Fair Isaac (NYSE:FICO) Given “Buy” Rating at Needham & Company LLC

Fair Isaac (NYSE:FICO)‘s stock had its “buy” rating reiterated by investment analysts at Needham & Company LLC in a report issued on Thursday,Benzinga reports. They presently have a $1,975.00 target price on the technology company’s stock. Needham & Company LLC’s target price suggests a potential upside of 29.30% from the stock’s previous close.

A number of other equities research analysts have also issued reports on the company. JPMorgan Chase & Co. raised their price target on Fair Isaac from $1,750.00 to $1,825.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. Oppenheimer downgraded Fair Isaac from an “outperform” rating to a “market perform” rating in a research report on Monday, October 13th. Zacks Research cut shares of Fair Isaac from a “strong-buy” rating to a “hold” rating in a report on Monday, December 1st. Seaport Research Partners upgraded shares of Fair Isaac to a “strong-buy” rating in a report on Wednesday, October 1st. Finally, BMO Capital Markets dropped their target price on shares of Fair Isaac from $2,300.00 to $2,200.00 and set an “outperform” rating on the stock in a research note on Thursday, November 6th. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Fair Isaac currently has an average rating of “Moderate Buy” and an average target price of $2,094.08.

Fair Isaac Stock Down 1.1%

NYSE FICO opened at $1,527.51 on Thursday. Fair Isaac has a 52 week low of $1,300.00 and a 52 week high of $2,217.60. The firm has a market capitalization of $36.29 billion, a price-to-earnings ratio of 57.53, a PEG ratio of 1.65 and a beta of 1.30. The company has a fifty day moving average of $1,695.87 and a two-hundred day moving average of $1,604.48.

Fair Isaac (NYSE:FICO) last released its earnings results on Wednesday, January 28th. The technology company reported $7.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.08 by $0.25. The firm had revenue of $766.00 million during the quarter, compared to analyst estimates of $501.05 million. Fair Isaac had a net margin of 32.75% and a negative return on equity of 43.97%. The business’s revenue was up 16.4% on a year-over-year basis. During the same quarter last year, the business earned $5.79 EPS. Fair Isaac has set its FY 2026 guidance at 38.170-38.170 EPS. Equities research analysts anticipate that Fair Isaac will post 24.15 EPS for the current year.

Insiders Place Their Bets

In other news, CEO William J. Lansing sold 2,400 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $1,732.88, for a total value of $4,158,912.00. Following the completion of the sale, the chief executive officer owned 10,933 shares of the company’s stock, valued at approximately $18,945,577.04. This represents a 18.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Steven P. Weber sold 1,426 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $1,810.00, for a total transaction of $2,581,060.00. Following the transaction, the chief financial officer owned 2,804 shares in the company, valued at approximately $5,075,240. This represents a 33.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 4,347 shares of company stock worth $7,691,229 in the last three months. Corporate insiders own 3.46% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in FICO. Westside Investment Management Inc. bought a new stake in Fair Isaac during the second quarter valued at about $26,000. Hilltop National Bank purchased a new position in shares of Fair Isaac in the 2nd quarter worth approximately $27,000. Cornerstone Planning Group LLC raised its stake in shares of Fair Isaac by 280.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 19 shares of the technology company’s stock worth $30,000 after acquiring an additional 14 shares in the last quarter. Ransom Advisory Ltd purchased a new stake in Fair Isaac during the third quarter valued at approximately $30,000. Finally, Meeder Asset Management Inc. boosted its stake in Fair Isaac by 66.7% in the third quarter. Meeder Asset Management Inc. now owns 20 shares of the technology company’s stock valued at $30,000 after acquiring an additional 8 shares in the last quarter. 85.75% of the stock is owned by institutional investors.

Key Fair Isaac News

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

• Positive Sentiment: Q1 results beat expectations — EPS of $7.33 topped estimates and revenue showed healthy year‑over‑year growth, driven by recurring Scores revenue. Fair Isaac turns in Q1 profit beat as scores revenues shine; repeats guide
• Positive Sentiment: Management highlighted strong performance in the Scores segment as a key revenue driver for the quarter. FICO quarterly profit rises on strong scores segment performance
• Positive Sentiment: Wall Street remains generally constructive — multiple buy ratings and mid/high price targets were reiterated after the print, supporting longer‑term upside potential. FAIR ISAAC ($FICO) Releases Q1 2026 Earnings
• Neutral Sentiment: Company repeated its FY‑2026 guidance (EPS ~38.17; revenue ~ $2.4B) — a sign of confidence but essentially a hold‑the‑line outlook rather than an upgrade. Fair Isaac Corp (FICO) Q1 2026 Earnings Call Highlights
• Neutral Sentiment: Full earnings call transcript and slides are available for detail; investors should review management’s color on growth cadence and margin levers. Fair Isaac Corporation (FICO) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Guidance slightly missed consensus — the FY‑2026 EPS guide was modestly below Wall Street expectations, which pressured the stock despite the quarter’s beat. Fair Isaac: Fiscal Q1 Earnings Snapshot
• Negative Sentiment: Significant insider selling was reported around the quarter, which can concern investors about near‑term sentiment and puts additional pressure on the share price. FAIR ISAAC ($FICO) Releases Q1 2026 Earnings

Fair Isaac Company Profile

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.