Shared on03 Oct 25
Fair value Increased 2.07%

Fair Isaac's analyst price target has risen from $1,874.70 to $1,913.47. This change reflects improved views on its mortgage licensing business, sustained market leadership, and incremental increases to revenue growth and profit margin expectations, according to analysts.

Shared on02 Sep 25
Fair value Decreased 0.98%

The consensus price target for Fair Isaac decreased to $1,872 as analysts weighed increased regulatory uncertainty and competitive threats from the FHFA’s move to include VantageScore 4.0, though resilient EPS estimates and a robust business model remain supportive of fair value. Analyst Commentary Bearish analysts lowered price targets due to the Federal Housing Finance Agency's decision to allow Fannie Mae and Freddie Mac to use VantageScore 4.0, raising concerns about increased competition and potential erosion of FICO's monopoly.

Shared on04 Aug 25
Fair value Decreased 11%

The consensus price target for Fair Isaac has been revised downward, primarily reflecting reduced growth expectations and a notable compression in the company's future P/E multiple, resulting in a fair value decrease from $2,123 to $1,924. What's in the News FICO announced the upcoming rollout of FICO® Score 10 BNPL and FICO® Score 10 T BNPL, the first major credit scores to integrate “Buy Now, Pay Later” (BNPL) data, reflecting changing consumer credit behavior and aiming to broaden financial inclusion (Wall Street Journal; FICO Product-Related Announcements).