Technology
Price
$1270.83
+5.32%Market Cap
$29.47B
Day High
$1273.98
Day Low
$1212.50
FICO delivered exceptional Q2 FY2026 results with revenue surging 38.7% YoY to $691.7M and operating income jumping 63.8% to $402.5M, driven by strong pricing power and software segment momentum, though the balance sheet carries deeply negative stockholders' equity due to aggressive share buybacks and elevated long-term debt of $3.64B.
Key risk: Deeply Negative Stockholders' Equity and High Leverage
FICO's stockholders' equity stands at -$2.10B, deteriorating 87% YoY from -$1.12B, while long-term debt has grown 44.8% to $3.64B. This capital structure is entirely dependent on continued strong cash generation; any deterioration in earnings could create significant financial stress and limit strategic flexibility.
Other Application Software companies