Wells Fargo Cuts Fair Isaac (FICO) Price Target to $735

By TradeTexts Research Desk Oct 26, 2026, 11:15 AM EDT

Key Points

As of October 26, 2026, Fair Isaac shares traded recently at $751.61, about 0.3% above the closing price of $749.46 on the same day.
The average price target for Fair Isaac among analysts is $1,007.10, suggesting significant upside potential from the recent trading price.

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On October 26, 2026, Wells Fargo lowered its rating on Fair Isaac Corporation (FICO) from Overweight to Equal-Weight. The firm also reduced its price target from $800 to $735. This change reflects a shift in Wells Fargo's view on the stock's performance potential compared to its market peers.

Wells Fargo's downgrade means they expect Fair Isaac's stock to perform in line with the broader market. The new target of $735 is significantly lower than the previous target, indicating that Wells Fargo sees less growth potential for the company.

FICO Fair Isaac Corporation

$748.34 -54.46% year to date

Daily close · Oct 26, 2026

Analyst rating track record

Wells Fargo vs. the S&P 500

YTD return -0.22% hypothetical

All-time return -0.22% S&P 500 +0.89%

vs. S&P 500 -1.11% behind the index

Hypothetical returns from Wells Fargo's disclosed trades, not real profit or advice. How we model this.

Other Institutional Activity in Fair Isaac Corporation

Capital International Investors holds 1,247,685 shares of Fair Isaac, having increased its position by 538,572 shares, valued at about $935.1 million. Valley Forge Capital Management, LP, on the other hand, reduced its stake by 97,170 shares, leaving it with 672,186 shares worth approximately $503.8 million.

Fair Isaac Corporation Stock Down 8.7%

Fair Isaac shares closed at $749.46 on October 26, 2026, while recently trading around $751.61, which is about 0.3% above the closing price. The stock is currently below both its 50-day and 200-day moving averages, indicating a weak trend. Additionally, it is about 59.6% off its 52-week high of $1,858.91.

12-month forecast

$FICO price target

Fair Isaac Corporation daily closes and this analyst's $735 target. Not advice.

Recent Earnings

Fair Isaac reported trailing twelve-month revenue of $2.39 billion and an earnings per share (EPS) of $34.54. The company is scheduled to announce its next earnings on November 4, 2026.

Insider Buying and Selling at Fair Isaac Corporation

Several insiders sold shares earlier this year. Chief Financial Officer Steven P. Weber sold 1,426 shares at an average price of $1,810.00 on December 17, 2025, totaling about $2.58 million. Director Joanna Rees sold 358 shares for $1360.00 on February 13, 2026, worth approximately $486,880.00. Director Eva Manolis sold 520 shares at $1,227.63 on February 25, 2026, valued at around $638,368.00, and later sold 967 shares at $1,400.00 on July 29, 2026, totaling about $1.35 million.

Analysts Set New Price Targets

On October 26, 2026, Wells Fargo downgraded its rating on Fair Isaac to Equal-Weight and set a new price target of $735, down from $800. In earlier reports, Raymond James maintained an Outperform rating with a target of $1,230.00 on October 13, while Needham also kept a Buy rating with a target of $1,100.00 on the same day. The consensus price target among analysts is $1,007.10, with 19 opinions suggesting a Buy recommendation.

About Fair Isaac Corporation

Fair Isaac Corporation provides analytics software and solutions across the globe, helping businesses with credit scoring and decision-making processes. The firm's software solutions are crucial for many financial services and consumer industries, which makes its stock performance a point of interest for investors.

Bottom Line

Investors should keep an eye on Fair Isaac's upcoming earnings report on November 4, 2026, and monitor any further analyst ratings or target changes. The recent downgrade by Wells Fargo reflects a cautious outlook that may influence market sentiment moving forward.