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Wire

Fair Isaac Authorizes $2 Billion Share Buyback, Enters $1.5 Billion Loan Agreement

Fair Isaac (FICO) said Monday its board approved an open-ended stock buyback program of up to $2 billion to replace its previous authorization.The company also said it amended its existing credit agreement to obtain a $1.5 billion incremental term loan on June 5 to fund an accelerated share purchase agreement with Wells Fargo (WFC) Securities for $1.5 billion of its common stock under the new authorization.Fair Isaac said it will deliver an upfront payment of $1.5 billion to Wells Fargo Securities Monday and anticipates to initially receive roughly 1.1 million common shares. The accelerated share purchase deal is expected to conclude on Sept. 30, the company said.Shares of the company were up more than 1% in Monday trading.Price: $1150.07, Change: $+12.72, Percent Change: +1.12%

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Wire

Rothschild & Co Redburn Adjusts Fair Isaac Price Target to $1,293 From $1,324

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,510.65, according to analysts polled by FactSet.Price: $1114.01, Change: $-14.38, Percent Change: -1.27%

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Wire

Jefferies Adjusts Price Target on Fair Isaac to $1,700 From $1,800, Maintains Buy Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,510.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $1065.30, Change: $+29.92, Percent Change: +2.89%

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Research

Research Alert: CFRA Maintains Hold Rating On Fair Isaac Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our target price of $1,219, applying 26x our FY 27 (Sep.) EPS estimate, with the compressed multiple reflecting regulatory uncertainty following the FHFA's decision allowing VantageScore in conforming mortgages, introducing the first meaningful competition to FICO's long-standing monopoly. Our EPS estimates are $41.08 for FY 26 (up from $38.48) and $46.90 in FY 27. We maintain our Hold rating while awaiting greater clarity on competitive dynamics and adoption trends for FICO's Mortgage Direct licensing program, with lender uptake remaining uncertain and management's dismissal of competitive threats contrasting with defensive pricing actions. While the company continues demonstrating strong near-term performance and aggressive capital returns through share repurchases, the regulatory landscape has fundamentally shifted in ways that warrant caution. FICO's Platform software momentum, expanding operating leverage, and switching costs offer enough upside to balance the recent industry changes.

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Wire

Mizuho Adjusts Price Target on Fair Isaac to $1,494 From $1,416

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,515.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $972.55, Change: $-71.02, Percent Change: -6.81%

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Wire

JPMorgan Adjusts Price Target on Fair Isaac to $1,225 From $1,325

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,515.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $972.55, Change: $-71.02, Percent Change: -6.81%

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Wire

HSBC Adjusts Price Target on Fair Isaac to $707 From $1,032

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,515.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $972.55, Change: $-71.02, Percent Change: -6.81%

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Wire

Wells Fargo Adjusts Price Target on Fair Isaac to $1,400 From $1,650

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,515.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $972.55, Change: $-71.02, Percent Change: -6.81%

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Wire

Raymond James Adjusts Price Target on Fair Isaac to $1,750 From $2,010, Maintains Outperform Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,545.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $1013.71, Change: $+3.21, Percent Change: +0.32%

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Wire

Baird Adjusts Price Target on Fair Isaac to $1,549 From $1,547, Maintains Outperform Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,545.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $1014.31, Change: $+3.81, Percent Change: +0.38%

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Wire

Goldman Sachs Adjusts Price Target on Fair Isaac to $1,543 From $1,528, Maintains Buy Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,545.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $1014.31, Change: $+3.81, Percent Change: +0.38%

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Wire

Needham Adjusts Price Target on Fair Isaac to $1,650 From $1,975, Maintains Buy Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,545.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $1014.31, Change: $+3.81, Percent Change: +0.38%

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Research

Research Alert: Fico Delivers Strong Q2, Raises Guidance Amid News Noise

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FICO delivered exceptional Q2 FY 26 results with revenue of $692M (+39% Y/Y) beating consensus $627M by 10%, while non-GAAP EPS of $12.50 (+60% Y/Y) crushed consensus $10.97 by 14%. The Scores segment drove performance with $475M revenue (+60% Y/Y) as B2B revenue surged 72% from higher mortgage origination pricing and volumes. This validates FICO's pricing strategy and demonstrates its market dominance in credit decisioning. Software showed encouraging progress with platform ARR accelerating 49% Y/Y and platform dollar-based net retention rates reaching 136%, indicating successful cloud migration. Operating margin expanded 900 bps to 58.2%, demonstrating significant leverage, while FCF surged 227% to $214M. Management raised FY 26 guidance with revenue increasing to $2.45B from $2.35B, and EPS guidance lifted to $40.45 from $38.17, both below consensus. We believe management is balancing confidence in near-term mortgage scoring demand and platform software traction against the new competitive dynamics.

