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Investing.com - BMO Capital has lowered its price target on Fair Isaac (NYSE:FICO) to $1,650.00 from $1,800.00 while maintaining an Outperform rating on the stock. The stock, currently trading at $1,362.43, has declined nearly 31% year-to-date and is trading close to its 52-week low of $1,350.
The price target reduction follows an expert event held on August 1, 2025, featuring former Fair Isaac senior employee Clayton Dukes, who shared insights with BMO Capital and investors on key industry dynamics.
According to BMO Capital, Dukes presented a "more pessimistic view" on Fair Isaac, predicting the emergence of a "true duopoly over time" in the credit scoring market and forecasting flat pricing for the company next year.
BMO Capital analyst Ryan Griffin indicated that while the firm believes this forecast "may be overly bearish," they decided to reduce their price target to account for potential market share shifts over time.
Despite the lower price target, BMO Capital maintained its Outperform rating on Fair Isaac stock, suggesting continued confidence in the company’s overall performance prospects.
In other recent news, Fair Isaac Corporation reported its Q3 2025 earnings, which exceeded expectations. The company announced a non-GAAP earnings per share of $8.57, surpassing analysts’ forecast of $7.68. Revenue for the quarter reached $536 million, which was higher than the anticipated $515.33 million. These earnings and revenue results have been significant for investors looking at Fair Isaac’s recent performance. The company’s financial outcomes reflect stronger-than-expected business operations during the quarter. While the stock price saw some movement, the focus remains on the substantial earnings beat. These developments are part of the latest financial updates for Fair Isaac.
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