Fair Isaac Corporation (NYSE:FICO) Receives $1,627.93 Average Target Price from Brokerages

Shares of Fair Isaac Corporation (NYSE:FICO) have received a consensus recommendation of “Moderate Buy” from the seventeen analysts that are currently covering the stock, Marketbeat reports. Five investment analysts have rated the stock with a hold recommendation and twelve have assigned a buy recommendation to the company. The average twelve-month price target among brokers that have updated their coverage on the stock in the last year is $1,624.40.

Several research firms have recently weighed in on FICO. Royal Bank Of Canada reduced their target price on Fair Isaac from $2,400.00 to $1,525.00 and set an “outperform” rating for the company in a report on Thursday. UBS Group lifted their price target on Fair Isaac from $1,250.00 to $1,270.00 and gave the stock a “neutral” rating in a research report on Thursday, July 2nd. Barclays reduced their price objective on Fair Isaac from $2,400.00 to $1,950.00 and set an “overweight” rating for the company in a research note on Friday, April 10th. Jefferies Financial Group lowered their target price on shares of Fair Isaac from $1,800.00 to $1,700.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Finally, The Goldman Sachs Group lowered their target price on shares of Fair Isaac from $1,770.00 to $1,528.00 and set a “buy” rating on the stock in a research report on Thursday, April 2nd.

Fair Isaac News Roundup

Here are the key news stories impacting Fair Isaac this week:

• Positive Sentiment: Fair Isaac reported fiscal third-quarter adjusted earnings of $12.18 per share, exceeding analyst expectations. Revenue rose 25.7% year over year to approximately $674.2 million, while operating profit and net income also increased sharply. Fair Isaac Q3 Earnings Beat Estimates on Scores, Revenues Up Y/Y
• Positive Sentiment: The company said demand for its FICO Scores business drove growth and margin expansion. It raised fiscal 2026 EPS guidance to about $42.43, modestly above the roughly $42.06 consensus estimate, while maintaining revenue expectations near $2.5 billion. Fair Isaac Raises Guidance As FICO Score Business Drives Growth
• Positive Sentiment: Wolfe Research maintained a Buy rating with a $1,450 price target, citing strong earnings, expanding margins and rising platform annual recurring revenue. Needham also reaffirmed its Buy rating and set a $1,650 target. Analyst Maintains Buy on FICO
• Neutral Sentiment: Analysts generally remain constructive, but the estimates imply that investors are closely weighing FICO’s premium valuation against execution and growth expectations.
• Negative Sentiment: Quarterly revenue fell short of Wall Street expectations by roughly $5 million to $18 million, depending on the estimate used. The miss overshadowed the earnings beat because revenue growth was concentrated in Scores while software growth was softer. Fair Isaac Releases Q3 2026 Earnings
• Negative Sentiment: Investors also reacted to downside guidance and near-term mortgage-market headwinds, which could limit demand for some FICO products. The combination of the revenue miss and cautious near-term signals made FICO one of the S&P 500’s weakest performers in the session. FICO Stock Tracking Worst Day in Over a Year After Downside Guidance

Fair Isaac Trading Down 16.9%

Shares of NYSE:FICO opened at $1,140.36 on Tuesday. The firm has a 50 day simple moving average of $1,218.85 and a 200-day simple moving average of $1,234.05. Fair Isaac has a twelve month low of $870.01 and a twelve month high of $1,998.01. The company has a market capitalization of $26.44 billion, a PE ratio of 32.94, a P/E/G ratio of 1.22 and a beta of 1.29.

Fair Isaac (NYSE:FICO) last posted its earnings results on Wednesday, July 29th. The technology company reported $12.18 EPS for the quarter, beating analysts’ consensus estimates of $11.76 by $0.42. Fair Isaac had a net margin of 34.05% and a negative return on equity of 42.05%. The firm had revenue of $674.19 million for the quarter, compared to the consensus estimate of $679.17 million. During the same period last year, the firm posted $8.57 EPS. The company’s revenue was up 25.7% on a year-over-year basis. Fair Isaac has set its FY 2026 guidance at 42.430-42.430 EPS. As a group, equities research analysts predict that Fair Isaac will post 38 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Soltis Investment Advisors LLC acquired a new stake in Fair Isaac during the 4th quarter worth approximately $2,379,000. Brighton Jones LLC raised its stake in shares of Fair Isaac by 168.7% during the fourth quarter. Brighton Jones LLC now owns 481 shares of the technology company’s stock worth $958,000 after purchasing an additional 302 shares during the last quarter. Titan Global Capital Management USA LLC lifted its holdings in shares of Fair Isaac by 42.6% during the fourth quarter. Titan Global Capital Management USA LLC now owns 7,993 shares of the technology company’s stock worth $13,513,000 after purchasing an additional 2,387 shares during the period. Altrafin AG acquired a new stake in shares of Fair Isaac during the fourth quarter worth $2,117,000. Finally, M.D. Sass LLC purchased a new position in Fair Isaac in the 4th quarter valued at $55,660,000. 85.75% of the stock is owned by hedge funds and other institutional investors.

About Fair Isaac

Fair Isaac Corporation, commonly known as FICO, is a data analytics and software company best known for its FICO Score, a widely used credit-scoring system that helps lenders assess consumer credit risk. Founded in 1956 by Bill Fair and Earl Isaac, the company has evolved from its origins in statistical credit scoring to a broader focus on predictive analytics, decision management and artificial intelligence-driven solutions for financial services and other industries. FICO is headquartered in San Jose, California, and operates globally, serving clients across North America, Latin America, Europe, the Middle East, Africa and the Asia-Pacific region.

FICO’s product portfolio centers on analytics and decisioning technologies.