 2026 and expanding BlueBird production. The company has also announced Blacklift, a reusable launch vehicle, and reportedly secured $1 billion in Japanese government subsidies, which could support deployment. AST SpaceMobile: 3 Key Takeaways for Long-Term Investors
• Negative Sentiment: AST SpaceMobile’s latest quarter missed analyst expectations for both adjusted earnings and revenue. Rising spending on satellites and the Blacklift project, alongside concerns that cash burn may outpace revenue growth, is reinforcing questions about its valuation and funding requirements. AST SpaceMobile Has a New Rocket Plan, But Its Cash-Burn Problem Isn’t Going Away
• Negative Sentiment: Several law firms publicized a securities class action covering purchases from March 4, 2025, through July 15, 2026. The lawsuit alleges misstatements or omissions related to the company’s capital and liquidity position; the allegations are not proven. The lead-plaintiff deadline is November 13, adding a near-term reputational overhang. ASTS Securities Fraud Class Action Deadline

Insider Activity at AST SpaceMobile

In other AST SpaceMobile news, COO Shanti B. Gupta sold 12,000 shares of the business’s 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 sale, the chief operating officer owned 462,980 shares of the company’s stock, valued at $27,264,892.20. The trade was a 2.53% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Adriana Cisneros acquired 10,822 shares of the company’s stock in a transaction dated 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 owned 797,023 shares in the company, valued at approximately $45,605,656.06. This represents a 1.38% increase in their position. The SEC filing for this purchase provides additional information. 20.89% of the stock is currently owned by corporate insiders.

AST SpaceMobile Price Performance

Shares of ASTS stock opened at $34.50 on Friday. The stock has a 50 day moving average of $50.29 and a two-hundred day moving average of $74.53. The company has a current ratio of 13.65, a quick ratio of 12.90 and a debt-to-equity ratio of 1.89. AST SpaceMobile, Inc. has a 12 month low of $27.58 and a 12 month high of $133.86. The company has a market capitalization of $13.43 billion, a P/E ratio of -16.20 and a beta of 2.88.

AST SpaceMobile (NASDAQ:ASTS) last announced its quarterly earnings data on Monday, November 9th. The company reported ($0.44) earnings per share for the quarter, missing the consensus estimate of ($0.41) by ($0.03). The firm had revenue of $42.32 million for the quarter, compared to analyst estimates of $45.73 million. AST SpaceMobile had a negative return on equity of 22.00% and a negative net margin of 439.71%. AST SpaceMobile’s revenue for the quarter was up 187.9% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.45) EPS. As a group, equities analysts expect that AST SpaceMobile, Inc. will post -1.95 EPS for the current year.

About AST SpaceMobile

AST SpaceMobile, Inc. develops a space-based cellular broadband network designed to connect directly with standard mobile phones, without requiring users to purchase specialized satellite devices. Its planned services include voice calls, text messaging and mobile broadband, delivered through partnerships with mobile network operators and integrated with their existing networks. The company is developing and deploying its BlueBird satellite system to provide coverage in areas where terrestrial cellular networks are unavailable or limited.