US · Technology · Software - Application
EPS came in at 9.61 against a street estimate of 9.20 — a beat of 4.5%.
Analysts rate Fair Isaac Corporation a buy (10 buy, 9 hold, 2 sell out of 21) with an average price target of $897.05.
CONFIDENT FICO delivered 26% revenue growth to $674M with 41% Scores segment surge driven by mortgage pricing. Raised FY26 guidance across all metrics. Platform ARR now exceeds legacy; strong free cash flow funded $1.96B buyback. Q3 FY26 Americas dominates; EMEA and APAC minimal contribution. Analysts pressed VantageScore gaming, 10T pricing bundling, and DLP timing. Management acknowledged gaming as structural reality but sees ceiling at ~20% share; 10T bundled free today pending pricing decisions; DLP awaits single GSE cert (imminent). 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.66% |
| Vanguard Capital Management, LLC | 6.84% |
| Capital Research Global Investors | 6.00% |
| Vanguard Portfolio Management, LLC | 5.81% |
| Capital Research & Mgmt Co - Division 3 | 5.78% |
| State Street Corp | 4.88% |
| Geode Capital Management, LLC | 3.39% |
| Capital World Investors | 3.32% |
| Document | Date |
|---|---|
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Q4 fiscal 2026 revenue was $657.0 million, up 27% from $515.8 million. • GAAP net income was $175.0 million, or $8.12 diluted EPS | 2026-11-04 |
| Current report · Q1 FY2027 HEADLINE NUMBERS • Fair Isaac Corporation plans to eliminate approximately 15% of positions across the Company. • The workforce-reduction plan is in | 2026-10-06 |
| Quarterly report · Q3 FY2026 FAIR ISAAC CORPORATION (FICO) – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (9 months ended June 30, 2026): $1,877.8 million, up 27.3% vs. $1,47 | 2026-07-29 |
| Results announced · Q4 FY2026 FICO Q3 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q3 Revenue: $674.2 million, up 26% year-over-year (prior year: $536.4 million) • Q3 GAAP Ne | 2026-07-29 |
| Material agreement · Q3 FY2026 FAIR ISAAC CORPORATION (FICO) – 8-K SUMMARY Filed: June 8, 2026 --- HEADLINE NUMBERS • New debt issued: $1.5 billion unsecured incremental term loa | 2026-06-08 |
| Quarterly report · Q2 FY2026 FAIR ISAAC CORPORATION (FICO) — Q2 2026 SUMMARY HEADLINE NUMBERS • Total revenues for Q2 2026 (quarter ended March 31): $691.7 million, up 38.7% fro | 2026-04-28 |
| Results announced · Q3 FY2026 FICO Q2 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $691.7 million, up 39% year-over-year (prior year: $498.7 million) • GAAP Net Incom | 2026-04-28 |
| Material agreement · Q2 FY2026 FAIR ISAAC CORPORATION (FICO) - 8-K SUMMARY HEADLINE NUMBERS • Company closed a private offering of $1.0 billion in Senior Notes on March 20, 2026 • | 2026-03-20 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.