Fair Isaac ($FICO) podcast mentions
Per Ticker.id: 28 Fair Isaac ($FICO) mentions across 6 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-02.
Loans sold to Fannie and Freddie are currently required to include a tri-merge report, which combines data from all three companies. Shares in Fair Isaac, ticker symbol FICO, which creates the tri-merge reports, dropped 7% in Thursday after-hours trading and are down 6.6% premarket. TransUnion is down 2.4% and Equifax is down 2.6% in premarket trading. Last month, Pulte said he was considering a buy-merge requirement as part of the Trump administration's effort to lower closing costs in a bid to make homeownership more affordable. The person told Bloomberg that the new requirement is expected to take effect within 1 to 3 months of the announcement. This was also considered by the Biden administration; however, there were concerns at the time about accurately pricing reducing mortgage risk.
Julie Morgan · Wall Street Breakfast · No sprint for Nike yet · 2026-10-02Finally, there's Palantir, also up 60%. I believe in these guys. They're among the fastest growers with great gross margins and smart, tough leadership. I've been using a $250 price target. I've been too aggressive so far. The stock got as high as $207 and then it got walloped. It is now back to $190 where I would still buy Palantir. Okay, now how about the worst performers, the ones that really did not help? How about that? First is Fair Isaac, the keeper of the FICO scores, down 50%. Looked like a split to me. Polte, uh, Bill Polte, the head of the Federal Housing Finance Agency, jack of all trades kind of, believes FICO to be too powerful and too expensive. He's been trying to get more competition to make it cheaper to get a loan. I'm in favor of that, but the banks I surveyed, they actually like FICO. They think it works. It's worked for years. They trust it. Fair Isaac's been a winner for so long. But now has a powerful opponent in the government who wants it to go away.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/1/26 · 2026-10-01Well, think of what FICO does. This is Fair Isaac Corporation. It's your FICO Scores. What do you think it is? It's the company that provides FICO Scores to lending companies, whether banks or non-bank financials, etc. And those, you know, if you want to pull your credit score, that costs a fee and they make money on that. And this, you're right, this is down dramatically, but it was probably very overvalued at $2,400 per share back in, what was this, 2024. When they're making— head towards $30 per share in earnings last year, and then they're supposed to make $42, about almost $43 per share this year, and then $52 next year. So it looks cheap based on now being at $856, down— what are we, 60% from its high? 70%. I think this heads down further with rates going up.
Justin Klein · InvestTalk · Is Quantum Computing a Real Investment or Just Hype? · 2026-09-25All I've talked about is the chart pattern, the traditional way to look at the demand for their product. But there's this new thing. If you, I don't know if you guys ever heard of it, but Artificial intelligence. Do you need FICO scores? Are banks going to come up with their own ways to assess somebody's creditworthiness? Most likely, yes. It's probably going— AI with the right set of data is probably going to do a far better job than just some— than the FICO score. So I think there's some longer-term questions about Fair, Isaac.
Justin Klein · InvestTalk · Is Quantum Computing a Real Investment or Just Hype? · 2026-09-25And that's what Upstart is trying to do. Now, now, does that mean that Upstart is the winner? Does that mean Upstart is the way that these companies are going to turn? Potentially not. And Upstart is a good example of— it's also in a major downtrend. Number one, it's been overvalued. Yeah, but this is— both of these are down a lot because the cycle, whether using AI or FICO, if nobody's applying for credit, because you're getting double-digit car loans, then it doesn't matter whether you're using AI or not. So this is an area that there's a lot of uncertainty. Um, if I was— I would rather bet on, on, on Fair Isaac because usually you get a sustainability of what people are used to already.
Justin Klein · InvestTalk · Is Quantum Computing a Real Investment or Just Hype? · 2026-09-25