Ratings by Wolfe Research (Darrin Peller)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/16/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2026 | Bread Financial Holdings | BFH | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/24/2026 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 4/15/2026 | Remitly Global Inc | RELY | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/15/2026 | PicPay | PICS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Paymentus | PAY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Kaspi | KSPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Klarna | KLAR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Jack Henry | JKHY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Shift4 Payments | FOUR | Downgrade | Peerperform (Outperform) |
46.78 (44.07) |
-5.79% | Details | |
| 4/15/2026 | Euronet Worldwide | EEFT | Maintain | Underperform (N/A) |
|
Details | ||
| 4/15/2026 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Chime Financial | CHYM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | PayPay Corp | PAYP | New Coverage | Outperform (N/A) |
21.02 (13.97) |
-33.54% | Details | |
| 3/25/2026 | American Express | AXP | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/25/2026 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 3/23/2026 | Synchrony Financial | SYF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2026 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | Bread Financial Holdings | BFH | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/27/2026 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | PayPal | PYPL | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/9/2026 | Toast Inc. | TOST | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/6/2026 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | Capital One Financial | COF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2026 | Toast Inc. | TOST | Downgrade | Peerperform (Outperform) |
36.07 (26.15) |
-27.5% | Details | |
| 1/8/2026 | Marqeta Inc. | MQ | Downgrade | Peerperform (Outperform) |
4.85 (3.98) |
-17.94% | Details | |
| 1/8/2026 | Jack Henry | JKHY | Upgrade | Outperform (Peerperform) |
185.56 (128.45) |
-30.78% | Details | |
| 1/8/2026 | Euronet Worldwide | EEFT | Downgrade | Underperform (Peerperform) |
76.62 (66.83) |
-12.78% | Details | |
| 12/10/2025 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 12/9/2025 | Affirm Holdings Inc. | AFRM | New Coverage | Peerperform (N/A) |
68.11 (77.75) |
14.15% | Details | |
| 12/8/2025 | Synchrony Financial | SYF | New Coverage | Outperform (N/A) |
80.36 (76.35) |
-4.99% | Details | |
| 12/8/2025 | American Express | AXP | New Coverage | Peerperform (N/A) |
370.35 (343.51) |
-7.25% | Details | |
| 12/8/2025 | Bread Financial Holdings | BFH | New Coverage | Peerperform (N/A) |
72.21 (104.78) |
45.1% | Details | |
| 12/8/2025 | Capital One Financial | COF | New Coverage | Outperform (N/A) |
230.68 (201.79) |
-12.52% | Details | |
| 11/5/2025 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Toast Inc. | TOST | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Fiserv | FI | Downgrade | Peerperform (Outperform) |
126.17 (63.80) |
-49.43% | Details | |
| 10/24/2025 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 10/22/2025 | Flywire | FLYW | Upgrade | Outperform (Peerperform) |
13.36 (16.48) |
23.35% | Details | |
| 10/16/2025 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2025 | PayPal | PYPL | Downgrade | Peerperform (Outperform) |
66.66 (42.64) |
-36.03% | Details | |
| 10/1/2025 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2025 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 9/26/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2025 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 9/23/2025 | Accenture plc | ACN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2025 | Bill.com Holdings Inc. | BILL | Upgrade | Outperform (Peerperform) |
50.92 (33.32) |
-34.56% | Details | |
| 9/9/2025 | Remitly Global Inc | RELY | Upgrade | Outperform (Peerperform) |
19.49 (21.36) |
9.59% | Details | |
| 8/15/2025 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2025 | Paymentus | PAY | Upgrade | Outperform (Peerperform) |
29.36 (21.68) |
-26.16% | Details | |
| 7/7/2025 | Chime Financial | CHYM | New Coverage | Outperform (N/A) |
31.32 (17.51) |
-44.09% | Details | |
| 6/3/2025 | Remitly Global Inc | RELY | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/19/2025 | Block Inc. | XYZ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Toast Inc. | TOST | Upgrade | Outperform (Peerperform) |
33.08 (26.15) |
-20.95% | Details | |
| 4/23/2025 | Flywire | FLYW | Downgrade | Peerperform (Outperform) |
8.62 (13.36) |
54.99% | Details | |
| 4/23/2025 | Global Payments | GPN | Downgrade | Peerperform (Outperform) |
67.47 (66.98) |
-0.73% | Details | |
| 3/31/2025 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | AvidXChange Holdings | AVDX | Downgrade | Peerperform (Outperform) |
