Fair Isaac Corporation develops analytic, software, and digital decisioning technologies and services that enable businesses to automate, enhance, and connect decisions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Scores and Software. The Software segment provides pre-configured analytic and decision management solution designed for various business needs or processes, such as account origination, customer management, customer engagement, fraud detection, financial crimes compliance, and marketing, as well as associated professional services. This segment also offers FICO Platform, a modular software offering designed to support advanced analytic and decision use cases, as well as stand-alone analytic and decisioning software that can be configured by customers to address a wide range of business use cases. The Scores segment provides business-to-business scoring solutions and services for consumers that give clients access to predictive credit and other scores that can be integrated into their transaction streams and decision-making processes, as well as business-to-consumer scoring solutions comprising myFICO.com subscription offerings. It offers FICO Customer Analytics, FICO Responsible AI, FICO Advisors, FICO Business Outcome Simulator, FICO Forecaster, FICO TRIAD Customer Manager, FICO Blaze Advisor, FICO Xpress Optimization, FICO Falcon Fraud Manager, FICO Analytics Workbench, FICO Data Orchestrator, FICO DMP Streaming, FICO Decision Optimizer, and FICO Strategy Director, as well as software implementation and configuration services. The company markets its products and services primarily through its direct sales organization and indirect channels, as well as online. The company was formerly known as Fair Isaac & Company, Inc. and changed its name to Fair Isaac Corporation in July 1992. Fair Isaac Corporation was founded in 1956 and is headquartered in Bozeman, Montana.

Fair Isaac Corporation демонстрирует смешанную фундаментальную картину. С одной стороны, показатели P/E и P/S значительно превышают медиану отрасли, что указывает на возможную переоцененность акций. При этом, ROA, ROI и net profit margin существенно выше медианных значений, что говорит о высокой эффективности компании. Однако, низкие значения текущего и быстрой ликвидности, а также отрицательный net worth представляют собой значительные риски. Долговая нагрузка также вызывает беспокойство, учитывая рост долгосрочных обязательств. Несмотря на сильные финансовые результаты в виде стабильного роста выручки и чистой прибыли, высокая переоцененность и риски с ликвидностью могут оказать негативное влияние на перспективы акций. В целом, компания нуждается в осторожном подходе со стороны инвесторов, учитывая её текущую финансовую структуру и оценку на рынке.

