ASTS

AST SpaceMobile, Inc.

Nasdaq · Communications Services, NEC · Inc. DE · CIK 0001780312
$93.60 -12.76% $36.3B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)3 New Institutional Positions3 Institutional Exits
Vol
Market Cap$36.3B
Cap SizeLarge Cap
Analyst ConsensusHold (44%)
Inst. Holders7 funds
Inst. Value$2.5B
Inst. Activity3 buys / 3 sells
Insider Activity0B / 7S
Insider Net $-$283.8M
Reddit Sentiment49° Neutral
SEC Reports6
Exchange Nasdaq·Sector Communications Services, NEC·Inc. DE·CIK 0001780312·Prev Close $107.29

Recent Activity

May 30, 2026 Insider
Gupta Shanti B. sold 21,275 shares
Chief Operating Officer @ $113.41 ($2.4M)
May 30, 2026 Insider
Johnson Andrew Martin sold 16,377 shares
CFO and CLO @ $113.41 ($1.9M)
May 30, 2026 Insider
Wisniewski Scott sold 16,377 shares
President @ $113.41 ($1.9M)
May 20, 2026 SEC
Officer Andrew Johnson filed a Form 144 indicating intent to sell 5,000 ASTS shares (~$451k market value). The sale is s
144 — Impact 2/10
May 13, 2026 SEC
Director Julio A. Torres filed a Form 144 notice of intent to sell 15,000 shares of AST SpaceMobile Class A common stock
144 — Impact 3/10
Apr 28, 2026 SEC
AST SpaceMobile filed additional definitive proxy soliciting materials (DEFA14A) on April 28, 2026. The filing is a rout
DEFA14A — Impact 2/10
Inst.
MORGAN STANLEY — ADD
4,661,551 shares ($338.6M)
Inst.
NORGES BANK — NEW
2,729,868 shares ($198.3M)

Price Targets

$82.02 -12.4% upside Sell
Current $93.60 Low $41.20 Median $80.00 High $108.00 9 analysts
$41.20 $108.00

Analyst Ratings

Hold44% buy · 18 analysts
2Strong Buy
6Buy
8Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 Deutsche Bank DOWNGRADE Buy → Hold
May 12, 2026 UBS MAINTAIN Neutral → Neutral
May 12, 2026 B. Riley Securities MAINTAIN Neutral → Neutral
Apr 9, 2026 Barclays MAINTAIN Underweight → Underweight
Mar 4, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.30 ▼ -39.5% $-0.43 — $-0.17 28% YoY 5
Next Q $-0.30 ▼ -27.9% $-0.43 — $-0.16 32% YoY 5
Current FY $-1.51 ▼ -70.8% $-1.95 — $-0.89 -12% YoY 5
Next FY $-0.65 ▼ -1824.6% $-1.29 — $-0.13 57% YoY 4

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.6B
MORGAN STANLEY$338.6MADD
NORGES BANK$198.3MNEW
WELLS FARGO & COMPANY/MN$168.7MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$105.4MNEW

Recent Insider Trades

DateInsiderTypeValue
May 30, 2026Gupta ShantiF$2.4M
May 30, 2026Johnson AndrewF$1.9M
May 30, 2026Wisniewski ScottF$1.9M
May 30, 2026Avellan AbelF$3.7M
May 30, 2026Bernal MayaF$297.2K

