FICOInternet & Digital Services
FollowFollowingUnfollowFree · no card
Get what investors say about FICO next
1 new call on FICO this week is not on this page yet. Follow FICO free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
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.
Who’s talking about FICO
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-19 | Shawn O MalleyPodcast host — The Investor's Podcast | Bearish | We Study Billionaires | Aggressive price hikes (from $0.60 to $10 per score since 2018) drew regulatory response — FHFA approved… |
| 2025-08-27 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Chit Chat Stocks Podcast | FICO's credit scoring monopoly—entrenched by Fannie/Freddie regulatory mandate in 1995 and unraised for 25… |
| 2024-09-25 | Brett SchaeferCo-host, Chit Chat Stocks | Bullish | Chit Chat Stocks | FICO holds regulatory capture, brand, and switching costs simultaneously — a rare triple-moat, capital-light… |
| 2023-05-29 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Business Breakdowns | FICO's scores business has an unassailable network effect and natural monopoly in consumer credit — near-peak… |
| 2022-10-27 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Good Investing Talks | Fair Isaac is a monopoly in US consumer credit scores, giving it exceptional pricing power and earnings… |
| 2022-09-03 | Host Buyback Capital | Bullish | Dev Kantesaria | FICO is a capital-light monopoly in consumer credit scoring with newly unlocked pricing power after… |
| 2019-09-03 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Nightly Business Report | Virtual monopoly on consumer credit scores enables sustained above-inflation price increases across mortgage… |
Next report: 4 Nov 2026 after the close
Notable options days
Sessions in the last 120 where FICO’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-01 | ||||||
| 2026-09-30 | ||||||
| 2026-09-29 | ||||||
| 2026-09-23 | ||||||
| 2026-09-08 | ||||||
| 2026-09-04 | ||||||
| 2026-08-03 | ||||||
| 2026-07-30 | ||||||
| 2026-07-29 | ||||||
| 2026-07-02 |
FICO on the Wheel
FICO did not pass our 1-month put test (V1, V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following FICO? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click