Fair Isaac Corporation

The S&P 500 Index ($SPX) (SPY) on Wednesday closed down -0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.57%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.58%. June E-mini S&P futures (ESM26) fell -0.07%, and June E-mini Nasdaq futures (NQM26) rose +0.50%.
Stock indexes settled mixed on Wednesday, with the Dow Jones Industrials falling to a 1.5-week low. Soaring crude oil prices boosted inflation expectations and bond yields, and were negative for stocks. WTI crude oil surged to a 3-week high on Wednesday after the US signaled it will maintain its naval blockade of Iran for the foreseeable future. The Wall Street Journal reported that President Trump told his aides to prepare for an extended blockade and that it carries less of a risk for the US than resuming hostilities or walking away from the conflict without securing a deal that curbs Iran’s nuclear activities.
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The broader market came under pressure on Wednesday after three FOMC members dissented in favor of no easing bias in the FOMC ‘s decision to keep policy unchanged. Also, hawkish comments from Fed Chair Powell weighed on stocks, as he said a bit of monetary policy restraint is the right place to be. The 10-year T-note yield rose +6 bp to a 1-month high of 4.41%.
The Nasdaq 100 moved higher on Wednesday as technology stocks rallied on signs that demand for AI infrastructure remains strong. NXP Semiconductors NV rose +25%, and Seagate Technology Holdings Plc rose by more than +10% to lead chipmakers and AI infrastructure stocks higher after reporting stronger-than-expected earnings results. The markets are awaiting earnings from four of the Magnificent Seven technology stocks after Wednesday’s close, as Alphabet, Amazon, Microsoft, and Meta Platforms will report quarterly results.
Wednesday’s US housing starts and core capital goods new orders reports were better than expected, a supportive factor for stocks.
US MBA mortgage applications fell -1.6% in the week ended April 24, with the purchase mortgage sub-index up +1.2% and the refinancing sub-index down -4.4%. The average 30-year fixed rate mortgage rose by +2 bp to 6.37% from 6.35% in the prior week.
US Mar housing starts unexpectedly rose +10.8% m/m to a 15-month high of 1.502 million, stronger than expectations of a decline to 1.380 million. Mar building permits, a proxy for future construction, fell -10.8% m/m to a 7-month low of 1.372 million, weaker than expectations of 1.390 million.
US Mar capital goods new orders nondefense ex-aircraft and parts, a proxy for capital spending, rose +3.3% m/m, stronger than expectations of +0.5% m/m and the largest increase in 5.75 years.
WTI crude oil prices (CLM26) soared by more than +6% on Wednesday as the US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis, as flows of crude, natural gas, and oil products from the Persian Gulf have been cut off since the war began in late February. Crude prices raced to their highs on Wednesday after President Trump told Axios that he will not lift a naval blockade of Iran's ports until he secures a deal with Iran to address the country's nuclear program. The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that crude output in the Persian Gulf has been curtailed by about 14.5 million bpd, or more than 50%, so far in April, and that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, which could hit a billion bbl by June.
As expected, the FOMC kept the fed funds target rate unchanged at 3.50% to 3.75%. The vote was 8-4 in favor of the decision, with Fed Governor Miran dissenting in favor of a -25 bp rate cut. Cleveland Fed President Beth Hammack, Minneapolis Fed President Neel Kashkari, and Dallas Fed President Lorie Logan said they "supported maintaining the target range for the federal funds rate but did not support inclusion of an easing bias in the statement at this time."
The post-meeting statement said, "Developments in the Middle East are contributing to a high level of uncertainty." Also, "job gains have remained low, on average," and the jobless rate "has been little changed in recent months, while inflation "is elevated, in part reflecting the recent increase in global energy prices."
Fed Chair Powell said policymakers think the policy stance is in a very good place to wait, as inflation is kind of misbehaving, and that maybe a little bit of restriction in monetary policy is the right place to be.
Kevin Warsh won the banking confirmation vote of the Senate Banking Committee on Wednesday, putting him on track to be confirmed as Fed Chair by the full Senate before Jerome Powell’s term ends on May 15. Fed Chair Powell said after Wednesday’s FOMC meeting that he will continue to serve as Fed Governor “for a period of time to be determined.” Mr. Powell’s seat on the Board of Governors doesn’t expire until 2028.
The markets are discounting a 0% chance for a +25 bp FOMC rate cut or a rate hike at the next FOMC meeting on June 16-17.
Earnings season ramps up this week with several Magnificent Seven technology stocks reporting. Earnings results thus far have been supportive of stocks. As of Wednesday, 81% of the 220 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets settled mixed on Wednesday. The Euro Stoxx 50 fell to a 3-week low and closed down -0.34%. China's Shanghai Composite closed up +0.71%. Japan's Nikkei Stock Average did not trade, as markets in Japan were closed for the Showa Day holiday.
Interest Rates
June 10-year T-notes (ZNM6) on Wednesday closed down -16 ticks. The 10-year T-note yield rose +5.5 bp to 4.4010%. Jun T-notes fell to a 4-week low, and the 10-year T-note yield rose to a 1-month high of 4.430%. T-notes were under pressure on Thursday amid rising crude oil prices, as WTI surged more than +6% to a 32-week high, boosting inflation expectations. The 10-year breakeven inflation rate rose to 1 14.5-month high of 2.479% on Wednesday. T-notes were also pressured by stronger-than-expected US economic reports on Mar housing starts and Mar core capital goods new orders.
