AST SpaceMobile, Inc. (ASTS): A Bull Case Theory
We came across a bullish thesis on AST SpaceMobile, Inc. on Global Equity Briefing’s Substack by Ray Myers. In this article, we will summarize the bulls’ thesis on ASTS.
Ast Spacemobile Inc. (ASTS)
Market is closed
Sector: Communications Services, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 4,663,300 | $228,874,764 | +60% | 0.03% | |
| 2. | 3,757,600 | $184,423,008 | -8% | 0.03% | |
| 3. | D E Shaw D. E. Shaw | 3,289,425 | $161,444,979 | -45% | 0.09% |
| 4. | 2,776,600 | $136,275,528 | +29% | 0.08% | |
| 5. | 1,067,100 | $52,373,268 | +39% | 0.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.00 | 625 | $50,000.00 | 2,015 | 2025-12-24 | Filing | |
| $70.02 | 715 | $50,064.30 | 1,390 | 2025-12-17 | Filing | |
| $72.71 | 675 | $49,079.25 | 675 | 2025-12-10 | Filing | |
| $50.79 | 375 | $19,046.25 | 784,077 | 2025-11-20 | Filing | |
| $50.79 | 375 | $19,046.25 | 783,702 | 2025-11-20 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.34 | 10,000 | $773,400.00 | 382,375 | 2025-12-10 | Filing | |
| $69.75 | 2,288,621 | $159,631,314.75 | 211,379 | 2025-12-09 | Filing | |
| $73.52 | 40,000 | $2,940,800.00 | 4,750 | 2025-12-05 | Filing | |
| $73.76 | 6,000 | $442,560.00 | 122,486 | 2025-12-05 | Filing | |
| $56.00 | 10,000 | $560,010.00 | 387,485 | 2025-11-26 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,488,180 | $1,560,686,513 | 0.02% | |
| 2. | 3,449,711 | $250,552,509 | 0.04% | |
| 3. | Ubs Group AgCALL | 3,095,625 | $224,835,244 | 0.04% |
| 4. | 2,304,300 | $167,361,309 | 0.06% | |
| 5. | 2,280,300 | $165,618,189 | 1.31% |
News See All
AST SpaceMobile (ASTS) Climbs 10.7% as Elon Musk Bets on Space Sector to Boost AI
AST SpaceMobile snapped two days of losses on Tuesday, jumping 10.72 percent to close at $115.76 apiece as investors took heart from Elon Musk’s optimistic comment for the space sector, saying that ...
AST SpaceMobile (ASTS) Rockets to All-Time High on MDA Prime Contract Award
AST SpaceMobile capped off Friday’s session soaring to a new all-time high after being named as a prime contract service provider by the Missile Defense Agency (MDA), opening doors for a wide range ...
Scotiabank Downgrades AST SpaceMobile (ASTS) to Underperform, Calling Valuation "Irrational" with $45.60 PT
AST SpaceMobile Inc. (NASDAQ:ASTS) is one of the hot tech stocks to invest in. On January 7, Scotiabank downgraded AST SpaceMobile to Underperform from Sector Perform with a $45.60 price target.
13 Hot Tech Stocks to Invest In
On January 6, Dan Ives of Wedbush Securities appeared on CNBC's 'Closing Bell' team to discuss the state of the tech bull market and the keynote address by Nvidia CEO Jensen Huang at CES.
ASTSpaceMobile (ASTS) Jumps 16% as Firm Gears Up for BlueBird 7
“Following the successful launch of BlueBird 6, BlueBird 7’s arrival keeps us on track as we scale production and launch operations—bringing us closer to delivering full broadband connectivity directly...
AST SpaceMobile (ASTS) Rockets 15% on BlueBird 7 Hype
“Following the successful launch of BlueBird 6, BlueBird 7’s arrival keeps us on track as we scale production and launch operations—bringing us closer to delivering full broadband connectivity directly...
AST SpaceMobile (ASTS) Soars on Bargain-Hunting
Called the BlueBird 6, AST SpaceMobile, Inc.
AST SpaceMobile (ASTS) Rockets 14% Earlier Than BlueBird 6
AST SpaceMobile extended its winning streak to a third straight day on Monday, jumping 14.03 percent to finish at $86.48 apiece as investors continued to place bets on the successful launch of its next...
Crossroads Capital Investment Partners’ Updates on AST SpaceMobile (ASTS)
Crossroads Capital LLC, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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