Ratings by Mizuho (Dan Dolev)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/23/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2026 | Circle Internet Group | CRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2026 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2026 | PicPay | PICS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | Strategy | MSTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2026 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2026 | Gemini Space Station | GEMI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Figure Technology | FIGR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | Affirm Holdings | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Coinbase Global | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2026 | Circle Internet Group | CRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/11/2026 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2026 | Genpact Ltd. | G | Maintain | Neutral (N/A) |
|
Details | ||
| 5/11/2026 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2026 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Strategy | MSTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Freddie Mac | FMCC | New Coverage | Outperform (N/A) |
7.10 (5.62) |
-20.85% | Details | |
| 5/4/2026 | Fannie Mae | FNMA | New Coverage | Outperform (N/A) |
8.18 (6.16) |
-24.69% | Details | |
| 4/30/2026 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2026 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2026 | PayPal | PYPL | Downgrade | Neutral (Outperform) |
47.97 (41.70) |
-13.07% | Details | |
| 4/6/2026 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | PayPay Corp | PAYP | New Coverage | Outperform (N/A) |
21.13 (14.61) |
-30.86% | Details | |
| 3/31/2026 | BitGo Holdings | BTGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | Figure Technology | FIGR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2026 | Gemini Space Station | GEMI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2026 | Gemini Space Station | GEMI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2026 | PicPay | PICS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2026 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2026 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | Circle Internet Group | CRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2026 | Figure Technology | FIGR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Circle Internet Group | CRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2026 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | Circle Internet Group | CRCL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2026 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | PicPay | PICS | New Coverage | Outperform (N/A) |
15.10 (9.96) |
-34.04% | Details | |
| 2/18/2026 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2026 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Strategy | MSTR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2026 | BitGo Holdings | BTGO | New Coverage | Outperform (N/A) |
10.15 (5.38) |
-47% | Details | |
| 2/10/2026 | Genpact Ltd. | G | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2026 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2026 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Corpay | CPAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2026 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2026 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Circle Internet Group | CRCL | Upgrade | Neutral (Underperform) |
70.90 (75.68) |
6.74% | Details | |
| 1/16/2026 | eToro Group | ETOR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2026 | Strategy | MSTR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2026 | Figure Technology | FIGR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2026 | Marqeta Inc. | MQ | Downgrade | Neutral (Outperform) |
4.85 (3.83) |
-21.03% | Details | |
| 1/5/2026 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 12/24/2025 | Gemini Space Station | GEMI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2025 | Accenture plc | ACN | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/22/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2025 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/16/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2025 | Strategy | MSTR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2025 | Figure Technology | FIGR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2025 | Circle Internet Group | CRCL | Maintain | Underperform (N/A) |
|
Details | ||
| 11/11/2025 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2025 | eToro Group | ETOR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | Strategy | MSTR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2025 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2025 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/17/2025 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/8/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Gemini Space Station | GEMI | New Coverage | Outperform (N/A) |
24.78 (4.43) |
-82.12% | Details | |
| 10/6/2025 | Figure Technology | FIGR | New Coverage | Outperform (N/A) |
40.30 (27.98) |
-30.57% | Details | |
| 10/1/2025 | eToro Group | ETOR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/10/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2025 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Circle Internet Group | CRCL | Maintain | Underperform (N/A) |
|
Details | ||
| 8/15/2025 | Circle Internet Group | CRCL | Maintain | Underperform (N/A) |
|
Details | ||
| 8/14/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | Circle Internet Group | CRCL | Maintain | Underperform (N/A) |
|
Details | ||
| 8/12/2025 | eToro Group | ETOR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | Corpay | CPAY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2025 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | Strategy | MSTR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2025 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2025 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | PayPal | PYPL | Maintain | (N/A) |
|
Details | ||
| 7/29/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | Global Payments | GPN | Upgrade | Outperform (Neutral) |
83.90 (64.28) |
-23.38% | Details | |
| 7/8/2025 | Circle Internet Group | CRCL | New Coverage | Underperform (N/A) |
