Fair Isaac Lifts FY26 EPS View to $36.86, Topping Expectations
FICO sits 50% above its 52-week low of $870.01.
Summary
Fair Isaac has significantly raised its full-year fiscal 2026 EPS guidance, initially to $36.86 and subsequently to an adjusted EPS of $42.43, signaling stronger-than-expected performance in its core Scores business. This material upward revision comes just three months after the company reported robust Q2 results, which included 39% revenue growth and aggressive buybacks, and follows the recent adoption milestone for its next-gen 10T credit score. The guidance lift directly counters the high-profile short thesis disclosed in May and reinforces the earnings momentum that has driven the stock, which has a $31.8 billion market cap and shares trading near $1,300. Management's revised outlook suggests sustained pricing power and volume growth in mortgage and credit scoring. Investors now await the Q3 earnings release for confirmation of this trajectory and any updates on the $2 billion buyback program.
At the time of this announcement, FICO was trading at $1,302.00 on NYSE in the Finance sector, with a market capitalization of approximately $31.8B. The 52-week trading range was $870.01 to $1,998.01. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Dow Jones Newswires.