RBC Capital Cuts Fair Isaac (FICO) Price Target to $1,045
RBC Capital has reiterated its Outperform rating on Fair Isaac Corporation and reduced the price target to $1,045, a 36.20% upside from the current price.
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RBC Capital cut its price target on Fair Isaac Corporation ($FICO) to $1,045 from $1,525 on October 16, 2026, and rates the stock "Outperform".
FICO
Fair Isaac Corporation
Key Points
- RBC Capital has reiterated its Outperform rating on Fair Isaac Corporation, lowering the price target from $1,525 to $1,045.
- RBC Capital's $1,045 price target implies 36.20% upside from Fair Isaac Corporation's ($FICO) current $767.23 share price.
- Currently, shares of Fair Isaac Corporation are trading at $767.23, significantly below the new target price.
- The consensus among analysts shows a buy recommendation on Fair Isaac, with a mean price target of around $1,031.89.
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RBC Capital has reiterated its Outperform rating on Fair Isaac Corporation (NYSE: FICO) on October 16, 2026, reducing the price target from $1,525 to $1,045. This change reflects the firm’s updated outlook amid current market conditions.
Given the recent adjustment, Fair Isaac shares are trading at $767.23, which is well below the new target price. This suggests that analysts see a significant upside potential for the stock relative to its current trading level.
RBC Capital vs. the S&P 500
Hypothetical returns from RBC Capital's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in Fair Isaac Corporation
Several institutional investors have also adjusted their positions in Fair Isaac Corporation. Capital Research Global Investors increased its holdings by 177,434 shares, bringing its total to 1,296,893 shares valued at about $989.7 million. In contrast, Blackrock Inc. reduced its shares by 101,697, ending with 2,085,336 shares worth approximately $1.59 billion. Vanguard Capital Management LLC also trimmed its stake by 25,090 shares, totaling 1,477,322 shares valued at around $1.13 billion.
Fair Isaac Corporation Stock Up 6.6%
Fair Isaac Corporation's stock is currently trading at $767.23, significantly lower than its 52-week high of $1,858.91, indicating the stock has faced challenges this year. The stock's performance is also under the 50-day moving average of $942.84, which could suggest a lack of momentum.
$FICO price target
Fair Isaac Corporation daily closes and this analyst's $1,045 target. Not advice.
Recent Earnings
In its latest earnings report, Fair Isaac Corporation reported revenue of approximately $2.39 billion, reflecting a revenue growth rate of 25.7%. The company recorded earnings per share (EPS) of $34.54, with a net margin of 34.05%. The next earnings report is scheduled for November 4, 2026.
Insider Buying and Selling at Fair Isaac Corporation
Recent insider transactions include sales by Director Manolis Eva, who sold 967 shares at an average price of $1,400 on July 29, 2026, totaling about $1.35 million. Another sale by Eva included 520 shares at an average price of $1,227.63 on February 25, 2026, worth roughly $638,368. CFO Weber Steven P. also sold 1,426 shares at an average price of $1,810 on December 17, 2025, for a total of around $2.58 million.
Analysts Set New Price Targets
On October 16, 2026, RBC Capital maintained its Outperform rating for Fair Isaac Corporation with a lowered price target of $1,045. Earlier in the week, Raymond James also maintained its Outperform rating but adjusted its target to $1,230. Needham maintained a Buy rating, setting a target of $1,100, while Wells Fargo and Barclays also kept their Overweight ratings with new targets of $800 and $875, respectively.
About Fair Isaac Corporation
Fair Isaac Corporation provides analytics software and services across various regions, including the Americas and Europe. It operates through two main segments: Scores and Software, offering solutions and scores that help clients make informed decisions in credit and other financial areas.
Bottom Line
Investors should keep an eye on Fair Isaac's upcoming earnings report on November 4, 2026. The recent 13F filings reflect positions as of the reporting period and may not represent current holdings, highlighting the fluid nature of institutional investing.
Related Filing Alerts
Source: RBC Capital's rating change on $FICO (Oct 16, 2026). Written by software, not financial advice. How we make alerts