AST SpaceMobile (NASDAQ:ASTS) Trading Down 1.9% Following Analyst Downgrade

AST SpaceMobile, Inc. (NASDAQ:ASTS) shares dropped 1.9% during trading on Wednesday after Wall Street Zen downgraded the stock from a sell rating to a strong sell rating. The company traded as low as $84.02 and last traded at $86.91. Approximately 17,243,063 shares were traded during trading, an increase of 16% from the average daily volume of 14,914,344 shares. The stock had previously closed at $88.57.

Several other analysts have also issued reports on ASTS. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of AST SpaceMobile in a research note on Tuesday, January 20th. B. Riley Financial reduced their target price on AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of AST SpaceMobile in a report on Friday, March 27th. Zacks Research raised AST SpaceMobile from a “strong sell” rating to a “hold” rating in a report on Wednesday, March 4th. Finally, UBS Group upped their target price on AST SpaceMobile from $43.00 to $85.00 and gave the company a “neutral” rating in a report on Wednesday, March 4th. Two research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $77.10.

Insiders Place Their Bets

In other AST SpaceMobile news, CTO Huiwen Yao sold 40,000 shares of the stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $88.88, for a total transaction of $3,555,200.00. Following the completion of the transaction, the chief technology officer directly owned 4,750 shares of the company’s stock, valued at approximately $422,180. This represents a 89.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 30.90% of the company’s stock.

AST SpaceMobile News Summary

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

• Positive Sentiment: Q4 beat and commercial traction — ASTS reported a large revenue beat (Q4 revenue jump to ~$70.9M) and reiterated aggressive growth targets (45–60 satellites in 2026; ~$1B revenue target for 2027), supporting the long‑term upside if deployments and carrier partnerships continue. AST SpaceMobile (ASTS) Is Up 6.9% After Q4 Beat
• Positive Sentiment: Manufacturing & liquidity de‑risking — Management is ramping in‑house Block 2 BlueBird production and shows very strong current‑ratio liquidity, which reduces short‑term execution risk on production and supply chain. Can ASTS’ Manufacturing Strategy Shield it From Geopolitical Risks?
• Positive Sentiment: Sector tailwind from space finance excitement — The SpaceX IPO narrative and broader institutional interest in the “new space” sector are driving flows into peer names, which can lift ASTS as capital and launches become more accessible. 5 Space Stocks Already Climbing Ahead of the SpaceX IPO
• Neutral Sentiment: Potential Apple/third‑party opportunity — Market commentary flags ASTS as a candidate for device‑maker partnerships as Apple reassesses satellite dependencies after the Globalstar deal; this is a strategic opportunity but uncertain and long‑dated. Apple Sends an SOS, Creating a New Orbital Opportunity
• Neutral Sentiment: Investor interest / insider ownership theme — ASTS appears on lists of growth stocks to watch, which may support demand, but these are broad thematic drivers rather than company‑specific catalysts. Top Growth Companies With Strong Insider Ownership
• Negative Sentiment: Amazon’s Globalstar acquisition — The $11.6B deal brings a deep‑pocketed, vertically integrated competitor into satellite consumer services, raising concerns about pricing power, network control, and strategic partnerships (e.g., for iPhone emergency services). This headline is the main near‑term driver of today’s sell‑off. Amazon Agrees To Buy Globalstar In $11.6 Billion Deal
• Negative Sentiment: Market reaction and analyst/coverage notes — Multiple outlets attribute the pullback to the Amazon deal and profit‑taking after a large run‑up; headlines highlight that ASTS is now in a more crowded, better‑capitalized race. Why AST SpaceMobile Stock Is Retreating After Amazon’s Globalstar Deal
• Negative Sentiment: Timing & launch risk — Reports note delays (BlueBird timing concerns) and an FCC comment about an expanding multi‑player race; execution/timing slips remain the biggest near‑term downside if launches or carrier rollouts are postponed. ASTS stock hits turbulence: FCC chief flags new ‘three-way’ race

Hedge Funds Weigh In On AST SpaceMobile

Large investors have recently modified their holdings of the company. REAP Financial Group LLC bought a new position in shares of AST SpaceMobile in the third quarter valued at approximately $25,000. Crewe Advisors LLC bought a new position in shares of AST SpaceMobile in the fourth quarter valued at approximately $25,000. Laurel Wealth Advisors LLC bought a new position in shares of AST SpaceMobile in the fourth quarter valued at approximately $25,000. Byrne Asset Management LLC bought a new position in shares of AST SpaceMobile in the fourth quarter valued at approximately $29,000. Finally, Acumen Wealth Advisors LLC bought a new position in shares of AST SpaceMobile in the fourth quarter valued at approximately $29,000. 60.95% of the stock is currently owned by institutional investors.

AST SpaceMobile Price Performance

The business’s 50-day moving average price is $89.27 and its 200 day moving average price is $82.79. The company has a quick ratio of 16.27, a current ratio of 16.35 and a debt-to-equity ratio of 0.92. The company has a market capitalization of $33.20 billion, a P/E ratio of -65.84 and a beta of 2.81.

AST SpaceMobile (NASDAQ:ASTS) last posted its quarterly earnings data on Monday, March 2nd. The company reported ($0.26) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.18) by ($0.08). The business had revenue of $54.31 million for the quarter, compared to the consensus estimate of $39.53 million. AST SpaceMobile had a negative net margin of 482.16% and a negative return on equity of 23.02%. AST SpaceMobile’s revenue for the quarter was up 2731.3% compared to the same quarter last year. Analysts anticipate that AST SpaceMobile, Inc. will post -0.4 EPS for the current fiscal year.

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.