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00:00-07:00Today2 Stories
Fair Isaac Fell 58%, But The Story Isn't Over
If you had paused in late October 2025 and chosen not to buy Fair Isaac, the past year looks very different than it does for those who did step in. Investors who held Fair Isaac over the past year are down 58.0%, including dividends. With regulators later ending its mortgage scoring monopoly and fresh antitrust scrutiny now on record, which early assumption about FICO's pricing power or dependency on mortgage scores would you want to recheck first? Fair Isaac has already moved. See which of...
FICO Stock Faces Pricing Power Questions After Mortgage Score Price Reset
Fair Isaac introduced a Preferred Program that bundles its Classic FICO Score and FICO Score 10T at a fixed US$10 wholesale mortgage price, while competing VantageScore 4.0 is reported to cost less than half that level. The fixed pricing signals pressure on Fair Isaac's ability to raise mortgage score fees, which shifts more of the business focus toward volume and raises questions about future score economics in a more competitive market. This development may influence how investors view...
20:00-22:00Yesterday2 Stories
Why Fair Isaac Corporation (FICO) stock is nosediving
Shares of credit scoring and analytics company FICO (NYSE:FICO) fell 7.5% in the morning session after Wells Fargo downgraded the company to Equal Weight alongside price target reductions from UBS and BMO Capital Markets.
Wells Fargo Downgrades Fair Isaac to Equal-Weight from Overweight
13:00-16:00Yesterday2 Stories
FICO stock falls 14% after Pulte pledges 'more action' on credit score competition
FICO stock dropped after the scoring company said it was holding its price for lenders flat at $10 and a Trump official said he was focused on credit score competition.
FICO Sinks 16% as It Holds Mortgage Score Price at $10 With “Flat Year-Over-Year Pricing”
Key TakeawaysFICO shares fell 16% after the company said it would keep its wholesale mortgage score price at $10 for lenders in its new Preferred Program. The $10 price stays flat while VantageScore 4.
05:00-11:00Yesterday2 Stories
FICO Missed Its Chance to Raise Prices, and the Stock Plunges
FICO said it would hold its $10 pricing for mortgage credit scores.
Wells Fargo Downgrades Fair Isaac to Equal-Weight, Lowers Price Target to $735
Wells Fargo analyst Jason Haas downgrades Fair Isaac (NYSE:FICO) from Overweight to Equal-Weight and lowers the price target from $800 to $735.
07:00-17:00Oct 232 Stories
FICO Holds Mortgage Score Pricing at $10 for Lenders Enrolled in Preferred Program
BOZEMAN, Mont., October 23, 2026--FICO (NYSE: FICO), global analytics software leader, today announced that it will hold its wholesale mortgage price for the FICO® Score through its tri-merge resellers at $10 for lenders and brokers enrolled in its Preferred Program. The $10 price is for a bundle of both the Classic FICO® Score, the credit score that has served as the industry standard for mortgage lending for nearly three decades, and the FICO® Score 10T, FICO’s modern credit score and the most
What to Expect From Fair Isaac’s Next Quarterly Earnings Report
Fair Isaac is all geared up to announce its fourth-quarter earnings early next month, and Wall Street projects its bottom line to rise by double digits.
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16:00-19:00Oct 212 Stories
How Much Of Fair Isaac’s Growth Comes From Its Mortgage Score Price?
For questions about this article or underlying research, email help@trefis.com.
Fair Isaac Corporation Announces Date for Reporting of Fourth Quarter Fiscal 2026 Financial Results
BOZEMAN, Mont., October 21, 2026--Global analytics software leader FICO (NYSE: FICO), will announce its fourth quarter fiscal 2026 results on November 4, 2026, after the market closes and will host a conference call on November 4th at 5:00 p.m. Eastern time (4:00 p.m. Central/ 2:00 p.m. Pacific).
21:00Oct 201 Story
02:00-10:00Oct 192 Stories
Mizuho Maintains Outperform on Fair Isaac, Lowers Price Target to $1063
Mizuho analyst Sean Kennedy maintains Fair Isaac (NYSE:FICO) with a Outperform and lowers the price target from $1344 to $1063.
FICO Stock Rose 16% Last Week With No News. The Street’s Targets Fell 18%.
Key TakeawaysRelief Rally: FICO stock jumped 16% to $771 in the week of October 12 without a clearly established fresh catalyst, after the FHFA’s single pricing grid knocked it down 26%+ on September 29. Mortgage Exposure: Mortgage scoring made up 43% of March-quarter revenue.
