AST SpaceMobile (NASDAQ:ASTS) Stock Price Down 4% – Time to Sell?

AST SpaceMobile, Inc. (NASDAQ:ASTS) traded down 4% on Wednesday . The stock traded as low as $82.32 and last traded at $82.36. 7,433,237 shares were traded during trading, a decline of 53% from the average session volume of 15,808,822 shares. The stock had previously closed at $85.82.

Key AST SpaceMobile News

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

• Positive Sentiment: Won a $30 million SDA/HALO prime contract to deploy BlueBird LEO satellites, a clear near-term revenue and credibility catalyst that pushed shares higher in recent sessions. AST SpaceMobile Jumps 9% After Government Contract Announcement
• Positive Sentiment: The SDA award shifts ASTS more directly into dual‑use defense work, opening a new, higher‑margin addressable market for tactical, direct‑to‑device military communications. This reduces sole dependence on commercial rollouts. AST SpaceMobile’s SDA Contract Shifts Story Toward Defense And Dual Use
• Positive Sentiment: Institutional buying and prior contract flow have driven large inflows and big share‑price gains over the past year, signaling continued investor appetite for the long‑term story. AST SpaceMobile Jumps 9% After Government Contract Announcement
• Neutral Sentiment: Upcoming Q4 earnings (early March) and guidance will be a near‑term catalyst — results could validate revenue acceleration from contracts or trigger fresh estimate cuts; investors face binary risk/reward around the print. How Should You Play ASTS Stock Ahead of Q4 Earnings Release?
• Negative Sentiment: Wall Street remains cautious: consensus “Reduce” rating and an average 12‑month price target well below current levels increase downside risk if momentum fades. High short interest also amplifies volatility. AST SpaceMobile Jumps 9% After Government Contract Announcement
• Negative Sentiment: Execution and valuation concerns: the company faces tight 2026 launch targets (risk of delays), heavy cash burn and a market cap far outpacing current revenue — fundamentals that could pressure the stock if launches slip or guidance disappoints. ASTS Trades at $30 Billion While Reddit Turns Sharply Bearish

Analysts Set New Price Targets

ASTS has been the topic of several recent research reports. B. Riley Financial decreased their price objective on AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Weiss Ratings restated a “sell (d-)” rating on shares of AST SpaceMobile in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of AST SpaceMobile in a report on Tuesday, January 20th. Scotiabank cut 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 note on Wednesday, January 7th. Finally, Zacks Research cut shares of AST SpaceMobile from a “hold” rating to a “strong sell” rating in a research note on Friday, January 9th. Three investment analysts have rated the stock with a Buy rating, five have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus price target of $52.94.

AST SpaceMobile Stock Performance

The firm’s 50-day moving average price is $92.81 and its 200-day moving average price is $71.98. The company has a debt-to-equity ratio of 0.43, a current ratio of 9.56 and a quick ratio of 9.48. The stock has a market cap of $30.23 billion, a P/E ratio of -66.42 and a beta of 2.70.

Insider Buying and Selling

In other news, CTO Huiwen Yao sold 40,000 shares of AST SpaceMobile stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $73.52, for a total value of $2,940,800.00. Following the sale, the chief technology officer directly owned 4,750 shares of the company’s stock, valued at approximately $349,220. The trade was a 89.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Maya Bernal sold 6,000 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $73.76, for a total value of $442,560.00. Following the completion of the sale, the chief accounting officer owned 122,486 shares in the company, valued at $9,034,567.36. This represents a 4.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders purchased 2,015 shares of company stock worth $149,144 and sold 2,344,621 shares worth $163,788,075. 30.90% of the stock is currently owned by insiders.

Hedge Funds Weigh In On AST SpaceMobile

Institutional investors have recently added to or reduced their stakes in the company. REAP Financial Group LLC bought a new position in shares of AST SpaceMobile during the 3rd quarter valued at approximately $25,000. Crewe Advisors LLC bought a new stake in AST SpaceMobile in the fourth quarter worth $25,000. Laurel Wealth Advisors LLC purchased a new stake in AST SpaceMobile during the fourth quarter valued at $25,000. Atlantic Union Bankshares Corp purchased a new stake in AST SpaceMobile during the second quarter valued at $28,000. Finally, Byrne Asset Management LLC bought a new position in AST SpaceMobile during the fourth quarter valued at $29,000. Hedge funds and other institutional investors own 60.95% of the company’s stock.

AST SpaceMobile Company Profile

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.