AST SpaceMobile, Inc.
No SEC Form 4 filings for $ASTS in the last 30 days.
See all $ASTS insider activity →Norges Bank Investment Management, manager of Norway’s sovereign wealth fund, disclosed it increased its AST SpaceMobile equity stake by 604,458 shares in Q2 2026, valuing the holding at about €256 million. The fund also reported a $1.22 billion equity position in SpaceX. The AST update coincides with progress toward commercial D2D service deployment.
AST SpaceMobile (NASDAQ:ASTS) shares fell 4.4% to $68.76 after Q2 results. Q2 revenue was $31.5M versus about $34.5M consensus, and net loss widened to $230.9M. The company reported $1.3B contracted backlog, expanded to 13 satellites, and reiterated 2026 revenue guidance of $150M to $200M.
Oklo (NYSE: OKLO) reported its first quarterly revenue of $1.21M and said its Groves reactor reached first criticality, while AST SpaceMobile (NASDAQ: ASTS) reported $31.52M revenue and a nine-figure launch loss tied to its BB7 incident. ASTS cited $2.29B cash and $1.30B backlog. OKLO targets first power in 2027.
Over the past 7 days, alphai's AI scored 39 news stories mentioning ASTS (AST SpaceMobile, Inc.). Coverage has skewed bullish: 12 bullish, 18 neutral, and 9 bearish.
Recent ASTS coverage spans market movers, financial news and sector analysis.
The disclosed sovereign-fund accumulation is a fresh, investable signal for ASTS risk appetite and potential institutional support, though it is not a direct operational catalyst.
The article frames ASTS as having longer-term contracted visibility, but with near-term revenue timing and monetization risk still unresolved.
The BB7-related loss is a near-term earnings overhang, partially offset by expanding satellite count and a cash/backlog bridge.
New government contracts plus favorable financing terms are the most actionable fundamentals for ASTS in this piece.
Intuitive Machines (LUNR) rose about 10% to around $19 after reporting Q2 2026 revenue of $206.2M below consensus and a wider GAAP loss, but backlog reached about $1.8B. Stifel upgraded LUNR to Buy, with a lowered price target to $26. Virgin Galactic (SPCE) gained ~10% after a delayed launch, while Rocket Lab (RKLB) and AST SpaceMobile (ASTS) rose ~1%.
alphai scores every news story that mentions ASTS with an AI model for sentiment and relevance, and aggregates insider trades from AST SpaceMobile, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Norges Bank Investment Management, manager of Norway’s sovereign wealth fund, disclosed it increased its AST SpaceMobile equity stake by 604,458 shares in Q2 2026, valuing the holding at about €256 million. The fund also reported a $1.22 billion equity position in SpaceX. The AST update coincides with progress toward commercial D2D service deployment.
6 min readAST SpaceMobile (NASDAQ:ASTS) shares fell 4.4% to $68.76 after Q2 results. Q2 revenue was $31.5M versus about $34.5M consensus, and net loss widened to $230.9M. The company reported $1.3B contracted backlog, expanded to 13 satellites, and reiterated 2026 revenue guidance of $150M to $200M.
7 min readOklo (NYSE: OKLO) reported its first quarterly revenue of $1.21M and said its Groves reactor reached first criticality, while AST SpaceMobile (NASDAQ: ASTS) reported $31.52M revenue and a nine-figure launch loss tied to its BB7 incident. ASTS cited $2.29B cash and $1.30B backlog. OKLO targets first power in 2027.
7 min readThe article argues that after SpaceX’s June 12 IPO, space stocks fell and are now rebounding, citing sector earnings and SpaceX clearing an initial post-IPO lockup. It highlights five publicly traded names with recent results and guidance, including RDW Q2 revenue $117.1M (+89.6%), BKSY $100M annualized run rate, RKLB Q2 revenue $234M (+62%), ASTS backlog $1.3B and $1.15B note, and SpaceX parent SPCX Q2 revenue $7.8B (+92%).
7 min readIntuitive Machines (LUNR) rose about 10% to around $19 after reporting Q2 2026 revenue of $206.2M below consensus and a wider GAAP loss, but backlog reached about $1.8B. Stifel upgraded LUNR to Buy, with a lowered price target to $26. Virgin Galactic (SPCE) gained ~10% after a delayed launch, while Rocket Lab (RKLB) and AST SpaceMobile (ASTS) rose ~1%.
4 min readNorway’s Sovereign Wealth Fund, managed by Norges Bank, bought an additional 604,458 shares of AST SpaceMobile in Q2, taking its stake to a value of about €256 million at quarter end. The fund also disclosed a $1.22 billion investment in SpaceX. It previously held stakes in Nvidia and Apple.
2 min readGoldman Sachs’ Global Institute projects the global space economy will reach $1.8 trillion by 2035 and says capital-market activity could increase M&A as space becomes institutional. The report highlights launch capability as a value bottleneck. Shares moved: SPCX +10%, ASTS +4%, RKLB +1%, FLY +1%.
7 min readSpace stocks traded mixed as Intuitive Machines (LUNR) fell after Q2 revenue of $206.2M missed FactSet’s $216.3M and posted a wider loss, though it booked $920M in new awards and ended with $1.8B backlog. SpaceX (SPCX) was down 3.5% after a 35% weekly gain; AST SpaceMobile (ASTS) slipped on Q2 revenue of $31.52M. Rocket Lab (RKLB) rose on Q2 revenue of $234.07M and record $2.36B backlog.
7 min readSpace stocks reported mixed results. Firefly Aerospace (FLY) posted Q2 revenue of $117.68M vs $88.20M estimates and a smaller adjusted loss, and raised optimism with 2026 revenue guidance of $420M-$450M. Rocket Lab (RKLB) missed EPS but guided Q3 revenue $250M-$265M. AST SpaceMobile (ASTS) and Intuitive Machines (LUNR) reaffirmed outlooks; Virgin Galactic (SPCE) delayed first commercial flights to Feb 2027, sending shares down.
6 min readClear Street says AST SpaceMobile could become a cash-flow generator over the next 10 years, forecasting revenue rising to about $7.0B by 2034 and gross margin of 73% to 74%. It cites AST’s Aug. 10 business update and projects revenues from $165M in 2024 to $6.997B in 2034. B.Riley rates BUY with $85 target; Piper Sandler rates Overweight with $98 target.
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