Fair Isaac Corporation (FICO) saw gains due to strong fourth-quarter earnings and solid preliminary fiscal year 2026 guidance, according to Baron Asset Fund’s Q4 2025 investor letter. Despite a recent decline in stock value, the company’s new Direct Licensing Program for mortgage lending further positions it for future monetization of its intellectual property. While Fair Isaac Corporation is not among the 30 most popular stocks for hedge funds, Baron Asset Fund expects it to be a strong earnings compounder over a multi-year period.
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Fair Isaac Corporation (FICO) Gained from Strong Results and Improved Guidance
Fair Isaac Corporation (FICO) saw gains due to strong fourth-quarter earnings and solid preliminary fiscal year 2026 guidance, according to Baron Asset Fund’s Q4 2025 investor letter. Despite a recent decline in stock value, the company’s new Direct Licensing Program for mortgage lending further positions it for future monetization of its intellectual property. While Fair Isaac Corporation is not among the 30 most popular stocks for hedge funds, Baron Asset Fund expects it to be a strong earnings compounder over a multi-year period.