On October 13, 2026, Needham & Company lowered its price target for Fair Isaac Corp. (FICO) to $1,100 from $1,650. The firm maintained a buy rating.

The new target implies 48.58% upside from the stock price at the time of the report.

Fair Isaac shares had been highly volatile and had fallen significantly in 2026 amid increasing competition in the credit-scoring market. Overall analyst sentiment remained moderately bullish, with a consensus Moderate Buy rating from several analysts.

The shares rose nearly 11% on October 12, the day before Needham's announcement.