Block Inc

XYZ

Market cap $39.5B

XYZ remains a great rebound Buy, driven by the twice-raised FY2025 guidance and the ambitious 2028 targets implying double-digit growth and improved operating leverage. The fintech's valuation remains compelling at FWD P/E of 28.88x and a 3Y PEG of 0.80x, while offering a more than doubling upside potential to a $158.80 long-term price target. XYZ's renewed growth strategy leverages AI-driven features, demographic expansion, and aggressive cross-selling to accelerate adoption and boost profitability.

In 3Q25, Block's revenue grew by 2.33% to $6.12 billion, with subscription/services and transaction segments up 23% and 9% y/y, offsetting bitcoin weakness. Despite a broader economic slowdown, the company's initiatives, such as Cash App's network expansion and Neighborhoods, may encourage further growth, offsetting any potential macroeconomic effects. Further developments in Block's investments in automation may reduce overall expenses, helping the company expand its margins and improve its overall profitability.

Block increased by 17% over the last month. You might feel compelled to purchase more shares, or perhaps consider decreasing your investment.

BNP Paribas upgraded Block (XYZ) to outperform from neutral. While it gave shares got a boost, Rick Ducat notes the long recovery ahead for the stock after it vastly underperformed the SPX in 2025.

XYZ expands its payments ecosystem as Upstart accelerates AI-driven lending growth, setting up a fintech faceoff as both chase long-term upside.

Although the S&P 500 has returned 19.3% so far this year, dozens of stocks are showing significant declines for 2025.

MA's global scale and expanding services give it an edge over XYZ as digital payments evolve and BNPL gains steam.

XYZ expands Square with Thrive and Afterpay with several more brands. Among other partnerships are Blackbird Bakery and Grubhub to strengthen its ecosystem.

This successful fintech enterprise operates two different segments that have huge addressable markets. Prospective investors might need to become bullish on a top cryptocurrency if they want to own this stock.

SAN FRANCISCO--(BUSINESS WIRE)--Square today announced that it has expanded its partnership with Thrive, the leading inventory management reporting system, to give sellers a seamless way to manage their catalogs, sales, and stock between their in-store and e-commerce platforms, including Shopify. The new integration enables retailers to create and edit products within Square, and have those updates automatically reflected on Shopify. With Square serving as the source of truth, sellers can avoid.