Fair Isaac (FICO) reported earnings 30 days ago. What's next for the stock?
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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.
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.
Fair Isaac Corporation (FICO) Presents at Barclays 18th Annual Americas Select Conference Transcript
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Fair Isaac Corporation (FICO) Q2 2026 Earnings Call Transcript
Although the revenue and EPS for Fair Isaac (FICO) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Fair Isaac (FICO) came out with quarterly earnings of $12.5 per share, beating the Zacks Consensus Estimate of $11.03 per share. This compares to earnings of $7.81 per share a year ago.
FICO heads into Q2 earnings with strong revenues and EPS growth expected, powered by mortgage and Score 10T adoption.
The government-backed entities are embracing a rival type of credit score.