LONDON--(BUSINESS WIRE)--Tide, the UK's leading business management platform, today announced a strategic investment from TPG, a leading global alternative asset management firm. The investment raises Tide's valuation to $1.5 billion and marks a significant milestone in the Company's growth journey. The funding will accelerate Tide's international expansion, support rapid product development and advance its investment into agentic AI. The primary and secondary investment, which totals over $120. ...

Core Insights - Reece Ltd has seen a significant decline in its share price, down approximately 48.1% since the start of 2025, while HUB24's share price is up 113.9% from its 52-week low [1] - Reece Ltd has diversified its offerings beyond plumbing, including services in irrigation, pools, civil construction, and HVAC systems [2] - HUB24 has established itself in the wealth management sector, providing software and platform solutions for financial advice and investment management [3] Reece Ltd - Reece Ltd is Australia's largest plumbing and bathroom supplies business, with over 100 years of operation [1] - The company has experienced steady revenue growth, although its dividend yield has typically been low, it has maintained consistent payments [2] - Currently, Reece Ltd shares have a dividend yield of around 2.18%, which is higher than its 5-year average of 1.06%, indicating potential growth in dividends [7] HUB24 - HUB24, founded in 2007, has quickly become a key player in the wealth management industry [3] - The company's core products include the HUB24 platform, Class, and myprosperity, which enhance service delivery for financial advisers and their clients [4] - HUB24 was recognized as the Overall Best Platform in the Adviser Ratings Financial Advice Landscape Report for 2024, highlighting its competitive edge in service quality [5] Valuation Metrics - For Reece Ltd, analyzing dividend yield over time can provide insights into the company's stability and profit distribution [6] - HUB24's current price-sales ratio is 26.07x, significantly above its 5-year average of 13.32x, suggesting that its shares may be overvalued [8]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Fiserv, Inc. related to alleged violations of federal securities laws, with a deadline for investors to seek lead plaintiff status in a class action lawsuit by September 22, 2025 [4]. Group 1: Allegations Against Fiserv - The complaint alleges that Fiserv and its executives made false and misleading statements regarding the performance of its Clover platform, particularly in relation to forced migrations from the older Payeezy platform [6]. - It is claimed that Clover's revenue growth and gross payment volume (GPV) were artificially inflated due to these forced conversions, masking a slowdown in new merchant business [6]. - Following the forced migrations, many former Payeezy merchants switched to competitors due to Clover's high pricing and compatibility issues, leading to a significant slowdown in Clover's GPV growth [6]. Group 2: Market Reaction and Stock Performance - On April 24, 2025, Fiserv reported a GPV growth of only 8% for Q1 2025, a decline from 14-17% in 2024, resulting in an 18.5% drop in stock price to $176.90 [7]. - On May 15, 2025, Fiserv announced that GPV growth deceleration would continue throughout 2025, causing a further 16.2% decline in stock price to $159.13 [7]. - On July 23, 2025, Fiserv lowered its full-year organic growth guidance and reported a deceleration in quarterly organic revenue growth to 9% year-over-year, leading to a 13.9% drop in stock price to $143.00 [7].

Group 1 - Fidelity National Information Services, Inc. (NYSE:FIS) has introduced a new Bank Modernization Framework aimed at assisting banks in modernizing their technology ecosystem [1][3] - The framework allows banks to begin their modernization from any part of their tech stack, including digital channels, data and AI, or open banking integrations, providing a flexible and component-based approach [2][3] - Traditional modernization methods are considered risky and costly, while the FIS framework utilizes data-driven insights to offer customized modernization paths and supports incremental upgrades and full core system transformation [3][4] Group 2 - Fidelity National Information Services, Inc. is a global financial technology company that provides software and services to banks and financial institutions to facilitate transaction processing and financial operations management [4]

