28,006 Shares in AST SpaceMobile, Inc. $ASTS Purchased by DLD Asset Management LP

DLD Asset Management LP purchased a new stake in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 28,006 shares of the company’s stock, valued at approximately $1,375,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of ASTS. Vanguard Group Inc. increased its stake in shares of AST SpaceMobile by 13.4% during the third quarter. Vanguard Group Inc. now owns 19,919,888 shares of the company’s stock valued at $977,668,000 after buying an additional 2,351,539 shares during the period. Bank of New York Mellon Corp lifted its stake in AST SpaceMobile by 28.2% in the second quarter. Bank of New York Mellon Corp now owns 761,154 shares of the company’s stock worth $35,569,000 after acquiring an additional 167,416 shares during the period. First Trust Advisors LP boosted its holdings in AST SpaceMobile by 59.7% in the third quarter. First Trust Advisors LP now owns 642,440 shares of the company’s stock valued at $31,531,000 after acquiring an additional 240,249 shares in the last quarter. Quadrature Capital Ltd boosted its holdings in AST SpaceMobile by 170.7% in the second quarter. Quadrature Capital Ltd now owns 569,785 shares of the company’s stock valued at $26,620,000 after acquiring an additional 359,335 shares in the last quarter. Finally, Oppenheimer & Co. Inc. increased its position in AST SpaceMobile by 48.0% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 532,960 shares of the company’s stock valued at $26,158,000 after purchasing an additional 172,759 shares during the period. Institutional investors own 60.95% of the company’s stock.

Trending Headlines about AST SpaceMobile

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.

Analyst Ratings Changes

Several brokerages have commented on ASTS. Zacks Research upgraded shares of AST SpaceMobile from a “strong sell” rating to a “hold” rating in a report on Wednesday, March 4th. 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 research report on Wednesday, January 7th. Weiss Ratings reissued a “sell (d-)” rating on shares of AST SpaceMobile in a research note on Monday, December 29th. UBS Group raised their price objective on shares of AST SpaceMobile from $43.00 to $85.00 and gave the stock a “neutral” rating in a report on Wednesday, March 4th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of AST SpaceMobile in a research report on Tuesday, January 20th. Two analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, AST SpaceMobile currently has a consensus rating of “Reduce” and an average price target of $63.77.

Insider Buying and Selling

In other AST SpaceMobile news, Director Keith R. Larson acquired 625 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were acquired at an average price of $80.00 per share, for a total transaction of $50,000.00. Following the completion of the acquisition, the director owned 2,015 shares in the company, valued at $161,200. This trade represents a 44.96% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Shanti B. Gupta sold 10,000 shares of the firm’s stock in a transaction that occurred 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have acquired 2,015 shares of company stock valued at $149,144 over the last quarter. Corporate insiders own 30.90% of the company’s stock.

AST SpaceMobile Stock Performance

Shares of AST SpaceMobile stock opened at $89.47 on Monday. AST SpaceMobile, Inc. has a 12 month low of $18.22 and a 12 month high of $129.89. The firm has a market capitalization of $32.84 billion, a P/E ratio of -67.78 and a beta of 2.77. The company has a current ratio of 16.35, a quick ratio of 16.27 and a debt-to-equity ratio of 0.92. The business has a fifty day simple moving average of $95.06 and a two-hundred day simple moving average of $74.34.

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 analysts’ consensus estimates of ($0.18) by ($0.08). The business had revenue of $54.31 million during the quarter, compared to analysts’ expectations of $39.53 million. AST SpaceMobile had a negative return on equity of 23.02% and a negative net margin of 482.16%.The firm’s revenue was up 2731.3% on a year-over-year basis. On average, equities analysts forecast that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current fiscal year.

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.