FICO Fair Isaac Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
17:14
Oct 12
Oct 12
r/ValueInvesting
FICO cheap quality compounder, monopoly intact
Author argues FICO is a quality compounder now trading at ~18x PE after a 70%+ decline from its ATH, versus over 100x PE a year ago. Revenue is growing ~20% with a 3Y CAGR of 17% and operating margins above 50%, showing no margin pressure. The author believes VantageScore cannot meaningfully take share without state intervention, and once political focus fades FICO re-entrenches its monopoly-like position. Main risk acknowledged is that FICO's monopoly status may be in question.
FICO
Fair Isaac
Long
1ST
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16:30
Sep 30
Sep 30
r/SecurityAnalysis
Trump attacking FICO monopoly, avoid the stock
The author argues Trump has deliberately targeted FICO's credit-score monopoly and will keep attacking it until it is destroyed. The mechanism is political/regulatory pressure eroding a monopoly that underpins FICO's pricing power, making the stock unattractive. No specific price target or timeframe is given, and the main risk is that the monopoly survives the political pressure.
FICO
Fair Isaac
Avoid
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01:21
Sep 30
Sep 30
r/ValueInvesting
FICO selloff overreaction, moat intact
The author argues the FICO selloff is an overreaction because FICO's moat is lender trust built over decades, and cheaper credit-scoring alternatives are a threat but cheaper doesn't automatically mean lenders switch. The mechanism is that regulatory focus on credit scoring fees misses larger savings in broker and agent commissions, so the selloff is overdone. No specific catalyst or time horizon is given; the main risk is that cheaper alternatives do gain lender adoption.
FICO
Fair Isaac
Long
1ST
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About FICO Investor Commentary
Across the available history and selected sources, Buzzberg tracks FICO (Fair Isaac) across 30 sources: 20 bullish vs 8 bearish calls from 59 authors. Historical directional balance: 14% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 87 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: u/WinterSomewhere4153, u/LostAbbott, u/ekonixlab.