每经AI快讯，2月27日，Block美股盘后涨22%，该公司计划砍掉将近一半的员工。 ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Block's fourth-quarter profit rises, announces over 4,000 job cuts February 26, 20269:14 PM UTCUpdated ago By Reuters Feb 26 (Reuters) - Block (XYZ.N), opens new tab said on Thursday its fourth-quarter profit rose on strong demand for its payments products and services, and it will cut over 4,000 jobs, sending shares up 20% in after- hours trading. The company said it expects to incur roughly ...

Core Insights - Block's shares are experiencing a rise ahead of results, but the company has underperformed this year compared to its rivals [1][2] - Consumer sentiment towards Block is positive, contrasting with investor sentiment, which is bearish [18][19] Company Performance - Block operates two main segments: Square and Cash App, with Cash App showing significant growth in user engagement and revenue per user [3][5] - Cash App's profit per monthly active user has increased by 25%, reaching $94, indicating strong user engagement [6][31] - Square is outperforming PayPal but is still trailing behind Shopify in terms of overall consumer sentiment and market presence [4][8][23] Market Position and Competition - Shopify is the dominant player in the market, with Block facing pressure from its growth and consumer satisfaction metrics [3][8] - Despite the competition, Block is seeing a recent uptick in consumer interest, which may not yet be reflected in stock performance [9][10] Future Outlook - The upcoming report is expected to provide guidance that reflects the recent positive trends in user engagement and revenue growth, despite potential challenges from Bitcoin's performance [10][29] - Block aims to improve its gross profit growth and margins, targeting a combined score of over 40, currently around 35 [21][22] - The company is leveraging AI to enhance efficiency in R&D, which could lead to reduced costs and improved profitability [26] Consumer Engagement - Cash App is increasingly viewed as a primary banking service for younger users, contributing to its growing popularity [7][31] - The Afterpay feature is gaining traction, allowing users to make payments in installments, which is appealing to consumers [27][30]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Uber Good morning! Here's the latest in trending:AI bellwether: Nvidia's (NVDA) stock barely budges despite blowout earnings. Limited H200 shipments have been approved to China, while CEO Huang pushed back on AI cannibalization fears in the software sector.Day in court: A 20-year-old woman, who sued Meta's (META) Instagram and Alphabet's (GOOGL) YouTube in a landmark social media addi ...

Key Takeaways Block is set to report Q4 2025 results on Feb. 26, with revenues expected to rise 5.7% year over year.XYZ projects Q4 gross profit of $2.755B, up 19%, with a 20% adjusted operating margin.Block's EPS consensus estimate was cut to 65 cents, down 8.5% from last year.Block (XYZ) is set to report fourth-quarter 2025 results on Feb. 26, after market close. While the company’s quarterly results are likely to display a year-over-year rise in revenues, earnings per share (EPS) are expected to decline. ...

BofA lowered the firm’s price target on Block (XYZ) to $75 from $86 and keeps a Buy rating on the shares. The firm cut multiple it applies to its 2027 EPS estimate given lower investor sentiment for payment stocks and lower peer multiples. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s best-performing stocks on TipRanks >> Read More on XYZ: Disclaimer & DisclosureReport an Issue ...

Core Insights - Whetstone Capital Advisors, LLC sold all its shares in monday.com Ltd., amounting to 79,172 shares valued at approximately $15.33 million, during the fourth quarter of 2025 [2][6] - The sale reflects a broader trend of divesting from SaaS stocks that may struggle in the evolving market landscape influenced by artificial intelligence [6][11] Company Overview - monday.com Ltd. is a cloud-based software provider specializing in work management solutions, with a market capitalization of $3.80 billion and a revenue of $1.23 billion for the trailing twelve months (TTM) [4][5] - The company reported a net income of $118.74 million (TTM) and offers a scalable SaaS platform to enhance organizational workflows and collaboration [4][5] Market Performance - As of February 12, 2026, shares of monday.com Ltd. were priced at $73.63, reflecting a significant decline of 76.8% over the past year, underperforming the S&P 500 Index by 89.7 percentage points [7][10] - The stock's price has fluctuated between $68.68 and $316.98 over the past 52 weeks, indicating high volatility [10] Investment Implications - The decision to sell monday.com was significant as it was the largest position closed by Whetstone in the fourth quarter, suggesting a strategic shift in the fund's investment approach [6][9] - Despite the sale, Whetstone maintains a substantial investment in technology stocks, indicating a selective approach rather than a complete withdrawal from the sector [10]

It’s not always easy to find fairly valued, dividend-generating stocks with compelling or expanding niches in their industries.Companies that fit this profile are frequently viewed as worthy portfolio candidates, and three such stocks are standing out among the Zacks Rank #1 (Strong Buy) list at the moment.Having dividend yields above 3% and trading at sharp discounts to the S&P 500 in terms of their P/E valuations, these highly-rated stocks are starting to occupy advantageous positions within their markets ...

Core Insights - PayPal Holdings (PYPL) reported transaction revenues of $7.82 billion in Q4 2025, reflecting a 3% year-over-year growth and accounting for approximately 90.1% of its net revenues [1][8] - The growth in transaction revenues was driven by the rise in online shopping and mobile payments, contributing to solid quarterly results [1] Transaction Revenue Details - Transaction revenues primarily come from fees charged to merchants and consumers for payments processed through PayPal's platforms, calculated as a percentage of the transaction amount plus a fixed fee [2] - For Q4 2025, PayPal's transaction margin dollars (TM$) were reported at $4.03 billion, also up 3% year-over-year, with growth attributed to credit and omni initiatives, improved Payment Service Provider (PSP) profitability, and Venmo monetization efforts [3][8] Transaction Take Rate - The transaction take rate decreased by 9 basis points to 1.65% in Q4 2025, with a decline of about 7 basis points when excluding foreign exchange hedges [4] Peer Performance Comparison - Block's transaction revenues in Q3 2025 were $1.87 billion, up 9.4% year-over-year, representing 30.6% of its net revenues [5] - Payoneer Global's Q3 2025 total revenues were $270.9 million, up 9% year-over-year, with transaction revenue growth driven by increased transaction volume and improved SMB customer take rates [6] Valuation and Estimates - PayPal shares have declined 31% year-to-date, underperforming the broader industry and the S&P 500 Index [7] - The stock is trading at a forward 12-month P/E of 7.40X, significantly lower than the Zacks Financial Transaction Services industry's average of 18.15X, indicating a cheap valuation [9] - The Zacks Consensus Estimate for full-year 2026 EPS has been revised downward, suggesting a growth of only 1.3% year-over-year [10]

分组1 - Consensus Cloud Solutions, Inc. (CCSI) reported quarterly earnings of $1.41 per share, exceeding the Zacks Consensus Estimate of $1.31 per share, and showing an increase from $1.32 per share a year ago, resulting in an earnings surprise of +7.63% [1] - The company achieved revenues of $87.07 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.06%, and showing a slight increase from $86.98 million year-over-year [2] - Consensus Cloud Solutions has outperformed the S&P 500 with an 8.5% increase in share price since the beginning of the year, compared to the S&P 500's gain of 1.3% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.37 on revenues of $87.8 million, and for the current fiscal year, it is $5.69 on revenues of $353.31 million [7] - The Internet - Software industry, to which Consensus Cloud Solutions belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]