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

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

103 AI-extracted insights from 9 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 7 scored insights about AST SpaceMobile, Inc..

Bearish
avg -0.39
1 bullish0 neutral6 bearish
Investment Summary
Updated 4 hours ago
Summary of insights about AST SpaceMobile, Inc. in the last 30 days

The Take

Sources are bearish on AST SpaceMobile, Inc. (ASTS), driven by a severe stock decline following a major $1 billion capital dilution announcement (per Amit Kukreja, Mando).

Bear Case

  • Dilution concerns: The stock plummeted significantly following a $1 billion dilution announcement via senior convertible notes (per Amit Kukreja).
  • Sharp drawdown: Shares are experiencing a heavy correction, trading at a 58% drawdown from recent highs and dropping below the $70 level (per Mando, Amit Kukreja).
  • Valuation reality check: The pullback reflects a broader reality check for visionary space valuations amid negative market momentum (per Amit Kukreja).

Catalysts & Targets

  • $1 billion dilution and fundraising announcement
  • Dropped below the $70 price level
  • 58% drawdown from recent highs

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.

Thursday, July 16, 2026

Bearish

Trading at a significant 58% drawdown from recent highs.

Mando
They hunting Leopold
MandoTwitter22 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.

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.

Discussed alongside AST SpaceMobile, Inc. (ASTS)

Other assets that creators frequently mention in the same content as AST SpaceMobile, Inc..

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, 6 bearish, and 0 neutral about AST SpaceMobile, Inc. (ASTS) across 9 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 103 AI-extracted insights about AST SpaceMobile, Inc. (ASTS) from 9 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.