AST SpaceMobile, Inc. $ASTS Shares Newly Acquired by ACT Capital Partners L.P.

ACT Capital Partners L.P. purchased a new position in AST SpaceMobile, Inc. (NASDAQ:ASTS) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 39,000 shares of the company’s stock, valued at approximately $2,296,000. AST SpaceMobile makes up approximately 1.5% of ACT Capital Partners L.P.’s portfolio, making the stock its 18th biggest position.

A number of other large investors have also modified their holdings of ASTS. Compass Financial Management LLC acquired a new position in AST SpaceMobile during the 2nd quarter valued at approximately $26,000. Grove Bank & Trust acquired a new stake in shares of AST SpaceMobile during the second quarter worth $27,000. Continuum Advisory LLC acquired a new stake in shares of AST SpaceMobile during the second quarter worth $28,000. Cornerstone Planning Group LLC lifted its stake in shares of AST SpaceMobile by 16,350.0% during the first quarter. Cornerstone Planning Group LLC now owns 329 shares of the company’s stock worth $27,000 after buying an additional 327 shares during the period. Finally, Community Financial Services Group LLC purchased a new stake in shares of AST SpaceMobile during the second quarter valued at $47,000. Hedge funds and other institutional investors own 60.95% of the company’s stock.

AST SpaceMobile Stock Performance

Shares of ASTS stock traded down $1.90 during trading hours on Friday, hitting $32.60. The company’s stock had a trading volume of 14,361,551 shares, compared to its average volume of 17,031,590. The stock has a market cap of $12.69 billion, a PE ratio of -15.31 and a beta of 2.88. AST SpaceMobile, Inc. has a 12-month low of $27.58 and a 12-month high of $133.86. The company has a 50 day moving average of $49.70 and a 200 day moving average of $74.14. The company has a current ratio of 13.65, a quick ratio of 12.90 and a debt-to-equity ratio of 1.89.

AST SpaceMobile (NASDAQ:ASTS) last issued its earnings results on Monday, November 9th. The company reported ($0.44) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.41) by ($0.03). The business had revenue of $42.32 million for the quarter, compared to analysts’ expectations of $45.73 million. AST SpaceMobile had a negative return on equity of 22.00% and a negative net margin of 439.71%. The company’s revenue for the quarter was up 187.9% on a year-over-year basis. During the same period last year, the business earned ($0.45) EPS. On average, sell-side analysts forecast that AST SpaceMobile, Inc. will post -1.95 EPS for the current fiscal year.

More AST SpaceMobile News

These are some of the ASTS news items that stood out recently:

• Neutral Sentiment: Firefly Aerospace reported sharply higher third-quarter revenue, partly tied to its $1.3 billion AST SpaceMobile deal, and raised guidance. The partnership may support AST’s satellite deployment plans, but execution and potential dilution risks remain. Article: Firefly Aerospace Lights Up a High-Risk Space Opportunity
• Negative Sentiment: AST SpaceMobile’s latest quarter missed expectations: revenue was $42.32 million versus roughly $45.73 million expected, and its per-share loss was wider than forecast. The earnings shortfall has been cited in reports of recent share weakness. Article: AST SpaceMobile Shares Fall Following Weak Earnings
• Negative Sentiment: A securities class action alleges material misstatements or omissions about the company’s capital and liquidity during March 4, 2025–July 15, 2026. The November 13 lead-plaintiff deadline and repeated law-firm notices add legal and reputational uncertainty; the allegations are not proven. Article: ASTS Securities Fraud Class Action Deadline

Insider Buying and Selling at AST SpaceMobile

In other news, CTO Huiwen Yao sold 40,000 shares of the business’s stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $58.93, for a total value of $2,357,200.00. Following the completion of the transaction, the chief technology officer owned 34,750 shares of the company’s stock, valued at $2,047,817.50. The trade was a 53.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Shanti B. Gupta sold 12,000 shares of the company’s stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $58.89, for a total value of $706,680.00. Following the completion of the sale, the chief operating officer owned 462,980 shares in the company, valued at $27,264,892.20. The trade was a 2.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 20.89% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages recently issued reports on ASTS. UBS Group reduced their target price on AST SpaceMobile from $78.00 to $43.00 and set a “neutral” rating for the company in a research note on Tuesday. Berenberg Bank began coverage on AST SpaceMobile in a research note on Wednesday, September 2nd. They set a “buy” rating and a $92.00 price target on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of AST SpaceMobile in a report on Monday, September 21st. Deutsche Bank upgraded AST SpaceMobile from a “hold” rating to a “buy” rating and set a $93.00 price objective for the company in a research note on Monday, October 12th. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of AST SpaceMobile in a research note on Monday, November 9th. Six analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, AST SpaceMobile has an average rating of “Hold” and a consensus price target of $72.70.

AST SpaceMobile Profile

AST SpaceMobile, Inc. develops a space-based cellular broadband network designed to connect directly with standard mobile phones, without requiring users to purchase specialized satellite devices. Its planned services include voice calls, text messaging and mobile broadband, delivered through partnerships with mobile network operators and integrated with their existing networks. The company is developing and deploying its BlueBird satellite system to provide coverage in areas where terrestrial cellular networks are unavailable or limited.