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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Manav Patnaik | Barclays | 14 | 14% |
| Faiza Alwy | Deutsche Bank | 13 | 0% |
| Surinder Thind | Jefferies | 13 | 0% |
| George Tong | Goldman Sachs | 13 | 0% |
| Jason Haas | Wells Fargo | 13 | 8% |
| Owen Lau | Clear Street | 11 | 9% |
| Kyle Peterson | Needham | 11 | 0% |
| Ashish Sabadra | RBC Capital Markets | 11 | 9% |
| Scott Wurtzel | Wolfe Research | 10 | 0% |
| Simon Clinch | Redburn Atlantic | 10 | 10% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 14 | 14% |
| Jefferies | 1 | 13 | 0% |
| RBC Capital Markets | 2 | 13 | 8% |
| Deutsche Bank | 1 |
| 13 |
| 0% |
| Wells Fargo | 1 | 13 | 8% |
| Goldman Sachs | 1 | 13 | 0% |
| Needham | 1 | 11 | 0% |
| Clear Street | 1 | 11 | 9% |
Revenue grew 15.6% with EPS up 22.4% as FICO's dual growth engines of Score pricing and Platform ARR continued to compound. Platform ARR crossed $1 billion for the first time, a milestone management highlighted as validating the multi-year platform investment. Management raised FY2026 EPS guidance again to $33.50-$35.00, the second consecutive raise this fiscal year, maintaining the +2 guidance momentum.
Demand | Pricing | Competitive Dynamics | Cloud & AI | Regulation Policy | Product Launch | Guidance Reliability | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 6 | 4 | 1 | 2 | 3 | 4 | |
| 2025Q1 | 10 | 1 | 3 | 6 | 3 | 2 | 3 | 3 |
| 2025Q2 | 12 | 2 | 2 | 10 | 1 | 2 | 1 | 3 |
| 2025Q3 | 7 | 4 | 7 | 5 | 9 | 6 | 2 | 3 |
| 2025Q4 | 5 | 10 | 6 | 2 | 1 | 2 | 3 | |
| 2026Q1 | 8 | 9 | 7 | 8 | 7 | 8 | 2 | |
| 2026Q2 | 7 | 9 | 12 | 2 | 8 | 7 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 10 | 12 | 7 | 5 | 8 | 7 |
| Pricing | 6 | 1 | 2 | 4 | 10 | 9 | 9 |
| Competitive Dynamics | 4 | 3 | 2 | 7 | 6 | 7 | 12 |
| Cloud & AI | 1 | 6 | 10 | 5 | 2 | 8 | 2 |
| Regulation Policy | 2 | 3 | 1 | 9 | 1 | 7 | 8 |
| Product Launch | 2 | 2 | 6 | 2 | 8 | 7 | |
| Guidance Reliability | 3 | 3 | 1 | 2 | 3 | 2 | 2 |
| Revenue Growth | 4 | 3 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FICO Fair Isaac | 9 | +38.7% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |