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Fair Isaac Q4 revenue slightly beats estimates on B2B scores pricing

By Reuters News


Overview

  • Analytics software firm's fiscal Q4 revenue rose 27% yr/yr, slightly beating analyst expectations

  • Non-GAAP EPS for fiscal Q4 increased yr/yr

  • Company did not provide fiscal 2027 guidance due to mortgage market uncertainty


Outlook

  • Company is not providing fiscal 2027 guidance due to mortgage market uncertainty and pricing transition


Result Drivers

  • B2B SCORES PRICING - Co said 39% yr/yr growth in B2B scores revenue was primarily due to higher mortgage origination scores unit price, partly offset by lower mortgage originations volume

  • SOFTWARE SEGMENT GROWTH - Software revenue rose 19% yr/yr, with platform annual recurring revenue up 72% and non-platform ARR down 18%


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Slight Beat*

$657.05 mln

$651.68 mln (17 Analysts)

Q4 Net Income

$174.96 mln

Q4 Operating income

$266.55 mln

Q4 Pretax Profit

$237.43 mln

*Applies to a deviation of less than 1%; not applicable for per-share numbers.


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 8 "hold" and 2 "sell" or "strong sell"

  • The average consensus recommendation for the software peer group is "buy"

  • Wall Street's median 12-month price target for Fair Isaac Corporation is $933.50, about 28.9% above its November 3 closing price of $724.38

  • The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 22 three months ago


Reuters Recommended Reads

  • Nov 3 - Dynatrace Q2 revenue beats estimates, sets $1 bln additional buyback

  • Nov 4 - Datadog beats Q3 revenue, profit estimates

  • Nov 3 - Freshworks Q3 adjusted profit beats estimates on upmarket momentum


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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