AST SpaceMobile, Inc. (NASDAQ:ASTS) Receives $52.94 Consensus Target Price from Analysts

AST SpaceMobile, Inc. (NASDAQ:ASTS) has been assigned a consensus rating of “Reduce” from the eleven ratings firms that are currently covering the firm, MarketBeat Ratings reports. Three research analysts have rated the stock with a sell recommendation, six have given a hold recommendation and two have assigned a buy recommendation to the company. The average 12-month price objective among brokers that have updated their coverage on the stock in the last year is $63.7667.

A number of equities research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of AST SpaceMobile in a research report on Tuesday, January 20th. UBS Group increased their target price on AST SpaceMobile from $43.00 to $85.00 and gave the stock a “neutral” rating in a research note on Wednesday. B. Riley Financial reduced their price target on AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Zacks Research upgraded AST SpaceMobile from a “strong sell” rating to a “hold” rating in a research note on Wednesday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of AST SpaceMobile in a report on Monday, December 29th.

Key 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.

AST SpaceMobile Stock Down 4.7%

Shares of AST SpaceMobile stock opened at $89.47 on Friday. AST SpaceMobile has a one year low of $18.22 and a one year high of $129.89. The company has a market cap of $32.84 billion, a P/E ratio of -67.78 and a beta of 2.77. The company has a debt-to-equity ratio of 0.92, a quick ratio of 9.48 and a current ratio of 16.35. The firm has a fifty day moving average of $95.06 and a two-hundred day moving average of $74.13.

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

Insider Transactions at AST SpaceMobile

In other news, COO Shanti B. Gupta sold 10,000 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $77.34, for a total transaction 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. This represents a 2.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $69.75, for a total transaction of $159,631,314.75. Following the completion of the transaction, the insider owned 211,379 shares of the company’s stock, valued at $14,743,685.25. This 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 valued at $149,144 in the last ninety days. 30.90% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On AST SpaceMobile

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. REAP Financial Group LLC purchased a new stake in shares of AST SpaceMobile during the 3rd quarter worth approximately $25,000. Crewe Advisors LLC purchased a new position in AST SpaceMobile in the 4th quarter valued at approximately $25,000. Laurel Wealth Advisors LLC purchased a new position in AST SpaceMobile in the 4th quarter valued at approximately $25,000. Atlantic Union Bankshares Corp acquired a new position in AST SpaceMobile during the second quarter worth $28,000. Finally, Byrne Asset Management LLC acquired a new position in AST SpaceMobile during the fourth quarter worth $29,000. 60.95% of the stock is currently owned by institutional investors and hedge funds.

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.