188.77 (70.90) |
-62.44% | Details | |
| 7/1/2025 | Genpact Ltd. | G | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2025 | eToro Group | ETOR | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/23/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/16/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2025 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2025 | eToro Group | ETOR | New Coverage | Outperform (N/A) |
62.57 (36.70) |
-41.35% | Details | |
| 6/5/2025 | Visa | V | Upgrade | Outperform (Neutral) |
365.86 (328.48) |
-10.22% | Details | |
| 5/27/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2025 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Strategy | MSTR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Genpact Ltd. | G | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Corpay | CPAY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2025 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2025 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2025 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2025 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/4/2025 | PayPal | PYPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/1/2025 | PayPal | PYPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/21/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2025 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2025 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2025 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/20/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2025 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2025 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2025 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2025 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2025 | Genpact Ltd. | G | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Corpay | CPAY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2025 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2025 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2025 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2025 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2025 | MicroStrategy | MSTR | New Coverage | Outperform (N/A) |
347.92 (103.84) |
-70.15% | Details | |
| 1/29/2025 | Coinbase Global Inc. | COIN | Upgrade | Neutral (Underperform) |
277.99 (158.18) |
-43.1% | Details | |
| 1/15/2025 | Accenture plc | ACN | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/20/2024 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2024 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 12/5/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2024 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2024 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2024 | Genpact Ltd. | G | Maintain | Neutral (N/A) |
|
Details | ||
| 11/12/2024 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2024 | Corpay | CPAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2024 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2024 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/5/2024 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2024 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2024 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2024 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/30/2024 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2024 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | PayPal | PYPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/29/2024 | Corpay | CPAY | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2024 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2024 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2024 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2024 | Accenture plc | ACN | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/26/2024 | ADP | ADP | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/25/2024 | Upstart Holdings Inc | UPST | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/20/2024 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/20/2024 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2024 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/19/2024 | PayPal | PYPL | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/18/2024 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2024 | Fiserv | FI | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/11/2024 | Fiserv | FI | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/5/2024 | EPAM Systems | EPAM | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/27/2024 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2024 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2024 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2024 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2024 | Genpact Ltd. | G | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Upstart Holdings Inc | UPST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2024 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 8/2/2024 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Upstart Holdings Inc | UPST | Upgrade | Outperform (Underperform) |
26.05 (31.46) |
20.77% | Details | |
| 7/30/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2024 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2024 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2024 | Toast Inc. | TOST | Upgrade | Outperform (Neutral) |
27.30 (24.51) |
-10.22% | Details | |
| 7/11/2024 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 6/18/2024 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | PayPal | PYPL | Upgrade | Outperform (Neutral) |
62.17 (47.97) |
-22.84% | Details | |
| 5/22/2024 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2024 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2024 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2024 | Shift4 Payments | FOUR | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/9/2024 | Upstart Holdings Inc | UPST | Maintain | (N/A) |
|
Details | ||
| 5/9/2024 | Toast Inc. | TOST | Maintain | (N/A) |
|
Details | ||
| 5/9/2024 | Robinhood Markets | HOOD | Maintain | (N/A) |
|
Details | ||
| 5/9/2024 | Fidelity National Information Services | FIS | Maintain | (N/A) |
|
Details | ||
