Earnings Highlights: Recent earnings reports have drawn attention on social media for a significant revenue increase and earnings per share beat, though some observers note ongoing losses and near-term volatility in the figures.

Deployment Focus: Discussions emphasize a transition toward execution on satellite launches and commercial partnerships, with commentary highlighting interest from multiple nations in sovereign capabilities that could support global expansion.

Long-Term Views: Participants express confidence in the company's trajectory amid operational milestones, while acknowledging short-term stock fluctuations tied to broader market and sector dynamics.

Note: This discussion summary was generated from an AI condensation of post data.

AST SpaceMobile Insider Trading Activity

AST SpaceMobile insiders have traded $ASTS stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $ASTS stock by insiders over the last 6 months:

• HIROSHI MIKITANI has made 0 purchases and 2 sales selling 3,040,000 shares for an estimated $270,896,800.
• HUIWEN YAO (Chief Technology Officer) has made 0 purchases and 2 sales selling 80,000 shares for an estimated $7,410,000.
• ANDREW MARTIN JOHNSON (CFO and CLO) has made 0 purchases and 2 sales selling 50,809 shares for an estimated $4,748,592.
• JULIO A. TORRES sold 15,000 shares for an estimated $1,145,100

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

AST SpaceMobile Revenue

AST SpaceMobile had revenues of $31.5M in Q2 2026. This is an increase of 2626.64% from the same period in the prior year.

You can track ASTS financials on Quiver Quantitative's ASTS stock page.

You can access data on ASTS stock through the Quiver Quantitative API.

AST SpaceMobile Hedge Fund Activity

We have seen 487 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 227 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• MORGAN STANLEY removed 1,467,873 shares (-31.5%) from their portfolio in Q1 2026, for an estimated $113,892,266
• JANE STREET GROUP, LLC removed 1,234,839 shares (-98.0%) from their portfolio in Q1 2026, for an estimated $95,811,158
• GOLDMAN SACHS GROUP INC added 1,188,471 shares (+105.7%) to their portfolio in Q1 2026, for an estimated $92,213,464
• FMR LLC added 1,107,574 shares (+94.8%) to their portfolio in Q1 2026, for an estimated $85,936,666
• UBS GROUP AG added 1,093,623 shares (+31.7%) to their portfolio in Q1 2026, for an estimated $84,854,208
• TEMA ETFS LLC added 1,002,899 shares (+109486.8%) to their portfolio in Q2 2026, for an estimated $89,117,605
• BANK OF AMERICA CORP /DE/ added 960,045 shares (+140.3%) to their portfolio in Q1 2026, for an estimated $74,489,891

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

AST SpaceMobile Price Targets

Multiple analysts have issued price targets for $ASTS recently. We have seen 4 analysts offer price targets for $ASTS in the last 6 months, with a median target of $82.5.

Here are some recent targets:

• Bryan Kraft from Deutsche Bank set a target price of $106.0 on 05/29/2026
• Mike Crawford from B. Riley Securities set a target price of $85.0 on 05/12/2026
• Christopher Schoell from UBS set a target price of $80.0 on 05/12/2026
• Mathieu Robilliard from Barclays set a target price of $65.0 on 04/09/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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