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Added to YB: 2026-03-25

Pitch date: 2026-03-22

FICO [neutral]

Fair Isaac Corporation

-5.62%

current return

Author Info

No bio for this author

Company Info

Fair Isaac Corporation provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Market Cap

$25.2B

Pitch Price

$1.1K

Price Target

N/A

Dividend

N/A

EV/EBITDA

27.75

P/E

39.35

EV/Sales

13.71

Sector

Software

Category

turnaround

Show full summary:
3 Lessons from 'Stock Master Maestros' + Watchlist Update - Fair Isaac Corporation

FICO (watchlist): -40% past yr, -49% from 52wk high after $1B notes offering raised liquidity concerns & FHFA pushed 'Lender Choice' model allowing VantageScore 4.0, ending mortgage monopoly. Q1 rev +16% YoY to $512M, EPS beat. Platform rev +33% YoY offsets scoring pressure. Dev Kantesaria ~33% portfolio allocation. Accelerating buybacks signal strong FCF but regulatory clarity needed before actionable.

Read full article (1 min)