Overview
Analytics software leader's fiscal Q1 revenue grew 16%, beating analyst expectations
Adjusted EPS for fiscal Q1 beat analyst expectations
Outlook
Fair Isaac reiterates fiscal 2026 revenue guidance at $2.35 bln
Company expects fiscal 2026 GAAP EPS of $33.47
Fair Isaac projects fiscal 2026 non-GAAP EPS of $38.17
Result Drivers
SCORES SEGMENT - Scores revenues increased 29%, driven by a 36% rise in B2B revenue due to higher mortgage origination scores unit price and volume
SOFTWARE REVENUES - Software revenues rose 2% year-over-year, with platform ARR up 33%
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$511.96 mln
$501.24 mln (15 Analysts)
Q1 Adjusted EPS
Beat
$7.33
$7.06 (16 Analysts)
Q1 Net Income
$158.37 mln
Q1 Operating income
$234.05 mln
Q1 Pretax Profit
$191.93 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 5 "hold" and 1 "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 $1,975.00, about 27.8% above its January 27 closing price of $1,545.00
The stock recently traded at 35 times the next 12-month earnings vs. a P/E of 42 three months ago
Press Release: ID:nBw6C1Y1Ka
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(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.)
