Fair Isaac price target lowered to $2,100 from $2,150 at Jefferies

Investing.com - Jefferies has reduced its price target on Fair Isaac (NYSE:FICO) to $2,100 from $2,150 while maintaining a Buy rating on the stock. Currently trading at $1,629.20, FICO shares show a 29% potential upside to analysts’ average price target, according to InvestingPro data.

The price target adjustment follows Fair Isaac’s quarterly results, which Jefferies noted came in below expectations due to challenges in the company’s Software segment. Despite these challenges, FICO maintains impressive gross profit margins of 81.75% and has delivered 16.66% revenue growth over the last twelve months.

Fair Isaac’s management issued fiscal 2026 guidance that fell significantly below analyst estimates, with Jefferies highlighting that this conservative outlook was anticipated given various market factors.

The research firm specifically noted that Fair Isaac’s management emphasized their guidance was "more conservative than normal" due to uncertainty regarding mortgage market performance.

Jefferies has consequently lowered its fiscal 2026 adjusted earnings per share estimate for Fair Isaac to $40.34 from the previous $43.27, while reaffirming its Buy recommendation on the stock.

In other recent news, Fair Isaac Corporation reported its fourth-quarter earnings for 2025, surpassing analysts’ expectations. The company achieved an earnings per share (EPS) of $7.74, exceeding the forecasted $7.34. Additionally, Fair Isaac’s revenues reached $516 million, outperforming the anticipated $513.21 million. This robust performance was attributed to notable growth in the Scores segment and strategic innovations within the company. These developments highlight Fair Isaac’s continued financial strength and operational success. The earnings announcement follows a period of strategic focus and execution. Investors may take note of these positive results as they evaluate Fair Isaac’s position in the market.

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