AST SpaceMobile, Inc. (NASDAQ:ASTS) Given Consensus Rating of “Reduce” by Brokerages

AST SpaceMobile, Inc. (NASDAQ:ASTS) has been assigned a consensus recommendation of “Reduce” from the eleven ratings firms that are currently covering the stock, MarketBeat.com reports. Three investment analysts have rated the stock with a sell recommendation, six have given a hold recommendation and two have given a buy recommendation to the company. The average 1 year target price among brokerages that have issued ratings on the stock in the last year is $63.7667.

A number of equities research analysts have recently issued reports on the company. Zacks Research upgraded AST SpaceMobile from a “strong sell” rating to a “hold” rating in a research note on Wednesday, March 4th. UBS Group boosted their target price 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. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of AST SpaceMobile in a research report on Tuesday, January 20th. Weiss Ratings reiterated a “sell (d-)” rating on shares of AST SpaceMobile in a research note on Monday, December 29th. Finally, Scotiabank downgraded shares of AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price objective for the company. in a research report on Wednesday, January 7th.

AST SpaceMobile Price Performance

NASDAQ:ASTS opened at $96.06 on Thursday. AST SpaceMobile has a 52-week low of $18.22 and a 52-week high of $129.89. The company has a market cap of $36.70 billion, a P/E ratio of -72.77 and a beta of 2.77. The company has a debt-to-equity ratio of 0.92, a quick ratio of 16.27 and a current ratio of 16.35. The stock’s 50-day simple moving average is $95.99 and its 200 day simple moving average is $78.04.

AST SpaceMobile (NASDAQ:ASTS) last issued its quarterly earnings results on Monday, March 2nd. The company reported ($0.26) EPS for the quarter, missing the consensus estimate of ($0.18) by ($0.08). The company had revenue of $54.31 million for the quarter, compared to analyst estimates 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 was up 2731.3% compared to the same quarter last year. As a group, sell-side analysts forecast that AST SpaceMobile will post -0.4 EPS for the current fiscal year.

Key Headlines Impacting AST SpaceMobile

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

• Positive Sentiment: Broader market catalyst — reports that SpaceX could file for a large IPO this week sparked a rally across “space” names, lifting demand for satellite and launch peers including ASTS. Space stocks rally on reports of SpaceX’s imminent IPO filing
• Positive Sentiment: Company program progress — ASTS used its SATELLITE conference to refine the BlueBird rollout timeline, highlight more than 50 mobile-operator partnerships, and give updated launch/timing context, which supports the narrative that BlueBird launches (BlueBird‑7 next) could be near-term commercial catalysts. AST SpaceMobile Conference Update Refines BlueBird Rollout And Valuation Debate
• Positive Sentiment: Upcoming launch as a catalyst — analysts and outlets point to the BlueBird‑7 launch as a potential growth driver that could validate ASTS’s direct-to-device business if successful. ASTS Gearing Up for BlueBird 7 Launch: Can it Drive its Growth Engine?
• Neutral Sentiment: Trading/technical context — some analysts note short-term volatility: ASTS recently pulled back from a brief breakout near $100 and is trading with elevated volume; that can amplify intraday moves but doesn’t change the longer-term execution risk. Satellite Stock Could Soon Enjoy an Almost 20% Pop
• Negative Sentiment: Insider selling — CTO Huiwen Yao sold 40,000 shares on March 23 for roughly $3.56M, cutting his stake substantially; while insider sales can be routine, large disposals may give some investors pause. Huiwen Yao insider sale
• Negative Sentiment: Valuation and execution risk — several commentaries warn ASTS may be priced for perfection: the company has shown huge revenue growth but recently missed EPS estimates and carries substantial negative margins; that raises downside risk if launches, network deployment, or operator monetization are delayed. 2 High-Flying Space Stocks Are Expected to Plunge Up to 56% in 2026, According to Select Wall Street Analysts

Insiders Place Their Bets

In other AST SpaceMobile news, CTO Huiwen Yao sold 40,000 shares of the business’s stock in a transaction that occurred 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 transaction, the chief technology officer 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 hyperlink. 30.90% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in shares of AST SpaceMobile by 7.9% in the fourth quarter. Vanguard Group Inc. now owns 21,488,180 shares of the company’s stock valued at $1,560,687,000 after purchasing an additional 1,568,292 shares during the last quarter. Vodafone Ventures Ltd acquired a new stake in shares of AST SpaceMobile during the 4th quarter worth about $397,413,000. Morgan Stanley lifted its stake in shares of AST SpaceMobile by 44.0% during the 4th quarter. Morgan Stanley now owns 4,661,551 shares of the company’s stock worth $338,569,000 after buying an additional 1,425,199 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of AST SpaceMobile by 9.8% during the 4th quarter. Geode Capital Management LLC now owns 4,522,549 shares of the company’s stock worth $328,749,000 after buying an additional 402,505 shares during the period. Finally, State Street Corp boosted its holdings in shares of AST SpaceMobile by 9.7% during the 4th quarter. State Street Corp now owns 3,951,685 shares of the company’s stock worth $287,011,000 after buying an additional 350,690 shares during the period. 60.95% of the stock is currently owned by institutional investors.

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.