What top creators are saying about AST SpaceMobile, Inc.(ASTS)

A company building a space-based cellular broadband network for mobile phones.

123 AI-extracted insights from 11 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 11 scored insights about AST SpaceMobile, Inc..

Mixed
avg -0.04
1 bullish8 neutral2 bearish
Investment Summary
Updated 1 day ago
Summary of insights about AST SpaceMobile, Inc. in the last 30 days

The Take

Coverage on AST SpaceMobile (ASTS) was mixed but mostly light on company-specific analysis: a few posts noted rebounds or space-sector strength, while others highlighted underperformance, market-driven selling, execution risk, and competition from SpaceX. A broker upgrade to buy was offset by a lower price target.

Bull Case

  • Sector momentum: ASTS rose on a strong day for space-related stocks, with discussion of possible space-based computing and contracts. (per Amit Kukreja)
  • Rakuten relationship: A rebound was associated with Rakuten, though the post cautioned this appeared to publicize an existing arrangement rather than announce a new contract. (per Amit Kukreja)
  • Potential Starship revenue: A revenue-generating Starship launch was described as potentially positive for ASTS. (per Amit Kukreja)
  • Broker upgrade: An analyst moved the stock from neutral to buy, despite lowering the price target. (per Amit Kukreja)

Bear Case

  • Execution and competition: The company was described as facing significant execution risks and strong competitive pressure from SpaceX. (per bubble boi)
  • Relative weakness: ASTS failed to follow SpaceX higher and experienced sharp selling alongside high-beta space and growth equities. (per Amit Kukreja)
  • Unconfirmed speculation: Acquisition-related speculation drove attention, but the source cautioned it was not confirmed. (per Amit Kukreja)

Catalysts & Targets

  • Broker upgraded ASTS from neutral to buy and cut its price target from $85 to $65.
  • A revenue-generating Starship launch was cited as a potential positive.
  • Rakuten-related coverage was characterized as an existing arrangement, not a newly announced contract.

AI-generated summary. Not investment advice. Learn more.

Top creators covering AST SpaceMobile, Inc. (ASTS)

The 6 sources with the most insights about AST SpaceMobile, Inc. on Kazuha.

Latest insights about AST SpaceMobile, Inc. (ASTS)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Tuesday, October 6, 2026

Slightly Bullish

The stock rebounded after weakness and was associated with a partnership involving Rakuten, though the speaker cautioned that the news appeared to publicize an existing arrangement rather than announce a new contract.

Monday, October 5, 2026

Slightly Bearish
Target: No specific target

AST SpaceMobile did not follow SpaceX higher, and no separate company-specific catalyst or forecast was provided.

Friday, October 2, 2026

Bullish

ASTS had a good day alongside other space-related names. The discussion connected the group's momentum to possible space-based computing and contracts but gave no company-specific forecast.

Neutral
Target: $65

A broker upgraded the stock from neutral to buy while cutting its price target from $85 to $65, making the signal mixed.

Thursday, October 1, 2026

Neutral

Mentioned in an aerospace and defense market roundup without company-specific analysis or a recommendation.

Tuesday, September 29, 2026

Slightly Bullish
Target: $92 analyst price target

Shares rose amid acquisition speculation and an analyst target, then gave back much of the gain. Speculation should not be treated as confirmed, while a revenue-generating Starship launch was described as potentially positive.

Monday, September 28, 2026

Neutral

Mentioned in a market-price check-in without substantive company-specific investment analysis.

Slightly Bullish

Mentioned as a space-stock holding of another trader, without company-specific financial analysis, a price target, or a formal recommendation.

Friday, September 25, 2026

Neutral

AST SpaceMobile was mentioned in passing without a specific investment view.

Friday, September 18, 2026

Bearish

Experienced sharp sector-wide selling pressure alongside high-beta space and growth equities during quad witching.

Monday, September 14, 2026

Very Bearish

Facing significant execution risks and strong competitive pressure from SpaceX.

Monday, August 31, 2026

Very Bullish
Target: $68

Positioned at long-term structural support between $44 and $48, presenting an accumulation zone with upside target at $68.

Friday, August 21, 2026

Very Bullish

High-conviction long-term secular growth play for the 2025–2035 horizon driven by direct-to-cell smartphone connectivity; ideal for dollar-cost averaging on pullbacks.

Thursday, August 20, 2026

Very Bullish

Held as a high-conviction 10-year investment theme (2025–2035) centered on satellite-to-smartphone connectivity.

Wednesday, August 19, 2026

Very Bullish

High-conviction secular growth asset for a 2025-2035 horizon, centered on satellite-to-smartphone connectivity becoming essential global infrastructure.

