Fair Isaac Corporation (FICO)

Nov 12, 2026

Fair Isaac Corp. (FICO) stock declined by 1.57% on Thursday, closing at $717.38, marking its second consecutive day of losses. This underperformance occurred during a generally negative trading session, with the S&P 500 Index and Dow Jones Industrial Average also experiencing drops.

Nov 11, 2026

Fair Isaac (FICO) stock is trading significantly below its 2025 high, and its free cash flow yield of 6.6% surpasses the S&P 500 median. While the company has a strong operating margin and growing free cash flow, its substantial debt is a weak point, particularly after taking on a loan for a share buyback. Investors should monitor free cash flow and debt levels in future reports, especially given changes in mortgage score pricing and an uncertain market outlook for fiscal 2027.

Nov 10, 2026

Shares of Fair Isaac (FICO) have significantly underperformed the S&P 500 over the past year, despite a recent monthly gain, leaving the stock well below its December 2025 high. While Fair Isaac's price-to-earnings ratio is currently lower than its historical average and the company boasts near-peak operating margins, its future performance is uncertain due to a shift in mortgage score pricing and a lack of fiscal 2027 guidance from management. Investors must weigh these factors, along with market risks, when deciding whether to buy now or wait for more clarity.

Nov 5, 2026

RBC Capital Markets downgraded Fair Isaac (FICO) from Outperform to Sector Perform, lowering its price target from $1,045.00 to $770.00. This downgrade reflects uncertainties surrounding the company. Following the announcement, Fair Isaac's shares saw a slight increase of 0.54% to $704.83 in late morning trading.

Nov 4, 2026

Fair Isaac (FICO) reported a record-breaking fiscal 2026 with Q4 revenues up 27% year-over-year to $657 million and GAAP net income of $175 million. The company repurchased $3.028 billion of stock in fiscal 2026 and paused repurchases in Q4 to reduce leverage. FICO launched the FICO Preferred Program for mortgage lenders and introduced the next-generation FICO Platform and Enterprise Fraud Solutions, although it did not provide fiscal 2027 guidance due to ongoing pricing transitions and market uncertainties.

Nov 4, 2026

Fair Isaac Corporation (FICO) reported better-than-expected Q3 CY2026 revenue of $657 million, a 27.4% year-on-year increase, and adjusted EPS of $11.10, beating analyst estimates. Despite strong historical revenue and EPS growth, the stock dropped 9% following the announcement. Analysts predict a deceleration in revenue growth over the next 12 months.

Nov 4, 2026

Fair Isaac Corp. (FICO) stock declined by 3.22% on Wednesday, closing at $701.03. This underperformance occurred during a favorable trading session for the broader market, as the S&P 500 Index rose 1.58% and the Dow Jones Industrial Average gained 3.03%. The stock's fall ended a five-day winning streak.

Nov 3, 2026

Rollins, Inc. (NYSE: ROL) missed its quarterly earnings expectations and subsequently lowered its organic growth guidance for the year due to softer-than-anticipated customer-initiated pest services. Despite a strong 18.71% 1-month rebound, the stock is still down 39.57% over the past 52 weeks. Investment manager Riverbridge Partners, while holding Rollins in its Q3 2026 investor letter, suggests that certain AI stocks may offer greater upside potential with less downside risk.

Nov 2, 2026

Fair Isaac (FICO) is scheduled to report its fourth-quarter fiscal 2026 results on November 4, with revenue and earnings growth anticipated due to strength in its Scores business and increasing adoption of its FICO Platform. However, factors like elevated interest rates, competition from VantageScore, and migration from legacy software products could impact performance. The company currently has a Zacks Rank #5 (Strong Sell) and an Earnings ESP of 0.00%, suggesting an earnings beat is unlikely based on the Zacks model.

Nov 1, 2026

Fair Isaac (FICO) stock exhibits a high free cash flow yield of 6.0%, significantly above the S&P 500 median, typically indicating a potential bargain or expected sales decline. Despite its strong cash generation and revenue growth, investors appear concerned about changes in mortgage scoring, particularly the Federal Housing Finance Agency's decision to simplify the mortgage pricing grid and incorporate VantageScore. This change, which has already led to a 27% drop in FICO's stock on the announcement day, raises questions about future mortgage score revenues, which constituted a large portion of its Scores business.