Fair Isaac (FICO) Leads Data Services Peers With 38.7% Revenue Jump

Fair Isaac Corporation (NYSE:FICO) posted Q1 revenue of $691.7 million on June 2, 2026, up 38.7% year-over-year and beating analyst estimates by 9.1%, driving its stock 26.5% higher to $1,279. The credit scoring giant, known for the FICO Score, delivered the strongest quarterly growth and largest estimate beat among nine tracked data and business process services stocks. The broader group reported aggregate revenue 2.5% above consensus, with next-quarter guidance in line. CoStar Group (NASDAQ:CSGP) met expectations with $897 million in revenue but saw shares fall 5.6% despite raising full-year guidance. TransUnion (NYSE:TRU) and Broadridge Financial Solutions (NYSE:BR) both topped estimates, but Equifax (NYSE:EFX) slipped 11.4% after missing full-year EPS guidance. The sector grapples with rising data privacy regulation and cyber threats, yet demand for outsourced analytics continues to support top-line beats across most firms.