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Fair Isaac recently launched the FICO® Marketplace, a platform designed to enhance access to data and analytics providers, which potentially enhanced investor interest. This launch coincided with the company's impressive Q2 2025 earnings report, revealing significant year-on-year revenue and net income growth. Concurrently, macroeconomic factors, such as awaited Fed decisions and trade discussions, contributed to broader market fluctuations. The company's 23% share price growth over the last month aligns with these developments, further aided by strong partnerships and client implementations like those with iA Financial Group and dacadoo, reinforcing its market position against a relatively flat broader market.
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The launch of FICO® Marketplace and its robust Q2 2025 earnings report play pivotal roles in shaping future revenue and earnings forecasts. By enhancing access to data and analytics services, FICO potentially positions itself to tap into new revenue streams, supporting its ongoing international expansion. The recent advances in partnerships and products like the FICO Score Mortgage Simulator are viewed as means to bolster mortgage origination rates, possibly offsetting dependency risks in the Americas. This strategic positioning aligns with analyst expectations of a 16.1% annual revenue growth, capitalizing on industry-wide demand for advanced analytics solutions.
Over the past five years, Fair Isaac has achieved an impressive total shareholder return of 486.17%, underscoring its long-term growth trajectory. This performance starkly contrasts with the past year's broader market, where FICO's return surpassed the US Software industry average, which delivered a lower growth rate of 14% in the last year. Such performance provides investors a gauge of the company's robust market standing over a significant period.
Additionally, the current share price of US$1,961.5 presents itself as a 2.7% discount to analysts' consensus price target of US$2,116.96, indicating room for potential growth. While the past month's 23% price surge is aligned with recently released positive news, reaching the analysts' target suggests a belief among experts that FICO continues to offer intrinsic value, assuming market conditions stay favorable without escalated macroeconomic risks affecting its forecasted earnings of US$1 billion by 2028.
Explore historical data to track Fair Isaac's performance over time in our past results report.
