AST SpaceMobile (NASDAQ:ASTS) Trading Down 4.7% – What’s Next?

Shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) traded down 4.7% on Friday . The company traded as low as $89.47 and last traded at $89.48. 13,498,706 shares traded hands during mid-day trading, a decline of 16% from the average session volume of 15,995,121 shares. The stock had previously closed at $93.86.

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 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.

Wall Street Analysts Forecast Growth

Several research firms have commented on ASTS. Weiss Ratings reiterated a “sell (d-)” rating on shares of AST SpaceMobile in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of AST SpaceMobile in a research report on Tuesday, January 20th. Zacks Research upgraded AST SpaceMobile from a “strong sell” rating to a “hold” rating in a research report on Wednesday. UBS Group boosted their price objective on AST SpaceMobile from $43.00 to $85.00 and gave the stock a “neutral” rating in a research note on Wednesday. Finally, Scotiabank lowered 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 note on Wednesday, January 7th. Two investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus target price of $63.77.

AST SpaceMobile Stock Performance

The stock has a market capitalization of $32.84 billion, a PE ratio of -67.79 and a beta of 2.77. The business’s 50 day moving average is $94.71 and its 200 day moving average is $73.64. The company has a current ratio of 16.35, a quick ratio of 9.48 and a debt-to-equity ratio of 0.92.

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

Insider Activity at AST SpaceMobile

In other AST SpaceMobile news, Director Keith R. Larson acquired 715 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was bought at an average price of $70.02 per share, for a total transaction of $50,064.30. Following the acquisition, the director directly owned 1,390 shares in the company, valued at $97,327.80. The trade was a 105.93% 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 hyperlink. Also, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $69.75, for a total value of $159,631,314.75. Following the completion of the sale, the insider owned 211,379 shares in the company, valued at approximately $14,743,685.25. The trade was a 91.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders acquired a total of 2,015 shares of company stock worth $149,144 in the last quarter. 30.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On AST SpaceMobile

Several large investors have recently added to or reduced their stakes in ASTS. Calton & Associates Inc. raised its stake in shares of AST SpaceMobile by 0.8% during the fourth quarter. Calton & Associates Inc. now owns 13,579 shares of the company’s stock valued at $986,000 after acquiring an additional 104 shares in the last quarter. Investmark Advisory Group LLC increased its holdings in AST SpaceMobile by 2.7% during the 4th quarter. Investmark Advisory Group LLC now owns 4,645 shares of the company’s stock worth $337,000 after purchasing an additional 120 shares during the period. ORG Partners LLC raised its position in AST SpaceMobile by 4.2% during the 4th quarter. ORG Partners LLC now owns 3,283 shares of the company’s stock valued at $238,000 after purchasing an additional 133 shares in the last quarter. Atlantic Union Bankshares Corp lifted its holdings in shares of AST SpaceMobile by 18.2% in the 4th quarter. Atlantic Union Bankshares Corp now owns 923 shares of the company’s stock worth $67,000 after buying an additional 142 shares during the period. Finally, Larson Financial Group LLC lifted its holdings in shares of AST SpaceMobile by 39.0% in the 4th quarter. Larson Financial Group LLC now owns 513 shares of the company’s stock worth $37,000 after buying an additional 144 shares during the period. 60.95% of the stock is owned by hedge funds and other institutional investors.

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.