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Core Viewpoint - A class action securities lawsuit has been filed against Fiserv, Inc. alleging securities fraud that negatively impacted investors between July 24, 2024, and July 22, 2025 [1][2]. Group 1: Allegations of Fraud - The lawsuit claims that Fiserv made false statements regarding its Clover platform, which was forced upon Payeezy merchants due to issues with the older platform [2]. - It is alleged that the revenue growth of Clover was artificially inflated by these conversions, masking a slowdown in acquiring new merchants [2]. - Following the conversions, many former Payeezy merchants reportedly switched to competitors due to Clover's high pricing and poor customer service, leading to a significant slowdown in Clover's GPV growth [2]. - The lawsuit asserts that Fiserv's positive statements about Clover's growth strategies and business prospects were materially false and misleading [2]. Group 2: Legal Process and Participation - Investors who suffered losses during the specified period have until September 22, 2025, to request to be appointed as lead plaintiff, although participation in any recovery does not require this [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, and there is no obligation to participate [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a history of securing significant settlements for shareholders and is recognized as one of the top securities litigation firms in the United States [4].

Core Insights - Pintec Technology Holdings Limited reported its unaudited financial results for the six months ending June 30, 2025, highlighting its role in providing technology-enabled financial and digital services to micro, small, and medium enterprises in China [1] Financial Performance - The company disclosed its financial performance metrics for the first half of 2025, which are crucial for assessing its growth and operational efficiency [1]

Core Thesis - Fiserv, Inc. is positioned for growth with a focus on its Clover platform, which integrates payments, software, and cash management for small businesses, despite recent stock price declines due to slower GPV growth [2][3][4] Company Overview - Fiserv serves 10,000 financial institutions across over 100 countries, including 3,000 U.S. banks, and is a leader in financial technology [2] - The company has achieved 40 consecutive years of double-digit EPS growth, indicating strong financial performance [2] Clover Platform - Clover's long-term value is driven by revenue growth from merchant signups, hardware sales, and higher-margin value-added services (VAS), rather than just gross payment volume (GPV) [3] - Clover remains underpenetrated in the U.S. market with less than 3% market share and under 10% VAS penetration domestically [3] Growth Strategy - Fiserv aims to expand into new verticals such as hospitality and healthcare, as well as international markets like Brazil, Mexico, and Europe, supporting a revenue target of $3.5 billion for 2025 and $4.5 billion for 2026 [4] - Management has accelerated buybacks to 130% of free cash flow at historically low valuations, suggesting potential for significant returns if free cash flow growth continues [4] Market Performance - Despite beating Q1 and Q2 earnings estimates, Fiserv's stock experienced a sharp decline of up to 23% due to investor concerns over slower Clover GPV growth [4] - The stock price was trading at $132.75 as of September 16th, with trailing and forward P/E ratios of 22.20 and 11.20 respectively [1][2] Historical Context - Previous bullish theses on Fiserv highlighted its strong fundamentals and the value-enhancing First Data acquisition, although the stock has depreciated approximately 34.39% since then [5]

Core Insights - S&P Global Ratings has upgraded Diebold Nixdorf's credit rating from 'B' to 'B+' due to the company's improved financial profile and expectations for solid cash flow generation [2][3] - The stable outlook from S&P indicates confidence in Diebold Nixdorf's cost reduction efforts and working capital efficiencies, which are expected to enhance EBITDA and free operating cash flow [2][3] - The company is focusing on operational execution and maintaining a strong balance sheet as part of its three-year plan to improve financial performance [3] Financial Performance - The upgrade reflects expectations for continued cash flow generation and improving debt leverage ratios [1][2] - S&P anticipates that hardware refreshes and geographic expansion, particularly in the retail segment, will drive near-term growth [2] Company Overview - Diebold Nixdorf is a leader in automating and digitizing banking and shopping experiences, serving many of the world's top financial institutions and retailers [4] - The company operates in over 100 countries with approximately 21,000 employees [4]

Group 1 - Bullish (NYSE: BLSH) is a newly public company that has attracted significant attention from institutions and investors due to its growth narrative [1] - The stock has experienced a decline since its public offering, indicating potential volatility in its market performance [1] Group 2 - The author of the article has extensive experience in the technology, media, and telecommunications (TMT) sectors, focusing on risk mitigation through various market cycles [1] - The emphasis of the author's service is on momentum, suggesting a strategy that capitalizes on market trends [1]