Sei Investments Co. Increases Holdings in AST SpaceMobile, Inc. $ASTS

Posted by Brenda Bartman on Aug 9th, 2026

Sei Investments Co. raised its holdings in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS – Free Report) by 31.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 30,951 shares of the company’s stock after acquiring an additional 7,338 shares during the quarter. Sei Investments Co.’s holdings in AST SpaceMobile were worth $2,565,000 as of its most recent filing with the SEC.

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

Insider Buying and Selling at AST SpaceMobile

In other AST SpaceMobile news, CTO Huiwen Yao sold 40,000 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $96.37, for a total transaction of $3,854,800.00. Following the completion of the transaction, the chief technology officer owned 34,750 shares in the company, valued at approximately $3,348,857.50. This represents a 53.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Julio A. Torres sold 15,000 shares of the firm’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $76.34, for a total transaction of $1,145,100.00. Following the completion of the sale, the director owned 43,239 shares of the company’s stock, valued at $3,300,865.26. This trade represents a 25.76% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 105,809 shares of company stock valued at $9,748,492. 20.89% of the stock is owned by company insiders.

Key Headlines Impacting AST SpaceMobile

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

Positive Sentiment: AST SpaceMobile launched three additional BlueBird satellites, reportedly doubling download speeds for direct-to-device partners. The launch strengthens the company’s network capacity ahead of its Aug. 10 earnings call and supports its goal of deploying a larger constellation by 2027. AST SpaceMobile’s Latest BlueBird Launch Raises the Stakes Ahead of Q2 Earnings
Positive Sentiment: The company received approval to launch direct-to-cell services in Japan with Rakuten Mobile. It also announced testing and network-integration work with Vodafone, Deutsche Telekom, Orange and other operators across Europe, expanding the potential addressable market for its satellite broadband service. AST SpaceMobile Secures Japan Direct To Cell Approval
Positive Sentiment: Strength across space-related stocks, including a rally in SpaceX despite its lockup expiration, appears to be providing a favorable sector backdrop for ASTS. SpaceX Climbs as Lockup Expiration Fails to Trigger a Selloff
Neutral Sentiment: Investors are awaiting second-quarter results on Aug. 10. The report will be important for assessing commercial revenue growth, cash use, deployment timing and whether recent network developments are translating into financial progress. Heavily Shorted Satellite Stock Gearing Up for Earnings
Negative Sentiment: Pomerantz LLP is investigating potential claims on behalf of AST SpaceMobile investors. The announcement creates a legal and headline risk, although it does not establish wrongdoing. Pomerantz Investor Alert

Analyst Ratings Changes

A number of equities analysts have recently issued reports on ASTS shares. UBS Group lowered their target price on shares of AST SpaceMobile from $85.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Weiss Ratings reiterated a “sell (d-)” rating on shares of AST SpaceMobile in a research report on Wednesday, June 24th. Piper Sandler started coverage on shares of AST SpaceMobile in a research note on Wednesday, July 15th. They set an “overweight” rating and a $100.00 price target for the company. Deutsche Bank Aktiengesellschaft downgraded shares of AST SpaceMobile from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $117.00 to $106.00 in a research report on Friday, May 29th. Finally, Scotiabank upgraded shares of AST SpaceMobile from a “sector underperform” rating to a “sector perform” rating and set a $50.80 price objective on the stock in a research note on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $87.60.

Get Our Latest Research Report on ASTS

AST SpaceMobile Trading Up 6.8%

Shares of ASTS stock opened at $71.94 on Friday. The business’s 50 day moving average is $75.96 and its two-hundred day moving average is $86.21. AST SpaceMobile, Inc. has a twelve month low of $36.08 and a twelve month high of $133.86. The company has a market capitalization of $27.92 billion, a P/E ratio of -40.42 and a beta of 2.75. The company has a current ratio of 18.47, a quick ratio of 18.37 and a debt-to-equity ratio of 1.11.

AST SpaceMobile (NASDAQ:ASTS – Get Free Report) last released its quarterly earnings results on Monday, May 11th. The company reported ($0.66) EPS for the quarter, missing the consensus estimate of ($0.23) by ($0.43). AST SpaceMobile had a negative return on equity of 24.87% and a negative net margin of 573.67%.The company had revenue of $14.73 million for the quarter, compared to analysts’ expectations of $39.01 million. During the same quarter last year, the company earned ($0.20) EPS. AST SpaceMobile’s revenue for the quarter was up 1952.2% compared to the same quarter last year. Equities analysts forecast that AST SpaceMobile, Inc. will post -1.38 EPS for the current year.

AST SpaceMobile Profile

(Free Report)

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.