AST SpaceMobile (NASDAQ:ASTS) Stock Price Up 13.2% After Analyst Upgrade

AST SpaceMobile, Inc. (NASDAQ:ASTS) shares traded up 13.2% during trading on Wednesday after UBS Group raised their price target on the stock from $43.00 to $85.00. UBS Group currently has a neutral rating on the stock. AST SpaceMobile traded as high as $106.66 and last traded at $104.89. 20,723,182 shares traded hands during mid-day trading, an increase of 29% from the average session volume of 16,058,550 shares. The stock had previously closed at $92.68.

Several other research firms also recently commented on ASTS. Weiss Ratings reissued a “sell (d-)” rating on shares of AST SpaceMobile in a report on Monday, December 29th. Scotiabank lowered AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price target for the company. in a research report on Wednesday, January 7th. B. Riley Financial dropped their price target on shares of AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Zacks Research downgraded shares of AST SpaceMobile from a “hold” rating to a “strong sell” rating in a research report on Friday, January 9th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of AST SpaceMobile in a report on Tuesday, January 20th. Two analysts have rated the stock with a Buy rating, five have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Reduce” and a consensus target price of $63.77.

Insider Activity at AST SpaceMobile

In related news, Director Keith R. Larson bought 715 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were bought at an average price of $70.02 per share, for a total transaction of $50,064.30. Following the completion of the acquisition, the director owned 1,390 shares of the company’s stock, valued at $97,327.80. This trade represents a 105.93% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of AST SpaceMobile stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $69.75, for a total transaction of $159,631,314.75. Following the completion of the sale, the insider directly owned 211,379 shares of the company’s stock, valued at approximately $14,743,685.25. This trade represents a 91.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have purchased a total of 2,015 shares of company stock worth $149,144 over the last quarter. Company insiders own 30.90% of the company’s stock.

Trending Headlines about AST SpaceMobile

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

• Positive Sentiment: TELUS commercial agreement expands ASTS’s addressable market in Canada and underpins near-term commercial revenue and operator validation. This deal underlies much of the recent buying interest. Read More.
• Positive Sentiment: Orange added AST SpaceMobile to its satellite roster, putting Europe direct-to-cell trials on a late‑2026 calendar — another major operator endorsement that supports long-term commercial rollout expectations. Read More.
• Positive Sentiment: Company fundamentals update: ASTS reported meaningful 2025 revenue (cited ~$70.9M) and disclosed >$1.2B in contracted backlog plus plans to launch 45–60 satellites by end‑2026 — data points that support growth narrative and justify higher multiples for some investors. Read More.
• Neutral Sentiment: Analyst action: UBS raised its price target from $43 to $85 but kept a “neutral” rating — the higher target signals improving fundamentals, yet the neutral stance and target below some market prices can temper upside momentum. Read More.
• Neutral Sentiment: Industry comparison and coverage pieces (e.g., Rocket Lab comparisons, sector mover rundowns) keep ASTS in investor conversations but mainly provide context rather than direct catalysts. Read More.
• Negative Sentiment: Profitability and execution risk remain: ASTS missed EPS expectations in its recent quarter and still shows negative margins and ROE — continuing cash burn and execution risk can pressure the stock when investors de‑risk. Read More.
• Negative Sentiment: Competitive risk: commentary on threats from incumbents (e.g., SpaceX/Starlink) and execution complexity for a large satellite rollout are ongoing downside risks that can amplify selling during short-term negative sentiment. Read More.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of ASTS. AG Campbell Advisory LLC bought a new stake in shares of AST SpaceMobile during the 4th quarter valued at about $478,000. Caitong International Asset Management Co. Ltd lifted its stake in shares of AST SpaceMobile by 3,320.7% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 47,343 shares of the company’s stock worth $3,439,000 after purchasing an additional 45,959 shares during the period. Alpine Global Management LLC purchased a new position in shares of AST SpaceMobile in the fourth quarter worth approximately $218,000. TRU Independence Asset Management 2 LLC bought a new stake in AST SpaceMobile during the fourth quarter valued at approximately $726,000. Finally, Invesco Ltd. grew its position in AST SpaceMobile by 46.7% during the fourth quarter. Invesco Ltd. now owns 312,616 shares of the company’s stock valued at $22,705,000 after buying an additional 99,526 shares during the period. Institutional investors own 60.95% of the company’s stock.

AST SpaceMobile Trading Down 10.5%

The company has a quick ratio of 9.48, a current ratio of 16.35 and a debt-to-equity ratio of 0.92. The firm has a market capitalization of $34.45 billion, a PE ratio of -71.11 and a beta of 2.77. The stock’s fifty day simple moving average is $94.71 and its 200 day simple moving average is $73.64.

AST SpaceMobile (NASDAQ:ASTS) last issued its quarterly earnings data on Monday, March 2nd. The company reported ($0.26) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.18) by ($0.08). The business had revenue of $54.31 million for the quarter, compared to the consensus estimate of $39.53 million. AST SpaceMobile had a negative net margin of 482.16% and a negative return on equity of 23.02%. AST SpaceMobile’s revenue for the quarter was up 2731.3% on a year-over-year basis. On average, sell-side analysts predict that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current year.

About AST SpaceMobile

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.