VanEck Associates More Than Doubled Its Stake in AST SpaceMobile. Is Now a Smart Time to Buy Shares of the Satellite Manufacturer?

Core Insights - VanEck Associates increased its holdings of AST SpaceMobile stock by 125% in Q3 2025, now owning 782,041 shares valued at $69.7 million [1] - The value of VanEck's stake in AST SpaceMobile has risen from $38.4 million to $69.7 million, indicating an 81% profit in less than six months [2] - AST SpaceMobile's stock has tripled over the last 12 months and increased 13.5 times over the last three years [3] Institutional Interest - Institutional investors, including Vanguard, Invesco, and Dimensional Fund Advisors, have significantly increased their stakes in AST SpaceMobile, reflecting strong market interest [4] - The company's recent performance suggests it may have reached an inflection point, becoming a revenue-generating business for the first time in Q4 2025 [5] Revenue and Growth Potential - AST SpaceMobile reported revenue of $70.9 million in 2025, driven by multiple U.S. government contracts, with expectations for further growth from mobile telecommunications partners and government contracts [6] - The company plans to launch its seventh BlueBird satellite soon, with future launches scheduled every month or two, aiming to have between 45 and 60 satellites in orbit by the end of 2026 [6] Market Outlook - While AST SpaceMobile has had a slow start in deploying satellites, achieving a significant increase in satellites could support a beta opening of its direct-to-cell satellite service [7]