Fair Isaac Corporation (FICO) shares fell 2.6% to $924.52 as of September 22, 2026, a moderate decline from the prior close of $949.68. BestStocks flagged the session as a major change for FICO. No single company-specific catalyst was confirmed during the move window. Below, we break down what changed for FICO, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
What happened
FICO fell 2.6% to $924.52
FICO fell 2.6% in its latest session, moving from $949.68 to $924.52.
RiskLow confidence
Rel. volume
1.4×
Normal
Vs peers
—
No comparable peers
Market cap
$20.0B
New York Stock Exchange
Analyst target
$1539
+66.5% vs price
Price chart
Aug 24 – Sep 21
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details
What it means for Fair Isaac Corporation investors
For Fair Isaac Corporation investors, the recent signals add up to a bearish shift. On the constructive side: Positive price momentum; Positive price momentum. Weighing against that: Material negative event; Negative session, down 2.6%. Wall Street's consensus price target sits at $1,539.33, implying +66.5% upside from $924.52. Over the past 90 days analysts logged 0 upgrades and 1 downgrade. BestStocks rates the overall signal quality low (50/100). With earnings roughly 43 days out, the next report is the most likely near-term test of the move.
FICO price reaction
FICO last traded at $924.52, down $25.16 (-2.65%) from the previous close of $949.68. The session traded on 1.4× average volume (normal), so participation was unremarkable. Over the past month the stock has ranged between $924.52 and $1,166.40, and it currently sits about 0% of the way up that band.
Bullish and bearish analyst opinions on Fair Isaac Corporation (FICO)
The consensus analyst price target on Fair Isaac Corporation (FICO) is $1,539.33, 66.5% above the recent $924.52. Over the past 90 days analysts logged 0 upgrades, 6 maintains, and 1 downgrade. Here is how the bullish and bearish cases on FICO line up.
▲ The bullish case
+Wall Street's consensus price target of $1,539.33 implies +66.5% upside from $924.52.
+The Street's most bullish target is $1,750.00 (+89.3%).
+Positive price momentum.
▼ The bearish case
−1 analyst downgrade in the past 90 days, most recently Wolfe Research to Peer Perform (2026-08-03).
−Material negative event.
−Negative session, down 2.6%.
−Fair Isaac Corporation (FICO) declined 2.39% to $927.00 in intraday trading.
Bull vs bear balanceBearish Shift
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Sep 21, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Fair Isaac Corporation (FICO) moved +5.21% from $934.50 to $983.19 on 2026-09-09. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was found. The move occurred on modestly elevated volume (1.5x the 5-day average).
FHFA Director Bill Pulte directed Fannie Mae and Freddie Mac to immediately approve all mortgage lenders to use rival VantageScore, citing FICO's steep price increases since 2020 and anticompetitive mortgage-scoring practices (finance.yahoo.com). FICO fell 1.74% to $916.00 on elevated volume of 167,267 shares (2.31x intraday average), with the broader regulatory action reportedly contributing to a 16% decline over the recent period.
FICO fell 15.13% to $949.67 following Federal Housing Finance Agency directives advancing rival credit-scoring models like VantageScore at government-sponsored enterprises Fannie Mae and Freddie Mac, threatening FICO's historical mortgage-scoring dominance; the move was compounded by bearish analyst commentary and a broader risk-off environment pressuring high-multiple software names. Volume reached 803,272 shares (7.59x normal for this time of session), signaling elevated institutional activity.
Material / Earnings2026-09-01-3.8%
Fair Isaac Corporation (FICO) moved -2.84% from $1135.93 to $1103.68 on 2026-09-01. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was modestly elevated at 1.4x the 5-day average.
Material / Earnings2026-08-19+7.7%
Fair Isaac Corporation (FICO) moved +6.26% from $1093.12 to $1161.59 on 2026-08-19. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was near its 5-day average at 1.2x.
Material / Earnings2026-08-13+6.4%
Fair Isaac Corporation (FICO) moved +3.80% from $1,070.00 to $1,110.70 on August 13, 2026. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move occurred on volume near its 5-day average.
Fair Isaac Corporation moved -5.40% intraday from $1091.55 to $1032.62. FICO Joins Marsai Martin's Foundation and Seeds of Fortune Inc. to Expand National Financial Empowerment Initiative for Families and College Students: Seeds of Fortune Inc. Partners with FICO to Launch FICO Financial Empowerment Fellowship NEW YORK, Aug. 5, 2026 /PRNewswire/ -- Seeds of Fortune Inc. and Marsai's Way Foundation are deepening their partnership to advance [2026-08-05]
Material / Earnings2026-08-05+4.3%
Fair Isaac Corporation (FICO) moved +3.37% from $1,056.00 to $1,091.55 on 2026-08-05. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move occurred on light trading volume (45% of the 5-day average).
In-depth FICO event analyses
Permanent, dated analyses of FICO's most significant sessions.
FICO fell 2.6% to $924.52. No single company-specific catalyst was confirmed during the move window, and it looks technical.
How much did FICO stock fall?
FICO lost 2.65% ($25.16) versus the prior close of $949.68, last trading at $924.52 on 1.4× average volume.
When is Fair Isaac Corporation's next earnings date?
FICO's next earnings report is estimated for 2026-11-04 — about 43 days away.
What is the analyst price target for FICO?
The consensus analyst price target for FICO is $1,539.33, about 66.5% above the current $924.52. Over the past 90 days, analysts recorded 0 upgrades, 6 maintains, and 1 downgrade.
How BestStocks tracks FICO
This page is generated automatically by BestStocks' change-detection system after its price and volume cleared FICO-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for FICO, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 22, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.
