Fair Isaac Corp. stock gains as analysts lift long-term targets
Published on 09/16/2026 at 16:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Fair Isaac Corp. stock (ISIN US3032501047) is trading around USD 992 on the New York Stock Exchange on September 16, 2026, after closing near USD 985 on September 15, 2026, which marked a gain of about 0.6 percent versus the prior session and an outperformance of major US indices on that day.Ad-hoc-news According to data from MarketWatch, Fair Isaac Corp. stock stood at USD 992.34 as of 10:47 a.m. Eastern Time on September 16, 2026, representing an intraday increase of 0.65 percent.Yahoo Finance For investors, the combination of steady price gains and a supportive analyst stance is the central story.
Analysts see upside for Fair Isaac Corp. stock
According to MarketBeat on September 16, 2026, Fair Isaac Corporation carries a consensus rating of Moderate Buy from 16 analysts, with 11 buy recommendations and five holds, and an average 12 month price target of USD 1,553.69. This average target implies upside of around 56.6 percent from the USD 992.34 intraday level on September 16, 2026, underscoring the positive long term view despite short term volatility.Yahoo Finance MarketBeat also highlights recent target changes: Barclays and Bank of America have lowered their price targets, while Wells Fargo raised its target to USD 1,450 and Jefferies set a target of USD 1,675, illustrating both caution and conviction within the analyst community.MarketBeat
As Ad-hoc-news reports on September 16, 2026, coverage from The Globe and Mail has pointed out that Fair Isaac Corp. stock closed near USD 985 on September 15, 2026, while the Nasdaq Composite, S&P 500 and Dow Jones Industrial Average all moved lower, indicating that the shares outperformed major US equity indices on that trading day. This same report notes that analysts maintained a Moderate Buy stance with an average target implying significant upside from the USD 985 area, which aligns with the USD 1,553.69 consensus average described by MarketBeat.MarketBeat For holders of Fair Isaac Corp. stock, this analyst backdrop suggests that recent price strength still leaves room based on prevailing targets.
Guidance and growth profile underpin the valuation
A recent comparison of Fair Isaac with Autodesk published by Yahoo Finance on September 16, 2026, noted that Fair Isaac lifted its fiscal 2026 revenue guidance by 3.3 percent, reflecting management confidence in demand for its FICO Score and related decisioning products. In that same article, Fair Isaac is described as winning on growth over one and three year periods versus Autodesk, as well as on operating and net margins, while trading at roughly 20 times EBIT compared with 25 times EBIT for Autodesk.Yahoo Finance The margin and valuation comparison gives investors a concrete sense of why analysts continue to assign relatively high price targets to Fair Isaac Corp. stock.
While the latest detailed quarterly figures are not fully enumerated in the recent week filtered sources, the same Yahoo Finance analysis emphasizes that Fair Isaac is expanding mainly by charging more for the FICO Score it already owns, rather than relying heavily on acquisitions.Yahoo Finance This pricing driven growth model, combined with the uplift in fiscal 2026 revenue guidance by 3.3 percent, is a key fundamental pillar supporting both the USD 1,553.69 average target and Jefferies more aggressive USD 1,675 target.MarketBeat
Valuation, risks and fund flows around Fair Isaac Corp. stock
In a separate context, the Baron Financials ETF disclosed in its second quarter 2026 portfolio commentary that it trimmed its position in Fair Isaac Corporation due to regulatory and competitive risks.Seeking Alpha That move highlights one of the key counterpoints to the bullish analyst narrative: Fair Isaac depends heavily on the FICO Score within consumer lending and credit markets, areas that can be sensitive to regulatory changes and competition from alternative scoring models or broader fintech solutions. The fund manager commentary therefore reminds investors that strong growth and margins do not eliminate sector specific risks.
At the same time, a valuation oriented analysis on Simply Wall St noted that on a latest twelve month basis Fair Isaac produced approximately USD 964 million in free cash flow, and projected growing cash generation over the next decade rather than a decline or reset. This perspective suggests that even with the stock trading in the high USD 900 range, some valuation models still see as much as 44 percent undervaluation after factoring in regulatory developments affecting the housing finance market.Simply Wall St For investors, the contrast between fund de-risking and valuation based optimism is a reminder to weigh both upside and regulatory exposure.
Fair Isaac Corp. stock price and market context
Per data from MarketWatch via Yahoo Finance, Fair Isaac Corp. stock traded at USD 992.34 on the New York Stock Exchange at 10:47 a.m. Eastern Time on September 16, 2026, up 0.65 percent intraday, after a prior close near USD 986, and remaining well above its 52 week low while still meaningfully below prior highs in its four digit 52 week range.Yahoo Finance With an analyst consensus average target of USD 1,553.69 and individual targets such as Wells Fargo at USD 1,450 and Jefferies at USD 1,675, the shares currently trade well below the midpoint of published expectations.MarketBeat For Fair Isaac Corp. stock, the key question now is how the interplay of revenue guidance, free cash flow strength and regulatory risk will translate into price moves as fiscal 2026 unfolds.
Fair Isaac Corp. stock facts
- Company: Fair Isaac Corporation
- ISIN: US3032501047
- Ticker: FICO
- Trading venue: NYSE
- Price (as of September 16, 2026, 10:47): 992.34 USD
- Market capitalization: [value] USD (as of September 16, 2026)
- Sector / Industry: Software / Analytics
- Index membership: S&P 500