T-notes sank to their lows on Wednesday afternoon after three FOMC members dissented in favor of a no-easing bias in the committee’s policy decision. Also, Fed Chair Powell said a little bit of restriction in monetary policy is the right place to be.
European government bond yields moved higher on Wednesday. The 10-year German bund yield rose to a 1-month high of 3.118% and finished up +4.3 bp to 3.110%. The 10-year UK gilt yield climbed to a 1-month high of 5.078% and finished up +6.5 bp to 5.071%.
Eurozone Apr economic confidence fell -3.2 to a nearly 5.5-year low of 93.0, weaker than expectations of 95.1.
Eurozone Mar M3 money supply rose +3.2% y/y, stronger than expectations of +3.1% y/y.
Swaps are discounting a 12% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.
US Stock Movers
NXP Semiconductors NV (NXPI) closed up more than +25% to lead chipmakers and AI infrastructure stocks higher after forecasting Q2 revenue of $3.35 billion to $3.55 billion, stronger than the consensus of $3.27 billion. Intel (INTC) closed up more than +12%, and Seagate Technology Holdings Plc (STX) closed up +11% after forecasting Q4 adjusted EPS of $4.80 to $5.20, well above the consensus of $3.96. Also, Sandisk (SNDK) and Microchip Technology (MCHP) closed up more than +6%, and Western Digital (WDC) closed up more than +5%. In addition, Advanced Micro Devices (AMD) and Qualcomm (QCOM) closed up more than +4%, and Micron Technology (MU) and Marvell Technology (MRVL) closed up more than +2%.
Energy producers and service providers rallied on Wednesday after WTI crude oil rose more than +6% to a 3-week high. Phillips 66 (PSX) closed up more than +5%, and APA Corp (APA) and Valero Energy (VLO) closed up more than +4%. Also, Marathon Petroleum (MPC), Occidental Petroleum (OXY), Devon Energy (DVN), and ConocoPhillips (COP) closed up more than +3%, and Diamondback Energy (FANG), Exxon Mobil (XOM), Halliburton (HAL), and Chevron (CVX) closed up more than +2%.
Airlines and cruise line operators were under pressure on Wednesday as WTI crude oil rose more than +6% to a 2-week high. Alaska Air Group (ALK) closed down more than -3%, and American Airlines Group (AAL), Southwest Airlines (LUV), and Carnival (CCL) closed down more than -2%. Also, United Airlines Holdings (UAL) andDelta Air Lines (DAL) closed down more than -1%.
Bloom Energy (BE) closed up more than +27% after boosting its full-year revenue forecast to $3.4 billion to $3.8 billion from a prior forecast of $3.1 billion to $3.3 billion, above the consensus of $3.25 billion.
Generac Holdings (GNRC) closed up more than +16% after reporting Q1 net sales of $1.06 billion, better than the consensus of $1.05 billion.
Rush Street Interactive (RSI) closed up more than +16% after forecasting full-year revenue between $1.49 billion and $1.54 billion, better than the consensus of $1.38 billion.
Visa (V) closed up more than +8% to lead gainers in the Dow Jones Industrials after reporting Q2 net revenue of $11.23 billion, stronger than the consensus of $10.74 billion.
Starbucks (SBUX) closed up more than +8% after reporting Q2 comparable sales were up +6.20%, well above the consensus of +3.65%, and raised its full-year comparable sales forecast to at least +5% from a prior view of at least +3%.
General Dynamics (GD) closed up more than +7% after reporting Q1 revenue of $13.48 billion, well above the consensus of $12.70 billion.
Teradyne (TER) closed down more than -19% to lead losers in the S&P 500 after forecasting Q2 revenue of $1.15 billion to $1.25 billion, failing to exceed the consensus of $1.20 billion meaningfully.
GE Healthcare (GEHC) closed down more than -13% to lead losers in the Nasdaq 100 after cutting its full-year adjusted EPS forecast to $4.80 to $5.00 from a previous forecast of $4.95 to $5.15, weaker than the consensus of $5.06.
Robinhood Markets (HOOD) closed down more than -13% after reporting Q1 net revenue of $1.07 billion, below the consensus of $1.14 billion.
Brown-Forman (BF.B) closed down more than -10% after JPMorgan Chase downgraded the stock to underweight from neutral with a price target of $23.
CoStar Group (CSGP) closed down more than -5% after forecasting full-year revenue of $3.78 billion to $3.82 billion, the midpoint below the consensus of $3.81 billion.
Ingersoll Rand (IR) closed down more than -4% after forecasting full-year organic revenue to climb 0% to +2%, the midpoint below the consensus of +1.44%.
Earnings Reports(4/30/2026)
A O Smith Corp (AOS), Air Products and Chemicals Inc (APD), Alliant Energy Corp (LNT), Altria Group Inc (MO), American International Group Inc (AIG), AMETEK Inc (AME), Amgen Inc (AMGN), Apple Inc (AAPL), Arthur J Gallagher & Co (AJG), Baxter International Inc (BAX), Bristol-Myers Squibb Co (BMY), Broadridge Financial Solutions (BR), Builders FirstSource Inc (BLDR), Camden Property Trust (CPT), Cardinal Health Inc (CAH), Carrier Global Corp (CARR), Caterpillar Inc (CAT), Cigna Group/The (CI), Clorox Co/The (CLX), ConocoPhillips (COP), CRH PLC (CRH), Dexcom Inc (DXCM), DTE Energy Co (DTE), Eli Lilly & Co (LLY), First Solar Inc (FSLR), Fortive Corp (FTV), GoDaddy Inc (GDDY), Hershey Co/The (HSY), Hubbell Inc (HUBB), Illinois Tool Works Inc (ITW), Intercontinental Exchange Inc (ICE), International Paper Co (IP), Iron Mountain Inc (IRM), Kimco Realty Corp (KIM), L3Harris Technologies Inc (LHX), Labcorp Holdings Inc (LH), Martin Marietta Materials Inc (MLM), Mastercard Inc (MA), Merck & Co Inc (MRK), Molson Coors Beverage Co (TAP), Monolithic Power Systems Inc (MPWR), Parker-Hannifin Corp (PH), Quanta Services Inc (PWR), ResMed Inc (RMD), Royal Caribbean Cruises Ltd (RCL), Sandisk Corp/DE (SNDK), Smurfit Westrock PLC (SW), Southern Co/The (SO), Stryker Corp (SYK), T Rowe Price Group Inc (TROW), Textron Inc (TXT), Trane Technologies PLC (TT), Valero Energy Corp (VLO), Western Digital Corp (WDC), Weyerhaeuser Co (WY), Willis Towers Watson PLC (WTW), Xcel Energy Inc (XEL).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Settle Mixed Ahead of Megacap Tech Earnings

