Barclays Issues Pessimistic Forecast for Fair Isaac (NYSE:FICO) Stock Price

Fair Isaac (NYSE:FICO) had its price target dropped by analysts at Barclays from $875.00 to $800.00 in a research note issued on Thursday, Benzinga reports. The firm currently has an “overweight” rating on the technology company’s stock. Barclays‘s target price would suggest a potential upside of 13.91% from the company’s current price.

Other research analysts also recently issued reports about the company. Citigroup reiterated a “neutral” rating on shares of Fair Isaac in a report on Tuesday, October 27th. Jefferies Financial Group cut their target price on Fair Isaac from $1,675.00 to $925.00 and set a “buy” rating on the stock in a research note on Monday, November 2nd. The Goldman Sachs Group set a $1,322.00 price target on Fair Isaac in a research report on Tuesday, September 29th. Huber Research cut shares of Fair Isaac to a “strong sell” rating in a research note on Tuesday, September 29th. Finally, UBS Group reiterated a “buy” rating on shares of Fair Isaac in a report on Thursday. Nine equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Fair Isaac has an average rating of “Hold” and an average price target of $917.44.

Fair Isaac Stock Down 0.7%

NYSE FICO traded down $5.08 during trading on Thursday, reaching $702.32. 676,271 shares of the stock traded hands, compared to its average volume of 986,979. Fair Isaac has a fifty-two week low of $586.05 and a fifty-two week high of $1,858.91. The firm has a market cap of $15.17 billion, a price-to-earnings ratio of 19.34, a price-to-earnings-growth ratio of 0.88 and a beta of 1.36. The stock’s 50-day moving average price is $827.62 and its 200 day moving average price is $1,107.10.

Fair Isaac (NYSE:FICO) last released its quarterly earnings data on Wednesday, November 4th. The technology company reported $11.10 EPS for the quarter, beating analysts’ consensus estimates of $10.69 by $0.41. Fair Isaac had a net margin of 34.05% and a negative return on equity of 32.51%. The business had revenue of $657.05 million during the quarter, compared to analysts’ expectations of $651.73 million. During the same quarter in the prior year, the company earned $7.74 EPS. The firm’s quarterly revenue was up 27.4% on a year-over-year basis. Analysts anticipate that Fair Isaac will post 40.03 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. ICICI Prudential Asset Management Co Ltd increased its holdings in Fair Isaac by 119.0% during the third quarter. ICICI Prudential Asset Management Co Ltd now owns 9,497 shares of the technology company’s stock worth $5,627,000 after buying an additional 5,160 shares during the last quarter. Allworth Financial LP raised its position in Fair Isaac by 24.1% during the third quarter. Allworth Financial LP now owns 494 shares of the technology company’s stock worth $293,000 after acquiring an additional 96 shares in the last quarter. SVB Wealth LLC acquired a new stake in Fair Isaac in the third quarter valued at $258,000. Eurizon Capital SGR S.p.A. lifted its stake in Fair Isaac by 2.7% in the third quarter. Eurizon Capital SGR S.p.A. now owns 4,833 shares of the technology company’s stock valued at $2,874,000 after acquiring an additional 125 shares during the last quarter. Finally, Maryland State Retirement & Pension System grew its position in shares of Fair Isaac by 6.5% in the 3rd quarter. Maryland State Retirement & Pension System now owns 1,254 shares of the technology company’s stock valued at $743,000 after acquiring an additional 76 shares during the period. 85.75% of the stock is currently owned by institutional investors.

Trending Headlines about Fair Isaac

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

• Positive Sentiment: FICO beat Q4 earnings and revenue estimates, with record revenue and EPS growth. The company cited score pricing and adoption, mortgage pricing, and software growth as contributors; strong cash flow also supported the outlook. FICO Q4 Earnings Beat on Scores, Pricing and Software Growth
• Neutral Sentiment: Analyst views were mixed despite several target reductions: Needham kept a Buy rating and Barclays remained Overweight, while JPMorgan rated the shares Neutral. Autonomous Research raised its target. Needham Adjusts Price Target
• Negative Sentiment: FICO withheld fiscal 2027 guidance amid uncertainty over mortgage pricing. Weak mortgage volumes and a $0.99 competitor sharing the pricing grid raise questions about future mortgage-score revenue and pricing power. FICO Q4’26 Earnings Call Highlights Pricing Uncertainty for FY27
• Negative Sentiment: Several firms lowered price targets, including Wells Fargo ($735 to $650), JPMorgan ($900 to $800), Barclays ($875 to $800), and Needham ($1,100 to $925). Debt questions added to investor concerns despite the earnings beat. Fair Isaac Stock Shrugs Off Q4 Results Despite Debt Questions

Fair Isaac Company Profile

Fair Isaac Corporation, commonly known as FICO, develops analytics and decision-management software used by businesses to assess risk, detect fraud and make customer-related decisions. The company is best known for the FICO Score, a credit-risk scoring system used by lenders and other financial institutions to evaluate consumer creditworthiness.

FICO’s offerings include credit scoring solutions, decisioning platforms, fraud-detection tools, customer management software and predictive analytics.