Reddit Sentiment

49°
Neutral
Bearish Neutral Bullish
34 mentions 8 bullish 9 bearish
7 institutional holders with $2.5B total value (34,504,529 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC21,488,180$1.6B62.3%
2MORGAN STANLEY4,661,551$338.6M13.5%ADD +44.0%
3NORGES BANK2,729,868$198.3M7.9%NEW
4WELLS FARGO & COMPANY/MN2,322,209$168.7M6.7%TRIM -34.6%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,450,515$105.4M4.2%NEW
6FMR LLC1,168,005$84.8M3.4%ADD +47.1%
7BANK OF AMERICA CORP /DE/684,201$49.7M2.0%TRIM -56.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD3,236,3524,661,551+44.0%$338.6M2025-Q4
NORGES BANKNEW2,729,868$198.3M2025-Q4
WELLS FARGO & COMPANY/MNTRIM3,553,4362,322,209-34.6%$168.7M2025-Q4
FMR LLCADD793,8561,168,005+47.1%$84.8M2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT26,9480-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT137,7000-100.0%$0.002025-Q4
UBS Group AGADD5,620,6539,050,807+61.0%$444.2M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED207,9373,553,436+1608.9%$174.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW137,700$6.8M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT371,66526,948-92.7%$1.3M2025-Q3
MORGAN STANLEYADD3,123,3944,148,709+32.8%$193.9M2025-Q2
FMR LLCDOUBLED291,241850,119+191.9%$39.7M2025-Q2
BANK OF AMERICA CORP /DE/TRIM1,143,204499,542-56.3%$23.3M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED51,228371,665+625.5%$17.4M2025-Q2
CITADEL ADVISORS LLCADD4,025,4145,540,651+37.6%$126.0M2025-Q1
UBS Group AGDOUBLED1,169,1905,010,254+328.5%$113.9M2025-Q1
FMR LLCADD226,761291,241+28.4%$6.6M2025-Q1
WELLS FARGO & COMPANY/MNADD117,822212,383+80.3%$4.8M2025-Q1
MORGAN STANLEYADD1,595,3363,090,905+93.7%$65.2M2024-Q4
UBS Group AGDOUBLED158,7401,169,190+636.5%$24.7M2024-Q4
WELLS FARGO & COMPANY/MNADD94,076117,822+25.2%$2.5M2024-Q4
NORGES BANKEXIT1,500,0000-100.0%$0.002024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT133,7450-100.0%$0.002024-Q4
MORGAN STANLEYADD990,6191,595,336+61.0%$41.7M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,131,705$29.6M2024-Q3
8 unique insiders with 7 transactions. Net insider value: -$283.8M ($0.00 bought, $283.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 30, 2026Gupta Shanti B.Chief Operating OfficerF21,275$113.41$2.4M
May 30, 2026Johnson Andrew MartinCFO and CLOF16,377$113.41$1.9M
May 30, 2026Wisniewski ScottPresidentF16,377$113.41$1.9M
May 30, 2026Avellan Abel AntonioChief Executive OfficerF32,754$113.41$3.7M
May 30, 2026Bernal MayaChief Accounting OfficerF2,621$113.41$297.2K
May 22, 2026Yao HuiwenChief Technology OfficerA30,000$0.00$0.00
May 20, 2026Johnson Andrew MartinCFO and CLOSELL5,000$90.25$451.3K
May 19, 2026Yao HuiwenChief Technology OfficerX40,000$0.00$0.00
May 19, 2026Yao HuiwenChief Technology OfficerX40,000$0.0641$2.6K
May 18, 2026Gupta Shanti B.Chief Operating OfficerA66,667$0.00$0.00