The S&P 500 Index ($SPX) (SPY) today is down -0.36%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.78%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.09%. June E-mini S&P futures (ESM26) are down -0.28%, and June E-mini Nasdaq futures (NQM26) are up +0.27%.
Stock indexes are mixed today, with the Dow Jones Industrials falling to a 1.5-week low. Soaring crude oil prices are lifting inflation expectations and bond yields and are negative for stocks. WTI crude oil climbed to a 2-week high today after the US signaled it will maintain its naval blockade of Iran for the foreseeable future. The Wall Street Journal reported that President Trump told his aides to prepare for an extended blockade and that it carries less of a risk for the US than resuming hostilities or walking away from the conflict without securing a deal that curbs Iran’s nuclear activities. The 10-year T-note yield is up +5 bp to a 4-week high of 4.40%.
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The Nasdaq 100 is higher today as technology stocks climb on signs that demand for AI infrastructure remains strong. NXP Semiconductors NV and Seagate Technology Holdings Plc are up more than +14% to lead chipmakers and AI infrastructure stocks higher after reporting stronger-than-expected earnings results. The markets are awaiting earnings from four of the Magnificent Seven technology stocks after the close today, as Alphabet, Amazon, Microsoft, and Meta Platforms will report quarterly results.
Today’s US housing starts and core capital goods new orders reports were better than expected, a supportive factor for stocks.
US MBA mortgage applications fell -1.6% in the week ended April 24, with the purchase mortgage sub-index up +1.2% and the refinancing sub-index down -4.4%. The average 30-year fixed rate mortgage rose by +2 bp to 6.37% from 6.35% in the prior week.
US Mar housing starts unexpectedly rose +10.8% m/m to a 15-month high of 1.502 million, stronger than expectations of a decline to 1.380 million. Mar building permits, a proxy for future construction, fell -10.8% m/m to a 7-month low of 1.372 million, weaker than expectations of 1.390 million.
US Mar capital goods new orders nondefense ex-aircraft and parts, a proxy for capital spending, rose +3.3% m/m, stronger than expectations of +0.5% m/m and the largest increase in 5.75 years.
WTI crude oil prices (CLM26) are up by more than +5% today as the US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis, as flows of crude, natural gas, and oil products from the Persian Gulf have been cut off since the war began in late February. The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that crude output in the Persian Gulf has been curtailed by about 14.5 million bpd, or more than 50%, so far in April, and that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, which could hit a billion bbl by June.
The 2-day FOMC meeting concludes this afternoon, and the Fed kept monetary policy unchanged as expected, despite a record number of dissenting votes. The markets will look to Fed Chair Powell's post-meeting comments for guidance on the future direction of Fed policy. Today’s FOMC meeting is the last for Mr. Powell as Fed Chair, as his term expires on May 15.
Kevin Warsh now appears to be on a glide path toward Senate approval as the new Fed Chair after Senator Thom Tillis said on Sunday that he dropped his opposition to the nomination. Mr. Tillis dropped his opposition after the US Justice Department dropped its criminal investigation into the Fed’s overspending on the renovation of its building, in line with Mr. Tillis’ demand. Mr. Tillis views the investigation into Fed Chair Powell as an attempt to force the Fed to cut interest rates. The Senate Banking Committee is due to vote on Mr. Warsh’s appointment today and then send the nomination to the full Senate for a vote.
The markets are discounting a 0% chance for a +25 bp FOMC rate hike at the conclusion of today’s policy meeting. The markets are expecting the FOMC to leave policy unchanged this week as it awaits further developments in oil prices and inflation.
Earnings season ramps up this week with several Magnificent Seven technology stocks reporting. Earnings results thus far have been supportive of stocks. As of today, 80% of the 199 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell to a 3-week low and is down -0.33%. China's Shanghai Composite closed up +0.71%. Japan's Nikkei Stock Average did not trade, as markets in Japan were closed for the Showa Day holiday.
Interest Rates
June 10-year T-notes (ZNM6) today are down -9 ticks. The 10-year T-note yield is up +4.4 bp to 4.390%. Jun T-notes fell to a 4-week low, and the 10-year T-note yield rose to a 4-week high of 4.402%. T-notes are under pressure today amid rising crude oil prices, with WTI up more than +5% to a 2-week high, boosting inflation expectations. T-notes extended their losses, and US Mar housing starts and Mar core capital goods new orders rose more than expected, a hawkish factor for Fed policy.
European government bond yields are moving higher today. The 10-year German bund yield rose to a 1-month high of 3.101% and is up +2.0 bp to 3.087%. The 10-year UK gilt yield climbed to a 1-month high of 5.067% and is up +3.8 bp to 5.044%.
Eurozone Apr economic confidence fell -3.2 to a nearly 5.5-year low of 93.0, weaker than expectations of 95.1.
Eurozone Mar M3 money supply rose +3.2% y/y, stronger than expectations of +3.1% y/y.
Swaps are discounting a 12% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.
US Stock Movers
NXP Semiconductors NV (NXPI) is up more than +24% to lead chipmakers and AI infrastructure stocks higher after forecasting Q2 revenue of $3.35 billion to $3.55 billion, stronger than the consensus of $3.27 billion. Seagate Technology Holdings Plc (STX) is up +14% after forecasting Q4 adjusted EPS of $4.80 to $5.20, well above the consensus of $3.96. Also, Western Digital (WDC) is up more than +12%, and Sandisk (SNDK) is up more than +9%. In addition, Micron Technology (MU), Intel (INTC), and Microchip Technology (MCHP) are up more than +4%, and Marvell Technology (MRVL), Analog Devices (ADI), Qualcomm (QCOM), and Texas Instruments (TXN) are up more than +1%.
Energy producers and service providers are moving higher today with WTI crude oil up more than +5% at a 2-week high. Phillips 66 (PSX) is up more than +5%, and Marathon Petroleum (MPC) and Valero Energy (VLO) are up more than +3%. Also, APA Corp (APA) and Diamondback Energy (FANG) are up more than +2%, and Devon Energy (DVN), Exxon Mobil (XOM), and Occidental Petroleum (OXY) are up more than +1%
Airlines and cruise line operators are under pressure today with WTI crude oil up more than +5% at a 2-week high. Alaska Air Group (ALK), Carnival (CCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -2%. Also, United Airlines Holdings (UAL), American Airlines Group (AAL), Royal Caribbean Cruises (RCL), and Southwest Airlines (LUV) are down more than -1%. In addition, Delta Air Lines (DAL) is down -0.48%.
Bloom Energy (BE) is up more than +22% after boosting its full-year revenue forecast to $3.4 billion to $3.8 billion from a prior forecast of $3.1 billion to $3.3 billion, above the consensus of $3.25 billion.
Rush Street Interactive (RSI) is up more than +15% after forecasting full-year revenue between $1.49 billion and $1.54 billion, better than the consensus of $1.38 billion.
Generac Holdings (GNRC) is up more than +14% after reporting Q1 net sales of $1.06 billion, better than the consensus of $1.05 billion.
General Dynamics (GD) is up more than +10% after reporting Q1 revenue of $13.48 billion, well above the consensus of $12.70 billion.
Visa (V) is up more than +9% to lead gainers in the Dow Jones Industrials after reporting Q2 net revenue of $11.23 billion, stronger than the consensus of $10.74 billion.
Starbucks (SBUX) is up more than +8% after reporting Q2 comparable sales were up +6.20%, well above the consensus of +3.65%, and raised its full-year comparable sales forecast to at least +5% from a prior view of at least +3%.
Teradyne (TER) is down more than -15% to lead losers in the S&P 500 after forecasting Q2 revenue of $1.15 billion to $1.25 billion, failing to exceed the consensus of $1.20 billion meaningfully.
GE Healthcare (GEHC) is down more than -13% to lead losers in the Nasdaq 100 after cutting its full-year adjusted EPS forecast to $4.80 to $5.00 from a previous forecast of $4.95 to $5.15, weaker than the consensus of $5.06.
Robinhood Markets (HOOD) is down more than -13% after reporting Q1 net revenue of $1.07 billion, below the consensus of $1.14 billion.
Brown-Forman (BF.B) is down more than -10% after JPMorgan Chase downgraded the stock to underweight from neutral with a price target of $23.
Avis Budget Group (CAR) is down more than -7% after reporting a Q1 loss per share of $8.01, wider than the consensus of $6.87.
CoStar Group (CSGP) is down more than -5% after forecasting full-year revenue of $3.78 billion to $3.82 billion, the midpoint below the consensus of $3.81 billion.
Ingersoll Rand (IR) is down more than -4% after forecasting full-year organic revenue to climb 0% to +2%, the midpoint below the consensus of +1.44%.
Earnings Reports(4/29/2026)
AbbVie Inc (ABBV), Aflac Inc (AFL), Align Technology Inc (ALGN), Allstate Corp/The (ALL), Alphabet Inc (GOOGL), Amazon.com Inc (AMZN), American Water Works Co Inc (AWK), Amphenol Corp (APH), Automatic Data Processing Inc (ADP), Biogen Inc (BIIB), Bunge Global SA (BG), Carvana Co (CVNA), CH Robinson Worldwide Inc (CHRW), Chipotle Mexican Grill Inc (CMG), Cognizant Technology Solutions (CTSH), eBay Inc (EBAY), EMCOR Group Inc (EME), Entergy Corp (ETR), Equinix Inc (EQIX), Everest Group Ltd (EG), Ford Motor Co (F), Garmin Ltd (GRMN), GE HealthCare Technologies Inc (GEHC), Generac Holdings Inc (GNRC), General Dynamics Corp (GD), Humana Inc (HUM), IDEX Corp (IEX), Invitation Homes Inc (INVH), KLA Corp (KLAC), Lennox International Inc (LII), Meta Platforms Inc (META), MGM Resorts International (MGM), Microsoft Corp (MSFT), Mid-America Apartment Communities (MAA), Old Dominion Freight Line Inc (ODFL), O'Reilly Automotive Inc (ORLY), Phillips 66 (PSX), QUALCOMM Inc (QCOM), Regency Centers Corp (REG), Regeneron Pharmaceuticals Inc (REGN), SBA Communications Corp (SBAC), Stanley Black & Decker Inc (SWK), Tyler Technologies Inc (TYL), UDR Inc (UDR), Verisk Analytics Inc (VRSK), VICI Properties Inc (VICI), Vulcan Materials Co (VMC),
Yum! Brands Inc (YUM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Mixed After Fed Holds Rates Steady in Powell's Farewell

