文章核心观点 - 分析师推荐对股票价格有影响,但并不可靠[1] - 分析师推荐存在正偏差,往往给出过于乐观的评级[5][10] - 使用Zacks Rank评级可以更好地预测股价走势,是更可靠的指标[7][11] 公司研究 - Block公司当前的平均券商评级(ABR)为1.60,介于强烈买入和买入之间[2] - 38家券商中,26家给出强烈买入,2家给出买入,占总推荐的68.4%和5.3%[3] - Block公司的盈利预测在过去一个月内保持不变,表明短期内可能与整体市场表现持平[14][15] - 综合多方面因素,Block公司目前被评为Zacks Rank 3(中性)[16] 行业分析 - 分析师推荐往往受制于券商自身利益,不能真实反映股票未来走势[5][6] - Zacks Rank评级更客观公正,能更好地预测股价走势[7][11][12] - 分析师评级与Zacks Rank在时效性上也存在差异[13]

文章核心观点 - 公司同时利用两个生态系统 Square 和 Cash App 创造了大量的交叉销售机会和提高了客户的转换成本 [3][4][16][17] - 公司的业务模式具有很强的抗风险能力和多元化的收入来源 [2][20] - 公司有充足的财务实力继续投资创新和差异化 [2] - 公司的估值合理 [21][26] 公司信息 - 公司提供支付和销售点解决方案 [3] - 公司有两个可报告分部 Square 和 Cash App [3][4] - Cash App 是最大的分部 占总收入的67% [5] - 公司收入中比特币收入占比最大 [5] 财务表现 - 过去10年公司收入复合年增长率达44% [7] - 随着业务规模扩大毛利率不断提升 [8] - 2021年开始大幅增加研发投入导致经营和自由现金流率下降 [8] - 最新一季度收入和调整后每股收益均超预期 [8] - 公司拥有良好的资产负债表和流动性 [10] 行业机会 - 公司主要服务中小企业 这个市场规模达1.3万亿美元 [12] - 公司在POS市场占据27%的领先地位 [13] - 云POS市场预计未来5年复合增长率达24.2% [15] - 公司在国际市场收入占比较低 有很大的拓展空间 [18] 风险因素 - 数字支付领域竞争激烈 需要持续大量投入研发以保持差异化 [27] - 国际拓展面临法律和汇率风险 [28] - 数据隐私和网络安全风险 [29]

Wall Street's brightest billionaire money managers have mixed feelings about this year's class of companies enacting stock splits.If you're putting your money to work on Wall Street, volatility is something you'll have to get used to. Prior to 2024, the iconic Dow Jones Industrial Average, broad-based S&P 500, and growth stock-powered Nasdaq Composite traded off bear and bull markets for four consecutive years.When the going gets tough on Wall Street, professional and retail investors generally seek out the ...

Margarita-Young H&R Block (NYSE:HRB) just turned in an exceptionally strong, game changing Q3 quarter. Despite this, shares have recently given up much of the post-earnings gains, dropping 3.6% this Friday, seemingly following Intuit (INTU) lower after its Q4 Guidance disappointed. INTU, which trades at 36x earnings, is not even in the same valuation ballpark as HRB, but markets don't always make sense, especially on a low volume Friday heading into a holiday weekend. Data by YCharts I think this recent ...

Red Light Holland Announces Happy Caps 2kg "Mega Block" Mushroom Home Grow Kits Are Now Available in Costco Stores Across CanadaMay 23, 2024 9:14 AM EDT | Source: Red Light Holland Corp.Toronto, Ontario--(Newsfile Corp. - May 23, 2024) - Red Light Holland Corp. (CSE: TRIP) (FSE: 4YX) (OTCQB: TRUFF) ("Red Light Holland" or the "Company"), a company engaged in the production, growth and sale of functional mushrooms and mushroom home grow kits in North America and Europe and a premium brand of ps ...

公司发展 - 公司的使命是经济赋权，通过建立技术工具来帮助人们进入经济体系[5] - 公司改名为 Block，以代表社区和邻里，同时扩展到其他生态系统，不再仅仅代表卖家品牌[7] - Block 公司在过去的六个月里对公司进行了全面审视，重新整合团队，以实现各个生态系统之间的正向互动[11] 技术创新 - 为了保持创新和服务更多人群，Block 公司不断引入新技术，如 AI 和 AGI，以更好地了解客户需求并满足监管要求[19] - 公司拥有自己的ASIC芯片团队，为比特币挖矿提供解决方案[63] 产品与服务 - Cash App 是 Block 公司的一个重要生态系统，旨在让个人能够快速、轻松地发送资金给朋友或家人[6] - Square 公司在产品设计方面注重简洁易用，通过 AI 工具帮助商家和个人提升业务和交易体验[29] - Cash App Pay在意识度和使用意愿方面表现出色[34] - Cash App的品牌力量很强，但需要转变为更全面的银行形象[36] - Cash App与Afterpay结合，为消费者提供更多选择和价值[37] 市场展望 - 公司致力于成为美国15万美元以下家庭的主要银行关系，通过技术和设计来实现这一目标[20] - 公司认为开放协议和开源的价值被低估，未来将成为吸引顶尖人才和赢得客户信任的关键[73] - 公司将重点放在信任度的最大化和优化，认为开放协议和开源是实现这一目标的唯一途径[74]

Did President Biden just kill the electric vehicle industry? By enacting protectionist trade tariffs on Chinese-made EVs in a bid to boost domestic carmakers, the president may have signed the industry’s death warrant. He certainly put EV stocks at risk.Biden is quadrupling the tariffs on Chinese EV imports from 25% to 100%, supposedly to protect the U.S. EV industry “from unfairly priced Chinese imports.” Cut through the word salad the president offered in defense of his actions, and it means U.S. consumer ...

The fintech company's CEO has his eyes on a booming digital asset.With Square for merchants and Cash App for individuals, Block (SQ 1.77%) operates two thriving ecosystems. These two segments are leaders in their respective markets, a standing that has led to this business carrying a $45 billion market cap.Since its initial public offering in 2015, this top fintech stock has doubled the gain of the Nasdaq Composite Index. However, it's currently 74% below the peak price set in August 2021 (as of May 17).Som ...

PM Images A Brand Of Personality And A Future-Oriented Ecosystem Block, Inc. (NYSE:SQ) has many attractive features as a company, which, in my opinion, includes Jay-Z on the board of directors after Block acquired the majority of TIDAL from him. His impact on the company is stark from a marketing front, and when viewing Block's website, you can see the influence of pop music culture. Investors may already know Block well, but for those who don't, let me give you a brief breakdown of the company's core opera ...

NEW YORK, May 16, 2024 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Block, Inc. ("Block" or the "Company") (NYSE: SQ). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Block and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.[Click here for information about joining the class action]On May 1, 2024, NBC News published an art ...