Stock Movers AST SpaceMobile Climbs, Elf Beauty Gains, Air Isaac Tumbles as Equifax Prices Rival Service Cheaper
Oct 8, 2025
AST SpaceMobile's shares soar after sealing a direct-to-cellular deal with Verizon, marking a strategic edge over SpaceX. Elf Beauty benefits from an upgraded price target by Morgan Stanley, fueled by strong sales and a successful brand launch at Sephora. Meanwhile, Air Isaac's stock takes a hit as Equifax introduces competitive mortgage credit scores, prompting concerns about pricing wars in the industry. Tune in for the inside scoop on these market movers!
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Verizon Deal Boosts AST SpaceMobile
- AST SpaceMobile surged after signing a deal with Verizon to provide direct-to-cell connectivity starting in 2026.
- William Blair called the agreement a competitive win over SpaceX's Starlink, highlighting intensifying competition in space-based cellular services.
Strength From Rhode Lifted Elf Beauty
- Morgan Stanley raised Elf Beauty's price target to a Street high citing strong retail performance.
- The Rhode brand launch at Sephora and solid US scanner data underpin the upbeat FY27 outlook.
Price Pressure From Equifax Hits FICO
- FICO shares fell after Equifax priced VantageScore 4.0 mortgage scores at $4.50 through 2027.
- The move introduces a price-competition dynamic that could undercut FICO's offerings by roughly half, per the hosts.