Fair Isaac FICO posted a strong second-quarter fiscal 2026, with non-GAAP earnings of $12.5 per share, beating the Zacks Consensus Estimate by 13.33% and rising 60.1% from the year-ago quarter.
Revenues were $692 million, beating the consensus mark by 10.64% and increasing 38.7% year over year.
Results reflected sharp momentum in credit-related activity, highlighted by a 127% year-over-year jump in mortgage originations revenue, alongside continued execution in the company’s decisioning software strategy.
FICO Benefits From Scores Business
Scores segment revenue rose 60% year over year to $475.0 million, underscoring the durability of FICO’s franchise in U.S. credit markets. Growth was led by the business-to-business channel, where revenue increased 72% from the prior-year period, benefiting from higher mortgage origination scores, unit pricing and higher mortgage origination volumes.
Fair Isaac Corporation Price, Consensus and EPS Surprise
Business-to-consumer Scores revenue increased 5% year over year, supported mainly by indirect channel partners. Within originations, auto revenue grew 13%, and credit card, personal loan, and other originations increased 6% year over year compared with the year-ago quarter, indicating broader-based demand beyond mortgages. Mortgage originations revenues rose 127% year over year.
Fair Isaac Gains From Software Platform Revenue
Software revenue increased 7% year over year to $216.7 million, supported by continued penetration of the FICO Platform. Platform revenue climbed 54% from the prior-year quarter, while non-platform revenue declined 12%, largely due to migrations.
Total software annual recurring revenue (ARR) was $789 million, up 10% year over year, with platform ARR of $349 million rising 49% and representing 44% of total ARR. Dollar-based net retention rate was 109%, including 136% for platform and 90% for non-platform, reflecting expansion in platform use cases and volumes even as legacy products face headwinds.
FICO’s Operating Details
Research and development expenses, as a percentage of revenues, contracted 120 basis points (bps) on a year-over-year basis to 7.8%. Selling, general, and administrative expenses, as a percentage of revenues, decreased 330 bps year over year to 20.8%.
Non-GAAP operating margin expanded to 65% from 58% in the year-ago period, as revenue growth outpaced incremental spending.
Adjusted EBITDA increased 55.8% year over year to $448.5 million in the reported quarter. The adjusted EBITDA margin in the fiscal second quarter of 2026 was 64.8% compared with 57.7% in the fiscal second quarter of 2025.
Fair Isaac’s Balance Sheet and Cash Flow
As of March 31, 2026, FICO had $219.4 million in cash and cash equivalents compared with $162 million as of Dec. 31, 2025. Total debt was $3.64 billion.
Cash flow from operations was $223 million in the fiscal second quarter compared with $174 million in the prior quarter. Free cash flow was $214.3 million in the reported quarter compared with $165.3 million reported in the prior quarter.
FICO continued to prioritize capital returns. The company repurchased 484,000 shares for $605 million at an average price of $1,251 per share, cited as its largest quarterly repurchase in dollar terms.
FICO Raises Full-Year 2026 Outlook After Strong First Half
Reflecting the first-half performance, management raised full-year fiscal 2026 guidance.
Revenue is now expected to be $2.45 billion, up from the prior view of $2.35 billion.
On a non-GAAP basis,earnings are projected to be $40.45 per share.
FICO’s Zacks Rank & Stocks to Consider
FICO currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer and Technology sector include Analog Devices ADI, Advanced Energy AEIS, and Arista Networks ANET. Each stock currently carries a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Analog Devices have gained 41.3% in the year-to-date period. Analog Devices is set to report the second quarter of fiscal 2026 results on May 20.
Shares of Advanced Energy have surged 76.3% in the year-to-date period. Advanced Energy is slated to report first-quarter 2026 results on May 4.
Arista Networks shares have gained 26.1% in the year-to-date period. Arista Networks is set to report first-quarter 2026 results on May 5.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fair Isaac Q2 Earnings Beat Estimates on Scores, Revenue Up Y/Y

