AST SpaceMobile Climbs, Elf Beauty Gains, Air Isaac Tumbles as Equifax Prices Rival Service Cheaper

On this episode of Stock Movers:
- AST SpaceMobile (ASTS) shares climb to their highest level on record after the telecommunications firm said it signed an agreement with Verizon to provide direct-to-cellular connectivity when needed for customers starting in 2026. William Blair says the Verizon deal is a “competitive win” over SpaceX’s Starlink.
- Elf Beauty (ELF) shares gain after Morgan Stanley lifted its price target on the cosmetics company to a Street high. Analyst Dara Mohsenian (overweight) says visibility is building on his above-consensus FY27 view, highlighting “solid” US scanner data for Elf’s base business and a “very strong” launch for the Rhode brand at Sephora.
- Air Isaac (FICO) shares tumble the most intraday since Aug. 1, after Equifax said its VantageScore 4.0 service will offer mortgage credit scores at $4.50 through the end of 2027.

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