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Wire

Fair Isaac Fiscal Q2 Adjusted Earnings, Revenue Climb; FY Outlook Raised; Shares Gain After Hours

Fair Isaac (FICO) reported fiscal Q2 adjusted earnings late Tuesday of $12.50 per diluted share, up from $7.81 a year earlier.Analysts polled by FactSet expected $10.89.Revenue in the quarter ended March 31 rose to $691.7 million from $498.7 million a year earlier.Analysts surveyed by FactSet expected $630.2 million.The company raised fiscal 2026 guidance to adjusted EPS of $40.45 on revenue of $2.45 billion, compared with its prior forecast of EPS of $38.17 on revenue of $2.35 billion.Fair Isaac shares rose 5.9% in after-hours trading.

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Wire

UBS Adjusts Price Target on Fair Isaac to $1,150 From $1,200, Maintains Neutral Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,586.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $938.49, Change: $-32.11, Percent Change: -3.31%

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Research

Research Alert: Fico Loses Its Grip - Fhfa Opens Door To Rivals

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FICO's stranglehold on mortgage credit scoring officially ended as FHFA Director Bill Pulte announced that "effective immediately," Fannie Mae and Freddie Mac would accept VantageScore, FICO's main competitor, credit models. HUD Secretary Scott Turner said FHA would follow within months. FICO shares plunged 10%+ on the news. Until now, GSEs relied almost exclusively on older FICO models, giving FICO monopolistic control over mortgage financing access. This dominance recently prompted Senator Josh Hawley to investigate FICO's pricing practices. VantageScore costs $0.99 versus FICO's $4.95-$10 plus fees, and uses alternative data like rent payments to score borrowers. We believe this announcement will heavily expand mortgage access, with millions previously excluded by traditional scoring and high costs. This announcement poses a massive headwind for FICO, breaking its monopoly and introducing intense pricing competition unseen in decades. We're watching FICO's April 28 earnings call for management's response.

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Wire

Jefferies Cuts Fair Isaac Price Target to $1,800 From $2,200, Maintains Buy Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,631.45, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $1097.00, Change: $+27.07, Percent Change: +2.53%

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Wire

Rothschild & Co Redburn Adjusts Fair Isaac Price Target to $1,324 From $1,643, Maintains Neutral Rating

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,631.45, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $1096.06, Change: $+26.13, Percent Change: +2.44%

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Research

Mizuho Initiates Fair Isaac at Outperform With $1,416 Price Target

Fair Isaac (FICO) has an average rating of overweight and mean price target of $1,667.40, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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International

US Equity Markets Mixed Ahead of US-Iran Peace Talks, High Inflation Report

US equity indexes were mixed on Friday, with US-Iran peace talks about to begin and higher government bond yields following a high-paced inflation report.* Iran's parliament speaker, Mohammad Bagher Ghalibaf, said talks cannot start until the US meets two conditions: a ceasefire in Lebanon and the release of blocked Iranian assets. Meanwhile, President Donald Trump said Thursday that Iran is "doing a very poor job" of letting crude oil pass and cautioned against collecting tolls.* The consumer price index advanced 0.9% in March, its strongest pace of growth since June 2022, the Bureau of Labor Statistics reported Friday. The latest print met a Bloomberg-polled consensus view. Annually, inflation rose to 3.3% from February's 2.4% rise, falling short of Wall Street's 3.4% projection.* May West Texas Intermediate crude oil fell $1.62 to settle at $96.25 per barrel, while June Brent crude, the global benchmark, was last seen down $1.28 at $94.64.* Super Micro Computer (SMCI) shares rose about 8.8% on Friday, a day after it launched the Gold Series enterprise server suite for artificial intelligence, storage, and edge workloads.* Fair Isaac (FICO) shares were down roughly 14%, among the steepest decliners on the S&P 500, after Barclays adjusted its price target for the stock to $1,950 from $2,400 while maintaining its overweight rating.

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