Jim Cramer’s 5 Stock Calls, Including Sandisk, Snowflake, and Fair Isaac

Page 5 of 5

1. Fair Isaac Corporation (NYSE:FICO)

Fair Isaac Corporation (NYSE:FICO) was among Jim Cramer’s recent stock calls on Mad Money. A caller asked what Cramer thinks about buying FICO shares, given the stock’s recent decline. He replied:

Okay, here’s the problem: I think FICO is not as easily disrupted as the market thinks, but as long as it’s out there, every time it lifts, people are going to sell the stock. It’s like Intuit. It’s like Workday. It’s like ServiceNow. It just, you can’t stop the flood of thoughts that Anthropic is going to destroy your company. So I’m not going to get into that hornet’s nest, I’m sorry, even though I like the company.

Fair Isaac Corporation (NYSE:FICO) provides analytics software and predictive scoring solutions that help businesses and consumers make informed financial decisions. The company’s products include tools for fraud detection, customer management, and credit risk assessment. ClearBridge Investments stated the following regarding Fair Isaac Corporation (NYSE:FICO) in its Q1 2026 investor letter:

The outbreak of war in the Middle East accelerated a selloff among growth stocks that started with software weakness and resulted in wide losses for the first quarter. Tax prep software maker Intuit, credit score provider Fair Isaac Corporation (NYSE:FICO), cloud hyperscaler Oracle and enterprise software firm Salesforce were all impacted by a broad acceleration in the selloff among software companies feared to be disintermediated by AI. Fair Isaac, known for its FICO score, was also hurt by concerns about growing competition that we believe are overblown as the company continues to deliver considerable value to its customers.

While we acknowledge the potential of FICO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than FICO and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 15 Stocks That Will Make You Rich in 10 Years. 

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 5 of 5