Key Points
- Snowflake institutional activity points to rising prices this year.
- AST SpaceMobile has seen a surge in activity, lifting its share prices.
- Archer Aviation institutional holders are buying this stock ahead of its commercial operations beginning.
Institutions owning over 80% of the S&P 500 market capitalization are a powerful market force. When they sell, the market falls, and when they buy, the market rises. This article examines three up-and-coming technology stocks that also have high and increasing institutional interest, a powerful force for their share prices.
The questions to be answered are what drives the interest and how high their share price may rise over the coming twelve months.
Snowflake: Institutional Activity Surges to Record Highs in H1 2025
Snowflake's (NYSE: SNOW) institutional activity began to surge in Q1 and continued the trend in Q2, foreshadowing the results for the period. The Q1 release affirmed the decision to change CEOs, reinvigorating growth while accelerating its growth driver, the product innovation pipeline.
The net result is that the outlook for its 20% revenue CAGR was also affirmed and strengthened, leading to a significant shift in analysts' sentiment. Regarding the institutions, they own about 65% of the stock, with their net holdings rising significantly in 2025. The top shareholders are fund managers, including Vanguard and BlackRock; however, ownership is broad, encompassing pension funds, insurance companies, and hedge funds.
The analysts' trends in 2025 are bullish, accelerated by the Q1 report, and are leading to targets at the high end of the range. As of mid-June, SNOW stock has a 20% upside, with higher forecasts expected to be issued as the year progresses. Highlights from the report include strong momentum driven by client wins and penetration gains, which are expected to continue.
AST SpaceMobile: Institutional Activity Rockets Higher in Q2
AST SpaceMobile’s (NASDAQ: ASTS) institutional activity turned bullish late in 2024 and began to ramp higher in Q4. It surged in Q1 2025 and then again in Q2 to set record highs. The shift in buying aligns with a change in business operations that includes the launch of its network, initial revenues, accelerating contract wins, and a rapidly improving outlook for sustainable, profitable growth.
Institutions own more than 60% of this stock, with Rakuten Capital, Vodafone, and American Tower Corporation listed as the largest shareholders. Each has a vested interest in the business, collectively operating a global network of telecommunications services.
Analysts' activity is also a significant driver for this market. The trends tracked by InsiderTrades include rapidly increasing coverage, a firm Moderate Buy rating, and a rising price target. The consensus in mid-June suggests the stock is trading near fair value, but the revision trends indicate a high-end range of nearly $63, representing an almost 50% upside for the stock.
Catalysts for the move include the upcoming earnings report, which is expected to accelerate revenue growth and improve earnings clarity. Analysts predict this company will turn profitable in late 2026 or early 2027 and then rapidly accelerate its earnings afterward.
Archer Aviation’s Institutional Interest Lifts Market in 2025
Archer Aviation's (NYSE: ACHR) institutional activity shifted from selling to buying late in 2024, surged to a record high in Q1 2025, and remains strong in Q2. The shift in activity aligns with its progress in certification and the commercialization of its technology. The institutions own roughly 60% of the stock as of mid-June and are likely to continue increasing their holdings as the year progresses. The company is expected to finalize type certification by the end of the year and commence commercial operations shortly thereafter.
Analysts' trends are bullish for this stock. The trends tracked by InsiderTrades include increasing coverage, firming sentiment, and price target increases that have lifted the consensus more than 60% in 12 months. The consensus forecasts a nearly 30% upside for the stock while the high-end range adds almost 40%.
Companies in This Article:
| Company | Current Price | Price Change | Dividend Yield | P/E Ratio | Consensus Rating | Consensus Price Target |
|---|
| Archer Aviation (ACHR) | $10.03 | -1.7% | N/A | -7.65 | Moderate Buy | $13.13 |
| AST SpaceMobile (ASTS) | $45.94 | +3.6% | N/A | -23.09 | Moderate Buy | $43.73 |
| Snowflake (SNOW) | $211.84 | -0.1% | N/A | -50.32 | Moderate Buy | $223.54 |
Experience
Thomas Hughes has been a contributing writer for InsiderTrades.com since 2019.
- Professional Background: Thomas Hughes is the Managing Partner of Passive Market Intelligence LLC, a market research platform he launched in 2023 with the mission: “We watch the market so you don't have to.” He has worked as a blogger, stock market commentator, and independent analyst since 2010 and has been actively involved in trading and investing since 2005.
- Credentials: He holds an Associate of Arts in Culinary Technology—training that honed his discipline, attention to detail, and ability to anticipate outcomes, all of which carry over into his work as a market analyst.
- Finance Experience: Thomas has been writing about finance and investing since 2011, when he discovered it could be more than a personal passion—it could be a profession. He’s been a contributing writer for InsiderTrades.com since 2019.
- Writing Focus: He specializes in the S&P 500, small-cap stocks, dividend and high-yield strategies, consumer staples, retail, technology, oil, and cryptocurrencies. His analysis blends chart-based technical setups with key fundamental insights, helping readers identify actionable trends.
- Investment Approach: Thomas takes a hybrid approach that combines technical analysis with deep fundamental research. He often writes about macroeconomic shifts, earnings trends, and sentiment-based trading signals.
- Inspiration: Thomas first became interested in stocks after attending a seminar on how to buy and sell your own shares. That event opened his eyes to the market's potential and sparked a lifelong interest in investing.
- Fun Fact: Thomas took up model railroading by accident a few years ago—and now he can’t stop running the rails.
- Areas of Expertise: Technical and fundamental analysis, S&P 500, retail and consumer sectors, dividends, market trends
Education
Associate of Arts in Culinary Technology
