AST SpaceMobile (NASDAQ:ASTS) Upgraded at Zacks Research

Zacks Research upgraded shares of AST SpaceMobile (NASDAQ:ASTS) from a strong sell rating to a hold rating in a report issued on Wednesday,Zacks.com reports.

ASTS has been the subject of a number of other reports. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of AST SpaceMobile in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of AST SpaceMobile in a report on Tuesday, January 20th. Scotiabank downgraded shares of AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price objective for the company. in a research report on Wednesday, January 7th. UBS Group upped their target price on shares of AST SpaceMobile from $43.00 to $85.00 and gave the company a “neutral” rating in a report on Wednesday. Finally, B. Riley Financial dropped their target price on shares of AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Two investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, AST SpaceMobile presently has a consensus rating of “Reduce” and an average price target of $63.77.

AST SpaceMobile Stock Down 4.7%

Shares of NASDAQ ASTS opened at $89.47 on Wednesday. The business has a 50-day moving average of $95.06 and a two-hundred day moving average of $73.93. The company has a market capitalization of $32.84 billion, a price-to-earnings ratio of -67.78 and a beta of 2.77. AST SpaceMobile has a 1 year low of $18.22 and a 1 year high of $129.89. The company has a debt-to-equity ratio of 0.92, a current ratio of 16.35 and a quick ratio of 9.48.

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

Insider Buying and Selling

In other news, Director Keith R. Larson purchased 715 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were purchased at an average price of $70.02 per share, for a total transaction of $50,064.30. Following the purchase, the director directly owned 1,390 shares of the company’s stock, valued at $97,327.80. This represents a 105.93% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Shanti B. Gupta sold 10,000 shares of AST SpaceMobile stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $77.34, for a total value of $773,400.00. Following the transaction, the chief operating officer directly owned 382,375 shares in the company, valued at approximately $29,572,882.50. This trade represents a 2.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have bought 2,015 shares of company stock worth $149,144 in the last quarter. 30.90% of the stock is owned by insiders.

Hedge Funds Weigh In On AST SpaceMobile

Institutional investors have recently modified their holdings of the business. Crewe Advisors LLC purchased a new stake in AST SpaceMobile in the 4th quarter valued at $25,000. Laurel Wealth Advisors LLC acquired a new stake in AST SpaceMobile during the 4th quarter worth $25,000. Byrne Asset Management LLC purchased a new position in AST SpaceMobile during the 4th quarter worth $29,000. Acumen Wealth Advisors LLC purchased a new position in AST SpaceMobile during the 4th quarter worth $29,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in AST SpaceMobile in the fourth quarter valued at $33,000. 60.95% of the stock is owned by institutional investors and hedge funds.

More AST SpaceMobile News

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

• Positive Sentiment: TELUS commercial agreement expands ASTS’s addressable market in Canada and helped lift sentiment by validating operator demand for direct-to-cell service; this deal supports near-term revenue growth and rollout plans. TELUS Partners with AST SpaceMobile
• Positive Sentiment: Orange added AST SpaceMobile to its satellite roster and scheduled Europe D2C trials for late 2026 — another major operator endorsement that increases potential European commercial traction. Orange Adds AST SpaceMobile
• Positive Sentiment: ASTS reported meaningful 2025 revenue (~$70.9M), a growing pipeline (~$1.2B contracted backlog) and plans to launch 45–60 satellites by end‑2026 — operational proof that the business is scaling from pre‑revenue to commercial receipts. Seeking Alpha: AST SpaceMobile revenue and plans
• Positive Sentiment: Analyst coverage turned more constructive: Zacks moved ASTS from “strong sell” to “hold” and other upgrades sparked intraday rallies in recent sessions, indicating improving sell‑side sentiment can amplify momentum. Zacks upgrade Analyst upgrade article
• Neutral Sentiment: Media pieces highlight ASTS as a direct competitor to SpaceX’s Starlink (different product/market focus) — competition raises strategic questions but doesn’t remove near‑term operator contracts or revenue. ASTS vs Starlink
• Neutral Sentiment: Sector comparisons (e.g., vs. Rocket Lab) and broader market volatility (macro headlines) are contributing to mixed trading — investors are differentiating capital‑intensive launch plays. Fool comparison
• Negative Sentiment: Valuation and cash‑burn concerns remain: analysts warn ASTS’s premium multiple and high operating costs increase downside risk if cadence of deployments or operator rollouts slips. Zacks: 181% rise and risks
• Negative Sentiment: Profitability metrics are weak (negative EPS and very large negative margins reported recently), so any slowdown in operator conversions or higher launch costs could press the stock lower. Financials and risks
• Neutral Sentiment: Reported short‑interest data in feeds appears anomalous/zero — not a reliable signal this cycle; ignore until clarified by exchange filings.

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.