BofA Reinstates Fair Isaac (FICO) Coverage With Buy Rating, $1,900 PT Citing Strong Pricing Power

By Maham Fatima | February 19, 2026, 7:28 PM

Fair Isaac Corporation (NYSE:FICO) is one of the best growth stocks to buy for the next 20 years. On February 17, Bank of America analyst Curtis Nagle reinstated coverage of FICO with a Buy rating and a $1,900 price target, highlighting the company’s strong pricing power and the growth potential of its Mortgage Direct Licensing program.

This move was part of a broader reinstatement of 19 stocks within the Information and Business Services sector, for which the firm holds a generally constructive outlook. For the group as a whole, BofA projects healthy performance in 2026, with anticipated average growth rates of 7% for revenue, 12% for EPS, and 11% for free cash flow.

Earlier on February 2, Goldman Sachs analyst George Tong lowered the firm’s price target on Fair Isaac Corporation (NYSE:FICO) to $1,777 from $2,070 with a Buy rating. Despite the lower target, the firm highlighted strong FQ1 2026 results that beat expectations and reaffirmed full-year guidance, supported by 60% year-over-year growth in mortgage origination revenue. Goldman remains bullish on the company’s outlook, citing upcoming 2026 price increases, wider adoption of FICO 10T, and market leadership as drivers for anticipated EPS growth of over 20%.

BofA Reinstates Fair Isaac (FICO) Coverage With Buy Rating, $1,900 PT Citing Strong Pricing Power
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Fair Isaac Corporation (NYSE:FICO) provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments: Scores and Software.

While we acknowledge the potential of FICO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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