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AST SpaceMobile Jumps as Japan Joint Venture Adds to Growth Momentum

Investivoq PriceTracker

AST SpaceMobile (ASTS) is up 15.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a newly announced joint venture in Japan that gives AST SpaceMobile a clearer path to commercialize direct-to-device satellite service in a major market. The rally also appears to be supported by investor enthusiasm following the company’s recent launch-vehicle and engine agreement, with earnings due after the close adding another reason for speculative buying.

Details:

  • AST SpaceMobile and Rakuten announced on November 9 that they are forming Rakuten AST to build a direct-to-device satellite communications network in Japan.
  • The new venture strengthens AST SpaceMobile’s international commercialization story by pairing its satellite platform with an established wireless and digital ecosystem in Japan.
  • On November 6, AST SpaceMobile disclosed plans to build its own 20-ton rocket for BlueBird satellite deployment and tied that effort to a multi-year engine and intellectual property agreement.
  • The stock’s move may also reflect positioning ahead of third-quarter results scheduled for November 9 after market close, which can amplify momentum in a volatile name.

    • Sources:

    Rakuten Group, SEC, AST SpaceMobile Investor Relations

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ASTS Insider Trading Activity

    ASTS Insider Trades

    $ASTS insiders have traded $ASTS stock on the open market 9 times in the past 6 months. Of those trades, 3 have been purchases and 6 have been sales.

    Here’s a breakdown of recent trading of $ASTS stock by insiders over the last 6 months:

    • HUIWEN YAO (Chief Technology Officer) has made 0 purchases and 2 sales selling 80,000 shares for an estimated $6,212,000.
    • ANDREW MARTIN JOHNSON (CFO and CLO) has made 0 purchases and 2 sales selling 50,809 shares for an estimated $4,748,592.
    • JULIO A. TORRES sold 15,000 shares for an estimated $1,145,100
    • SHANTI B. GUPTA (Chief Operating Officer) sold 12,000 shares for an estimated $706,680
    • ADRIANA CISNEROS has made 3 purchases buying 10,822 shares for an estimated $619,200 and 0 sales.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $ASTS Hedge Fund Activity

    We have seen 463 institutional investors add shares of $ASTS stock to their portfolio, and 321 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • RAKUTEN GROUP, INC. removed 15,510,077 shares (-50.0%) from their portfolio in Q2 2026, for an estimated $1,378,225,442
    • MORGAN STANLEY added 4,124,149 shares (+129.1%) to their portfolio in Q2 2026, for an estimated $366,471,880
    • JANE STREET GROUP, LLC added 3,559,370 shares (+14292.4%) to their portfolio in Q2 2026, for an estimated $316,285,618
    • UBS GROUP AG added 2,058,762 shares (+45.3%) to their portfolio in Q2 2026, for an estimated $182,941,591
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,640,466 shares (+inf%) to their portfolio in Q2 2026, for an estimated $145,771,808
    • GOLDMAN SACHS GROUP INC added 1,559,322 shares (+67.4%) to their portfolio in Q2 2026, for an estimated $138,561,352
    • FMR LLC removed 1,494,224 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $132,776,744

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.