Core Insights - The article highlights recent research reports on major stocks including Visa Inc., The Charles Schwab Corp., and Amphenol Corp., as well as micro-cap stocks Autoscope Technologies Corp. and United-Guardian, Inc. [2][4] Visa Inc. - Visa's shares have outperformed the Zacks Financial Transaction Services industry over the past year, with a gain of +11.1% compared to the industry's decline of -8.7% [4] - Total revenue rose 11% year-over-year in FY25, with cross-border growth at 13% [5] - The company faces rising client incentives and expenses, which may impact margin growth, with adjusted costs expected to rise nearly 11% in FY26 [6] The Charles Schwab Corp. - Charles Schwab's shares gained +21.8% over the past year, while the Zacks Financial - Investment Bank industry gained +37% [7] - The company is expected to maintain elevated expenses due to ongoing marketing investments, with a projected CAGR of 7% in expenses by 2027 [7][9] - Strategic buyouts and branch expansion efforts are anticipated to drive client assets, with total client assets expected to grow at a CAGR of 8.2% by 2027 [8][9] Amphenol Corp. - Amphenol's shares increased by +88.5% over the past year, slightly underperforming the Zacks Electronics - Connectors industry, which gained +89.8% [10] - The company benefits from a diversified business model and strong demand for high-speed and power interconnect products, with fourth-quarter 2025 earnings expected to grow between 62% and 65% year-over-year [12] - However, macroeconomic uncertainty and competition pose significant challenges [12] Autoscope Technologies Corp. - Autoscope Technologies has underperformed the Zacks Technology Services industry, with a decline of -5.5% compared to the industry's gain of +20.6% [13] - The company is focusing on AI-driven detection and multi-sensor integration, which supports future upgrades and broader use cases [13][14] - A new long-duration contract in Georgia enhances revenue visibility and diversifies its income sources [14][15] United-Guardian, Inc. - United-Guardian's shares have underperformed the Zacks Medical - Products industry, with a decline of -34.4% compared to -0.5% for the industry [16] - The company faces challenges such as declining profitability and operational strain, but it has strengths in expanding its pharmaceutical portfolio and stable medical products [17] - The upcoming launch of Natrajel is expected to provide a differentiated growth avenue [17]

Visa (V) shares rallied 6.1% in the last trading session to close at $345.63. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 3.9% loss over the past four weeks.Shares of Visa climbed yesterday after Bank of America upgraded the stock and pushed back on concerns that stablecoins pose a threat. Instead, they view stablecoins as a long-term catalyst as Visa continues integrating rails to accelerate global payou ...

Key Takeaways PYPL partners with Logicbroker and OpenAI for agentic commerce and payment solutions; Bilt for Venmo use.These partnerships enhance checkout, security, and in-app payments across key global platforms.Collaborations with major financial institutions broaden PayPal's reach and payment experiences.PayPal Holdings (PYPL) recently partnered with Logicbroker, allowing thousands of Logicbroker’s merchants to seamlessly activate PayPal’s agentic commerce services, including store sync and future agent ...

It has been about a month since the last earnings report for Green Dot (GDOT) . Shares have added about 15.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Green Dot due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Green Dot Corporation before we dive into how investors and analysts have reacted as of late.Green Dot Beats on Q3 ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Is Coherent (COHR) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Coherent is a member of the Business Services sector. This group includes 259 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank considers 16 differe ...

Core Viewpoint - Visa is expected to report strong earnings performance with a forecasted EPS of $3.14, reflecting a 14.18% increase year-over-year, and quarterly revenue of $10.68 billion, up 12.28% from the previous year [2][3]. Group 1: Stock Performance - Visa's stock closed at $331.24, showing a +1.27% increase, outperforming the S&P 500's gain of 0.19% [1]. - Prior to the latest trading session, Visa shares had declined by 2.93%, underperforming the Business Services sector's loss of 0.83% and the S&P 500's gain of 1.33% [1]. Group 2: Earnings Estimates - For the annual period, the Zacks Consensus Estimates predict earnings of $12.81 per share and revenue of $44.4 billion, indicating increases of +11.68% and +10.99% respectively from the previous year [3]. - Recent revisions to analyst forecasts for Visa are crucial as they often indicate changes in near-term business trends, with positive revisions suggesting a favorable business outlook [3]. Group 3: Valuation Metrics - Visa's current Forward P/E ratio is 25.54, which is a premium compared to the industry average of 13.98 [6]. - The PEG ratio for Visa stands at 1.94, while the Financial Transaction Services industry has an average PEG ratio of 1.03 [6]. Group 4: Industry Context - The Financial Transaction Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 157, placing it in the bottom 37% of over 250 industries [7]. - The Zacks Industry Rank assesses the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [7].

A month has gone by since the last earnings report for Corpay (CPAY) . Shares have added about 7% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Corpay due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Corpay, Inc. before we dive into how investors and analysts have reacted as of late.Corpa ...

Key Takeaways PayPal shares fell after it said Q4 2025 branded checkout growth will be a few points lower than last quarter.The company plans to invest one-two points of transaction margin dollars and expects higher 2026 OpEx.BNPL and Pay with Venmo remain strong, with Q3 quarter-over-quarter growth of 20% and 40%, respectively.PayPal Holdings, Inc. (PYPL) shares fell 2.6% yesterday, after its CFO Jamie Miller highlighted that its branded checkout business is expected to grow a couple of points lower in the ...

It has been about a month since the last earnings report for Global Payments (GPN) . Shares have added about 1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Global Payments due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Global Payments Inc. before we dive into how investors and analysts hav ...

Core Insights - PayPal Holdings' stock has decreased by 27.5% year-to-date due to macroeconomic uncertainties, increased competition, and tariff-related challenges in Asia [1][7] - Competitors like Visa and Mastercard have seen stock gains of 5.7% and 3.5% respectively, intensifying pressure on PayPal's market position [1] Strategic Transformation - PayPal is evolving from a payments company to a comprehensive commerce platform, introducing tools like "PayPal Ads Manager" and "PayPal links" to enhance user engagement and revenue generation for small businesses [3][4] - The launch of "PayPal World" integrates multiple payment systems and digital wallets, expanding access for merchants and consumers [3] Growth Drivers - Venmo is a key growth driver, with Q3 2025 revenues increasing by 20% year-over-year and total payment volume (TPV) growing by 14% [8] - Branded experiences also contribute to growth, with TPV increasing by 8% on a currency-neutral basis in Q3 2025, outpacing online-only branded checkout TPV growth [9] Valuation and Estimates - PayPal shares are currently trading at a low valuation, with a forward 12-month P/E of 10.62X compared to the industry average of 20.25X and competitors like Visa and Mastercard [10] - Positive estimate revisions indicate expected earnings growth, with 2025 earnings projected at $5.34 per share, reflecting a 14.8% increase over 2024 [11] Long-term Opportunities - The company is focusing on four key growth areas: enhancing checkout experiences, scaling Venmo, improving payment services profitability, and investing in AI and stablecoins [13] - PayPal's scale, with over $458.1 billion in quarterly TPV, provides resilience and strengthens its long-term investment case [14]