AST SpaceMobile (NASDAQ:ASTS) Stock Price Up 5.8% - Should You Buy?

Key Points

• AST SpaceMobile shares rose 5.8% to $61.89 amid a broader rally in space stocks. The company has 13 satellites in orbit and expects its BlueBird constellation to approach 45 satellites by early 2027, supporting its planned direct-to-smartphone broadband network.
• Analyst views remain mixed: six rate ASTS a Buy, five a Hold and two a Sell, producing a consensus Hold rating and an average price target of $86.58. The stock trades at a $24.09 billion market capitalization and remains unprofitable after missing quarterly earnings and revenue estimates.
• Key risks include intensifying competition from SpaceX, a securities-fraud class-action lawsuit alleging disclosures about capital and liquidity, and recent insider selling. AST SpaceMobile also posted a negative net margin of 536.66%, while its shares remain well below the 200-day moving average of $78.92.

AST SpaceMobile, Inc. (NASDAQ:ASTS - Get Free Report) rose 5.8% during mid-day trading on Monday . The stock traded as high as $62.36 and last traded at $61.89. Approximately 10,492,231 shares changed hands during trading, a decline of 38% from the average daily volume of 16,789,070 shares. The stock had previously closed at $58.52.

Key AST SpaceMobile News

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

• Positive Sentiment: AST SpaceMobile has 13 satellites in orbit and is advancing a potentially industry-first cellular broadband network that can connect directly with ordinary smartphones. The company’s BlueBird deployment is expected to approach roughly 45 satellites by early 2027, which could bring commercial coverage closer to meaningful scale. AST SpaceMobile Is Building Something the World Has Never Had AST SpaceMobile: The Next 30 Satellites Change Everything
• Positive Sentiment: Space stocks broadly rallied in Monday morning trading, lifting ASTS along with Rocket Lab and Intuitive Machines. The sector’s momentum and renewed investor interest in launch and satellite companies provided a favorable trading backdrop. Space Stocks Rally
• Neutral Sentiment: AST SpaceMobile’s carrier-focused strategy and potential access to billions of subscribers remain differentiators, but SpaceX and other competitors are increasing pressure. Commentary projecting a higher valuation is opinion-based rather than a new company forecast. Deployment and Competition Analysis
• Negative Sentiment: Several law firms publicized a securities-fraud class action covering investors who purchased ASTS shares from March 4, 2025, through July 15, 2026. The allegations include material misstatements or omissions regarding the company’s capital and liquidity position; the lead-plaintiff deadline is November 13, 2026. ASTS Securities Class Action
• Negative Sentiment: A report also attributed recent weakness to insider selling, which can weigh on investor sentiment even when the transactions do not necessarily indicate deteriorating business fundamentals. AST SpaceMobile Shares Down After Insider Selling

Analysts Set New Price Targets

Several brokerages have commented on ASTS. William Blair restated a "market perform" rating on shares of AST SpaceMobile in a research report on Friday, May 29th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of AST SpaceMobile in a report on Wednesday, June 24th. B. Riley Financial upgraded AST SpaceMobile from a "neutral" rating to a "buy" rating and set a $85.00 price target on the stock in a research note on Friday, July 17th. Cantor Fitzgerald boosted their price target on AST SpaceMobile from $80.00 to $90.00 and gave the stock an "overweight" rating in a report on Tuesday, August 11th. Finally, Piper Sandler dropped their price objective on AST SpaceMobile from $100.00 to $98.00 and set an "overweight" rating for the company in a research report on Tuesday, August 11th. Six investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Hold" and an average target price of $86.58.

AST SpaceMobile Trading Up 5.8%

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 $24.09 billion, a price-to-earnings ratio of -28.92 and a beta of 2.74. The business's fifty day moving average price is $63.03 and its 200 day moving average price is $78.92.

AST SpaceMobile (NASDAQ:ASTS - Get Free Report) last posted its quarterly earnings data 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). The company had revenue of $31.52 million during the quarter, compared to analyst estimates of $34.53 million. AST SpaceMobile had a negative net margin of 536.66% and a negative return on equity of 22.88%. During the same quarter in the previous year, the company earned ($0.41) earnings per share. Research analysts anticipate that AST SpaceMobile, Inc. will post -1.95 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Adriana Cisneros acquired 10,822 shares of the stock in a transaction dated Monday, August 31st. The stock was bought at an average cost of $57.22 per share, for a total transaction of $619,234.84. Following the completion of the transaction, the director directly owned 797,023 shares of the company's stock, valued at $45,605,656.06. The trade was a 1.38% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CTO Huiwen Yao sold 40,000 shares of AST SpaceMobile stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $58.93, for a total value of $2,357,200.00. Following the completion of the transaction, the chief technology officer directly owned 34,750 shares in the company, valued at approximately $2,047,817.50. This represents a 53.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 20.89% of the company's stock.

Hedge Funds Weigh In On AST SpaceMobile

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Sequoia Financial Advisors LLC grew its holdings in AST SpaceMobile by 21.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 5,309 shares of the company's stock worth $472,000 after acquiring an additional 920 shares during the period. Tidal Investments LLC lifted its stake in shares of AST SpaceMobile by 9,876.8% in the 2nd quarter. Tidal Investments LLC now owns 1,049,061 shares of the company's stock valued at $93,220,000 after purchasing an additional 1,038,546 shares during the period. IPG Investment Advisors LLC boosted its position in shares of AST SpaceMobile by 15.9% during the 2nd quarter. IPG Investment Advisors LLC now owns 8,660 shares of the company's stock valued at $770,000 after purchasing an additional 1,185 shares in the last quarter. MCF Advisors LLC grew its stake in AST SpaceMobile by 365.1% during the second quarter. MCF Advisors LLC now owns 1,372 shares of the company's stock worth $122,000 after purchasing an additional 1,077 shares during the period. Finally, National Pension Service grew its stake in AST SpaceMobile by 90.8% during the second quarter. National Pension Service now owns 24,235 shares of the company's stock worth $2,154,000 after purchasing an additional 11,536 shares during the period. Institutional investors and hedge funds own 60.95% of the company's stock.

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.

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