Added to YB: 2026-10-06
Pitch date: 2026-09-30
FICO [neutral]
Fair Isaac Corporation
+13.86%
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
$15.0B
Pitch Price
$635.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.97
P/E
20.18
EV/Sales
8.51
Sector
Software
Category
turnaround
Fair Isaac Corp ($FICO) after the collapse: the burden of proof has shifted
FICO (update): Fair Isaac increasingly looks headed for a structural reset as Rocket prefers VantageScore for eligible direct-to-consumer loans, GSE disclosures erode its historical-data advantage and $0.99 alternative pricing extends through 2028. Yet at roughly $600 intraday, valuation is 21.4x if durable EPS is $28 but 30x at $20. Strong FICO 10T performance could preserve premium economics, while higher debt makes the transition less forgiving.
Read full article (10 min)