ASTS
Space stocks fall on Rocket Lab delay
- ASTS −2.66% on the last session vs SPY −0.29%: −2.4 pts of stock-specific move.
- News: Space peers fell 8.14% as Rocket Lab's Neutron launch slipped to 2027, per 247wallst.com and 24/7 Wall St.
- Space: Rocket Lab's Neutron launch slipped to 2027, cited by AOL.com and 24/7 Wall St. (AOL.com)
- Space basket -5.5% (-5.2 pts vs SPY; RKLB -12.2%, SPCX -5.1%, LUNR -2.7%, PL -2.2%): the stock moved with its peers.
- Aftermath, volume spike (3.4× average volume on pace today so far): After its 23 volume spikes in the past 5 years, ASTS was higher a month later 13 times out of 23; half the outcomes fell between -17.5% and +24.7%. History, not a forecast.
- 159 Reddit mentions in the past 24 hours, 71% positive over the week.
- 2 analyst actions in the past 10 days (1 positive, 1 negative); latest: Piper Sandler downgraded to Neutral, lowered target $98.00 → $54.00.
- 2 insider or congressional trades in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 3.4× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 16, 2026 | Shanti B. Gupta | COO | Sell | unplanned | 12,000 | $58.89 | $706.7K | Sep 17 |
| Sep 16, 2026 | Huiwen Yao | CTO | Sell | 10b5-1 plan | 40,000 | $58.93 | $2.4M | Sep 17 |
| Aug 31, 2026 | Adriana Cisneros | Director | Buy | open-market buy | 10,822 | $57.22 | $619.2K | Sep 1 |
| Aug 15, 2026 | Scott Wisniewski | President | Tax | tax withholding | 22,135 | $70.98 | $1.6M | Aug 18 |
| Aug 15, 2026 | Maya Bernal | CAO | Tax | tax withholding | 2,919 | $70.98 | $207.2K | Aug 18 |
| Aug 15, 2026 | Andrew Martin Johnson | CFO | Tax | tax withholding | 22,135 | $70.98 | $1.6M | Aug 18 |
| Aug 15, 2026 | Shanti B. Gupta | COO | Tax | tax withholding | 12,767 | $70.98 | $906.2K | Aug 18 |
| Jun 11, 2026 | Andrew Martin Johnson | CFO | Sell | unplanned | 45,809 | $93.81 | $4.3M | Jun 12 |
| Jun 6, 2026 | Johan Wibergh | Director | Tax | tax withholding | 208 | $93.60 | $19.5K | Jun 9 |
| Jun 5, 2026 | Huiwen Yao | CTO | Sell | 10b5-1 plan | 40,000 | $96.37 | $3.9M | Jun 8 |
| May 30, 2026 | Shanti B. Gupta | COO | Tax | tax withholding | 21,275 | $113.41 | $2.4M | Jun 2 |
| May 30, 2026 | Andrew Martin Johnson | CFO | Tax | tax withholding | 16,377 | $113.41 | $1.9M | Jun 2 |
| May 30, 2026 | Scott Wisniewski | President | Tax | tax withholding | 16,377 | $113.41 | $1.9M | Jun 2 |
| May 30, 2026 | Maya Bernal | CAO | Tax | tax withholding | 2,621 | $113.41 | $297.2K | Jun 2 |
| May 30, 2026 | Abel Antonio Avellan | CEO | Tax | tax withholding | 32,754 | $113.41 | $3.7M | Jun 2 |
| May 20, 2026 | Andrew Martin Johnson | CFO | Sell | unplanned | 5,000 | $90.25 | $451.2K | May 21 |
| May 18, 2026 | Shanti B. Gupta | COO | Tax | tax withholding | 11,350 | $86.83 | $985.5K | May 20 |
| May 13, 2026 | Julio A. Torres | Director | Sell | unplanned | 15,000 | $76.34 | $1.1M | May 14 |
| May 6, 2026 | Andrew Martin Johnson | CFO | Tax | tax withholding | 29,513 | $70.68 | $2.1M | May 7 |
| Apr 15, 2026 | Hiroshi Mikitani | 10% owner | Sell | unplanned | 3,040,000 | $89.11 | $270.9M | Apr 16 |
| Mar 31, 2026 | Abel Antonio Avellan | CEO | Tax | tax withholding | 22,490 | $82.87 | $1.9M | Apr 2 |
| Mar 31, 2026 | Scott Wisniewski | President | Tax | tax withholding | 15,241 | $82.87 | $1.3M | Apr 2 |
| Mar 31, 2026 | Shanti B. Gupta | COO | Tax | tax withholding | 8,357 | $82.87 | $692.5K | Apr 2 |
| Mar 31, 2026 | Andrew Martin Johnson | CFO | Tax | tax withholding | 12,167 | $82.87 | $1M | Apr 2 |
| Mar 23, 2026 | Huiwen Yao | CTO | Sell | 10b5-1 plan | 40,000 | $88.88 | $3.6M | Mar 24 |
| Mar 21, 2026 | Maya Bernal | CAO | Tax | tax withholding | 3,664 | $89.93 | $329.5K | Mar 24 |
| Feb 15, 2026 | Maya Bernal | CAO | Tax | tax withholding | 833 | $82.51 | $68.7K | Feb 17 |
| Dec 24, 2025 | Keith R Larson | Director | Buy | open-market buy | 625 | $80.00 | $50K | Dec 29 |
| Dec 17, 2025 | Keith R Larson | Director | Buy | open-market buy | 715 | $70.02 | $50.1K | Dec 17 |
| Dec 10, 2025 | Keith R Larson | Director | Buy | open-market buy | 675 | $72.71 | $49.1K | Dec 10 |
| Dec 10, 2025 | Shanti B. Gupta | COO | Sell | unplanned | 10,000 | $77.34 | $773.4K | Dec 12 |
| Dec 9, 2025 | American Tower Corp /ma/ | Insider | Sell | unplanned | 2,288,621 | $69.75 | $159.6M | Dec 11 |
| Dec 5, 2025 | Maya Bernal | CAO | Sell | unplanned | 6,000 | $73.76 | $442.6K | Dec 8 |
| Dec 5, 2025 | Huiwen Yao | CTO | Sell | 10b5-1 plan | 40,000 | $73.52 | $2.9M | Dec 8 |
| Nov 26, 2025 | Andrew Martin Johnson | CFO | Sell | unplanned | 10,000 | $56.00 | $560K | Nov 28 |
| Nov 20, 2025 | Adriana Cisneros | Director | Buy | open-market buy | 750 | $50.79 | $38.1K | Nov 24 |
| Oct 17, 2025 | Maya Bernal | CAO | Tax | tax withholding | 3,935 | $83.49 | $328.5K | Oct 21 |
| Sep 26, 2025 | Scott Wisniewski | President | Tax | tax withholding | 28,529 | $49.09 | $1.4M | Sep 29 |
| Sep 16, 2025 | Huiwen Yao | CTO | Sell | 10b5-1 plan | 40,000 | $40.58 | $1.6M | Sep 17 |
| Sep 15, 2025 | Shanti B. Gupta | COO | Tax | tax withholding | 25,537 | $40.97 | $1M | Sep 17 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves