Fair Isaac stock falls as Wells Fargo cuts its target

Published on 09/23/2026 at 10:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fair Isaac stock traded at USD 921.30 on September 22, 2026, down 0.35 percent on the NYSE. Quarterly EPS reached USD 12.18 on July 29.

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Fair Isaac Corp. (ISIN US3032501047) closed at USD 921.30 on the NYSE on September 22, 2026, down 0.35 percent. The immediate catalyst was Wells Fargo's cut of its price target from USD 1,450 to USD 1,350 while maintaining an Overweight rating, according to AD HOC NEWS on September 22, 2026. For investors, the key tension is the gap between strong reported operating growth and a lower valuation reference.

Wells Fargo lowers target by USD 100

Wells Fargo reduced its target by USD 100, or 6.9 percent, from USD 1,450 to USD 1,350. The revised target remained USD 428.70 above the September 22 closing price, but the reduction signals greater valuation caution even as the bank kept its Overweight rating, as reported by AD HOC NEWS.

The latest completed session placed Fair Isaac between USD 909.16 and USD 941.97 on the NYSE, with volume of 186,307 shares on September 22, 2026. The closing price was USD 76.70, or 7.7 percent, above the 52-week low of USD 870.01 and USD 1,076.71, or 53.9 percent, below the 52-week high of USD 1,998.01.

Quarterly EPS beats consensus

Fair Isaac reported diluted EPS of USD 12.18 for the quarter reported on July 29, 2026, exceeding the consensus estimate of USD 11.76 by USD 0.42, according to AD HOC NEWS. Revenue for that quarter increased 25.7 percent from the comparable prior-year quarter, giving the earnings growth story a concrete counterweight to the lower price target.

The next earnings date cited in the source is November 4, 2026, but it is described as an estimate rather than a confirmed company schedule. The July 29, 2026, report therefore remains the latest period-specific earnings reference in the available market context.

Fair Isaac stock remains below its yearly high

Fair Isaac stock closed at USD 921.30 on the NYSE on September 22, 2026, with a 52-week range of USD 870.01 to USD 1,998.01. The stock therefore stood 53.9 percent below its yearly high while remaining 7.7 percent above its yearly low, a wide valuation spread that makes the Wells Fargo target revision material for the market narrative.