| 5/6/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/2/2024 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/10/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2024 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2024 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 2/20/2024 | Globant S.A. | GLOB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2024 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2024 | Genpact Ltd. | G | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2024 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2024 | Globant S.A. | GLOB | New Coverage | Outperform (N/A) |
238.01 (29.28) |
-87.7% | Details | |
| 1/30/2024 | Genpact Ltd. | G | New Coverage | Neutral (N/A) |
36.30 (28.28) |
-22.09% | Details | |
| 1/30/2024 | EPAM Systems | EPAM | New Coverage | Outperform (N/A) |
288.36 (76.89) |
-73.34% | Details | |
| 1/30/2024 | Cognizant Technology Solutions | CTSH | New Coverage | Neutral (N/A) |
77.28 (40.95) |
-47.01% | Details | |
| 1/30/2024 | Accenture plc | ACN | New Coverage | Outperform (N/A) |
371.07 (127.01) |
-65.77% | Details | |
| 1/18/2024 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2024 | Upstart Holdings Inc | UPST | Maintain | Underperform (N/A) |
|
Details | ||
| 1/18/2024 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2024 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/18/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/16/2024 | PayPal | PYPL | Downgrade | Neutral (Outperform) |
61.35 (62.17) |
1.34% | Details | |
| 1/4/2024 | Watsco | WSO | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 12/20/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2023 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2023 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2023 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2023 | FleetCor Technologies | FLT | Maintain | (N/A) |
|
Details | ||
| 11/14/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2023 | Coinbase Global Inc. | COIN | Maintain | (N/A) |
|
Details | ||
| 11/10/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/9/2023 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2023 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2023 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2023 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2023 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2023 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2023 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/4/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (Underperform) |
|
Details | ||
| 10/2/2023 | Toast Inc. | TOST | Downgrade | Neutral (Outperform) |
18.60 (27.30) |
46.77% | Details | |
| 9/15/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2023 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 8/14/2023 | Upstart Holdings Inc | UPST | Maintain | Underperform (N/A) |
|
Details | ||
| 8/14/2023 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 8/9/2023 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2023 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2023 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2023 | Watsco | WSO | New Coverage | Neutral (N/A) |
366.21 (387.72) |
5.87% | Details | |
| 7/25/2023 | Shift4 Payments | FOUR | New Coverage | Outperform (N/A) |
67.49 (38.67) |
-42.7% | Details | |
| 7/11/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2023 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2023 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2023 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/31/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2023 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2023 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Upstart Holdings Inc | UPST | Maintain | Underperform (N/A) |
|
Details | ||
| 5/8/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2023 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/2/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2023 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2023 | Coinbase Global Inc. | COIN | Maintain | (N/A) |
|
Details | ||
| 3/29/2023 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2023 | Coinbase Global Inc. | COIN | Maintain | (N/A) |
|
Details | ||
| 3/23/2023 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2023 | Block Inc. | SQ | Upgrade | Outperform (Neutral) |
74.07 (86.96) |
17.4% | Details | |
| 3/16/2023 | Block Inc. | SQ | Upgrade | Outperform (Neutral) |
74.07 (86.96) |
17.4% | Details | |
| 3/13/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 2/27/2023 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2023 | Block Inc. | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | Upstart Holdings Inc | UPST | Maintain | Underperform (N/A) |
|
Details | ||
| 2/21/2023 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2023 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2023 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2023 | Upstart Holdings Inc | UPST | Maintain | Underperform (N/A) |
|
Details | ||
| 1/30/2023 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2022 | Upstart Holdings Inc | UPST | Maintain | Underperform (N/A) |
|
Details | ||
| 12/12/2022 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2022 | Block Inc. | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2022 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2022 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2022 | Coinbase Global Inc. | COIN | Downgrade | Underperform (Neutral) |
41.26 (277.99) |
573.75% | Details | |
| 11/25/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2022 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2022 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2022 | Block Inc. | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2022 | FleetCor Technologies | FLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/14/2022 | WEX Inc. | WEX | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/9/2022 | Upstart Holdings Inc | UPST | Maintain | Underperform (N/A) |
|
Details | ||
| 11/3/2022 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2022 | Upstart Holdings Inc | UPST | New Coverage | Underperform (N/A) |
21.85 (26.05) |
19.22% | Details | |
| 10/18/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2022 | Toast Inc. | TOST | Upgrade | Outperform (Neutral) |
16.82 (24.51) |
45.72% | Details | |
| 9/27/2022 | Block Inc. | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2022 | Block Inc. | SQ | Downgrade | Neutral (Outperform) |
61.47 (86.96) |
41.47% | Details | |
