FI

Fair Isaac Corporation

FICO · Fair Isaac Corporation · IT

Up next day
6/12
50%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±4.6%
typical swing on earnings
Price when beating
-2.5%
avg over 8 beats
Biggest single move
-17.0%
'26.6 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 4 of 8 beats (50%)
Reaction is erratic and hard to predict
Avg -2.5% on a beat, -0.9% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs IT sector avg (177 peers)
This
-2.0%
Sector
+0.8%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
4xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 4After close
'26.9 expectedEst. EPS $11.06
Quarter ended 6/2026
Reported 2026-07-29
Next-day move
-17.0%
After 5 days -20.5%
vs Consensus$11.78$12.18+3.4% beat
Beat by +3.4% but stock -17.0%
EPS
$12.18
YoY +42%
Revenue
$0.7B
YoY +26%
Next-Q guidance
N/A
Price around earnings
Fell despite growthvs market -18.7%p6.2x normal — unusual drop+36% run-up before

Earnings trend · last 12 quarters

EPS$12.18YoY +42%
'23.9'26.6
Revenue$0.7BYoY +26%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
6x50%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
6x50%
← Weak earningsStrong earnings →

Mostly 'honest' — good earnings, price up · 6 of 12q (50%)

Community · FICO

What do you think of this stock's earnings pattern?

···