๐ FICO craters -16% on earnings โ market punishes buyback debt despite a strong beat
Fair Isaac Corp (FICO) gapped down hard this morning even after Q3 2026 EPS of $12.18 crushed the $11.76 estimate and revenue climbed 26% YoY to $674M. The culprit: a narrow revenue miss spooked investors already nervous about the company's ballooning debt load from an aggressive buyback program โ at these valuations, near-perfection is the only acceptable result. Beat-and-crater on a 16% gap is ugly. Are you fading this or buying the dip? Not financial advice.