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

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

80 AI-extracted insights from 7 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 18 scored insights about AST SpaceMobile, Inc..

Bullish
avg +0.26
11 bullish0 neutral7 bearish
Investment Summary
Updated 6 days ago
Summary of insights about AST SpaceMobile, Inc. in the last 30 days

The Take

Sentiment for AST SpaceMobile, Inc. (ASTS) is currently mixed to slightly bearish following a period of extreme bullishness. While 10 of 18 sources remain bullish on the long-term space economy thesis, the stock has recently faced a sharp 15-16% correction and high volatility due to counterparty risks and sector-wide consolidation.

Bull Case

  • Market Momentum: The stock recently hit all-time highs, outperforming the broader market as a top performer in the aerospace and space-based cellular broadband sectors (per threadguy, Amit Kukreja).
  • Strategic Partnerships: Positive sentiment is driven by news of consumer access via major carriers including AT&T, Verizon, and T-Mobile (per Amit Kukreja).
  • Sector Catalysts: Investors view the stock as a proxy for SpaceX hype and the upcoming SpaceX IPO, benefiting from "Space Mob" retail sentiment (per Amit Kukreja).

Bear Case

  • Counterparty Risk: The stock suffered a 16% drop following the launch failure of its partner, Blue Origin, highlighting significant operational dependencies (per TBPN, Amit Kukreja).
  • High Volatility: Recent price action shows significant retraces and downward pressure as the space sector enters a consolidation phase after rapid growth (per threadguy, Amit Kukreja).

Catalysts & Targets

  • 15-16% price drop following Blue Origin launch failure
  • Upcoming SpaceX IPO cited as a sector-wide catalyst
  • Recent all-time highs reached in late May 2026

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.

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.

Bearish

Faced heavy selling pressure due to negative sentiment shift in the space sector.

Thursday, May 28, 2026

Very Bullish
Target: $133

Hit a new all-time high amid excitement over the space sector.

Very Bullish

Demonstrating strong upward momentum in the aerospace sector.

Wednesday, May 27, 2026

Very Bullish

Hit new all-time highs amid strong momentum in the space-based cellular broadband market.

Tuesday, May 26, 2026

Very Bullish

Described as a top performer in the space industry with significant momentum.

Very Bullish
Target: None

Outperforming the broader market as part of a strong space sector trend.

Very Bullish
Target: None

Surging toward all-time highs driven by momentum in the space sector and upcoming SpaceX IPO catalyst.

Monday, May 25, 2026

Very Bullish

Benefiting from 'Space Mob' sentiment and interest in satellite-to-cellular technology; high volatility.

Friday, May 22, 2026

Very Bullish

Gaining momentum as part of a rotation into high-beta space sector names.

Very Bullish
Target: $100

Maintains bullish outlook following a price recovery; views upcoming SpaceX IPO as a sector-wide catalyst.

Monday, May 18, 2026

Very Bullish

Positive sentiment following news of consumer access via AT&T, Verizon, and T-Mobile; used as a proxy for SpaceX hype.

Thursday, April 30, 2026

Bullish

Part of Alphabet's successful venture capital portfolio.

Friday, April 24, 2026

Very Bearish

Part of the space sector weakness showing risk-off sentiment despite broader market highs.

Tuesday, April 21, 2026

Very Bullish

Viewed as having a better trade location than other space stocks currently.

Bullish

Acting as a liquid proxy for investors seeking exposure to the SpaceX valuation boom.

Monday, April 20, 2026

Bearish
Target: N/A

Faces execution risk after a satellite launched via Blue Origin was deployed into an off-nominal orbit, though financial loss is covered by insurance.

Bearish

Recent satellite launch failed to reach nominal orbit; while insurance may cover costs, the event creates short-term volatility and operational hurdles.

Thursday, April 16, 2026

Bullish
Target: none

Up 4% amid general momentum in the space sector.

Wednesday, April 15, 2026

Bearish

Shares fell over 10% as Amazon's potential entry into the market via Globalstar creates a formidable, well-funded competitor.

Very Bullish
Target: n/a

Remains a key proxy for the space broadband theme despite competition from Amazon/Globalstar.

Bearish

Facing increased competitive pressure as Amazon enters the satellite-to-cell market with massive capital.

Tuesday, April 14, 2026

Neutral

Down on news of Amazon's entry into the space, but historically recovers from such dips.

Bullish

Founder seen with Jeff Bezos, suggesting potential collaboration with Amazon in the space sector.

Thursday, April 2, 2026

Very Bullish

Stock up 10% as it acts as a proxy trade for SpaceX's aggressive private valuation.

Bullish

Considered an alternative high-risk investment for space sector exposure.

Bullish

Has a strong retail following; focused on the high-growth space-based cellular broadband market.

Wednesday, March 25, 2026

Bullish
Target: $110

Similar setup to RKLB; reaching for a 110 upside target but currently at resistance.

Bullish

Used by retail investors as a proxy to gain exposure to the SpaceX IPO catalyst.

Friday, March 20, 2026

Bullish

Part of the emerging space momentum play, though considered high-risk/high-reward.

Wednesday, March 18, 2026

Bullish
Target: None

Identified as a high-beta speculative play within the space sector requiring high volatility tolerance.

Tuesday, March 17, 2026

Bullish

Gained 5-7% due to anticipation around the space economy and SpaceX IPO rumors.

Friday, March 6, 2026

Bullish

Increased interest due to defense infrastructure needs and broader space sector momentum.

Tuesday, March 3, 2026

Very Bullish
Target: $110

Up 8% on strong guidance and government contract potential; holding $89 could signal a move to $110.

Monday, March 2, 2026

Very Bullish
Target: $1 billion in revenue by 2027

Strong revenue beat and bullish long-term guidance outweighed an EPS miss; seen as a high-growth play.

Wednesday, February 11, 2026

Very Bearish

Dropped 10% after announcing a $1 billion convertible note offering, highlighting investor sensitivity to potential shareholder dilution.

Sunday, February 8, 2026

Very Bearish

Labeled a 'complete value trap' and viewed as extremely bearish due to significant share dilution of 76%.

Tuesday, February 3, 2026

Very Bullish

Mentioned as a publicly traded space stock that the host believes will benefit from the increased excitement and validation of the space ecosystem following the SpaceX/XAI merger.

Thursday, January 22, 2026

Very Bullish

The stock has risen 100% over the last six months, suggesting strong investor belief that the overall market for satellite connectivity is large and growing, with room for multiple winners.

Bullish

A high-momentum stock that has risen 100% in six months, reflecting strong investor enthusiasm. However, it is considered a high-risk, high-reward play due to operating in a capital-intensive industry with formidable competitors.

Wednesday, January 14, 2026

Very Bullish

Highlighted as a winning stock in the strong-performing 'Space' sector, exemplifying the 'stock picker's market' theme.

Monday, January 12, 2026

Very Bullish

Mentioned as a beneficiary of the growing investment theme in Space & Defense.

Very Bullish

Mentioned as part of the space sector which is showing 'incredible strength'.

Friday, January 2, 2026

Very Bullish

The stock was up 15% as part of a winning 'space stocks' theme, indicating strong risk-on appetite from investors.

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Frequently asked

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

Mostly bullish. In the last 30 days, 11 insights were bullish, 7 bearish, and 0 neutral about AST SpaceMobile, Inc. (ASTS) across 7 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, John Coogan & Jordi Hays, @notthreadguy, amitisinvesting, @investanswers. 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 80 AI-extracted insights about AST SpaceMobile, Inc. (ASTS) from 7 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, PLTR, HOOD. See the "Discussed alongside" section above for full asset pages.