瑞穗指出，预计2025年将成为Fiserv"下半年业绩强劲的一年"，暗示公司下半年的表现可能更为出色。 预计其第二季度业绩将与第一季度表现相当。尽管对近期前景有所调整，瑞穗分析师仍对Fiserv实现其 增长目标的能力抱有信心。调整后的预测依然符合Fiserv此前提供的业绩指引。 金融科技公司Fiserv,Inc.(FI.US)被列为当前最值得买（300785）入的11只金融科技股之一。近日，瑞穗 (Mizuho)将该公司的目标股价从200美元下调至194美元，同时维持其"跑赢大盘"(Outperform)的评级。 此次目标价下调源于该研究机构对Fiserv旗下Clover支付处理平台预期的调整。瑞穗目前预计Clover第二 季度的交易量增长率为8%，低于此前预测的9%。同时，瑞穗将Clover在2025年全年的增长预期从11% 下调至9%。不过，若剔除网关转换(gateway conversion)的影响，该业务在2025年仍有望实现较低的两位 数百分比增长。 Fiserv作为一家全球领先的金融科技和支付公司，提供包括银行、全球商务、计费和支付、商户收单以 及销售点解决方案在内的一系列服务。公司通过战略性国际 ...

WILMINGTON, Del., June 30, 2025 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover Health”), announced that it is set to join the broad-market Russell 3000® Index, effective after the US market opens today, June 30, 2025, as part of the 2025 Russell indexes reconstitution. Annual reconstitution of the Russell indexes captures the 4,000 largest US stocks as of April 30, 2025, ranking them by total market capitalization. Membership in the Russell 3000® Index, which remains in place f ...

Core Viewpoint - Fiserv is acquiring the remaining 49.9% stake in AIB Merchant Services (AIBMS) from AIB Group to enhance its merchant services presence in Ireland and Europe [1][2]. Group 1: Acquisition Details - The transaction, announced on June 6, will provide Fiserv with full ownership of AIBMS, a leading payment solution provider in Ireland and a significant eCommerce acquirer in Europe [2]. - AIBMS was established in 2007 as a joint venture, and AIB Group will continue to refer customers exclusively to AIBMS and Fiserv for merchant services [2]. - Financial terms of the deal were not disclosed, and it is subject to regulatory approvals, expected to close in the third quarter [2]. Group 2: Strategic Intent - The acquisition aligns with Fiserv's strategy to drive growth in the region, particularly by expanding the reach of its Clover point-of-sale and business management platform [3]. - Fiserv aims to deliver market-leading solutions to clients of all sizes across Ireland and Europe, focusing on enhancing the local penetration and growth of Clover [4]. Group 3: Market Trends and Performance - There is a growing demand from merchants for payment providers to offer more than just transaction processing, including value-added services like data management and loyalty programs [4]. - A May 2025 PYMNTS Intelligence report indicated that nearly half of U.S. merchants prioritize technology upgrades, such as one-click checkout, to improve conversion rates and customer experience [4]. - Fiserv's latest quarterly results showed a 7% organic revenue growth and a 27% increase in Clover revenue, with the platform now operating in 13 countries, highlighting the company's intent to deepen its merchant services offerings [5].

Fiserv (FI) FY Conference June 04, 2025 02:20 PM ET Speaker0 Good afternoon, everybody. Thanks for joining us. My name is Andrew Jeffrey. I'm a fintech analyst covering Fiserv along with Chris Kennedy who's right there. Appreciate you joining us this afternoon. I have to read a quick disclosure. Sorry about that. So I'm required to inform you that a complete list of research disclosures or potential conflicts can be found on our website, williamblair.com. So with that, happy to introduce Bob Howe, Fiserv's ...

Fiserv (FI) 2025 Conference June 03, 2025 08:30 AM ET Speaker0 Well, good morning, everyone, and welcome to the Baird conference this year. We're we're very pleased to be hosting all of you. We're very pleased to be hosting Fiserv this morning with new CEO, Mike Lyons, who's been at Fiserv a few months, and this is one of his first first conferences at Fiserv. I think all of you know Fiserv has been one of the most stable growth businesses really in the history of the markets, quite honestly. I think this w ...

Fiserv, Inc. (FI) has gained 6% in the past year compared with the industry’s 24.2% growth and the Zacks S&P 500 composite’s 10.8% rise.FI’s revenues are anticipated to increase 10.2% and 8.4% year over year in 2025 and 2026, respectively. Earnings are estimated to rise 16.3% in 2025 and 16.8% in 2026.Factors That Augur Well for Fiserv’s SuccessFI’s merchant solutions segment generates recurring revenues through per-transaction fees. The company reported that peak processing volume exceeds 25,000 financial ...

