Fair Isaac Seen With Revenue Upside After Raising Mortgage Fees -- Market Talk

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1609 ET - Fair Isaac is set for revenue gains next year as it effectively doubles its current mortgage fees, Raymond James analysts say in a note. Due to the company's recently announced pricing changes, revenue per FICO credit score will increase to $10 in 2026 from $4.95 this year, the analysts estimate, assuming a majority of lenders adopt the company's traditional upfront pricing model rather than a back-end loaded performance model. That translates to $1.56 billion in revenue from scores next year, up 34% year-over-year, compared to the analysts' prior forecast of $1.41 billion, they say. Still, investors seem to perceive higher regulatory and competitive risks that could limit share gains in the next few quarters, they say. (kelly.cloonan@wsj.com)

 

(END) Dow Jones Newswires

October 17, 2025 16:09 ET (20:09 GMT)

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