FICO

And of course, we have the "fail of the week," which in this case is FICO , the worst-performing company in the S&P 500 this year . Its stock has now fallen by 60% since the beginning of the year.

This is Dave Khantazarian's favorite company and it is going under.

I have just released an exclusive one- hour episode about FICO and you will gain access to a Discord community filled with thousands of investors.

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.

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?

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.

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.

I've received a lot of comments about FICO , so what's going on there? The stock has fallen by 60% while profits are still growing by 40%. So, let's see if there is value or if the risks still exist .

Just one day before I prepared this, the stock had dropped 16-17% due to Fannie Mae and Freddie Mac using another points provider. Let's take a quick look at the numbers from the last presentation.

Everything looks amazingly good. Revenue increased by 26%. Points revenue by 41%. The software is stable, but the platform is still growing by 66%. Net income rose by 40%, and earnings per share were astonishing.

Free cash flow is high, and share buybacks are taking advantage of the low share price.