AST SpaceMobile insider buying meets heavy short interest and a $120 bull case

Insidermonkey+1 · 16 days ago
AST SpaceMobile insider buying meets heavy short interest and a $120 bull case
  • Director Adriana Cisneros bought 10,822 AST SpaceMobile shares for approximately $619,200 on August 31, increasing her indirect ownership to 797,023 shares; short interest stood at 57.48 million shares as of August 14.
  • AST SpaceMobile reported Q4 2025 revenue of $54.3 million, exceeding consensus, while posting a $0.26 EPS loss and targeting 45 to 60 satellites in orbit by year-end 2026.
  • A new analyst target of $120 for 2027 implies substantial upside from the September 3 close, but the thesis depends on late-2026 commercial beta service, consistent satellite production, and contract conversion.

Quotes

For the first time in 2025, AST SpaceMobile became a revenue generating business and it significantly advanced all key aspects of our operations including commercial, government, manufacturing, spectrum rights, IP portfolio, and capital position.AST SpaceMobile CEO

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