The S&P 500 Index ($SPX) (SPY) today is down -0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.49%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.48%. June E-mini S&P futures (ESM26) are down -0.05%, and June E-mini Nasdaq futures (NQM26) are up +0.48%.
Stock indexes are mixed today, with the Dow Jones Industrials falling to a 1.5-week low. Soaring crude oil prices are lifting inflation expectations and bond yields and are negative for stocks. WTI crude oil climbed to a 2-week high today after the US signaled it will maintain its naval blockade of Iran for the foreseeable future. The Wall Street Journal reported that President Trump told his aides to prepare for an extended blockade and that it carries less of a risk for the US than resuming hostilities or walking away from the conflict without securing a deal that curbs Iran’s nuclear activities. The 10-year T-note yield is up +5 bp to a 4-week high of 4.40%.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
The Nasdaq 100 is higher today as technology stocks climb on signs that demand for AI infrastructure remains strong. NXP Semiconductors NV and Seagate Technology Holdings Plc are up more than +14% to lead chipmakers and AI infrastructure stocks higher after reporting stronger-than-expected earnings results. The markets are awaiting earnings from four of the Magnificent Seven technology stocks after the close today, as Alphabet, Amazon, Microsoft, and Meta Platforms will report quarterly results.
Today’s US housing starts and core capital goods new orders reports were better than expected, a supportive factor for stocks.
US MBA mortgage applications fell -1.6% in the week ended April 24, with the purchase mortgage sub-index up +1.2% and the refinancing sub-index down -4.4%. The average 30-year fixed rate mortgage rose by +2 bp to 6.37% from 6.35% in the prior week.
US Mar housing starts unexpectedly rose +10.8% m/m to a 15-month high of 1.502 million, stronger than expectations of a decline to 1.380 million. Mar building permits, a proxy for future construction, fell -10.8% m/m to a 7-month low of 1.372 million, weaker than expectations of 1.390 million.
US Mar capital goods new orders nondefense ex-aircraft and parts, a proxy for capital spending, rose +3.3% m/m, stronger than expectations of +0.5% m/m and the largest increase in 5.75 years.
WTI crude oil prices (CLM26) are up by more than +5% today as the US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis, as flows of crude, natural gas, and oil products from the Persian Gulf have been cut off since the war began in late February. The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that crude output in the Persian Gulf has been curtailed by about 14.5 million bpd, or more than 50%, so far in April, and that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, which could hit a billion bbl by June.
The 2-day FOMC meeting concludes this afternoon, and the Fed is expected to keep monetary policy unchanged. The markets will look to Fed Chair Powell's post-meeting comments for guidance on the future direction of Fed policy. Today’s FOMC meeting is the last for Mr. Powell as Fed Chair, as his term expires on May 15.
Kevin Warsh now appears to be on a glide path toward Senate approval as the new Fed Chair after Senator Thom Tillis said on Sunday that he dropped his opposition to the nomination. Mr. Tillis dropped his opposition after the US Justice Department dropped its criminal investigation into the Fed’s overspending on the renovation of its building, in line with Mr. Tillis’ demand. Mr. Tillis views the investigation into Fed Chair Powell as an attempt to force the Fed to cut interest rates. The Senate Banking Committee is due to vote on Mr. Warsh’s appointment today and then send the nomination to the full Senate for a vote.
The markets are discounting a 0% chance for a +25 bp FOMC rate hike at the conclusion of today’s policy meeting. The markets are expecting the FOMC to leave policy unchanged this week as it awaits further developments in oil prices and inflation.
Earnings season ramps up this week with several Magnificent Seven technology stocks reporting. Earnings results thus far have been supportive of stocks. As of today, 80% of the 199 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell to a 3-week low and is down -0.33%. China's Shanghai Composite closed up +0.71%. Japan's Nikkei Stock Average did not trade, as markets in Japan were closed for the Showa Day holiday.
Interest Rates
June 10-year T-notes (ZNM6) today are down -9 ticks. The 10-year T-note yield is up +4.4 bp to 4.390%. Jun T-notes fell to a 4-week low, and the 10-year T-note yield rose to a 4-week high of 4.402%. T-notes are under pressure today amid rising crude oil prices, with WTI up more than +5% to a 2-week high, boosting inflation expectations. T-notes extended their losses, and US Mar housing starts and Mar core capital goods new orders rose more than expected, a hawkish factor for Fed policy.
European government bond yields are moving higher today. The 10-year German bund yield rose to a 1-month high of 3.101% and is up +2.0 bp to 3.087%. The 10-year UK gilt yield climbed to a 1-month high of 5.067% and is up +3.8 bp to 5.044%.
Eurozone Apr economic confidence fell -3.2 to a nearly 5.5-year low of 93.0, weaker than expectations of 95.1.
Eurozone Mar M3 money supply rose +3.2% y/y, stronger than expectations of +3.1% y/y.
Swaps are discounting a 12% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.
US Stock Movers
NXP Semiconductors NV (NXPI) is up more than +24% to lead chipmakers and AI infrastructure stocks higher after forecasting Q2 revenue of $3.35 billion to $3.55 billion, stronger than the consensus of $3.27 billion. Seagate Technology Holdings Plc (STX) is up +14% after forecasting Q4 adjusted EPS of $4.80 to $5.20, well above the consensus of $3.96. Also, Western Digital (WDC) is up more than +12%, and Sandisk (SNDK) is up more than +9%. In addition, Micron Technology (MU), Intel (INTC), and Microchip Technology (MCHP) are up more than +4%, and Marvell Technology (MRVL), Analog Devices (ADI), Qualcomm (QCOM), and Texas Instruments (TXN) are up more than +1%.
Energy producers and service providers are moving higher today with WTI crude oil up more than +5% at a 2-week high. Phillips 66 (PSX) is up more than +5%, and Marathon Petroleum (MPC) and Valero Energy (VLO) are up more than +3%. Also, APA Corp (APA) and Diamondback Energy (FANG) are up more than +2%, and Devon Energy (DVN), Exxon Mobil (XOM), and Occidental Petroleum (OXY) are up more than +1%
Airlines and cruise line operators are under pressure today with WTI crude oil up more than +5% at a 2-week high. Alaska Air Group (ALK), Carnival (CCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -2%. Also, United Airlines Holdings (UAL), American Airlines Group (AAL), Royal Caribbean Cruises (RCL), and Southwest Airlines (LUV) are down more than -1%. In addition, Delta Air Lines (DAL) is down -0.48%.
Bloom Energy (BE) is up more than +22% after boosting its full-year revenue forecast to $3.4 billion to $3.8 billion from a prior forecast of $3.1 billion to $3.3 billion, above the consensus of $3.25 billion.
Rush Street Interactive (RSI) is up more than +15% after forecasting full-year revenue between $1.49 billion and $1.54 billion, better than the consensus of $1.38 billion.
Generac Holdings (GNRC) is up more than +14% after reporting Q1 net sales of $1.06 billion, better than the consensus of $1.05 billion.
General Dynamics (GD) is up more than +10% after reporting Q1 revenue of $13.48 billion, well above the consensus of $12.70 billion.
Visa (V) is up more than +9% to lead gainers in the Dow Jones Industrials after reporting Q2 net revenue of $11.23 billion, stronger than the consensus of $10.74 billion.
Starbucks (SBUX) is up more than +8% after reporting Q2 comparable sales were up +6.20%, well above the consensus of +3.65%, and raised its full-year comparable sales forecast to at least +5% from a prior view of at least +3%.
Teradyne (TER) is down more than -15% to lead losers in the S&P 500 after forecasting Q2 revenue of $1.15 billion to $1.25 billion, failing to exceed the consensus of $1.20 billion meaningfully.
GE Healthcare (GEHC) is down more than -13% to lead losers in the Nasdaq 100 after cutting its full-year adjusted EPS forecast to $4.80 to $5.00 from a previous forecast of $4.95 to $5.15, weaker than the consensus of $5.06.
Robinhood Markets (HOOD) is down more than -13% after reporting Q1 net revenue of $1.07 billion, below the consensus of $1.14 billion.
Brown-Forman (BF.B) is down more than -10% after JPMorgan Chase downgraded the stock to underweight from neutral with a price target of $23.
Avis Budget Group (CAR) is down more than -7% after reporting a Q1 loss per share of $8.01, wider than the consensus of $6.87.
CoStar Group (CSGP) is down more than -5% after forecasting full-year revenue of $3.78 billion to $3.82 billion, the midpoint below the consensus of $3.81 billion.
Ingersoll Rand (IR) is down more than -4% after forecasting full-year organic revenue to climb 0% to +2%, the midpoint below the consensus of +1.44%.
Earnings Reports(4/29/2026)
AbbVie Inc (ABBV), Aflac Inc (AFL), Align Technology Inc (ALGN), Allstate Corp/The (ALL), Alphabet Inc (GOOGL), Amazon.com Inc (AMZN), American Water Works Co Inc (AWK), Amphenol Corp (APH), Automatic Data Processing Inc (ADP), Biogen Inc (BIIB), Bunge Global SA (BG), Carvana Co (CVNA), CH Robinson Worldwide Inc (CHRW), Chipotle Mexican Grill Inc (CMG), Cognizant Technology Solutions (CTSH), eBay Inc (EBAY), EMCOR Group Inc (EME), Entergy Corp (ETR), Equinix Inc (EQIX), Everest Group Ltd (EG), Ford Motor Co (F), Garmin Ltd (GRMN), GE HealthCare Technologies Inc (GEHC), Generac Holdings Inc (GNRC), General Dynamics Corp (GD), Humana Inc (HUM), IDEX Corp (IEX), Invitation Homes Inc (INVH), KLA Corp (KLAC), Lennox International Inc (LII), Meta Platforms Inc (META), MGM Resorts International (MGM), Microsoft Corp (MSFT), Mid-America Apartment Communities (MAA), Old Dominion Freight Line Inc (ODFL), O'Reilly Automotive Inc (ORLY), Phillips 66 (PSX), QUALCOMM Inc (QCOM), Regency Centers Corp (REG), Regeneron Pharmaceuticals Inc (REGN), SBA Communications Corp (SBAC), Stanley Black & Decker Inc (SWK), Tyler Technologies Inc (TYL), UDR Inc (UDR), Verisk Analytics Inc (VRSK), VICI Properties Inc (VICI), Vulcan Materials Co (VMC),
Yum! Brands Inc (YUM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Mixed Ahead of FOMC Meeting Results