08:00Oct 162 Stories
Fair Isaac (NYSE:FICO): Affordable Growth at a Reasonable Valuation
FICO scores high on affordable growth: strong EPS growth, cheap forward P/E, elite margins, and balanced valuation versus peers.
RBC Capital Maintains Outperform on Fair Isaac, Lowers Price Target to $1045
RBC Capital analyst Ashish Sabadra maintains Fair Isaac (NYSE:FICO) with a Outperform and lowers the price target from $1525 to $1045.
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10:00-21:00Oct 132 Stories
Should You Sell Your Fair Isaac Stock Now?
Fair Isaac (FICO) stock has lost 57% over the past twelve months, while the S&P 500 returned 17.3%. Shareholders are likely wondering if it is time to sell. The question is difficult because the underlying business has been growing rapidly, and the recent decline followed a government decision on mortgage pricing. So how much does Fair Isaac rely on mortgages.
Fair Isaac (FICO) Could Be 41% Undervalued Following UWM’s FICO Score Commitment
Fair Isaac (FICO) is receiving renewed attention after United Wholesale Mortgage reaffirmed it will use FICO Scores on every broker credit pull, keeping the model central to how one of the largest mortgage players prices risk. Fair Isaac’s reaffirmed role at United Wholesale Mortgage comes at a volatile moment for the stock, with the share price jumping 10.85% in the last day but still down 54.97% on a year to date basis and the 1 year total shareholder return declining 55.15%, hinting that...
09:00Oct 132 Stories
Regulatory Tussle Masks Fair Isaac Corp’s (FICO) Record Quarter
Lindsell Train Ltd, an investment management company, has released its “Lindsell Train Global Equity Fund” third-quarter 2026 investor letter. The letter can be downloaded here. To drive long-term capital growth, the LT Global Equity Fund maintains a concentrated portfolio of developed-market global equities. The Fund fell 1.4% in Q3 2026, trailing the MSCI World Index […]
Raymond James Maintains Outperform on Fair Isaac, Lowers Price Target to $1230
Raymond James analyst Patrick O'Shaughnessy maintains Fair Isaac (NYSE:FICO) with a Outperform and lowers the price target from $1750 to $1230.
02:00Oct 131 Story
15:00-20:00Oct 123 Stories
Review & Preview: Birthday Bull
We’re four years into a great run but stocks didn’t quite get the memo on Monday.
Freddie Mac, Fannie Mae privatization will add 'a lot of burden' on Americans
Mizuho analysts downgraded both Fannie Mae (FNMA) and Freddie Mac (FMCC) to Neutral over waning odds that the White House will privatize the enterprises in 2028. Mizuho Americas senior financial technology analyst Dan Dolev further explains the reasoning behind this downgrade.
Discover which S&P500 stocks are making waves on Monday.
Stay updated with the movement of S&P500 stocks in today's session. Discover which S&P500 stocks are making waves on Monday.
09:00-13:00Oct 122 Stories
EBay, the ‘NYSE for Used Items,’ Is a Morgan Stanley Top Stock Pick
EBay stock advances as Morgan Stanley says the company’s live-shopping business is accelerating growth.
1 Value Stock with Exciting Potential and 2 Facing Headwinds
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
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10:00-12:00Oct 22 Stories
Fair Isaac Consensus Price Target Decreased by 12.47% to $1,311.72
What Does Fair Isaac Offer That Cadence Does Not?
Investors buy Cadence Design Systems (CDNS) for a product customers cannot easily replace. They buy Fair Isaac for the same reason. Cadence sells chip design software and grows as customers design more chips. Fair Isaac sells the FICO Score and has grown mainly by raising its price. In September 2026, the government's Federal Housing Finance Agency said it would start using VantageScore, a cheaper rival, to set mortgage prices.
04:00-07:00Oct 22 Stories
Barclays Maintains Overweight on Fair Isaac, Lowers Price Target to $875
Barclays analyst Manav Patnaik maintains Fair Isaac (NYSE:FICO) with a Overweight and lowers the price target from $935 to $875.
Baird Maintains Outperform on Fair Isaac, Lowers Price Target to $1070
Baird analyst Jeffrey Meuler maintains Fair Isaac (NYSE:FICO) with a Outperform and lowers the price target from $1549 to $1070.
