Oak Thistle LLC Takes Position in AST SpaceMobile, Inc. $ASTS

Oak Thistle LLC purchased a new stake in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 29,295 shares of the company’s stock, valued at approximately $2,128,000.

Several other institutional investors and hedge funds have also modified their holdings of the stock. ORG Partners LLC grew its holdings in shares of 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 acquiring an additional 133 shares in the last quarter. Atlantic Union Bankshares Corp grew its holdings in shares of AST SpaceMobile by 30.0% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 781 shares of the company’s stock valued at $38,000 after acquiring an additional 180 shares in the last quarter. Sunbelt Securities Inc. grew its holdings in shares of AST SpaceMobile by 22.9% during the 3rd quarter. Sunbelt Securities Inc. now owns 1,003 shares of the company’s stock valued at $49,000 after acquiring an additional 187 shares in the last quarter. GAMMA Investing LLC grew its holdings in shares of AST SpaceMobile by 21.9% during the 3rd quarter. GAMMA Investing LLC now owns 1,355 shares of the company’s stock valued at $67,000 after acquiring an additional 243 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in shares of AST SpaceMobile by 3.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 6,586 shares of the company’s stock valued at $323,000 after acquiring an additional 245 shares in the last quarter. 60.95% of the stock is currently owned by hedge funds and other institutional investors.

AST SpaceMobile Trading Down 2.4%

Shares of NASDAQ:ASTS opened at $92.57 on Wednesday. The stock has a market capitalization of $35.36 billion, a PE ratio of -70.13 and a beta of 2.81. AST SpaceMobile, Inc. has a 1 year low of $19.67 and a 1 year high of $129.89. The firm has a fifty day moving average price of $91.69 and a 200 day moving average price of $81.26. The company has a current ratio of 16.35, a quick ratio of 16.27 and a debt-to-equity ratio of 0.92.

AST SpaceMobile (NASDAQ:ASTS) last released its quarterly earnings results on Monday, March 2nd. The company reported ($0.26) earnings per share (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 firm had revenue of $54.31 million for the quarter, compared to the consensus estimate of $39.53 million. The business’s revenue for the quarter was up 2731.3% compared to the same quarter last year. Analysts expect that AST SpaceMobile, Inc. will post -0.4 EPS for the current fiscal year.

Insider Transactions at AST SpaceMobile

In other AST SpaceMobile news, CTO Huiwen Yao sold 40,000 shares of the company’s stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $88.88, for a total transaction of $3,555,200.00. Following the completion of the sale, the chief technology officer directly owned 4,750 shares in the company, valued at $422,180. This represents a 89.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 30.90% of the stock is owned by company insiders.

AST SpaceMobile News Roundup

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

• Positive Sentiment: Meta executive visit reported — investor optimism that strategic conversations or potential commercial interest could accelerate partnerships or revenue opportunities. AST SpaceMobile stock gains after Meta executive visit
• Positive Sentiment: Bullish analyst/coverage pieces argue ASTS has differentiated tech and a large partner footprint (50+ mobile network operators) and rate it a Strong Buy—this fuels investor conviction in future monetization. AST SpaceMobile: A Much More Compelling Investment Opportunity Than Starlink
• Positive Sentiment: Sector tailwind—coverage of a potential SpaceX IPO and its market ripple effects is boosting sentiment across space and satellite names, benefiting ASTS as investors rotate into the theme. SpaceX’s IPO could supercharge the entire space industry
• Neutral Sentiment: Artemis II mission milestones are lifting overall investor interest in space equities; this is a sentiment boost rather than a direct revenue driver for ASTS. Artemis II Makes History. Humans Have Never Travelled This Far From Earth.
• Neutral Sentiment: Analyst notes reiterate ASTS’s partner backlog (> $1.2B) and defend the long-term thesis despite rising competition—keeps sentiment mixed as investors weigh growth vs. headwinds. AST SpaceMobile: Navigating Competition From Starlink And Bezos
• Negative Sentiment: “Soars to new highs, but with risks ahead” coverage flags valuation, execution, and competitive threats (Starlink, Blue Origin), reminding investors that upside carries significant execution risk. AST SpaceMobile: Soars To New Highs, But With Risks Ahead
• Negative Sentiment: Fundamental caution: ASTS recently missed EPS estimates (reported on March 2), has deeply negative margins and a high market valuation—these factors leave the stock vulnerable to profit-taking if execution or contract delivery slips.

Analyst Ratings Changes

Several research firms have recently commented on ASTS. Weiss Ratings restated a “sell (d-)” rating on shares of AST SpaceMobile in a report on Friday, March 27th. UBS Group boosted their price target on shares of AST SpaceMobile from $43.00 to $85.00 and gave the company a “neutral” rating in a report on Wednesday, March 4th. B. Riley Financial lowered their price target on shares of AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of AST SpaceMobile in a report on Tuesday, January 20th. Finally, Scotiabank cut shares of AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price target on the stock. in a report on Wednesday, January 7th. Two research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Reduce” and an average price target of $63.77.

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.