May 18, 2026Gupta Shanti B.Chief Operating OfficerF11,350$86.83$985.5K
May 13, 2026Torres Julio A.DirectorSELL15,000$76.34$1.1M
May 6, 2026Johnson Andrew MartinCFO and CLOF29,513$70.68$2.1M
Apr 15, 2026Mikitani Hiroshi10%+ OwnerSELL1,350,000$86.22$116.4M
Apr 14, 2026Mikitani Hiroshi10%+ OwnerSELL1,690,000$91.42$154.5M
Mar 31, 2026Wisniewski ScottPresidentF15,241$82.87$1.3M
Mar 31, 2026Johnson Andrew MartinCFO and CLOF12,167$82.87$1.0M
Mar 31, 2026Gupta Shanti B.Chief Operating OfficerF8,357$82.87$692.5K
Mar 31, 2026Avellan Abel AntonioChief Executive OfficerF22,490$82.87$1.9M
Mar 24, 2026Johnson Andrew MartinCFO and CLOA100,000$0.00$0.00
Mar 24, 2026Wisniewski ScottPresidentA123,437$0.00$0.00
Mar 24, 2026Gupta Shanti B.Chief Operating OfficerA54,687$0.00$0.00
Mar 24, 2026Avellan Abel AntonioChief Executive OfficerA184,375$0.00$0.00
Mar 23, 2026Yao HuiwenChief Technology OfficerSELL40,000$88.88$3.6M
Mar 21, 2026Bernal MayaChief Accounting OfficerF3,664$89.93$329.5K
Mar 11, 2026Yao HuiwenChief Technology OfficerX40,000$0.0641$2.6K
Mar 11, 2026Yao HuiwenChief Technology OfficerX40,000$0.00$0.00
Feb 15, 2026Bernal MayaChief Accounting OfficerF833$82.51$68.7K
May 27, 2025Wisniewski ScottPresidentSELL25,904$126.64$3.3M
Mar 17, 2025Wisniewski ScottPresidentSELL47,000$94.75$4.5M
Mar 17, 2025Wisniewski ScottPresidentG3,000$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (44% buy). Based on 18 analysts: 2 strong buy, 6 buy, 8 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$82.02 mean target -12.4% upside Sell (2.82)
$41.20 Low $108.00 High
MetricValue
Current Price$93.60
Target Low$41.20
Target Mean$82.02
Target Median$80.00
Target High$108.00
# Analysts9
RecommendationSell (2.82)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.30 $-0.43 $-0.17 27.6% -39.5% 0↑ 4↓ $0.0B 2892.7% 5
Next Q
2026-09-30
$-0.30 $-0.43 $-0.16 32.5% -27.9% 0↑ 4↓ $0.1B 248.3% 5
Current FY
2026-12-31
$-1.51 $-1.95 $-0.89 -12.3% -70.8% 0↑ 4↓ $0.2B 139.6% 5
Next FY
2027-12-31
$-0.65 $-1.29 $-0.13 57.0% -1824.6% 0↑ 3↓ $0.7B 340.1% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.297
7d ago$-0.297
30d ago$-0.213-0.084
60d ago$-0.213-0.084
90d ago$-0.213-0.084
5 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 Deutsche Bank DOWNGRADE Buy Hold
May 12, 2026 UBS MAINTAIN Neutral Neutral
May 12, 2026 B. Riley Securities MAINTAIN Neutral Neutral
Apr 9, 2026 Barclays MAINTAIN Underweight Underweight
Mar 4, 2026 UBS MAINTAIN Neutral Neutral
Feb 13, 2026 B. Riley Securities MAINTAIN Neutral Neutral
Jan 13, 2026 B. Riley Securities DOWNGRADE Buy Neutral
Jan 7, 2026 Scotiabank DOWNGRADE Sector Perform Sector Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262682044%
May 1, 20262772050%
Apr 1, 20262772050%
Mar 1, 20262772050%
Feb 1, 20262772050%
Jan 1, 20262861059%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