Start Time: 10:55 January 1, 0000 11:26 AM ET Fiserv, Inc. (NYSE:FI) Barclays 15th Annual Emerging Payments and FinTech Forum May 20, 2025, 10:55 AM ET Company Participants Bob Hau - CFO Takis Georgakopoulos - COO Conference Call Participants Ramsey El-Assal - Barclays Ramsey El-Assal All right, welcome back everybody, and very pleased to have Bob Hau, CFO; and Takis Georgakopoulos, Chief Operating Officer, both from Fiserv. Thank you so much for being here, gentlemen. Bob Hau Absolutely, thank you. Takis G ...

Summary of Fiserv (FI) FY Conference Call - May 20, 2025 Company Overview - **Company**: Fiserv (FI) - **Key Executives**: Bob Howe (CFO), Takis Gerokopoulos (COO) Core Industry Insights - **Industry**: Financial Technology and Merchant Services - **Focus**: Payment processing, merchant acquiring, and financial solutions Key Points and Arguments Clover Performance - Clover is projected to achieve $3.5 billion in revenue for the year, with a reaffirmed commitment to organic revenue growth in the merchant and financial services sectors [4][18] - Clover reported a **27% revenue growth** in Q1, following a **30% growth** in the same quarter of the previous year [5] - The company expects low double-digit growth in GPV (Gross Payment Volume) for Q1 and Q2, despite an 8% outlook being a surprise to investors [6][17] Gateway Transition - The transition to a new gateway was driven by operational efficiency and cost savings, not by increasing volume or revenue [8] - The movement of merchants to the new Clover gateway began in late 2023 and peaked in Q1 2024 [9] Market Position and Growth Opportunities - Fiserv has a **single-digit market share** in the merchant services space, indicating significant growth potential [12][32] - The company is focused on expanding its distribution channels and enhancing its product offerings, including international expansion and new software capabilities [15][32] Consumer Spending Environment - There is a modest slowdown in consumer spending, with a shift from discretionary to non-discretionary spending [25][26] - Fiserv's merchant acquiring business is well-diversified, with approximately **50% of revenue** coming from discretionary spending and **50% from non-discretionary** [27] Software and Service Innovations - Fiserv aims to increase its software attach rate to **27% by 2026**, currently in the mid-twenties [29] - New capabilities such as Cash Flow Central and partnerships with ADP are expected to enhance service offerings and client engagement [30][44] Competitive Landscape - The recent consolidation in the industry does not significantly impact Fiserv, which maintains a clear roadmap and investment strategy [67] - Fiserv is positioned uniquely at the intersection of banking and commerce, leveraging its extensive data capabilities as a competitive differentiator [68][70] Future Outlook - The company is optimistic about its trajectory, with plans to continue innovating and expanding its service offerings [30][32] - Fiserv is focused on enhancing its embedded finance capabilities and exploring new market opportunities, particularly in healthcare and e-commerce [33][34] Conclusion - Fiserv is committed to delivering on its growth targets and enhancing its product offerings through strategic partnerships and innovations in technology, positioning itself for future success in the financial technology sector [72]

Last week, JP Morgan analyst Tien-tsin Huang hosted 17 payments and processing firms at its Global TMC Conference in Boston. Huang had an Overweight rating on BILL Holdings, Inc BILL with a price target of $55 on Monday.Huang noted BILL as a category killer in SMB AP Automation, displacing manual and legacy solutions (including paper check processing).Also Read: Fiserv Delivers Solid Q1, Strong Margins And Client Wins, But Stock SlidesBILL was once a top growth name in Huang's FinTech coverage, and he sees ...

市场洞察 - Marquee --- Market Insights - Marquee Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 Equities - Alpha 股票 - 阿尔法 A lot has happened in the last month – reciprocal tariff pause, US-UK trade deal, US-China détente, Indo- Pak ceasefire, Trump's Saudi trip deal announcements, back & forth in Russia-Ukraine peace talks & Iran nuclear deal 过去⼀个⽉发⽣了许多事情——互惠关税暂停、美英贸易协议、美中缓和、印巴停⽕、特朗普沙特之⾏及 协议宣布、俄乌和平谈判反复以及伊朗核协议 Left tail in equities got priced out and right tail has been left to imagination 股票市场的左尾⻛险已被剔除，右尾⻛ ...