Brief: Fair Isaac Q3 Revenue USD 536.415 Million Vs. IBES Estimate USD 515.2 Million

Fair Isaac

30/07/2025 21:15

Overview

Fair Isaac fiscal Q3 revenue grows 20% yr/yr, beating analysts' expectations

Adjusted EPS for fiscal Q3 rises to $8.57 from $6.25

Company raises full-year fiscal 2025 guidance

Outlook

Fair Isaac raises fiscal 2025 GAAP EPS guidance to $25.60

Company increases fiscal 2025 non-GAAP EPS forecast to $29.15

Fair Isaac updates fiscal 2025 GAAP net income guidance to $630 mln

Company revises fiscal 2025 non-GAAP net income forecast to $718 mln

Result Drivers

SCORES SEGMENT - Scores revenue increased 34% driven by higher unit prices, increased mortgage originations, and a multi-year US license renewal

SOFTWARE REVENUE - Software revenue rose 3% mainly due to increased Software as a Service revenue

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$536.42 mln
$515.20 mln (15 Analysts)
Q3 Net Income
$181.79 mln
Q3 Operating income
$262.52 mln
Q3 Pretax Profit
$236.99 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 4 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Fair Isaac Corp is $2,100.00, about 28.3% above its July 29 closing price of $1,505.06

The stock recently traded at 43 times the next 12-month earnings vs. a P/E of 57 three months ago

Press Release: ID:nBw90Hj15a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)