7.26 (10.00) |
37.74% | Details | |
| 1/29/2025 | Corpay | CPAY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2025 | Payoneer | PAYO | Downgrade | Peerperform (Outperform) |
10.30 (7.09) |
-31.17% | Details | |
| 1/8/2025 | Corpay | CPAY | Upgrade | Outperform (Peerperform) |
342.37 (344.97) |
0.76% | Details | |
| 1/8/2025 | Accenture plc | ACN | Upgrade | Outperform (Peerperform) |
351.33 (130.94) |
-62.73% | Details | |
| 12/13/2024 | PayPal | PYPL | Upgrade | Outperform (Peerperform) |
90.75 (66.66) |
-26.55% | Details | |
| 10/28/2024 | WEX Inc. | WEX | Downgrade | Peerperform (Outperform) |
181.13 (132.76) |
-26.7% | Details | |
| 10/14/2024 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | Corpay | CPAY | Upgrade | Peerperform (Underperform) |
311.02 (344.97) |
10.92% | Details | |
| 8/21/2024 | Jack Henry | JKHY | Maintain | Peerperform (N/A) |
|
Details | ||
| 8/1/2024 | Bill.com Holdings Inc. | BILL | Downgrade | Peerperform (Outperform) |
52.32 (50.92) |
-2.68% | Details | |
| 7/26/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2024 | PayPal | PYPL | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/13/2024 | PayPal | PYPL | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/10/2024 | Cognizant Technology Solutions | CTSH | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/29/2024 | Kaspi | KSPI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2024 | PayPal | PYPL | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/17/2024 | EPAM Systems | EPAM | Downgrade | Peerperform (Outperform) |
189.14 (77.79) |
-58.87% | Details | |
| 5/17/2024 | Corpay | CPAY | Downgrade | Underperform (Peerperform) |
282.86 (311.02) |
9.96% | Details | |
| 5/17/2024 | Euronet Worldwide | EEFT | Upgrade | Peerperform (Underperform) |
115.27 (66.83) |
-42.02% | Details | |
| 4/11/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2024 | Nuvei Corp. | NVEI | Downgrade | Peerperform (Outperform) |
31.62 (33.99) |
7.5% | Details | |
| 4/1/2024 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2024 | Jack Henry | JKHY | New Coverage | Peerperform (N/A) |
174.32 (128.45) |
-26.31% | Details | |
| 2/29/2024 | AvidXChange Holdings | AVDX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | Payoneer | PAYO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Kaspi | KSPI | New Coverage | Outperform (N/A) |
87.02 (85.61) |
-1.62% | Details | |
| 2/9/2024 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | MeridianLink | MLNK | Upgrade | Peerperform (Underperform) |
22.09 (20.01) |
-9.42% | Details | |
| 2/1/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2024 | ADP | ADP | Upgrade | Peerperform (Underperform) |
232.51 (221.32) |
-4.81% | Details | |
| 1/4/2024 | Cognizant Technology Solutions | CTSH | Upgrade | Peerperform (Underperform) |
73.67 (41.87) |
-43.17% | Details | |
| 1/4/2024 | EPAM Systems | EPAM | Upgrade | Outperform (Peerperform) |
282.66 (77.79) |
-72.48% | Details | |
| 1/4/2024 | Western Union Co. | WU | Downgrade | Underperform (Peerperform) |
11.83 (7.23) |
-38.88% | Details | |
| 12/1/2023 | Remitly Global Inc | RELY | Downgrade | Peerperform (Outperform) |
21.27 (19.49) |
-8.37% | Details | |
| 11/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | Thoughtworks Holding | TWKS | Downgrade | Peerperform (Outperform) |
3.87 (4.47) |
15.5% | Details | |
| 10/17/2023 | DXC Technology | DXC | Downgrade | Underperform (Peerperform) |
21.68 (8.48) |
-60.89% | Details | |
| 10/17/2023 | WEX Inc. | WEX | Upgrade | Outperform (Peerperform) |
188.75 (132.76) |
-29.66% | Details | |
| 10/17/2023 | Fidelity National Information Services | FIS | Upgrade | Outperform (Peerperform) |
51.82 (38.59) |
-25.53% | Details | |
| 10/17/2023 | Broadridge Financial | BR | Upgrade | Peerperform (Underperform) |
177.68 (140.36) |
-21% | Details | |
| 9/28/2023 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 9/1/2023 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2023 | Nuvei Corp. | NVEI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Broadridge Financial | BR | Maintain | Underperform (N/A) |
|
Details | ||
| 8/4/2023 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Remitly Global Inc | RELY | Upgrade | Outperform (Peerperform) |
18.27 (21.36) |
16.91% | Details | |
| 8/3/2023 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 8/2/2023 | MeridianLink | MLNK | Maintain | Underperform (N/A) |
|
Details | ||
| 8/2/2023 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
| 7/27/2023 | Euronet Worldwide | EEFT | Maintain | Underperform (N/A) |
|
Details | ||
| 7/27/2023 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2023 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2023 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
| 4/26/2023 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | MeridianLink | MLNK | Downgrade | Underperform (Peerperform) |
15.85 (20.01) |
26.25% | Details | |
