Penserra Capital Management LLC Increases Stock Holdings in AST SpaceMobile, Inc. $ASTS

Penserra Capital Management LLC increased its holdings in AST SpaceMobile, Inc. (NASDAQ:ASTS) by 5.3% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 419,602 shares of the company’s stock after purchasing an additional 21,039 shares during the quarter. Penserra Capital Management LLC’s holdings in AST SpaceMobile were worth $20,593,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Atlantic Union Bankshares Corp acquired a new position in AST SpaceMobile during the second quarter worth about $28,000. Geneos Wealth Management Inc. raised its position in shares of AST SpaceMobile by 225.0% during the 3rd quarter. Geneos Wealth Management Inc. now owns 650 shares of the company’s stock worth $32,000 after purchasing an additional 450 shares during the last quarter. Binnacle Investments Inc purchased a new stake in AST SpaceMobile in the 2nd quarter valued at approximately $33,000. Chapman Financial Group LLC acquired a new stake in AST SpaceMobile during the 2nd quarter valued at $38,000. Finally, Hollencrest Capital Management purchased a new position in AST SpaceMobile during the third quarter worth $39,000. 60.95% of the stock is owned by institutional investors and hedge funds.

AST SpaceMobile Stock Performance

Shares of ASTS stock opened at $103.50 on Thursday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 9.48 and a current ratio of 9.56. The firm has a market capitalization of $37.99 billion, a price-to-earnings ratio of -83.47 and a beta of 2.70. AST SpaceMobile, Inc. has a one year low of $18.22 and a one year high of $129.89. The company has a 50 day moving average price of $87.05 and a 200 day moving average price of $68.42.

AST SpaceMobile (NASDAQ:ASTS) last announced its quarterly earnings data on Monday, November 10th. The company reported ($0.45) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.18) by ($0.27). The company had revenue of $14.74 million for the quarter, compared to analysts’ expectations of $22.04 million. AST SpaceMobile had a negative net margin of 1,639.59% and a negative return on equity of 27.76%. The firm’s quarterly revenue was up 1236.4% on a year-over-year basis. During the same period in the prior year, the firm earned ($1.10) earnings per share. Sell-side analysts anticipate that AST SpaceMobile, Inc. will post -0.4 EPS for the current year.

Analyst Ratings Changes

Several brokerages have recently issued reports on ASTS. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of AST SpaceMobile in a research report on Tuesday, January 20th. Zacks Research lowered shares of AST SpaceMobile from a “hold” rating to a “strong sell” rating in a report on Friday, January 9th. Barclays downgraded shares of AST SpaceMobile from an “overweight” rating to an “underweight” rating and set a $60.00 price target for the company. in a report on Friday, October 17th. Weiss Ratings reiterated a “sell (d-)” rating on shares of AST SpaceMobile in a report on Monday, December 29th. Finally, B. Riley lowered AST SpaceMobile from a “buy” rating to a “neutral” rating in a research note on Tuesday, January 13th. Three equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus target price of $45.66.

AST SpaceMobile News Summary

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

• Positive Sentiment: Near-term launch and defense work — ASTS is preparing to launch its BlueBird‑7 satellite “no earlier than late February” and is beginning defense-related work tied to that program, which could accelerate revenue paths and program validation if the launch succeeds. AST SpaceMobile Enters Defense Work As BlueBird 7 Launch Nears
• Positive Sentiment: Strong commercial & government backlog — the company has secured a Missile Defense Agency IDIQ award and partnerships with carriers (Verizon, AT&T, Vodafone) and strategic investors (Alphabet), supporting longer-term addressable market and institutional interest. Can SpaceX Rival AST SpaceMobile Meet Its 2026 Launch Targets?
• Neutral Sentiment: Momentum recognition — ASTS was highlighted in a roundup of stocks with large gains, reflecting recent strong price momentum that may attract momentum traders but also raises volatility risk. 10 Stocks Crushing Wall Street With Massive Gains
• Negative Sentiment: Market-driven sell-off — ASTS shares fell sharply amid a broader Nasdaq and sector decline, amplifying intraday downside despite company-specific news. Elevated volume suggests forced or tactical selling. AST SpaceMobile Shares Tumble Over 15% Amid Broader Market Sell-Off
• Negative Sentiment: Legal/investor risk — Pomerantz LLP has opened an investor investigation into ASTS, which can increase uncertainty, potential litigation costs and short-term selling pressure. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims
• Negative Sentiment: Analyst skepticism & valuation concerns — sell-side consensus is a “Reduce” rating and commentary (e.g., “priced for perfection”) warns upside is limited absent clear execution on aggressive 2026 launch targets. That consensus contributes to downside pressure. AST SpaceMobile Given Consensus Rating of “Reduce”

Insider Activity at AST SpaceMobile

In other news, COO Shanti B. Gupta sold 10,000 shares of AST SpaceMobile stock in a transaction dated 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 of the company’s stock, valued at $29,572,882.50. The trade was a 2.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the business’s stock in a transaction dated 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 sale, the insider owned 211,379 shares of the company’s stock, valued at $14,743,685.25. The trade was a 91.54% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders acquired 2,765 shares of company stock valued at $187,236 and sold 2,354,621 shares valued at $164,348,075. Insiders own 30.90% of the company’s stock.

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.