AST SpaceMobile Stock (ASTS) Opinions on Q2 Earnings and Analyst Targets

By: Quiver DiscussionTracker

Posted: an hour ago / Aug. 23, 2026 2:03 p.m. UTC

Q2 Results Fuel Momentum: Discussions on social media centered on AST SpaceMobile’s second-quarter performance, with analysts reiterating strong buy ratings and price targets exceeding $100. Observers noted the company’s expanding backlog and progress toward early 2027 commercialization as key positives amid a fortified cash position.

Launch and Competition Focus: Recent chatter highlighted secured launch schedules and potential sovereign deals like the Japan initiative, while addressing competition from SpaceX in spectrum pursuits. Traders pointed to stable short interest and volume trends as signals of underlying accumulation despite recent price volatility.

Broader Sentiment Emerges: Overall, market watchers expressed optimism around government and defense revenue streams expanding the total addressable market, though some flagged execution timelines as a watchpoint ahead of upcoming milestones.

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 537 institutional investors add shares of AST SpaceMobile stock to their portfolio, and 263 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• RAKUTEN GROUP, INC. removed 15,510,077 shares (-50.0%) from their portfolio in Q2 2026, for an estimated $1,378,225,442
• MORGAN STANLEY added 4,124,149 shares (+129.1%) to their portfolio in Q2 2026, for an estimated $366,471,880
• JANE STREET GROUP, LLC added 3,559,370 shares (+14292.4%) to their portfolio in Q2 2026, for an estimated $316,285,618
• UBS GROUP AG added 2,058,762 shares (+45.3%) to their portfolio in Q2 2026, for an estimated $182,941,591
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,640,466 shares (+inf%) to their portfolio in Q2 2026, for an estimated $145,771,808
• GOLDMAN SACHS GROUP INC added 1,559,322 shares (+67.4%) to their portfolio in Q2 2026, for an estimated $138,561,352
• FMR LLC removed 1,494,224 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $132,776,744

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.