AST SpaceMobile (NASDAQ:ASTS) Shares Up 4.6% - Time to Buy?

Key Points

• Shares up 4.6% to about $90.94 on heavy volume (17.9M) as investors re‑rate ASTS amid broader LEO/connectivity enthusiasm sparked by news like Amazon’s Globalstar deal.
• Bullish reports point to improving fundamentals — FY25 revenue forecast of $70.9M, FY26 guidance of $150–$200M, a path to $1B by FY27, a $1.2B contracted backlog and roughly $3.9B in liquidity to fund satellite deployment.
• Countering the optimism, analysts are mixed (average target $77.10; 2 Buys, 6 Holds, 3 Sells) and the company remains unprofitable (negative EPS, P/E -68.9), signaling valuation and volatility risk for new buyers.

Shares of AST SpaceMobile, Inc. (NASDAQ:ASTS - Get Free Report) traded up 4.6% during mid-day trading on Thursday . The stock traded as high as $91.10 and last traded at $90.94. 17,869,253 shares changed hands during mid-day trading, an increase of 19% from the average session volume of 14,957,136 shares. The stock had previously closed at $86.91.

AST SpaceMobile News Roundup

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

• Positive Sentiment: Seeking Alpha highlights strong fundamentals: FY25 revenue of $70.9M, guidance to $150–$200M in FY26 and a path to $1B by FY27, plus a $1.2B contracted backlog, a $175M prepayment from STC Group and $3.9B in liquidity that reduces dilution and funds satellite deployment — a key reason investors are bullish on ASTS. AST SpaceMobile: From Cash Burn To Dominance
• Positive Sentiment: Some outlets report shares climbing as the market digests Amazon’s Globalstar announcement — investors appear to be re‑rating ASTS on the view that the space/LEO connectivity market expansion could lift multiple players. AST SpaceMobile shares climb as investors digest Amazon's Globalstar deal
• Neutral Sentiment: Analysis pieces note broad market strength and rising interest in growth names with insider ownership and address how ASTS’s run (one‑year surge) raises valuation/positioning questions for new buyers — useful context but not an immediate catalyst. Top Growth Companies With Strong Insider Ownership In April 2026
• Negative Sentiment: Benzinga and other outlets caution that Amazon’s Globalstar acquisition brings a well‑capitalized competitor into the smartphone‑to‑satellite race, which can pressure ASTS’s future market share and margins. Why AST SpaceMobile Stock Is Retreating After Amazon's Globalstar Deal
• Negative Sentiment: Reports on program delays and regulatory/competitive noise — including an MSN piece about an FCC official flagging a new “three‑way” race and BlueBird schedule issues — have pressured sentiment and prompted earlier selling. ASTS stock hits turbulence: FCC chief flags new 'three-way' race, BlueBird delay weighs on lift-off plans
• Negative Sentiment: MarketBeat/Zacks noted a recent pullback (prior session decline) as some traders locked in gains after a large one‑year run — suggests volatility and profit‑taking risk remain. AST SpaceMobile, Inc. (ASTS) Stock Declines While Market Improves

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. UBS Group lifted their target price on AST SpaceMobile from $43.00 to $85.00 and gave the stock a "neutral" rating in a report on Wednesday, March 4th. B. Riley Financial reduced their target price on AST SpaceMobile from $105.00 to $95.00 and set a "neutral" rating on the stock in a report on Friday, February 13th. Zacks Research raised AST SpaceMobile from a "strong sell" rating to a "hold" rating in a report on Wednesday, March 4th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of AST SpaceMobile in a report on Friday, March 27th. Finally, Wall Street Zen cut AST SpaceMobile from a "sell" rating to a "strong sell" rating in a report on Wednesday. Two analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Reduce" and an average target price of $77.10.

AST SpaceMobile Stock Up 4.6%

The company has a quick ratio of 16.27, a current ratio of 16.35 and a debt-to-equity ratio of 0.92. The company has a fifty day moving average price of $89.27 and a 200-day moving average price of $82.79. The stock has a market capitalization of $34.74 billion, a P/E ratio of -68.89 and a beta of 2.81.

AST SpaceMobile (NASDAQ:ASTS - Get Free Report) last released its quarterly earnings results on Monday, March 2nd. The company reported ($0.26) EPS for the quarter, missing the consensus estimate of ($0.18) by ($0.08). The company had revenue of $54.31 million during the quarter, compared to analysts' expectations of $39.53 million. AST SpaceMobile had a negative return on equity of 23.02% and a negative net margin of 482.16%.The company's quarterly revenue was up 2731.3% compared to the same quarter last year. As a group, research analysts forecast that AST SpaceMobile, Inc. will post -0.4 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CTO Huiwen Yao sold 40,000 shares of AST SpaceMobile stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $88.88, for a total value of $3,555,200.00. Following the completion of the transaction, the chief technology officer owned 4,750 shares in the company, valued at approximately $422,180. This trade represents a 89.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 30.90% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of ASTS. REAP Financial Group LLC purchased a new position in shares of AST SpaceMobile during the third quarter valued at approximately $25,000. Crewe Advisors LLC purchased a new position in shares of AST SpaceMobile during the fourth quarter valued at approximately $25,000. Laurel Wealth Advisors LLC purchased a new position in shares of AST SpaceMobile during the fourth quarter valued at approximately $25,000. Byrne Asset Management LLC purchased a new position in shares of AST SpaceMobile during the fourth quarter valued at approximately $29,000. Finally, Acumen Wealth Advisors LLC purchased a new position in shares of AST SpaceMobile during the fourth quarter valued at approximately $29,000. Hedge funds and other institutional investors own 60.95% of the company's stock.

AST SpaceMobile Company Profile

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.

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