49°
Neutral
Bearish Neutral Bullish
34 mentions 8 bullish 9 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 5, 2026140° Cool011
Jun 5, 2026140° Cool011
Jun 5, 2026150° Neutral001
Jun 5, 2026150° Neutral001
Jun 3, 2026352° Neutral003
Jun 3, 2026250° Neutral002
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001
Jun 2, 2026258° Warm102
Jun 2, 2026160° Warm101
Jun 2, 2026140° Cool011
Jun 2, 2026140° Cool011
Jun 1, 2026140° Cool011
Jun 1, 2026160° Warm101
Jun 1, 2026160° Warm101
Jun 1, 2026156° Neutral001
May 31, 2026140° Cool011
May 31, 2026140° Cool011
May 31, 2026150° Neutral001
May 31, 2026150° Neutral001
May 30, 2026140° Cool011
May 30, 2026140° Cool011
May 30, 2026160° Warm101
May 30, 2026160° Warm101
May 30, 2026160° Warm101
May 30, 2026160° Warm101
May 30, 2026156° Neutral001
May 30, 2026156° Neutral001
May 30, 2026150° Neutral001
May 30, 2026150° Neutral001

Recent Reddit Threads

r/stocks Bullish 3mo ago
Trump's Deadman switch
▲ 1,544 💬 565 ⚡ 80.3
r/wallstreetbets Bullish 5d 6h ago
ASTS full port: To the moon! 🚀
▲ 19 💬 6 ⚡ 2.2
r/investing Neutral 1mo ago
How to find next MU, SNDK, NVDA, ASTS , RKLB,
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 13d 4h ago
$ASTS The Space Trade Came - now it's time for post nut clarity.
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 4d 9h ago
Gains thus far this year
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 12d 5h ago
Realized Gain of $250000 from ASTS this year
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 5d 16h ago
Which companies am i missing from my "Space" themed investments?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
How to find next MU, SNDK, NVDA, ASTS , RKLB,
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 8d 2h ago
What to do with SpaceX IPO as a retail trader
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 11d 8h ago
Can someone explain the investment thesis behind space stocks?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 29d 5h ago
Options changed my life pt.5
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 1d 9h ago
Enjoy
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
What’s up playa ? $IRDM
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 8d 11h ago
How much more do we expect ASTS to drop?
▲ 1 💬 0 ⚡ 0.5
May 11, 2026
earnings_calendar
ASTS Q1 2026 Earnings Scheduled — 2026-05-11
May 11, 2026
short_interest
FTD: ASTS — 105,507 shares ($7.9M) failed to deliver
Settlement: 20260511, Price: $75.05, FTD Value: $7,918,300.35, AST SPACEMOBILE INC CL A (DE)
May 11, 2026
dark_pool
Dark Pool: ASTS — 21.2M shares, 355,727 trades
Week starting 2026-05-11. Total ATS volume: 21,225,383 shares across 355,727 trades.
May 7, 2026
short_volume
Short Volume: ASTS — 56.8% short (4.6M / 8.1M)
Short: 4,599,241 | Exempt: 9,400 | TRF Vol: 8,100,745 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: ASTS — 1,870,043 shares ($132.2M) failed to deliver
Settlement: 20260507, Price: $70.68, FTD Value: $132,174,639.24, AST SPACEMOBILE INC CL A (DE)
May 6, 2026
short_volume
Short Volume: ASTS — 58.7% short (4.4M / 7.5M)
Short: 4,417,825 | Exempt: 4,708 | TRF Vol: 7,526,538 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: ASTS — 16.4M shares, 255,118 trades
Week starting 2026-05-04. Total ATS volume: 16,374,710 shares across 255,118 trades.
May 4, 2026
short_interest
FTD: ASTS — 190,828 shares ($13.5M) failed to deliver
Settlement: 20260504, Price: $70.89, FTD Value: $13,527,796.92, AST SPACEMOBILE INC CL A (DE)
May 1, 2026
short_interest
FTD: ASTS — 157,399 shares ($11.6M) failed to deliver
Settlement: 20260501, Price: $73.90, FTD Value: $11,631,786.1, AST SPACEMOBILE INC CL A (DE)
Apr 27, 2026
dark_pool
Dark Pool: ASTS — 11.6M shares, 205,712 trades
Week starting 2026-04-27. Total ATS volume: 11,555,950 shares across 205,712 trades.
Apr 21, 2026
short_interest
FTD: ASTS — 54,295 shares ($4.4M) failed to deliver
Settlement: 20260421, Price: $81.00, FTD Value: $4,397,895, AST SPACEMOBILE INC CL A (DE)
Apr 20, 2026
dark_pool
Dark Pool: ASTS — 16.4M shares, 260,184 trades
Week starting 2026-04-20. Total ATS volume: 16,379,251 shares across 260,184 trades.
Apr 17, 2026
short_interest
FTD: ASTS — 110,174 shares ($10.0M) failed to deliver
Settlement: 20260417, Price: $90.94, FTD Value: $10,019,223.56, AST SPACEMOBILE INC CL A (DE)
Apr 17, 2026
short_volume
Short Volume: ASTS — 62.3% short (5.0M / 8.0M)
Short: 4,969,637 | Exempt: 4,718 | TRF Vol: 7,979,510 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: ASTS — 62.7% short (9.5M / 15.1M)
Short: 9,462,934 | Exempt: 960,388 | TRF Vol: 15,099,236 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)