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AST SpaceMobile Attracts Institutional Buyers as Launches Accelerate and Revenue Begins

SEC filings show VanEck’s expanded stake has gained 81% in under six months.

Overview

  • VanEck increased its AST SpaceMobile holdings by 125% in Q3 2025 to 782,041 shares valued at $69.7 million, according to MarketBeat citing SEC filings.
  • Vanguard, Invesco and Dimensional Fund Advisors have also raised positions in the stock, MarketBeat reporting shows.
  • CEO Abel Avellan said the company became revenue‑generating in Q4 2025, with reported 2025 revenue of $70.9 million largely from multiple U.S. government contracts.
  • AST has six BlueBird satellites in orbit and plans a seventh launch this month, with guidance for monthly or bi‑monthly launches to reach 45–60 satellites by the end of 2026 and to begin initial commercial activation.
  • Shares have tripled over the past year and risen 13.5 times over three years, according to Yahoo Finance data.