Stock AnalizFair Isaac (FICO) earnings for the quarter ended September 2026: EPS beats estimates
Fair Isaac reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $11.10 against the analysts’ average forecast of $10.71, a beat of 3.6%.
Revenue for the quarter was $657 million, up 27.4% from $516 million in the same quarter a year earlier.
The market’s verdict: the stock fell 2.3% on the first trading day after the report.
The last four quarters
Fair Isaac has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $11.10 | $10.71 | +3.6% | +27% | −2.3% |
| Jun 2026 | $12.18 | $11.78 | +3.4% | +26% | −14.7% |
| Mar 2026 | $12.50 | $10.97 | +13.9% | +39% | +2.9% |
| Dec 2025 | $7.33 | $7.08 | +3.5% | +16% | −2.8% |
What comes next
Analysts expect EPS of $9.41 for the next quarter on average and $44.75 for the fiscal year ending September 30, 2027.
The average analyst price target is $821.37, 14% above the current price of $720.19.
Valuation and score
Fair Isaac scores 3.4 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 19.8, and its intrinsic value under moderate assumptions is about 10% above the current market value. Full Fair Isaac analysis with 10 years of financials
Frequently asked questions
What was Fair Isaac’s EPS for the quarter ended September 2026?
$11.10 adjusted per share, against an analyst consensus of $10.71.
How much revenue did Fair Isaac report?
$657 million, up 27.4% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.