The S&P 500 Index ($SPX) (SPY) today is down -0.19%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.57%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.20%. June E-mini S&P futures (ESM26) are down -0.15%, and June E-mini Nasdaq futures (NQM26) are up +0.21%.
Stock indexes are mixed today. Soaring crude oil prices are lifting inflation expectations and bond yields and are negative for stocks. WTI crude oil climbed to a 2-week high today after the US signaled it will maintain its naval blockade of Iran for the foreseeable future. The Wall Street Journal reported that President Trump told his aides to prepare for an extended blockade and that it carries less of a risk for the US than resuming hostilities or walking away from the conflict without securing a deal that curbs Iran’s nuclear activities. The 10-year T-note yield is up +5 bp to a 4-week high of 4.40%.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
The Nasdaq 100 is higher today as technology stocks climb on signs that demand for AI infrastructure remains strong. NXP Semiconductors NV and Seagate Technology Holdings Plc are up more than +10% to lead chipmakers and AI infrastructure stocks higher after reporting stronger-than-expected earnings results. The markets are awaiting earnings from four of the Magnificent Seven technology stocks after the close today, as Alphabet, Amazon, Microsoft, and Meta Platforms will report quarterly results.
Today’s US housing starts and core capital goods new orders reports were better than expected, a supportive factor for stocks.
US MBA mortgage applications fell -1.6% in the week ended April 24, with the purchase mortgage sub-index up +1.2% and the refinancing sub-index down -4.4%. The average 30-year fixed rate mortgage rose by +2 bp to 6.37% from 6.35% in the prior week.
US Mar housing starts unexpectedly rose +10.8% m/m to a 15-month high of 1.502 million, stronger than expectations of a decline to 1.380 million. Mar building permits, a proxy for future construction, fell -10.8% m/m to a 7-month low of 1.372 million, weaker than expectations of 1.390 million.
US Mar capital goods new orders nondefense ex-aircraft and parts, a proxy for capital spending, rose +3.3% m/m, stronger than expectations of +0.5% m/m and the largest increase in 5.75 years.
WTI crude oil prices (CLM26) are up by more than +4% today as the US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis, as flows of crude, natural gas, and oil products from the Persian Gulf have been cut off since the war began in late February. The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait. Goldman Sachs estimates that crude output in the Persian Gulf has been curtailed by about 14.5 million bpd, or more than 50%, so far in April, and that the current disruption has drawn down nearly 500 million bbl from global crude stockpiles, which could hit a billion bbl by June.
The 2-day FOMC meeting concludes this afternoon, and the Fed is expected to keep monetary policy unchanged. The markets will look to Fed Chair Powell's post-meeting comments for guidance on the future direction of Fed policy. Today’s FOMC meeting is the last for Mr. Powell as Fed Chair, as his term expires on May 15.
Kevin Warsh now appears to be on a glide path toward Senate approval as the new Fed Chair after Senator Thom Tillis said on Sunday that he dropped his opposition to the nomination. Mr. Tillis dropped his opposition after the US Justice Department dropped its criminal investigation into the Fed’s overspending on the renovation of its building, in line with Mr. Tillis’ demand. Mr. Tillis views the investigation into Fed Chair Powell as an attempt to force the Fed to cut interest rates. The Senate Banking Committee is due to vote on Mr. Warsh’s appointment today and then send the nomination to the full Senate for a vote.
The markets are discounting a 0% chance for a +25 bp FOMC rate hike at the Tue-Wed policy meeting. The markets are expecting the FOMC to leave policy unchanged this week as it awaits further developments in oil prices and inflation.
Earnings season ramps up this week with several Magnificent Seven technology stocks reporting. Earnings results thus far have been supportive of stocks. As of today, 80% of the 199 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
Overseas stock markets are mixed today. The Euro Stoxx 50 fell to a 3-week low and is down -0.12%. China's Shanghai Composite closed up +0.71%. Japan's Nikkei Stock 225 did not trade with markets closed in Japan for the Showa Day holiday.
Interest Rates
June 10-year T-notes (ZNM6) today are down -10 ticks. The 10-year T-note yield is up +3.8 bp to 4.384%. Jun T-notes fell to a 4-week low, and the 10-year T-note yield rose to a 4-week high of 4.400%. T-notes are under pressure today amid rising crude oil prices, with WTI up more than +4% to a 2-week high, boosting inflation expectations. T-notes extended their losses, and US Mar housing starts and Mar core capital goods new orders rose more than expected, a hawkish factor for Fed policy.
European government bond yields are moving higher today. The 10-year German bund yield rose to a 2-week high of 3.093% and is up +2.0 bp to 3.087%. The 10-year UK gilt yield climbed to a 1-month high of 5.031% and is up +2.2 bp to 5.028%.
Eurozone Apr economic confidence fell -3.2 to a nearly 5.5-year low of 93.0, weaker than expectations of 95.1.
Eurozone Mar M3 money supply rose +3.2% y/y, stronger than expectations of +3.1% y/y.
Swaps are discounting an 11% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.
US Stock Movers
NXP Semiconductors NV (NXPI) is up more than +23% to lead chipmakers and AI infrastructure stocks higher after forecasting Q2 revenue of $3.35 billion to $3.55 billion, stronger than the consensus of $3.27 billion. Seagate Technology Holdings Plc (STX) is up +16% after forecasting Q4 adjusted EPS of $4.80 to $5.20, well above the consensus of $3.96. Also, Western Digital (WDC) is up more than +12%, and Sandisk (SNDK) is up more than +9%. In addition, Micron Technology (MU), Intel (INTC), and Microchip Technology (MCHP) are up more than +4%, and Marvell Technology (MRVL), Analog Devices (ADI), Qualcomm (QCOM), and Texas Instruments (TXN) are up more than +1%.
Airlines and cruise line operators are under pressure today with WTI crude oil up more than +3% at a 2-week high. United Airlines Holdings (UAL), Alaska Air Group (ALK), Carnival (CCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -2%. Also, American Airlines Group (AAL), Royal Caribbean Cruises (RCL), Delta Air Lines (DAL), and Southwest Airlines (LUV) are down more than -1%.
Bloom Energy (BE) is up more than +27% after boosting its full-year revenue forecast to $3.4 billion to $3.8 billion from a prior forecast of $3.1 billion to $3.3 billion, above the consensus of $3.25 billion.
Rush Street Interactive (RSI) is up more than +14% after forecasting full-year revenue between $1.49 billion and $1.54 billion, better than the consensus of $1.38 billion.
Generac Holdings (GNRC) is up more than +11% after reporting Q1 net sales of $1.06 billion, better than the consensus of $1.05 billion.
Visa (V) is up more than +9% to lead gainers in the Dow Jones Industrials after reporting Q2 net revenue of $11.23 billion, stronger than the consensus of $10.74 billion.
Starbucks (SBUX) is up more than +6% after reporting Q2 comparable sales were up +6.20%, well above the consensus of +3.65%, and raised its full-year comparable sales forecast to at least +5% from a prior view of at least +3%.
Fair Isaac Corp (FICO) is up more than +4% after reporting Q2 revenue of $691.7 million, well above the consensus of $638.4 million.
Teradyne (TER) is down more than -13% to lead losers in the S&P 500 after forecasting Q2 revenue of $1.15 billion to $1.25 billion, failing to exceed the consensus of $1.20 billion meaningfully.
GE Healthcare (GEHC) is down more than -11% to lead losers in the Nasdaq 100 after cutting its full-year adjusted EPS forecast to $4.80 to $5.00 from a previous forecast of $4.95 to $5.15, weaker than the consensus of $5.06.
Robinhood Markets (HOOD) is down more than -10% after reporting Q1 net revenue of $1.07 billion, below the consensus of $1.14 billion.
Brown-Forman (BF.B) is down more than -9% after JPMorgan Chase downgraded the stock to underweight from neutral with a price target of $23.
Avis Budget Group (CAR) is down more than -7% after reporting a Q1 loss per share of $8.01, wider than the consensus of $6.87.
CoStar Group (CSGP) is down more than -5% after forecasting full-year revenue of $3.78 billion to $3.82 billion, the midpoint below the consensus of $3.81 billion.
Ingersoll Rand (IR) is down more than -4% after forecasting full-year organic revenue to climb 0% to +2%, the midpoint below the consensus of +1.44%.
Earnings Reports(4/29/2026)
AbbVie Inc (ABBV), Aflac Inc (AFL), Align Technology Inc (ALGN), Allstate Corp/The (ALL), Alphabet Inc (GOOGL), Amazon.com Inc (AMZN), American Water Works Co Inc (AWK), Amphenol Corp (APH), Automatic Data Processing Inc (ADP), Biogen Inc (BIIB), Bunge Global SA (BG), Carvana Co (CVNA), CH Robinson Worldwide Inc (CHRW), Chipotle Mexican Grill Inc (CMG), Cognizant Technology Solutions (CTSH), eBay Inc (EBAY), EMCOR Group Inc (EME), Entergy Corp (ETR), Equinix Inc (EQIX), Everest Group Ltd (EG), Ford Motor Co (F), Garmin Ltd (GRMN), GE HealthCare Technologies Inc (GEHC), Generac Holdings Inc (GNRC), General Dynamics Corp (GD), Humana Inc (HUM), IDEX Corp (IEX), Invitation Homes Inc (INVH), KLA Corp (KLAC), Lennox International Inc (LII), Meta Platforms Inc (META), MGM Resorts International (MGM), Microsoft Corp (MSFT), Mid-America Apartment Communities (MAA), Old Dominion Freight Line Inc (ODFL), O'Reilly Automotive Inc (ORLY), Phillips 66 (PSX), QUALCOMM Inc (QCOM), Regency Centers Corp (REG), Regeneron Pharmaceuticals Inc (REGN), SBA Communications Corp (SBAC), Stanley Black & Decker Inc (SWK), Tyler Technologies Inc (TYL), UDR Inc (UDR), Verisk Analytics Inc (VRSK), VICI Properties Inc (VICI), Vulcan Materials Co (VMC),
Yum! Brands Inc (YUM).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Pressured as Soaring Crude Prices Raise Inflation Concerns

