华尔街下调多家公司评级，FICO 目标价遭腰斩
本周华尔街多家机构下调上市公司评级。美国银行将信用评分公司 FICO 评级下调至「中性」，目标价从1,400美元大幅砍至700美元，Huber Research 亦下调至「减持」；导火索是联邦住房金融局（FHFA）调整房贷定价规则，改变了信用评分在房贷定价中的作用，FICO 的商业模式面临重估——这直接关系到房贷申请人的信用评分成本与使用方式。
运动品牌 Nike 也遭多家机构下调：Baird 将其评级降至「中性」，理由是公司2027财年指引疲软、国际销售下滑。此外，Mobileye、Akamai、AST SpaceMobile 等科技与国防类公司本周也相继被下调评级。
分析师提醒，评级下调集中出现，反映市场对部分高估值公司盈利前景趋于谨慎。
Wall Street Downgrades Pile Up; FICO Target Slashed
Wall Street issued a wave of downgrades this week. Bank of America cut credit-scoring giant FICO to Neutral and slashed its price target from $1,400 to $700, while Huber Research moved to Underweight - after the Federal Housing Finance Agency changed mortgage-pricing grid rules, altering the role of credit scores in mortgage pricing and raising questions about a business model that touches every mortgage borrower's score costs.
Nike was also downgraded across brokerages, with Baird cutting it to Neutral on weak fiscal-2027 guidance and declining international sales. Tech and defense names including Mobileye, Akamai and AST SpaceMobile were downgraded as well.
Analysts say the cluster of downgrades reflects growing caution about earnings prospects at richly valued companies.
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