AST SpaceMobile, Inc. (NASDAQ:ASTS) Stock Now Rated "Hold" by Sell-Side Analysts

Key Points

• Analysts rate AST SpaceMobile “Hold” on average: Seven of 14 analysts have a hold rating, compared with five buys and two sells, with an average 12-month price target of $84.58.
• Execution remains the central catalyst: The TELUS integration test supports AST SpaceMobile’s carrier-partnership strategy, while the company targets 45 BlueBird satellites by early 2027 to move toward continuous coverage.
• Significant risks persist: ASTS remains unprofitable, missed its latest earnings and revenue estimates, faces high cash-burn and valuation concerns, and is dealing with increased competition from SpaceX plus potential securities-litigation risk.

AST SpaceMobile, Inc. (NASDAQ:ASTS - Get Free Report) has received an average rating of "Hold" from the fourteen research firms that are currently covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a sell rating, seven have given a hold rating and five have given a buy rating to the company. The average 1 year target price among analysts that have updated their coverage on the stock in the last year is $84.58.

Several equities research analysts have recently commented on ASTS shares. Royal Bank Of Canada downgraded shares of AST SpaceMobile to a "sector perform" rating in a research note on Friday, October 2nd. Scotiabank raised shares of AST SpaceMobile from a "sector underperform" rating to a "sector perform" rating and set a $50.80 price objective on the stock in a report on Wednesday, July 29th. Cantor Fitzgerald upped their target price on AST SpaceMobile from $80.00 to $90.00 and gave the company an "overweight" rating in a research report on Tuesday, August 11th. B. Riley Financial downgraded AST SpaceMobile from a "buy" rating to a "neutral" rating and cut their target price for the company from $85.00 to $65.00 in a research report on Friday, October 2nd. Finally, UBS Group started coverage on AST SpaceMobile in a research note on Wednesday, September 2nd. They issued a "buy" rating for the company.

Key Stories Impacting AST SpaceMobile

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

• Positive Sentiment: AST SpaceMobile and TELUS completed an integration test linking TELUS’s terrestrial network with AST SpaceMobile’s satellite system for direct smartphone-to-satellite connectivity in Canada. The milestone supports the company’s carrier-partnership strategy and potential commercial rollout. AST SpaceMobile Could Be 67% Undervalued on TELUS Integration Progress
• Positive Sentiment: AST SpaceMobile has reported approximately $3.7 billion in funding and is targeting 45 BlueBird satellites by early 2027. Reaching the estimated 45-to-60-satellite threshold for continuous coverage is viewed as a key catalyst for future revenue, although execution and launch timing remain critical. BlueBird Launches Hold the Key to Future Gains
• Positive Sentiment: Clear Street maintained a Buy rating, saying the FCC’s October 29 agenda favors AST SpaceMobile’s carrier partnerships, though it identified a limited auction-related risk. Clear Street Calls FCC Meeting Agenda Mixed for AST SpaceMobile
• Neutral Sentiment: One report said October short interest totaled zero shares, while other recent coverage cited short interest equal to 21.84% of the float. The conflicting figures make the current short-position data difficult to interpret. 21.84% of AST SpaceMobile’s Float Is Betting Against It
• Negative Sentiment: SpaceX secured low-band spectrum that AST SpaceMobile had pursued, increasing competitive concerns around satellite-to-phone services and limiting ASTS’s spectrum options. Analysts nevertheless note that AST SpaceMobile could become a valuable partner for wireless carriers competing with SpaceX. AST SpaceMobile Falls as SpaceX Spectrum Deal Closes Off Low-Band Option
• Negative Sentiment: Multiple law firms publicized a securities class action alleging material misstatements or omissions related to AST SpaceMobile’s capital and liquidity position, user-adoption risks and dilution from convertible-note offerings. The November 13, 2026 lead-plaintiff deadline adds to headline and potential legal risk. ASTS Investor Alert and Class Action Deadline
• Negative Sentiment: Investors remain concerned that AST SpaceMobile is unprofitable, faces substantial future cash burn and trades at a very high price-to-sales valuation, leaving the stock particularly sensitive to launch delays or weaker-than-expected adoption. The Single Most Important Metric for AST SpaceMobile Stock

Insiders Place Their Bets

In other news, Director Adriana Cisneros purchased 10,822 shares of the company's stock in a transaction on Monday, August 31st. The shares were acquired at an average price of $57.22 per share, for a total transaction of $619,234.84. Following the purchase, the director owned 797,023 shares in the company, valued at $45,605,656.06. This trade represents a 1.38% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO Shanti Gupta sold 12,000 shares of the business's stock in a transaction dated 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 in the company, valued at approximately $27,264,892.20. The trade was a 2.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 20.89% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Focus Partners Wealth raised its position in shares of AST SpaceMobile by 8,016.7% in the fourth quarter. Focus Partners Wealth now owns 1,269,609 shares of the company's stock worth $92,000,000 after acquiring an additional 1,253,967 shares during the period. ABN Amro Investment Solutions purchased a new stake in shares of AST SpaceMobile during the 1st quarter worth about $996,000. KBC Group NV boosted its stake in shares of AST SpaceMobile by 259.5% during the 1st quarter. KBC Group NV now owns 23,438 shares of the company's stock worth $1,942,000 after acquiring an additional 16,918 shares in the last quarter. Bank of Nova Scotia acquired a new stake in shares of AST SpaceMobile during the 1st quarter valued at about $1,329,000. Finally, Swedbank AB acquired a new stake in shares of AST SpaceMobile during the 1st quarter valued at about $3,399,000. 60.95% of the stock is currently owned by hedge funds and other institutional investors.

AST SpaceMobile Price Performance

ASTS stock opened at $50.97 on Monday. The firm has a 50 day moving average of $62.91 and a 200 day moving average of $75.58. The stock has a market capitalization of $19.84 billion, a PE ratio of -23.82 and a beta of 2.72. The company has a quick ratio of 12.90, a current ratio of 13.05 and a debt-to-equity ratio of 1.24. AST SpaceMobile has a 52 week low of $47.57 and a 52 week high of $133.86.

AST SpaceMobile (NASDAQ:ASTS - Get Free Report) last released its earnings results on Monday, August 10th. The company reported ($0.77) earnings per share 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 company had revenue of $31.52 million for the quarter, compared to analysts' expectations of $34.53 million. During the same period in the prior year, the firm posted ($0.41) EPS. Sell-side analysts forecast that AST SpaceMobile will post -1.95 earnings per share for the current year.

AST SpaceMobile Company Profile

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.

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