On July 30, Fair Isaac declined 8.6% overnight, trading at $1255.0 per share. The sell-off was triggered by the company's fiscal Q3 earnings release, where revenue and forward guidance fell short of market expectations that had been significantly elevated ahead of the report.

Fair Isaac reported fiscal Q3 adjusted EPS of $12.18, up 42.12% year-over-year, beating the consensus estimate of approximately $11.73. However, quarterly revenue came in at $674.19 million, missing the Street estimate of $678.87 million. More critically, the company guided full-year fiscal 2026 revenue to $2.53 billion, below the FactSet consensus of $2.56 billion. The stock had rallied over 5% in the sessions leading into the report, fueled by consecutive quarters of significant earnings beats and a recently announced $2 billion share repurchase program, pushing investor expectations to elevated levels. The slight revenue miss combined with below-consensus annual guidance triggered a rapid sentiment reversal and broad-based selling pressure.

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