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Just For You Smart Money's Big Bet on AST SpaceMobileWritten by Jordan Chussler. Published 10/16/2025. 
Key Points - AST SpaceMobile continues to set record highs after announcing an agreement with Verizon.
- Shares of ASTS have surged 160% since breaking out on Sept. 9.
- Big-name institutional owners—including Vanguard, BlackRock, and Morgan Stanley—hold enormous positions, suggesting a long-term bullish view.
By the time the market closed on Oct. 15, AST SpaceMobile (NASDAQ: ASTS) had set yet another intraday all-time high of $99.26. The stock reached a record intraday price in 10 of the last 11 trading sessions dating back to Oct. 1. The most recent leg of ASTS's rally began when the company announced a commercial partnership with Verizon (NYSE: VZ). The partnership will enable the communication services giant to offer space-based, direct-to-cellular services to its customers via AST SpaceMobile's network of low-Earth orbit satellites beginning in 2026. Trump has just signed an executive order creating America's first-ever National Investment Fund — a game-changing system designed to replace income taxes and send direct payouts to everyday Americans.
More than $1 TRILLION is expected to be distributed... and YOU could be eligible to claim a massive check. Click here to claim your stake before it's too late. The deal vaulted ASTS higher, continuing a rally that has pushed the stock to meteoric levels this year. While those near-term gains are notable, institutional investors appear positioned for potentially large long-term upside. AST SpaceMobile: Big Partnerships and Stratospheric Gains As the company prepares for its commercial launch, it is already generating revenue — albeit modest relative to its size. Despite a market cap of about $34.3 billion, AST SpaceMobile reported $4.9 million in revenue over the past 12 months. Much of the enthusiasm around the stock rests on expectations. Commercial agreements — like the Verizon deal and strategic partnerships with AT&T (NYSE: T) and Vodafone (NASDAQ: VOD) — suggest the company's revenue could accelerate quickly once commercial service begins. AST SpaceMobile has also formed strategic partnerships with Japanese tech conglomerate Rakuten (OTCMKTS: RKUNY), real estate investment trust American Tower (NYSE: AMT), and BCE (NYSE: BCE), one of Canada's largest telecommunications and media companies. Those agreements have contributed to bullish analyst forecasts that project revenues of about $830 million in 2027 and $2.54 billion in 2028. Such expectations have been a key driver of ASTS's strong recent performance. Shares have gained more than 342% so far this year, including a nearly 160% increase since the stock broke out of its late-summer slump on Sept. 9. Since going public on Nov. 1, 2019, ASTS has risen more than 879% in under six years, and in the past two years the stock is up over 3,000%. Despite those gains, AST SpaceMobile is not yet profitable; its price-to-earnings ratio stands at -40.8. Still, many institutional investors are taking a long-term view, betting on a significant payoff from the Midland, Texas–based space technology company. The Smart Money's Sky-High Expectations Retail investors have embraced ASTS's meteoric rise, but institutional investors appear to be the foundation of the stock's momentum. Major asset managers and investment banks — including Vanguard, BlackRock, and Morgan Stanley — hold substantial positions, signaling confidence in the company's long-term prospects. Over the past 12 months, institutional inflows totaled about $1.59 billion versus roughly $358.16 million in institutional outflows. That imbalance is reflected in 250 institutional buyers compared with 85 institutional sellers over the same period. Nearly 61% of the float is held by institutional investors. While Vanguard, BlackRock, D.E. Shaw, and Morgan Stanley — four of the top five holders — own about 37.78 million shares collectively, Rakuten is the company's largest single investor with 31.02 million shares. Broad Run Investment Management, Geode Capital Management, Janus Henderson, State Street, and Susquehanna International Group round out the top 10 institutional owners, collectively holding an additional 16.05 million shares of ASTS. Despite Institutional Support, Analysts Are Cautious in the Short Term As with any rapid run-up, a pullback is possible. Analysts' short-term forecasts reflect that caution: based on 11 analysts covering ASTS, the 12-month average price target implies about 53% downside from the current share price. At the same time, short interest has risen. More than 20% of the 204.57 million-share float — roughly 41.77 million shares — is currently shorted, a nearly 6% increase in short interest over the past month. No stock climbs in a straight line, and corrections are likely. Nevertheless, if institutional positioning is any guide, many of the "smart money" investors expect AST SpaceMobile to have a strong long-term outlook despite near-term volatility.
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