Fair Isaac: Accelerating Earnings Growth Proves Shares Are Undervalued

Fair Isaac Corporation delivered a blowout 2Q26, with revenues up 39% and net income up 63% YoY, far surpassing expectations. FICO's Scores segment surged 60% YoY, driven by aggressive price hikes and a 127% increase in mortgage originations, expanding operating margin to 91%. Management raised FY26 guidance and robustly rebutted concerns about VantageScore eroding FICO's market dominance, emphasizing the trivial paid adoption of VS.

Seeking Alpha • 20 hours ago

FICO to Present Free Credit Education Workshops at Select Citi Branches

BOZEMAN, Mont.--(BUSINESS WIRE)---- $FICO--Global analytics software leader, FICO (NYSE:FICO) is hosting a series of free credit education workshops at select Citi branches nationwide through FICO's Score A Better Future™ (SABF) program. These workshops are designed to empower individuals in traditionally underserved communities with the knowledge and tools to make informed financial decisions and prepare for life milestones, such as renting an apartment, buying a home, owning a business, or advancing ed.

Business Wire • a day ago

20 stocks in the S&P 500 of companies with soaring sales and improving profit margins

This earnings season's big winners include makers of AI-oriented hardware, but the list also includes some surprises.

Market Watch • May 13, 2026

Fair Isaac Defends Mortgage Score Moat, Touts Buybacks and Software Growth

Fair Isaac NYSE: FICO executives defended the company's mortgage scoring position, capital allocation strategy and software growth outlook during a conference appearance featuring President and CEO William J. Lansing and EVP and CFO Steven Weber.

MarketBeat • May 12, 2026

Allspring Mid Cap Growth Fund Q1 2026 Performance And Attribution

The fund outperformed the Russell Midcap Growth Index during the first quarter that ended March 31, 2026. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. Curtiss-Wright Corp. reported a strong quarter with solid results and steady backlog growth, and we maintained our position as we view the company as a durable compounder.

Seeking Alpha • May 12, 2026

FICO's Big Mortgage Shift: What Its New Per-Pull Pricing and $65 Success Fee Mean for Long-Term Investors

FICO is cutting its mortgage score price to match VantageScore while adding a success fee on funded loans. This shift makes FICO's mortgage revenue more dependent on loan conversion rates and housing-market cycles.

The Motley Fool • May 5, 2026

Fair Isaac Corporation (FICO) Presents at Barclays 18th Annual Americas Select Conference Transcript

Fair Isaac Corporation (FICO) Presents at Barclays 18th Annual Americas Select Conference Transcript

Seeking Alpha • May 5, 2026

First-of-Its-Kind Independent Study Finds FICO® Score 10T the Most Predictive Credit Score for Mortgage Lending

BOZEMAN, Mont.--(BUSINESS WIRE)---- $FICO--New white paper by Milliman shows FICO Score 10T outperforms VantageScore 4.0 on all mortgage types, including GSE and FHA loans.

Business Wire • May 4, 2026

Here's Why Fair Isaac (FICO) is a Strong Growth Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Apr 30, 2026

Fair Isaac Q2 Earnings Beat Estimates on Scores, Revenue Up Y/Y

FICO tops Q2 estimates as revenue surges 39%, fueled by booming mortgage activity and strong Scores segment growth, prompting a raised full-year outlook.

Zacks Investment Research • Apr 29, 2026