$FICO

FICO

Fair Isaac Corp.

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As of 10-01
10-01
Meet KevinPublished 2026-10-01
“The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress.”
$FICONo side taken
FICO's rebound is a technical deadcat bounce; fundamentals are intact but price action is driven by punishment for not bending the knee to Trump.

Same for Google and uh FICO coming back from the dead. Look at that. All the way down to 586 just to come up 5% today.

Interesting to see uh FICO bottom out. Let's go take a quick look at what FICO's valuation is after their collapse. Uh I still think they are heavily punished for not bending the knee to Donald Trump and that's why Bill PE is up their butts.

I'm not sure why and what's going on there, but they people are coming after them. And so I wonder if some of this buying is just uh technical move or if it's uh fundamental driven fundamentally driven.

Parkev Tatevosian, CFAPublished 2026-10-01
“Massive News for FICO Stock Investors Sending Shares Crashing”
$FICOBullish
FICO is a buying opportunity; despite increased competition and higher risk assessment, the stock is undervalued with ~18% upside potential.

We received some unfortunate news for FICO (FICO) stock investors, as the director of the Federal Housing Finance Agency, Bill Pulte, announced a change in mortgage pricing, opening the door to competition for FICO.

This announcement caused FICO's stock to drop by more than 26% immediately after the news was released. So, I'm going to share with you how I update my assessment of FICO stock, and whether I think it's time to get rid of this stock or if it's a buying opportunity?

What they said to watch for
Older record
09-29
BenzingaPublished 2026-09-29
“$150B Buyback! $NVDA Climbs as Futures Slip | PreMarket Playbook + T3 Live | September 29, 2026”
$FICOBearish
Bearish on FICO; holds puts based on thesis that competition from Vantage score adoption weakens its mortgage pricing power.

We got FICO Fair Isaac Corp is down $165. Uh it change FHFA changes allowing Vantage score alongside FICO and Fanny May Freddy mortgage pricing are fueling concern that competition could weaken FICO's longstanding mortgage scoring advantage.

So FICO and we're not going to touch this with a 10-ft pole but FICO is down from 840 to 675.

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