As of February 19, 2026, the global payments landscape is undergoing a profound structural shift, and at the center of this transformation is Global Payments Inc. (NYSE: GPN). Following a landmark year that saw the company execute a complex "swap" deal—acquiring Worldpay for over $24 billion while divesting its legacy Issuer Solutions business to FIS [...]
Large-cap stocks usually command their industries because they have the scale to drive market trends.
The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
ATLANTA – In a definitive move to cement its position as a dominant force in the merchant services landscape, Global Payments Inc. (NYSE: GPN) sent shockwaves through the financial sector today, February 18, 2026. The company unveiled an aggressive 2026 financial outlook, headlined by an adjusted earnings per share (EPS) target
In a bold move to reverse a year of staggering market losses, activist investor JANA Partners has disclosed a significant stake in Fiserv (NYSE: FI). The hedge fund is stepping in to champion a series of strategic shifts aimed at revitalizing the payments and fintech giant, which has seen its
Fiserv’s Q4 results were met positively by the market as management emphasized stable, broad-based business activity and highlighted execution on its strategic initiatives. CEO Michael Lyons noted that “Q4 results demonstrated stable broad-based business activity trends,” with particular focus on investment in client service and technology modernization. Management attributed the flat sales performance to a mix of industry-wide softness in segments like U.S. restaurant and retail, as well as deliberate decisions to invest in long-term growth and customer retention. Despite these near-term headwinds, Fiserv saw notable contributions from both its Merchant and Financial Solutions segments and continued to win new and expanded client agreements.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%.
But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
Financial technology provider Fiserv (NASDAQ:FISV) met Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $4.9 billion. Its non-GAAP profit of $1.99 per share was 4.6% above analysts’ consensus estimates.
Financial technology provider Fiserv (NASDAQ:FISV) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.8% year on year to $5.28 billion. Its non-GAAP profit of $1.99 per share was 4.6% above analysts’ consensus estimates.
For years, investors have tried to figure out how many users are actually paying for a product that is at the center of Microsoft's artificial intelligence strategy.
As of February 9, 2026, SoFi Technologies (NASDAQ: SOFI) has officially shed its reputation as a speculative "meme stock" and transitioned into a formidable heavyweight in the global financial services landscape. The company’s recent Fourth Quarter 2025 earnings report served as a watershed moment, marking its first $1 billion revenue quarter and its ninth consecutive [...]