Bearish

Fell 4% to 5% at the open as surging bond yields caused valuation headwinds across high-beta and space-tech names.

Tuesday, August 18, 2026

Very Bullish

High-conviction thematic growth opportunity for 2025–2035 driven by direct satellite-to-smartphone cellular broadband connectivity.

Monday, August 17, 2026

Very Bullish

Compelling long-term thematic growth holding for a 2025–2035 horizon driven by adoption of satellite-to-smartphone cellular connectivity.

Tuesday, August 11, 2026

Very Bullish
Target: $90

Despite revenue and EPS misses, Cantor Fitzgerald raised its target to $90, driven by a $1 billion backlog and growing government demand.

Monday, August 10, 2026

Neutral

Near-term financial misses are common for this pre-revenue company, but long-term success hinges on the successful deployment and commercialization of the Bluebird constellation.

Thursday, July 16, 2026

Bearish

Trading at a significant 58% drawdown from recent highs.

Mando
They hunting Leopold
MandoTwitter83 days ago
Very Bearish
Target: None

Stock fell 70% from highs following a $1B dilution and fundraising announcement.

Very Bearish
Target: None

Stock fell 14% following a $1 billion dilution announcement.

Wednesday, July 15, 2026

Very Bearish
Target: $61

Stock plummeted 13% following a $1 billion dilution announcement via senior convertible notes.

Monday, July 13, 2026

Very Bearish
Target: $70

Falling 8% and dropping below the $70 level.

Bearish

Down 3% amid a broader reality check for visionary space valuations.

Wednesday, July 8, 2026

Bullish

Cited as a market comparable in the space sector with a $27–$30 billion market cap.

Very Bullish

Benefiting from sector momentum in space and defense.

Tuesday, July 7, 2026

Bullish

Part of the space sector seeing increased institutional interest.

Wednesday, June 24, 2026

Very Bearish

Significant recent drawdowns and increased short-selling pressure.

Tuesday, June 23, 2026

Bearish

Showing a negative technical setup alongside other space and defense stocks.

Thursday, June 18, 2026

Bullish
Target: N/A

Considered a swing trade opportunity as it tests its 200-day moving average.

Tuesday, June 16, 2026

Bullish
Target: None

High risk/high reward play currently trading at a discount compared to recent highs.

Friday, June 12, 2026

Very Bearish

Experienced a 'pump and dump' dynamic and liquidity drain following the SpaceX IPO.

Very Bearish

Stock fell 15% following the SpaceX IPO debut.

Very Bearish

Part of the space sector 'sell the news' event triggered by SpaceX's market entry.

Very Bearish
Target: None

Identified as a proxy bet that currently shows limited upside potential.

Bearish

Potential for liquidity to drain toward SpaceX despite an 11.7% price jump.

Thursday, June 11, 2026

Very Bullish

Up 11% on the day, continuing a strong positive trend in the space sector.

Neutral

May experience high volatility and capital rotation as investors move funds into the SpaceX IPO.

Neutral

Expected to experience significant price swings in connection with the SpaceX IPO.

Wednesday, June 3, 2026

Bearish

Part of the space sector experiencing significant retraces after a period of growth.

Tuesday, June 2, 2026

Very Bearish
Target: None

Experiencing high volatility and downward pressure within the space sector.

Monday, June 1, 2026

Bearish

In a consolidation phase following recent significant price appreciation.

Very Bearish

Experiencing high volatility and downward pressure linked to broader space sector risks.

Friday, May 29, 2026

Bearish
Target: None

The stock fell 16% due to counterparty risk following the failure of its launch partner, Blue Origin.

Bearish

Down 15% following a partner's failed launch, though showing some resilience.

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Frequently asked

Are top creators bullish or bearish on AST SpaceMobile, Inc. (ASTS) right now?

Mostly bearish. In the last 30 days, 1 insight was bullish, 2 bearish, and 8 neutral about AST SpaceMobile, Inc. (ASTS) across 11 financial sources indexed on Kazuha.

Which podcasters and creators cover AST SpaceMobile, Inc. (ASTS) the most?

The most active sources covering AST SpaceMobile, Inc. (ASTS) on Kazuha are @amitinvesting, @notthreadguy, John Coogan & Jordi Hays, @augustobackes, amitisinvesting. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about AST SpaceMobile, Inc. (ASTS) are on Kazuha?

Kazuha has indexed 123 AI-extracted insights about AST SpaceMobile, Inc. (ASTS) from 11 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside AST SpaceMobile, Inc. (ASTS)?

Creators covering AST SpaceMobile, Inc. (ASTS) most frequently also discuss NVDA, RKLB, BTC, MU, PLTR. See the "Discussed alongside" section above for full asset pages.