| 4/20/2023 | Paymentus | PAY | Downgrade | Peerperform (Outperform) |
8.29 (29.36) |
254.16% | Details | |
| 4/20/2023 | Western Union Co. | WU | Upgrade | Peerperform (Underperform) |
10.89 (7.23) |
-33.61% | Details | |
| 3/30/2023 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 3/27/2023 | Remitly Global Inc | RELY | Downgrade | Peerperform (Outperform) |
16.56 (21.36) |
28.99% | Details | |
| 3/27/2023 | Marqeta Inc. | MQ | Upgrade | Outperform (Peerperform) |
3.62 (3.98) |
9.94% | Details | |
| 3/9/2023 | Nuvei Corp. | NVEI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | Payoneer | PAYO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2023 | Payoneer | PAYO | New Coverage | Outperform (N/A) |
5.35 (7.09) |
32.52% | Details | |
| 1/5/2023 | Cognizant Technology Solutions | CTSH | Downgrade | Underperform (Peerperform) |
58.06 (41.87) |
-27.88% | Details | |
| 1/5/2023 | EPAM Systems | EPAM | Downgrade | Peerperform (Outperform) |
335.22 (77.79) |
-76.79% | Details | |
| 1/5/2023 | Euronet Worldwide | EEFT | Downgrade | Peerperform (Outperform) |
98.32 (66.83) |
-32.03% | Details | |
| 11/29/2022 | Toast Inc. | TOST | New Coverage | Peerperform (N/A) |
18.00 (26.15) |
45.28% | Details | |
| 11/15/2022 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Fidelity National Information Services | FIS | Downgrade | Peerperform (Outperform) |
57.18 (38.59) |
-32.51% | Details | |
| 10/7/2022 | Nuvei Corp. | NVEI | New Coverage | Outperform (N/A) |
30.00 (33.99) |
13.3% | Details | |
| 10/4/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2022 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | AvidXChange Holdings | AVDX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Paymentus | PAY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | Euronet Worldwide | EEFT | Downgrade | Peerperform (Outperform) |
97.35 (66.83) |
-31.35% | Details | |
| 7/20/2022 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2022 | Paymentus | PAY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Euronet Worldwide | EEFT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | AvidXChange Holdings | AVDX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2022 | MeridianLink | MLNK | Downgrade | Peerperform (Outperform) |
18.16 (20.01) |
10.19% | Details | |
| 7/20/2022 | PayPal | PYPL | Downgrade | Peerperform (Outperform) |
77.74 (42.64) |
-45.15% | Details | |
| 7/20/2022 | Western Union Co. | WU | Downgrade | Underperform (Peerperform) |
16.90 (7.23) |
-57.22% | Details | |
| 7/12/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2022 | Sterling Check | STER | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/13/2022 | MeridianLink | MLNK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | AvidXChange Holdings | AVDX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2022 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | Cognizant Technology Solutions | CTSH | Maintain | Peerperform (N/A) |
|
Details | ||
| 4/27/2022 | Euronet Worldwide | EEFT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2022 | EPAM Systems | EPAM | Upgrade | Outperform (Peerperform) |
280.29 (77.79) |
-72.25% | Details | |
| 4/8/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2022 | Western Union Co. | WU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2022 | Alliance Data Systems | ADS | Downgrade | Peerperform (Outperform) |
62.24 (56.80) |
-8.74% | Details | |
| 3/10/2022 | Marqeta Inc. | MQ | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/3/2022 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | EPAM Systems | EPAM | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/16/2022 | Paymentus | PAY | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2022 | WEX Inc. | WEX | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/2/2022 | Broadridge Financial | BR | Maintain | Underperform (N/A) |
|
Details | ||
| 2/2/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
| 1/3/2022 | Nu Holdings (Nubank) | NU | New Coverage | Outperform (N/A) |
9.38 (12.62) |
34.54% | Details | |
| 12/23/2021 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 12/17/2021 | Accenture plc | ACN | Maintain | Peerperform (N/A) |
|
Details | ||
| 12/13/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2021 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2021 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
| 11/12/2021 | Paysafe Group Ltd. | PFSE | Downgrade | Peerperform (Outperform) |
0.00 () |
0% | Details | |
| 11/11/2021 | Marqeta Inc. | MQ | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/11/2021 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2021 | AvidXChange Holdings | AVDX | New Coverage | Outperform (N/A) |
23.81 (10.00) |
-58% | Details | |
| 11/5/2021 | EPAM Systems | EPAM | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/3/2021 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Marqeta Inc. | MQ | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/29/2021 | WEX Inc. | WEX | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/29/2021 | Alliance Data Systems | ADS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
