$FICO 0.65 Rising Signal
- Date
- Sep 29, 2026
- Mentions
- 4
- Unique authors
- 3
- Sector
- other
- Stance
- bearish
- On card
- no
Sentiment history
No sentiment history available for $FICO yet.
Sentiment
Notable posts
-
bearish 356 eng
$FICO -18% Fair Isaac is getting hit again after FHFA said Fannie Mae and Freddie Mac will move to one unified mortgage pricing grid that puts VantageScore alongside Classic FICO. The key change is that VantageScore borrowers will now reach the top pricing band at 780+, the same as FICO, removing the previous 20-point disadvantage. This is impacting the shares because lenders now have a cheaper alternative on the same pricing framework. VantageScore costs about $0.99 per score versus roughly $10 for FICO.
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bearish 270 eng
Mortgage credit scoring is getting a major shake-up. FHFA Director Bill Pulte ordered Fannie Mae and Freddie Mac to immediately allow all approved mortgage lenders to use VantageScore, ending the initial 50-lender rollout and opening one of $FICO’s biggest strongholds to direct competition. That is negative for FICO, which has long dominated mortgage scoring. $EFX, $TRU and $EXPN are also under pressure, even though they jointly own VantageScore. Pulte separately criticized the three credit bureaus over pricing and said FHFA is considering a “bi-merge” system, which would let lenders pull credit data from only two bureaus instead of all three. That could reduce the number of credit reports purchased per mortgage and pressure bureau revenue.
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bearish 188 eng
$FICO now in its biggest drawdown in nearly 20 years 😳 https://t.co/rrqe5S0VxS
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bearish 140 eng
$FICO -27%; worst day on record since 1989 https://t.co/U0LxKWTTpT
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bullish 91 eng
$INTU is the worst performer in the S&P500 index ytd. Reminds me of $FICO chart. Yes hammered to death but even a cheapy dcb similar to FICO’s 50%, can send INTU back to the 50dma, at least. Watchlist.
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neutral 174 eng
$13.6 BILLION PORTFOLIO UPDATE Terry Smith and Fundstrat just updated their $13.6B portfolio ... This is everything they owned as of the end of Q2 - Marriott $MAR: $958.3M - Stryker $SYK: $917.4M - Waters $WAT: $852.7M - Visa $V: $693.0M - Uber Technologies $UBER: $645.3M - Mastercard $MA: $639.5M - Google $GOOGL: $633.7M - Church & Dwight $CHD: $625.5M - Procter & Gamble $PG: $598.1M - Microsoft $MSFT: $595.6M - Meta Platforms $META: $592.5M - Automatic Data Processing $ADP: $582.6M - Fortinet $FTNT: $557.6M - Taiwan Semiconductor $TSM: $548.5M - IDEXX Laboratories $IDXX: $536.9M - Texas Instruments $TXN: $536.3M - Philip Morris $PM: $527.1M - Netflix $NFLX: $499.1M - GE Vernova $GEV: $481.5M - AppLovin $APP: $358.9M - TJX Companies $TJX: $344.3M - Nextracker $NXT: $340.3M - Veeva $VEEV: $145.0M - Yum! Brands $YUM: $88.9M - MSCI $MSCI: $30.0M - Medpace $MEDP: $27.7M - Nutanix $NTNX: $27.4M - Badger Meter $BMI: $25.9M - Clorox $CLX: $25.9M - Rollins $ROL: $25.9M - Manhattan Associates $MANH: $24.1M - Napco $NSSC: $23.1M - Fair Isaac $FICO: $21.5M - Sabre $SABR: $18.8M - InterDigital $IDCC: $17.1M - Vertiv $VRT: $14.0M - Verisign $VRSN: $14.0M - O'Reilly Automotive $ORLY: $15.0M - Doximity $DOCS: $13.6M - ADMA Biologics $ADMA: $13.8M - Paycom $PAYC: $12.7M
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bearish 20 eng
$FICO is getting absolutely crushed this morning. And this isn’t just another bad day for the stock. Fannie Mae and Freddie Mac are moving toward one mortgage pricing grid that includes both FICO and VantageScore. Rocket Mortgage is also making VantageScore 4.0 its preferred scoring model for eligible loans. FICO has spent decades with an incredibly powerful moat in mortgage credit scoring. Now the market is starting to question just how strong that moat really is.
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Signal history
| Date | Score | Signal | Mentions | Rank |
|---|---|---|---|---|
| 2026-07-04 | 0.41 | Noisy | 1 | — |
| 2026-08-14 | 0.33 | Weak | 1 | — |
| 2026-09-04 | 0.60 | Developing | 1 | — |
| 2026-09-29 | 0.65 | Rising Signal | 4 | — |