If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Shares of Wealthfront ( WLTH ) saw very modest gains on their first day of trading, although this took place on a day when markets at large were suffering quite a setback. This comes on top of sha ...

Recent challenges haven't shaken my confidence in the fintech company's long-term prospects.Over the past few years, PayPal (PYPL 0.05%) has faced slowing revenue and user growth, increased competition, and an uncertain macroeconomic environment, all of which have contributed to its stock lagging that broader market. The fintech specialist isn't out of the woods yet, but in my view, it can bounce back. As a shareholder, there is one key reason I intend to stick with PayPal for the long term. The importance ...

Grab Holdings Limited (NASDAQ:GRAB) is one of the 14 Most Promising Fintech Stocks to Invest In. On December 9, Benchmark reaffirmed its Buy rating on Grab Holdings Limited (NASDAQ:GRAB). This update came after a virtual non-deal roadshow with the company’s investor relations team, which confirmed a positive outlook for fiscal year 2026. Benchmark pointed out that Grab Holdings Limited (NASDAQ:GRAB) is aiming for sustained growth in its core Deliveries and Mobility segments. The company is also looking to ...

Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the 14 Most Promising Fintech Stocks to Invest In. On December 9, Susquehanna reaffirmed its Buy rating on Affirm Holdings, Inc. (NASDAQ:AFRM) with a price target of $105. On December 9, Wolfe Research initiated coverage on Affirm Holdings, Inc. (NASDAQ:AFRM), giving the stock a Peerperform rating and a year-end 2026 fair value range of $72-$82. The research firm expects the company’s fiscal year 2026 revenue less transaction costs (RLTC) to reach $1.95 billio ...

Block, Inc. (NYSE:XYZ) is one of the 14 Most Promising Fintech Stocks to Invest In. On December 10, RBC Capital analyst Daniel Perlin reaffirmed a Buy rating on Block, Inc. (NYSE:XYZ) with a price target of $90. Earlier, on December 8, TD Cowen maintained its Buy rating on Block, Inc. (NYSE:XYZ) with a $91 price target. The research firm called Block, Inc. (NYSE:XYZ) its “Best Idea for 2026.” TD Cowen pointed to the company’s potential for mid-teens growth in gross profit over the medium term. This is sup ...

Coinbase Global, Inc. (NASDAQ:COIN) is one of the 14 Most Promising Fintech Stocks to Invest In. On December 12, CNBC reported that Coinbase Global, Inc. (NASDAQ:COIN) is getting ready to launch its in-house prediction market powered by Kalshi, based on a source close to the matter. This step will allow the company to strategically expand the asset classes available on its crypto exchange at a time when investors are shifting away from digital assets. The source noted that Coinbase Global, Inc. (NASDAQ:C ...

Intuit Inc. (NASDAQ:INTU) is one of the 14 Most Promising Fintech Stocks to Invest In. On November 21, Stifel reiterated its Buy rating on Intuit Inc. (NASDAQ:INTU) with a price target of $800 after the company reported stronger-than-expected results for the first quarter of fiscal 2026. Credit Karma beat expectations by $70 million because of strong consumer loan and credit card activity. Intuit Inc.’s (NASDAQ:INTU) Global Business Services (GBS) segment also contributed $55 million above forecasts as Pa ...

Nu Holdings Ltd. (NYSE:NU) is one of the 14 Most Promising Fintech Stocks to Invest In. On December 4, TipRanks reported that Goldman Sachs analyst Tito Labarta reaffirmed a Buy rating on Nu Holdings Ltd. (NYSE:NU) with a price target of $21. Earlier, on November 25, BofA Securities increased its price target on Nu Holdings Ltd. (NYSE:NU) from $16 to $18 and reiterated a Neutral rating on the stock. This update came after investor meetings in New York and Boston with the company’s Investor Relations Offic ...

Visa Inc. (NYSE:V) is one of the 14 Most Promising Fintech Stocks to Invest In. On December 7, HSBC upgraded its rating on Visa Inc. (NYSE:V) from Hold to Buy and raised its price target from $335 to $389. The firm said that the stock’s underperformance has created an attractive entry point. HSBC analysts noted that Visa Inc.’s (NYSE:V) strong financial performance and good valuation support the firm’s positive stance on the company. The research firm expects Visa Inc. (NYSE:V) to see about 10% annual gro ...

公司股价表现与市场预期 - 公司股价当前交易价格约为2,016美元，较52周高点2,645美元有所下跌 [2] - 华尔街分析师普遍看好公司前景，共识12个月目标价为2,848美元，意味着较当前水平有41%的上涨空间 [3] - 在覆盖该股票的26位分析师中，有23位给予买入或强力买入评级，无卖出评级 [3] 财务与估值分析 - 公司2025年第三季度营收同比增长39.5%，达到74.1亿美元 [3] - 公司2025年第三季度运营利润率压缩至9.8%，低于第一季度的12.9% [5] - 公司远期市盈率约为30倍，较49.3倍的追踪市盈率有39%的折价 [3] - 若股价达到3,000美元，基于当前盈利预测，其远期市盈率将约为45倍 [4] - 公司股本回报率为40.6% [4] 增长催化剂与业务动态 - 拉丁美洲电子商务渗透率仍显著低于发达市场，为公司提供了多年的增长跑道 [3][5] - 金融科技业务支付量在2025年第三季度同比增长41%，达到712亿美元 [5] - 公司于2025年12月宣布与Agility Robotics合作，在仓库运营中部署人形机器人，此消息推动股价上涨2.7% [5] - 公司管理层认为投资正在整个生态系统中取得成果 [2] 行业背景与市场机会 - 拉丁美洲数字市场渗透不足，蕴含爆发性增长机会 [2] - 公司是拉丁美洲电子商务和金融科技市场的主导者 [2] - 与标准普尔500指数约22倍的远期市盈率相比，公司因其增长前景而享有显著的估值溢价是合理的 [4]