$FICO

FICO

Fair Isaac Corp.

本窗口内的全部观点与内容

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10-01
Meet Kevin发布 2026-10-01
《The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress.》
$FICO未站边
FICO 的反弹属于技术性死猫跳;基本面完好,但价格走势是因其未向特朗普低头而受到惩罚所驱动。

Google 也是如此,还有 FICO 死而复生。看看这个。一路跌到 586,今天才涨回来 5%。

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.

看到 FICO 触底挺有意思的。我们快速看一下 FICO 崩盘之后的估值。我仍然认为,他们因为不肯向 Donald Trump 低头而受到了重罚,这就是为什么 Bill PE 盯着他们不放。

我不确定原因是什么、那边到底发生了什么,但人们就是在针对他们。所以我在想,这些买盘到底是技术性动作,还是基本面驱动的。

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, CFA发布 2026-10-01
《Massive News for FICO Stock Investors Sending Shares Crashing》
$FICO看涨
FICO 是一个买入机会;尽管竞争加剧、风险评估上升,该股仍被低估,具有约 18% 的上行空间。

我们收到了对 FICO(FICO)股票投资者来说不幸的消息:美国联邦住房金融局局长 Bill Pulte 宣布调整抵押贷款定价,为 FICO 引入竞争打开了大门。

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.

这一消息公布后,FICO 的股价立即下跌超过 26%。所以,我将和大家分享我如何更新对 FICO 股票的评估,以及我认为现在是该抛掉这只股票,还是它是一个买入机会?

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?

他说在等
营收增长表现
能否持续实现两位数或高个位数增长,抑或竞争优势遭到侵蚀
未来几个财年财报
若增长持续,则支撑看多逻辑;若营收下滑(价值陷阱),则削弱该逻辑
更早的记录
09-29
Benzinga发布 2026-09-29
《$150B Buyback! $NVDA Climbs as Futures Slip | PreMarket Playbook + T3 Live | September 29, 2026》
$FICO看跌
看空 FICO,持有看跌期权,理由是 Vantage 评分的普及带来竞争,削弱其在按揭定价上的话语权。

我们看到 FICO(Fair Isaac Corp)下跌了 165 美元。FHFA 的变动允许 Vantage 评分与 FICO 并存,加上房利美和房地美的抵押贷款定价,正在引发担忧,认为竞争可能削弱 FICO 长期以来的抵押贷款评分优势。

所以 FICO——我们不会用十英尺长的杆子去碰它——但 FICO 已从 840 跌到 675。

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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