Investor Day Targets and Analyst Support Reinforces the Case for Block’s Long-Term Growth

Core Viewpoint - Block, Inc. is positioned as a strong investment opportunity in the FinTech sector for 2026, supported by positive analyst ratings and a robust growth outlook [1][3]. Group 1: Analyst Ratings and Price Targets - UBS reiterated a Buy rating on Block with a price target of $90, citing confidence in the company's long-term growth trajectory and improved financial clarity [1]. - TD Cowen also maintained a Buy rating, setting a price target of $91, emphasizing the company's improving margins and achievable growth targets [3]. - MarketBeat data indicates a Moderate Buy consensus rating for Block, with an average 12-month price target in the low-to-mid $80s, suggesting significant upside potential [5]. Group 2: Business Growth and Revenue Streams - Block has expanded its business significantly, now having 26 revenue streams that each generate over $100 million in gross profit, compared to just five in 2020 [2]. - The company has outlined a long-term roadmap extending beyond 2026, which is expected to support sustained operating leverage as it scales its ecosystem [2]. Group 3: Valuation and Market Position - TD Cowen noted that Block's shares are trading at a meaningful discount compared to historical valuations within the fintech and payments sector, presenting an attractive entry point for long-term investors [4].