Overview

* Fair Isaac ( FICO ) fiscal Q3 revenue grows 20% yr/yr, beating analysts' expectations

* Adjusted EPS for fiscal Q3 rises to $8.57 from $6.25

* Company raises full-year fiscal 2025 guidance

Outlook

* Fair Isaac ( FICO ) raises fiscal 2025 GAAP EPS guidance to $25.60

* Company increases fiscal 2025 non-GAAP EPS forecast to $29.15

* Fair Isaac ( FICO ) updates fiscal 2025 GAAP net income guidance to $630 mln

* Company revises fiscal 2025 non-GAAP net income forecast to $718 mln

Result Drivers

* SCORES SEGMENT - Scores revenue increased 34% driven by higher unit prices, increased mortgage originations, and a multi-year US license renewal

* SOFTWARE REVENUE - Software revenue rose 3% mainly due to increased Software as a Service revenue

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $536.42 $515.20

Revenue mln mln (15

Analysts

)

Q3 Net $181.79

Income mln

Q3 $262.52

Operatin mln

g income

Q3 $236.99

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 4 "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 Corp ( FICO ) is $2,100.00, about 28.3% above its July 29 closing price of $1,505.06

* The stock recently traded at 43 times the next 12-month earnings vs. a P/E of 57 three months ago

Press Release:

(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.)