Penserra Capital Management LLC Increases Stock Holdings in AST SpaceMobile, Inc. $ASTS

Penserra Capital Management LLC lifted its stake in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS) by 5.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 419,602 shares of the company’s stock after buying an additional 21,039 shares during the quarter. Penserra Capital Management LLC owned about 0.12% of AST SpaceMobile worth $20,593,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the stock. Atlantic Union Bankshares Corp acquired a new position in AST SpaceMobile in the second quarter valued at $28,000. Geneos Wealth Management Inc. grew its stake in AST SpaceMobile by 225.0% during the 3rd quarter. Geneos Wealth Management Inc. now owns 650 shares of the company’s stock worth $32,000 after buying an additional 450 shares during the last quarter. Binnacle Investments Inc acquired a new position in AST SpaceMobile during the second quarter worth approximately $33,000. Chapman Financial Group LLC acquired a new position in AST SpaceMobile during the second quarter worth approximately $38,000. Finally, Hollencrest Capital Management purchased a new stake in AST SpaceMobile in the third quarter valued at approximately $39,000. 60.95% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at AST SpaceMobile

In other AST SpaceMobile news, COO Shanti B. Gupta sold 10,000 shares of the business’s stock in a transaction 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 sale, the chief operating officer directly owned 382,375 shares in the company, valued at approximately $29,572,882.50. The trade was a 2.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Maya Bernal sold 6,000 shares of the stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $73.76, for a total transaction of $442,560.00. Following the completion of the transaction, the chief accounting officer owned 122,486 shares of the company’s stock, valued at $9,034,567.36. This represents a 4.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have bought 2,765 shares of company stock valued at $187,236 and have sold 2,354,621 shares valued at $164,348,075. 30.90% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on ASTS shares. Barclays cut shares of AST SpaceMobile from an “overweight” rating to an “underweight” rating and set a $60.00 target price on the stock. in a report on Friday, October 17th. B. Riley lowered shares of AST SpaceMobile from a “buy” rating to a “neutral” rating in a research note on Tuesday, January 13th. Zacks Research downgraded shares of AST SpaceMobile from a “hold” rating to a “strong sell” rating in a research note on Friday, January 9th. Weiss Ratings restated a “sell (d-)” rating on shares of AST SpaceMobile in a research report on Monday, December 29th. Finally, Scotiabank downgraded 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 note on Wednesday, January 7th. Three investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, AST SpaceMobile currently has an average rating of “Reduce” and an average price target of $45.66.

Key Stories Impacting AST SpaceMobile

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

• Positive Sentiment: Near-term launch and defense work — ASTS is preparing to launch its BlueBird?7 satellite “no earlier than late February” and is beginning defense-related work tied to that program, which could accelerate revenue paths and program validation if the launch succeeds. AST SpaceMobile Enters Defense Work As BlueBird 7 Launch Nears
• Positive Sentiment: Strong commercial & government backlog — the company has secured a Missile Defense Agency IDIQ award and partnerships with carriers (Verizon, AT&T, Vodafone) and strategic investors (Alphabet), supporting longer-term addressable market and institutional interest. Can SpaceX Rival AST SpaceMobile Meet Its 2026 Launch Targets?
• Neutral Sentiment: Momentum recognition — ASTS was highlighted in a roundup of stocks with large gains, reflecting recent strong price momentum that may attract momentum traders but also raises volatility risk. 10 Stocks Crushing Wall Street With Massive Gains
• Negative Sentiment: Market-driven sell-off — ASTS shares fell sharply amid a broader Nasdaq and sector decline, amplifying intraday downside despite company-specific news. Elevated volume suggests forced or tactical selling. AST SpaceMobile Shares Tumble Over 15% Amid Broader Market Sell-Off
• Negative Sentiment: Legal/investor risk — Pomerantz LLP has opened an investor investigation into ASTS, which can increase uncertainty, potential litigation costs and short-term selling pressure. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims
• Negative Sentiment: Analyst skepticism & valuation concerns — sell-side consensus is a “Reduce” rating and commentary (e.g., “priced for perfection”) warns upside is limited absent clear execution on aggressive 2026 launch targets. That consensus contributes to downside pressure. AST SpaceMobile Given Consensus Rating of “Reduce”

AST SpaceMobile Trading Down 10.6%

Shares of AST SpaceMobile stock opened at $103.50 on Thursday. The firm has a market cap of $37.99 billion, a price-to-earnings ratio of -83.47 and a beta of 2.70. AST SpaceMobile, Inc. has a 52-week low of $18.22 and a 52-week high of $129.89. The company’s 50-day simple moving average is $87.05 and its 200-day simple moving average is $68.42. The company has a quick ratio of 9.48, a current ratio of 9.56 and a debt-to-equity ratio of 0.43.

AST SpaceMobile (NASDAQ:ASTS) last announced its quarterly earnings data on Monday, November 10th. The company reported ($0.45) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.18) by ($0.27). The business had revenue of $14.74 million during the quarter, compared to analysts’ expectations of $22.04 million. AST SpaceMobile had a negative net margin of 1,639.59% and a negative return on equity of 27.76%. AST SpaceMobile’s revenue for the quarter was up 1236.4% compared to the same quarter last year. During the same period in the prior year, the firm posted ($1.10) EPS. As a group, equities research analysts anticipate that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current 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.