FAIR ISAAC CORP
Stocks settled sharply higher as Middle East tensions eased. The article cites a 66% chance of a +25 bp FOMC hike (Sept 15-16) and an 88% chance of an ECB +25 bp hike (Sept 10). WTI fell over 5%, lifting 10-year Treasuries and lowering yields. It also lists major movers including META (+6%), ORCL (+9%), and ATKR (+28%) after a $3.8B deal.
Fair Isaac (FICO) said elevated interest rates and affordability issues are keeping U.S. mortgage loan originations below historical norms, citing low single-digit year-over-year growth in Q3 volumes. Despite this, FICO raised FY2026 guidance to $2.53B revenue and $42.43 non-GAAP EPS, reporting Q3 revenue of $674M and Scores revenue up 41%.
Markets rose as investors priced in easing geopolitical risks and US economic strength. The article cites a 63% chance of a +25 bp FOMC hike and notes US 10-year yields fell to 4.682%. It highlights stock moves including Meta (+5%), Amazon (+4%), and ATKR surging after Prysmian agreed to buy for $3.8B.
Over the past 7 days, alphai's AI scored 6 news stories mentioning FICO (FAIR ISAAC CORP). Coverage has skewed bearish: 0 bullish, 1 neutral, and 5 bearish.
Recent FICO coverage spans market movers, macro economy and financial news.
In the last 30 days, FICO insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.4M). The most active reporter was Manolis Eva with 1 filing. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Analyst downgrade is the immediate negative catalyst for FICO’s repricing.
Guidance lift is being driven by pricing power despite weak mortgage volumes, implying earnings resilience but continued volume headwinds.
Analyst downgrade is a same-day negative sentiment catalyst.
The downgrade plus cited competitive pressure from VantageScore is a near-term negative catalyst for FICO sentiment and positioning.
FICO is trading on lingering post-earnings sentiment and insider-selling overhang, with another down day extending the trend.
alphai scores every news story that mentions FICO with an AI model for sentiment and relevance, and aggregates insider trades from FAIR ISAAC CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Stocks settled sharply higher as Middle East tensions eased. The article cites a 66% chance of a +25 bp FOMC hike (Sept 15-16) and an 88% chance of an ECB +25 bp hike (Sept 10). WTI fell over 5%, lifting 10-year Treasuries and lowering yields. It also lists major movers including META (+6%), ORCL (+9%), and ATKR (+28%) after a $3.8B deal.
6 min readFair Isaac (FICO) said elevated interest rates and affordability issues are keeping U.S. mortgage loan originations below historical norms, citing low single-digit year-over-year growth in Q3 volumes. Despite this, FICO raised FY2026 guidance to $2.53B revenue and $42.43 non-GAAP EPS, reporting Q3 revenue of $674M and Scores revenue up 41%.
6 min readMarkets rose as investors priced in easing geopolitical risks and US economic strength. The article cites a 63% chance of a +25 bp FOMC hike and notes US 10-year yields fell to 4.682%. It highlights stock moves including Meta (+5%), Amazon (+4%), and ATKR surging after Prysmian agreed to buy for $3.8B.
7 min readFair Isaac (FICO) shares fell about 6.8% after Wolfe Research downgraded the stock to Peer Perform from Outperform, citing a recent third-quarter revenue miss and competitive pressure from VantageScore. The decline also followed Director Eva Manolis selling 967 shares and Amundi disclosing it reduced its stake in Q1. FICO is down 36.3% YTD.
4 min readU.S. stocks rose at the open as President Trump called off a planned Iran strike and said negotiations would resume, easing crude oil and Treasury yields. WTI fell 5.9% to $79.69 and the 10-year yield dropped 5 bps to 4.69%. S&P 500 gained 1.3% to 7,584 and Nasdaq 100 rose 1.3%. Energy Select Sector SPDR (XLE) fell 0.8%.
4 min readA roundup of Monday Wall Street analyst actions includes Jefferies upgrading Parsons to Buy, TD Cowen initiating Circle at Buy with an $82 price target, and Stifel reiterating Tesla Buy while cutting its target to $491. Other calls cover Nvidia, Applied Materials, Corning, SpaceX, Sherwin-Williams, and eBay, with multiple price targets and rating changes.
7 min readUS stocks rose as investors digested strong Q2 earnings expectations and results, led by Microsoft. The article cites Bloomberg Intelligence forecasts for Q2 earnings up about 23% and notes 86% of 243 S&P 500 firms beat estimates. It also reports chip and AI-infrastructure gains tied to Lam Research and other semis, while some software names fell.
7 min readManolis Eva sold 967 shares of FAIR ISAAC CORP (FICO) at $1400.00 ($1.35M total) on 2026-07-29 under a Rule 10b5-1 trading plan.
1 min readBMO Capital adjusted its price target on Fair Isaac (FICO) to $1,550 from $1,700 and kept an Outperform rating, according to the note cited in the article. The change reflects BMO’s updated valuation view while maintaining its positive stance toward the stock.
2 min readWall Street ended sharply higher Thursday, with chip stocks jumping and Microsoft logging its biggest daily percentage gain in 18 years after the technology giant gave a stellar forecast that eased fears about massive spending on AI infrastructure. Microsoft jumped more than 15 percent, boosting its stock market value by $450 billion, the greatest-ever single-day increase for a company on Wall Street. The tech heavyweight forecast quarterly sales and cloud growth above expectations.
6 min read
