Needham cuts Fair Isaac stock target to USD 1,100 from USD 1,650

Published on 10/17/2026 at 18:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue reached USD 674.19 million in the third quarter of fiscal 2026. Fair Isaac stock stood at USD 771.19 on October 16, 2026, up 0.16 percent on NYSE.

Analyst target and earnings date

Needham cut its Fair Isaac target to USD 1,100.00 from USD 1,650.00 on October 13, 2026.
Fair Isaac revenue reached USD 674.19 million in the third quarter of fiscal 2026.
Fair Isaac stock last stood at USD 771.19 at 4:00 p.m. ET on October 16, 2026, up 0.16 percent on the NYSE versus USD 769.93.
Fair Isaac is expected to report its next results on November 4, 2026, after the market close.

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Needham cut its price target for Fair Isaac from USD 1,650.00 to USD 1,100.00 on October 13, 2026, while maintaining a Buy rating, according to MarketBeat. The new target stands 42.65 percent above the last NYSE price of USD 771.19 on October 16, 2026. The target revision gives investors a dated measure of how sharply expectations have diverged around Fair Isaac's credit-scoring business.

Revenue grows in fiscal third quarter

Fair Isaac reported USD 674.19 million in revenue for the third quarter of fiscal 2026, an increase of 25.70 percent from the year-ago period, according to MarketBeat. Quarterly earnings per share came to USD 12.18, compared with a USD 11.76 consensus estimate, while revenue was below the USD 679.17 million expectation. The contrast matters because revenue growth remained strong even as the quarter missed the sales estimate.

Stock stays below its yearly high

Fair Isaac last stood at USD 771.19 on October 16, 2026 at 4:00 p.m. ET on the NYSE, up 0.16 percent from the USD 769.93 prior close. Its 52-week range was USD 586.05 to USD 1,858.91 on the same market-data date. The last price was 58.51 percent below the high and 31.59 percent above the low.

The company was valued at USD 16.7 billion on October 16, 2026, with a trailing P/E ratio of 22.28. Average trading volume was 664,907 shares, while the session volume reached 763,284 shares. Fair Isaac operates in technology and software, supplying analytics, decision-management products and credit-scoring services.

Results date sets the next marker

Fair Isaac is expected to report its next results on November 4, 2026, after the market close, according to Gekko. The published estimate calls for USD 10.86 in earnings per share and USD 658.10 million in revenue. The scheduled report will provide the next test of whether the strong fiscal third-quarter growth rate can continue alongside mortgage-market competition.

Price and valuation frame

Needham's USD 1,100.00 target is materially above the October 16 price, but the latest quarterly revenue comparison also includes a sales miss against consensus. That combination leaves the November 4 reporting date as the next concrete checkpoint for the stock's valuation.