Stocks / Internet & Digital Services
FICOInternet & Digital Services
Fair Isaac Corporation
$972.511d +4.6%5d -11.9%settled close · 2026-09-09
Mkt cap $24B (3/25)β 0.5752w $922–1,880Shares 23.7MInd. Services-Business Services, NecNYSE since 1987Emp. 3,762HQ Bozeman, MTfico.com
The tape, with the calls on it
Who said what, and what FICO did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about FICO
3 longlatest 2023-05-29
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2023-05-29 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Business Breakdowns | FICO's scores business has an unassailable network effect and natural monopoly in consumer credit — near-peak… |
| 2022-10-27 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Good Investing Talks | Fair Isaac is a monopoly in US consumer credit scores, giving it exceptional pricing power and earnings… |
| 2022-09-03 | Host Buyback Capital | Bullish | Dev Kantesaria | FICO is a capital-light monopoly in consumer credit scoring with newly unlocked pricing power after… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
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Earnings
Next report: 3 Nov 2026 after the close
Confirmed date · consensus EPS 11.25. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where FICO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-08 | ||||||
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| 2026-07-30 | ||||||
| 2026-07-29 | ||||||
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| 2026-04-21 | ||||||
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| 2026-04-14 | ||||||
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| 2026-04-10 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
FICO is in this morning’s Brief.
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