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AST SpaceMobile Rallies After Hours as Rakuten Sells Shares but Keeps Stake

The disclosure sharpened focus on the rollout timeline ahead of the May 11 earnings test.

Overview

  • AST SpaceMobile shares closed up 10.66% at $70.68 and then climbed further after an SEC filing showed investor Rakuten had reduced its position.
  • Rakuten sold shares at $65.32 to $76.30 and still owns about 5.3% of the company, or roughly 15.5 million shares, after raising about $392.3 million.
  • Recent volatility tracks to an April 28 proxy that tied $14.2 million of CEO Abel Avellan’s 2025 pay to execution milestones and marked a February 2026 “satellites in orbit” goal as not achieved.
  • An April 22 FCC authorization cleared AST SpaceMobile to operate up to 248 low Earth orbit satellites designed to connect directly to unmodified mobile phones.
  • The company reports earnings on May 11, and analysts expect a loss of 21 cents per share on $36.91 million in revenue.