| 9/21/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2022 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2022 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2022 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2022 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2022 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2022 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2022 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2022 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2022 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2022 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2022 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/17/2022 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2022 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2022 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2022 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2022 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2022 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2022 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2022 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2022 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2022 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2022 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2022 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2022 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2022 | Marqeta Inc. | MQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2022 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2022 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2022 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2022 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2022 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2022 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | Marqeta Inc. | MQ | Upgrade | (Neutral) |
15.16 (4.85) |
-68.01% | Details | |
| 1/7/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2022 | Visa | V | Downgrade | Neutral (Outperform) |
219.75 (365.86) |
66.49% | Details | |
| 12/14/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2021 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2021 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2021 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2021 | Marqeta Inc. | MQ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2021 | SoFi Technologies | SOFI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Marqeta Inc. | MQ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2021 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2021 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2021 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2021 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2021 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2021 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2021 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2021 | Marqeta Inc. | MQ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2021 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2021 | Toast Inc. | TOST | New Coverage | Neutral (N/A) |
50.94 (16.82) |
-66.98% | Details | |
| 10/5/2021 | Robinhood Markets | HOOD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2021 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2021 | SoFi Technologies | SOFI | New Coverage | Outperform (N/A) |
15.01 (17.29) |
15.19% | Details | |
| 9/8/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/30/2021 | Affirm Holdings Inc. | AFRM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2021 | Robinhood Markets | HOOD | New Coverage | Outperform (N/A) |
42.64 (103.25) |
142.14% | Details | |
| 8/18/2021 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2021 | Marqeta Inc. | MQ | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2021 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2021 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2021 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2021 | Global Payments | GPN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2021 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2021 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2021 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/25/2021 | Marqeta Inc. | MQ | New Coverage | Neutral (N/A) |
29.25 (3.83) |
-86.91% | Details | |
| 5/27/2021 | ADP | ADP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2021 | Coinbase Global Inc. | COIN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2021 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2021 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2021 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2021 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2021 | Coinbase Global Inc. | COIN | New Coverage | Neutral (N/A) |
320.82 (41.26) |
-87.14% | Details | |
| 3/9/2021 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2021 | ADP | ADP | New Coverage | Outperform (N/A) |
167.38 (220.50) |
31.74% | Details | |
| 2/4/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2020 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2020 | FleetCor Technologies | FLT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2020 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2020 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2020 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 9/10/2020 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2020 | WEX Inc. | WEX | New Coverage | Outperform (N/A) |
158.65 (130.27) |
-17.89% | Details | |
| 8/27/2020 | Visa | V | New Coverage | Outperform (N/A) |
208.10 (328.48) |
57.85% | Details | |
| 8/27/2020 | Square | SQ | New Coverage | Outperform (N/A) |
155.00 (61.47) |
-60.34% | Details | |
| 8/27/2020 | PayPal | PYPL | New Coverage | Outperform (N/A) |
201.67 (41.70) |
-79.32% | Details | |
| 8/27/2020 | MasterCard | MA | New Coverage | Outperform (N/A) |
347.66 (488.07) |
40.39% | Details | |
| 8/27/2020 | Global Payments | GPN | New Coverage | Neutral (N/A) |
173.89 (83.90) |
-51.75% | Details | |
| 8/27/2020 | Fidelity National Information Services | FIS | New Coverage | Outperform (N/A) |
145.37 (38.03) |
-73.84% | Details | |
| 8/27/2020 | FleetCor Technologies | FLT | New Coverage | Neutral (N/A) |
242.35 (303.26) |
25.13% | Details | |
| 8/27/2020 | Fiserv | FISV | New Coverage | Outperform (N/A) |
98.24 (47.30) |
-51.85% | Details |
