Earnings Preview: What To Expect From Fair Isaac Corporation's Report

Core Insights - Fair Isaac Corporation (FICO) is a leading provider of analytics software, with a market capitalization of $39 billion, and is set to announce its fiscal first-quarter earnings for 2026 soon [1] Financial Performance - Analysts anticipate FICO to report a profit of $5.80 per share on a diluted basis, reflecting a 39.8% increase from $4.15 per share in the same quarter last year [2] - For the full fiscal year, FICO's EPS is projected to be $33.66, which is a 34.3% increase from $25.07 in fiscal 2025, and is expected to rise to $42.15 in fiscal 2027, marking a 25.2% year-over-year increase [3] Stock Performance - FICO shares have declined by 15.9% over the past 52 weeks, underperforming the S&P 500 Index's 16.2% rise and the State Street Technology Select Sector SPDR ETF's 22.7% return during the same period [4] - Following the announcement of better-than-expected Q4 2025 earnings, FICO stock rose, reporting a 13.5% year-over-year revenue increase to $515.8 million, aligning with analyst estimates, and an adjusted EPS of $7.74, surpassing Wall Street expectations [5] Analyst Ratings - The consensus opinion on FICO stock is moderately bullish, with a "Moderate Buy" rating overall; out of 18 analysts, nine recommend a "Strong Buy," three a "Moderate Buy," five a "Hold," and one a "Strong Sell," with a mean price target of $1,997.31 indicating a 20.8% upside potential [6]