Dakota Wealth Management Buys New Holdings in AST SpaceMobile, Inc. $ASTS

Dakota Wealth Management purchased a new position in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 10,939 shares of the company’s stock, valued at approximately $794,000.

Other large investors also recently modified their holdings of the company. Oppenheimer & Co. Inc. grew its holdings in shares of AST SpaceMobile by 48.0% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 532,960 shares of the company’s stock worth $26,158,000 after purchasing an additional 172,759 shares during the period. State Board of Administration of Florida Retirement System raised its holdings in AST SpaceMobile by 342.2% in the second quarter. State Board of Administration of Florida Retirement System now owns 132,087 shares of the company’s stock valued at $6,172,000 after buying an additional 102,217 shares during the period. Yarbrough Capital LLC lifted its position in AST SpaceMobile by 28.0% during the third quarter. Yarbrough Capital LLC now owns 99,372 shares of the company’s stock valued at $4,877,000 after buying an additional 21,739 shares in the last quarter. Mutual Advisors LLC acquired a new position in AST SpaceMobile during the third quarter valued at approximately $1,882,000. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al grew its stake in AST SpaceMobile by 28.5% during the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 27,500 shares of the company’s stock worth $1,350,000 after buying an additional 6,100 shares during the period. 60.95% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CTO Huiwen Yao sold 40,000 shares of the business’s stock in a transaction dated Monday, March 23rd. The stock was sold at an average price of $88.88, for a total value of $3,555,200.00. Following the completion of the sale, the chief technology officer directly owned 4,750 shares of the company’s stock, valued at $422,180. The trade was a 89.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 30.90% of the stock is currently owned by corporate insiders.

AST SpaceMobile Stock Performance

NASDAQ ASTS opened at $78.67 on Monday. The company has a market capitalization of $30.05 billion, a price-to-earnings ratio of -59.60 and a beta of 2.78. The company has a debt-to-equity ratio of 0.92, a current ratio of 16.35 and a quick ratio of 16.27. AST SpaceMobile, Inc. has a 12 month low of $18.22 and a 12 month high of $129.89. The company’s fifty day moving average price is $94.98 and its two-hundred day moving average price is $78.95.

AST SpaceMobile (NASDAQ:ASTS) last released 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). AST SpaceMobile had a negative return on equity of 23.02% and a negative net margin of 482.16%.The company 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% on a year-over-year basis. As a group, research analysts predict that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on ASTS shares. B. Riley Financial dropped their price objective on shares of AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Scotiabank cut shares of AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price target for the company. in a research report on Wednesday, January 7th. Weiss Ratings reiterated a “sell (d-)” rating on shares of AST SpaceMobile in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of AST SpaceMobile in a research report on Tuesday, January 20th. Finally, Zacks Research upgraded AST SpaceMobile from a “strong sell” rating to a “hold” rating in a research note on Wednesday, March 4th. Two analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $63.77.

More AST SpaceMobile News

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

• Positive Sentiment: Sector rally tailwind — reports that SpaceX may file a very large IPO lifted demand for space and satellite names, which earlier pushed ASTS higher before today’s pullback. Could SpaceX’s $1.75 Trillion Valuation Make It the Biggest Public Offering in History?
• Positive Sentiment: Company fundamentals/near-term catalyst — ASTS reported a Q4 revenue beat and provided an update on its BlueBird rollout and the upcoming BlueBird‑7 launch, which investors see as the clearest path to commercial proof‑points for its direct‑to‑device network. AST SpaceMobile (ASTS) Is Up 5.9% After Q4 Revenue Beat And BlueBird 7 Launch Update
• Positive Sentiment: Institutional support — large funds (Vanguard, Morgan Stanley, State Street) have significantly increased positions during the quarter, which underpins longer‑term liquidity and can limit downside if execution stays on track. AST SpaceMobile institutional holdings and activity
• Neutral Sentiment: Peer comparison/sector rotation — analysts and media are re‑rating space peers (e.g., comparisons to Rocket Lab and strong moves in Planet Labs), which can shift flows between winners and laggards in the group without changing ASTS’s fundamental timetable. Better Buy: AST SpaceMobile or Rocket Lab?
• Negative Sentiment: Insider selling — CTO Huiwen Yao sold 40,000 shares (~$3.56M), a large disclosed disposal that likely fed short‑term selling pressure and investor caution. Huiwen Yao insider sale
• Negative Sentiment: Analyst/consensus caution — broker consensus pulled to a “Reduce” and some firms have downgraded targets or flagged that ASTS’s valuation reflects high execution risk, increasing vulnerability to disappointment. AST SpaceMobile Given Consensus Recommendation of “Reduce”
• Negative Sentiment: Earnings/valuation friction — despite revenue growth, ASTS recently missed EPS estimates and still carries wide negative margins; investors are sensitive to any launch delays or operator monetization setbacks. Why AST SpaceMobile, Inc. (ASTS) Dipped More Than Broader Market Today

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.