| 10/28/2021 | Remitly Global Inc | RELY | Upgrade | Outperform (Peerperform) |
31.46 (21.36) |
-32.1% | Details | |
| 10/19/2021 | FleetCor Technologies | FLT | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/18/2021 | Sterling Check | STER | New Coverage | Peerperform (N/A) |
25.60 (16.74) |
-34.61% | Details | |
| 10/18/2021 | Remitly Global Inc | RELY | New Coverage | Peerperform (N/A) |
40.20 (21.36) |
-46.87% | Details | |
| 10/11/2021 | Thoughtworks Holding | TWKS | New Coverage | Outperform (N/A) |
26.30 (4.47) |
-83% | Details | |
| 10/1/2021 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 9/27/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2021 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2021 | MeridianLink | MLNK | New Coverage | Outperform (N/A) |
25.49 (20.01) |
-21.5% | Details | |
| 8/5/2021 | FleetCor Technologies | FLT | Maintain | Peerperform (N/A) |
|
Details | ||
| 7/6/2021 | Marqeta Inc. | MQ | New Coverage | Peerperform (N/A) |
29.69 (3.98) |
-86.59% | Details | |
| 6/21/2021 | Paymentus | PAY | New Coverage | Outperform (N/A) |
29.26 (21.68) |
-25.91% | Details | |
| 6/21/2021 | Flywire | FLYW | New Coverage | Outperform (N/A) |
33.85 (16.48) |
-51.31% | Details | |
| 6/11/2021 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2021 | Alliance Data Systems | ADS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2021 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2021 | Shift4 Payments | FOUR | Upgrade | Outperform (Peerperform) |
95.23 (44.07) |
-53.72% | Details | |
| 5/6/2021 | FleetCor Technologies | FLT | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/5/2021 | Broadridge Financial | BR | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/5/2021 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2021 | Paysafe | PSFE | New Coverage | Outperform (N/A) |
14.30 (6.84) |
-52.17% | Details | |
| 4/7/2021 | Paychex | PAYX | Downgrade | Underperform (Peerperform) |
95.42 (96.69) |
1.33% | Details | |
| 3/22/2021 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2021 | WEX Inc. | WEX | Downgrade | Peerperform (Outperform) |
230.00 (132.76) |
-42.28% | Details | |
| 2/18/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | DXC Technology | DXC | Upgrade | Outperform (Peerperform) |
25.62 (8.48) |
-66.9% | Details | |
| 1/6/2021 | CoreLogic | CLGX | Downgrade | Underperform (Peerperform) |
75.02 (80.00) |
6.64% | Details | |
| 1/6/2021 | Cognizant Technology Solutions | CTSH | Upgrade | Peerperform (Underperform) |
79.65 (41.87) |
-47.43% | Details | |
| 12/28/2020 | Paychex | PAYX | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/29/2020 | Square | SQ | Upgrade | Outperform (Peerperform) |
160.76 (86.96) |
-45.91% | Details | |
| 7/30/2020 | Western Union Co. | WU | Upgrade | Peerperform (Underperform) |
24.15 (7.23) |
-70.06% | Details | |
| 7/30/2020 | ADP | ADP | Downgrade | Underperform (Peerperform) |
137.12 (221.32) |
61.41% | Details | |
| 6/15/2020 | Square | SQ | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/3/2020 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 5/28/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2020 | Square | SQ | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/20/2020 | Square | SQ | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/13/2020 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2020 | Cognizant Technology Solutions | CTSH | Downgrade | Underperform (Peerperform) |
61.36 (41.87) |
-31.76% | Details | |
| 1/6/2020 | Accenture plc | ACN | Upgrade | Peerperform (Underperform) |
209.80 (130.94) |
-37.59% | Details | |
| 1/6/2020 | EPAM Systems | EPAM | Downgrade | Peerperform (Outperform) |
217.40 (77.79) |
-64.22% | Details | |
| 1/6/2020 | Square | SQ | Downgrade | Peerperform (Outperform) |
63.00 (86.96) |
38.03% | Details | |
| 11/8/2019 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2019 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 11/1/2019 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2019 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2019 | ADP | ADP | Downgrade | Peerperform (Outperform) |
164.15 (221.32) |
34.83% | Details | |
| 10/31/2019 | Cognizant Technology Solutions | CTSH | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/30/2019 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2019 | CoreLogic | CLGX | Downgrade | Peerperform (Outperform) |
40.92 (80.00) |
95.5% | Details | |
| 10/25/2019 | Alliance Data Systems | ADS | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/25/2019 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 7/31/2019 | Euronet Worldwide | EEFT | New Coverage | Outperform (N/A) |
155.63 (66.83) |
-57.06% | Details | |
| 3/22/2019 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details |