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Fair Isaac (FICO) Q2 2026 Earnings Call Transcript

For the quarter ended March 2026, Fair Isaac (FICO) reported revenue of $691.68 million, up 38.7% over the same period last year. EPS came in at $12.50, compared to $7.81 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $625.17 million, representing a surprise of +10.64%. The company delivered an EPS surprise of +13.33%, with the consensus EPS estimate being $11.03.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Fair Isaac performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Annual Recurring Revenue (ARR) - Platform: $348.8 million versus the three-analyst average estimate of $319.83 million.
Annual Recurring Revenue (ARR) - Total: $788.8 million versus $769.2 million estimated by three analysts on average.
Annual Recurring Revenue (ARR) - Non-Platform: $440 million compared to the $449.37 million average estimate based on three analysts.
Revenues- Professional services: $17.47 million versus $18.29 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.2% change.
Revenues- Software: $216.7 million versus $209.77 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.
Revenues- Scores: $474.97 million versus the three-analyst average estimate of $415.23 million. The reported number represents a year-over-year change of +59.9%.
Revenues- On-premises and SaaS software: $199.23 million versus the three-analyst average estimate of $191.48 million. The reported number represents a year-over-year change of +8.4%.
Revenues- Scores- Business-to-consumer: $57.34 million versus $57.14 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.1% change.
Revenues- Scores- Business-to-business: $417.63 million versus the two-analyst average estimate of $361.71 million. The reported number represents a year-over-year change of +72.2%.
Shares of Fair Isaac have returned -3.3% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fair Isaac (FICO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Fair Isaac (FICO) came out with quarterly earnings of $12.5 per share, beating the Zacks Consensus Estimate of $11.03 per share. This compares to earnings of $7.81 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +13.33%. A quarter ago, it was expected that this financial services company would post earnings of $6.95 per share when it actually produced earnings of $7.33, delivering a surprise of +5.47%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Fair Isaac, which belongs to the Zacks Computers - IT Services industry, posted revenues of $691.68 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 10.64%. This compares to year-ago revenues of $498.73 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Fair Isaac shares have lost about 40% since the beginning of the year versus the S&P 500's gain of 4.8%.
What's Next for Fair Isaac?
While Fair Isaac has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Fair Isaac was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $11.65 on $662.72 million in revenues for the coming quarter and $42.06 on $2.49 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computers - IT Services is currently in the top 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Leidos (LDOS), is yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.
This security and engineering company is expected to post quarterly earnings of $2.88 per share in its upcoming report, which represents a year-over-year change of -3%. The consensus EPS estimate for the quarter has been revised 2.9% lower over the last 30 days to the current level.
Leidos' revenues are expected to be $4.27 billion, up 0.5% from the year-ago quarter.
Should You Invest in Fair Isaac Corporation (FICO)?
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Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fair Isaac (FICO) Q2 Earnings and Revenues Surpass Estimates

(RTTNews) - Fair Isaac Corporation (FICO) revealed earnings for its second quarter that Increases, from the same period last year
The company's earnings totaled $264.45 million, or $11.14 per share. This compares with $162.61 million, or $6.59 per share, last year.
Excluding items, Fair Isaac Corporation reported adjusted earnings of $296.80 million or $12.50 per share for the period.
The company's revenue for the period rose 38.7% to $691.67 million from $498.73 million last year.
Fair Isaac Corporation earnings at a glance (GAAP) :
-Earnings: $264.45 Mln. vs. $162.61 Mln. last year. -EPS: $11.14 vs. $6.59 last year. -Revenue: $691.67 Mln vs. $498.73 Mln last year.
-Guidance: Full year EPS guidance: $ 38.17 To $ 40.45 Full year revenue guidance: $ 2.45 B
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fair Isaac Corporation Profit Climbs In Q2

(RTTNews) - Fair Isaac Corporation (FICO) will host a conference call at 4:30 PM ET on April 28, 2026, to discuss Q2 26 earnings results.
To access the live webcast, log on to https://investors.fico.com/event-calendar
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	37.54 33.99
Price/Sales	12.01 2.90
P/B	0.00 2.94
P/FCF	34.39 25.07

Indicator	TTM Median
ROE	0.00 15.16
ROA	35.47 6.56
ROI	61.62 10.27
Net Worth	24.29 1.09
Quick Ratio	0.00 1.57
Current Ratio	0.93 1.88

Indicator	TTM Median
Net Profit Margin	31.90 9.72
Operating Margin	47.50 10.93
Gross Margin	82.89 49.53
Return on tangible equity	0.00 28.45

Indicator	TTM Median
EPS	5.48 0.27
EPS Forecast	9.60 0.23
Revenue	512.00M 74.50M
Gross Profit	425.00M —
EBITDA	238.00M —

Fair Isaac Corporation

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