How Parkev Tatevosian, CFA’s view on $FICO changed

2026-10-01Bullish
“Massive News for FICO Stock Investors Sending Shares Crashing”
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?

2026-09-23Bullish
“Why Is FICO Stock Crashing, and is it a Generational Buying Opportunity? | FICO Stock Analysis”
FICO is a high-conviction buy for long-term investors; its strong fundamentals outweigh risks of eroding market dominance.

Shares of Fair Isaac Corporation (FICO) have fallen 45% since the beginning of 2026, due to investor concerns about mortgage rating regulations and the significant shift in Vantage Score policy .

In addition, recent news headlines indicating that FICO is expanding its reach to federal housing loan (FHA) lenders have caused increased concerns, as while this will support reliance on it, it limits its pricing power.