13:00-18:00Oct 14 Stories
FICO stock tumbles on report of credit bureau requirement change
Investing.com -- Fair Isaac (NYSE) shares fell 7% after hours Thursday, while TransUnion (NYSE) dropped 6%, following a Bloomberg report that the Federal Housing Finance Agency plans to direct Fannie Mae and Freddie Mac to require lenders to pull credit data from two major credit reporting bureaus instead of three.
Fair Isaac stock continues to whipsaw, falling 8% in premarket trading
Stock in Fair Isaac Corp. rose 11% on Thursday.
Fair Isaac stock pops 11% 2 days after rout, even as BofA cuts price target
Stock in Fair Isaac Corp. rose 11% on Thursday.
14:00Sep 292 Stories
Apple, Meta, Iovance, Carnival, Fair Isaac, Bloom Energy, SpaceX, and More Stocks That Explain Today’s Market
Nvidia fell 0.3%, reversing from Monday’s gains when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. Navitas Semiconductor rose 1.1% after it received a U.S. Army grant to develop power semiconductor technology.
Fair Isaac Stock Is on Pace for Its Worst Day Since 1989. Is the FICO Score’s Near Monopoly Over?
Fair Isaac stock falls after Bill Pulte, the director of the Federal Housing Finance Agency, says the mortgage pricing grid is being simplified and that VantageScore is being incorporated.
11:00-14:00Sep 293 Stories
FICO Sinks 27% as Trump Admin Announces Plans to End Its Mortgage Scoring Monopoly
Key TakeawaysFICO shares fell about 27% after FHFA Director Bill Pulte said Fannie Mae and Freddie Mac will merge their two mortgage pricing grids into one that includes VantageScore next to FICO Classic. Putting VantageScore on the same pricing grid removes the main cost reason for lenders to stay with FICO’s mortgage scores.
Fair Isaac, Carnival, Bloom Energy, SpaceX, Iovance, and More Stocks That Explain Today’s Market
Stocks slipped Tuesday as the 30-year Treasury yield hit its highest level in over 24 years, while technology stocks bounced back following the broader selloff from Monday. Nvidia advanced 0.8%, building on the previous day’s gains when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. The company announced Monday it had agreed to buy AI research company World Labs in an $8.2 billion all stock deal.
10:00Sep 293 Stories
Fair Isaac drops 26% as VantageScore gains mortgage pricing parity
Fair Isaac Corp (NYSE:FICO) came under renewed pressure after FHFA said mortgage pricing changes would put its cheaper rival, VantageScore, on the same pricing framework as Classic FICO. Shares traded at $623.62, down 26% in Tuesday morning trading. Behind the renewed selling is FHFA's...
Fair Isaac stock plunges 20% after Fannie and Freddie open door to FICO credit score rival
Stock in Fair Isaac Corp. fell sharply on Tuesday after the Federal Housing Finance Agency announced a change in mortgage pricing, introducing competition to FICO Score's long hold on mortgage lending.
FICO stock drops 20%: Analysts break down the impact of FHFA’s single pricing grid
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19:00-00:00Sep 202 Stories
AFRM Stock Rises Overnight: Affirm CEO Says AI Won’t Put Human Underwriters ‘Out Of Business’
Affirm CEO Max Levchin said in an interview with CNBC that while human underwriters “could never do what we're doing with transformers,” they would not replace them completely.
FICO Stock Has Fallen 43% From Its Peak. Does the Selloff Make Sense?
Key Stats for Fair Isaac Corporation 52-Week Range: $870. 01 to $1,998.
08:00-10:00Sep 192 Stories
How Investors Are Reacting To Fair Isaac (FICO) Making FICO Score 10T Free For FHA Lenders
Fair Isaac recently announced that its latest credit scoring model, FICO Score 10T, will be available at no cost alongside Classic FICO for FHA-approved mortgage lenders starting January 1, 2027, using trended credit and rental payment data to give a more detailed view of borrower behavior over time. Independent analyses cited by Fair Isaac indicate that FICO Score 10T is the most predictive mortgage credit score available, especially for FHA first-time homebuyer loans, where it has...
Fair Isaac (FICO) Could Be 34% Undervalued As FHA Mortgage Score Expansion Nears
Fair Isaac (FICO) is back in focus after announcing that its FICO Score 10T model will be available to FHA-approved mortgage lenders starting January 1, 2027. This move expands its role in housing credit decisions. Against this product news backdrop, Fair Isaac’s share price has softened, with a 1-month share price return down 18.24% and the year-to-date share price return down 42.21%, even though the 5-year total shareholder return sits at 126.49%. This points to strong long-run compounding...