Capelight Capital Asset Management LP Purchases Shares of 18,000 AST SpaceMobile, Inc. $ASTS

15 Apr 2026, 05:08 by Scott Moore · The Cerbat Gem

Capelight Capital Asset Management LP purchased a new stake in AST SpaceMobile, Inc. (NASDAQ:ASTS – Free Report) during the 4th quarter, Holdings Channel reports. The firm purchased 18,000 shares of the company’s stock, valued at approximately $1,307,000. AST SpaceMobile makes up about 1.1% of Capelight Capital Asset Management LP’s portfolio, making the stock its 25th biggest holding.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in ASTS. REAP Financial Group LLC acquired a new stake in AST SpaceMobile in the 3rd quarter valued at $25,000. Crewe Advisors LLC acquired a new stake in AST SpaceMobile in the 4th quarter valued at $25,000. Byrne Asset Management LLC acquired a new stake in AST SpaceMobile in the 4th quarter valued at $29,000. Harvest Fund Management Co. Ltd acquired a new stake in AST SpaceMobile in the 3rd quarter valued at $29,000. Finally, Geneos Wealth Management Inc. increased its stake in AST SpaceMobile by 225.0% in the 3rd quarter. Geneos Wealth Management Inc. now owns 650 shares of the company’s stock valued at $32,000 after buying an additional 450 shares during the last quarter. 60.95% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have issued reports on ASTS. Weiss Ratings reiterated a “sell (d-)” rating on shares of AST SpaceMobile in a research note on Friday, March 27th. Wall Street Zen lowered shares of AST SpaceMobile from a “sell” rating to a “strong sell” rating in a research note on Wednesday. Scotiabank lowered shares of AST SpaceMobile from a “sector perform” rating to a “sector underperform” rating and set a $45.60 price target on the stock. in a research note on Wednesday, January 7th. B. Riley Financial lowered their price target on shares of AST SpaceMobile from $105.00 to $95.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Finally, UBS Group boosted their price objective on shares of AST SpaceMobile from $43.00 to $85.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 4th. Two analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and an average target price of $69.12.

Get Our Latest Stock Report on ASTS

AST SpaceMobile Stock Down 10.5%

AST SpaceMobile stock opened at $88.57 on Wednesday. The firm has a market capitalization of $33.84 billion, a PE ratio of -67.10 and a beta of 2.81. The company’s 50-day moving average is $89.60 and its 200-day moving average is $82.76. AST SpaceMobile, Inc. has a fifty-two week low of $20.26 and a fifty-two week high of $129.89. The company has a debt-to-equity ratio of 0.92, a current ratio of 16.35 and a quick ratio of 16.27.

AST SpaceMobile (NASDAQ:ASTS – Get Free Report) last released its quarterly earnings data on Monday, March 2nd. The company reported ($0.26) earnings per share for the quarter, missing the consensus estimate of ($0.18) by ($0.08). The firm had revenue of $54.31 million for the quarter, compared to analyst estimates of $39.53 million. AST SpaceMobile had a negative return on equity of 23.02% and a negative net margin of 482.16%.The business’s revenue was up 2731.3% on a year-over-year basis. Sell-side analysts anticipate that AST SpaceMobile, Inc. will post -0.4 earnings per share for the current year.

AST SpaceMobile News Summary

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

Positive Sentiment: Q4 revenue materially beat expectations and management reiterated long‑term commercial targets — revenue jumped to about $70.9M (huge YoY growth) and the company kept its multi‑satellite deployment plan and 2027 commercial revenue goal, supporting the bull case that the business is de‑risking from testing to early commercialization. AST SpaceMobile (ASTS) Is Up 6.9% After Q4 Beat And Launch Delay Update Has The Bull Case Changed?
Positive Sentiment: Sector tailwinds: Market commentary suggests a potential SpaceX IPO and renewed institutional interest in the space sector could funnel capital into names like ASTS, which benefits from launch availability and investor appetite for space infrastructure. 5 Space Stocks Already Climbing Ahead of the SpaceX IPO (ASTS)
Neutral Sentiment: Operations & supply‑chain: ASTS is ramping Block‑2 BlueBird production and pursuing vertical integration to lower geopolitical/supply‑chain risk, but it still relies on outside vendors — a mixed read for execution and timing. Can ASTS’ Manufacturing Strategy Shield it From Geopolitical Risks?
Negative Sentiment: Competitive shock: Amazon’s announced $11.6B acquisition of Globalstar is being viewed as a major strategic move into satellite connectivity, lifting Globalstar and pressuring peers; that development appears to have directly contributed to selling pressure on ASTS today. AST SpaceMobile stock is slipping and Amazon may be to blame
Negative Sentiment: Earnings nuance and market reaction: While revenue beat, ASTS missed on EPS (reported loss larger than expected), and the company still shows wide negative margins and heavy losses — fundamentals that make the stock sensitive to headline risk. Intraday volume spiked well above average as traders reacted to the Amazon/Globalstar news and the mixed earnings print. AST SpaceMobile, Inc. (ASTS) Stock Declines While Market Improves: Some Information for Investors

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 Monday, March 23rd. The shares were sold at an average price of $88.88, for a total transaction of $3,555,200.00. Following the transaction, the chief technology officer directly owned 4,750 shares in the company, valued at $422,180. The trade was a 89.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 30.90% of the stock is owned by corporate insiders.

About AST SpaceMobile

(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.

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