Ratings by BofA Securities (Jason Kupferberg)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/27/2026 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2026 | Coinbase Global Inc. | COIN | Upgrade | Buy (Neutral) |
245.93 (158.18) |
-35.68% | Details | |
| 1/8/2026 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2025 | Visa | V | Upgrade | Underperform (Neutral) |
325.73 (320.47) |
-1.61% | Details | |
| 12/11/2025 | PayPal | PYPL | Downgrade | Neutral (Buy) |
61.16 (46.75) |
-23.56% | Details | |
| 11/20/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2025 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Paysafe | PSFE | Upgrade | Neutral (Underperform) |
12.49 (6.55) |
-47.56% | Details | |
| 4/17/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2025 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2025 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2025 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/9/2024 | TaskUs, Inc | TASK | Upgrade | Buy (Neutral) |
15.22 (4.69) |
-69.19% | Details | |
| 12/9/2024 | PayPal | PYPL | Upgrade | Buy (Neutral) |
89.88 (61.16) |
-31.95% | Details | |
| 11/22/2024 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2024 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2024 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 8/16/2024 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | DLocal Limited | DLO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Cognizant Technology Solutions | CTSH | Upgrade | Neutral (Underperform) |
72.65 (40.95) |
-43.63% | Details | |
| 7/30/2024 | Affirm Holdings Inc. | AFRM | Upgrade | Buy (Neutral) |
26.84 (50.72) |
88.97% | Details | |
| 7/24/2024 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2024 | TaskUs, Inc | TASK | Upgrade | Neutral (Underperform) |
16.15 (4.69) |
-70.96% | Details | |
| 7/10/2024 | MasterCard | MA | Downgrade | Neutral (Buy) |
444.70 (522.92) |
17.59% | Details | |
| 7/10/2024 | Visa | V | Downgrade | Neutral (Buy) |
265.44 (325.73) |
22.71% | Details | |
| 6/27/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/12/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/11/2024 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 6/5/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2024 | Coinbase Global Inc. | COIN | Upgrade | Neutral (Underperform) |
199.17 (245.93) |
23.48% | Details | |
| 5/9/2024 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | Fiserv | FISV | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Paysafe | PSFE | Maintain | Underperform (N/A) |
|
Details | ||
| 4/10/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/3/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 3/7/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | TaskUs, Inc | TASK | Maintain | Underperform (N/A) |
|
Details | ||
| 2/28/2024 | Thoughtworks Holding | TWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 2/8/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 2/7/2024 | Fiserv | FISV | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 2/2/2024 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 1/17/2024 | ADP | ADP | Upgrade | Neutral (Underperform) |
235.28 (220.50) |
-6.28% | Details | |
| 1/12/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 12/6/2023 | Toast Inc. | TOST | Downgrade | Neutral (Buy) |
14.88 (24.51) |
64.72% | Details | |
| 12/6/2023 | PayPal | PYPL | Downgrade | Neutral (Buy) |
57.92 (41.70) |
-28% | Details | |
| 11/24/2023 | Paysafe | PSFE | Maintain | Underperform (N/A) |
|
Details | ||
| 11/15/2023 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/6/2023 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/10/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 9/28/2023 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/28/2023 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 8/17/2023 | DLocal Limited | DLO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 8/7/2023 | EPAM Systems | EPAM | Maintain | Underperform (N/A) |
|
Details | ||
| 8/7/2023 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | DLocal Limited | DLO | Downgrade | Neutral (Buy) |
14.35 (12.15) |
-15.33% | Details | |
| 7/25/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 7/13/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 6/30/2023 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/5/2023 | EPAM Systems | EPAM | Downgrade | Underperform (Buy) |
0.00 (76.89) |
0% | Details | |
| 6/1/2023 | Marqeta Inc. | MQ | New Coverage | Neutral (N/A) |
4.79 (3.83) |
-20.04% | Details | |
| 6/1/2023 | Toast Inc. | TOST | New Coverage | Buy (N/A) |
20.97 (24.51) |
16.88% | Details | |
| 5/10/2023 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | CI&T Inc. | CINT | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/9/2023 | TaskUs, Inc | TASK | Downgrade | Underperform (Buy) |
12.23 (4.69) |
-61.65% | Details | |
| 4/24/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 4/6/2023 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2023 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/6/2023 | DLocal Limited | DLO | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2023 | Paychex | PAYX | Downgrade | Underperform (Neutral) |
113.54 (97.99) |
-13.7% | Details | |
| 4/3/2023 | ADP | ADP | Downgrade | Underperform (Neutral) |
219.49 (220.50) |
0.46% | Details | |
| 3/24/2023 | Block Inc. | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 2/14/2023 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2023 | Coinbase Global Inc. | COIN | Downgrade | Underperform (Neutral) |
43.23 (158.18) |
265.9% | Details | |
| 1/9/2023 | Cognizant Technology Solutions | CTSH | Downgrade | Underperform (Neutral) |
59.75 (40.95) |
-31.46% | Details | |
| 12/23/2022 | Paychex | PAYX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2022 | DLocal Limited | DLO | New Coverage | Buy (N/A) |
14.95 (12.15) |
-18.73% | Details | |
| 12/13/2022 | Affirm Holdings Inc. | AFRM | Downgrade | Neutral (Buy) |
12.27 (26.84) |
118.74% | Details | |
| 12/12/2022 | Thoughtworks Holding | TWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | Nuvei Corp. | NVEI | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2022 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2022 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2022 | CI&T Inc. | CINT | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | EngageSmart inc. | ESMT | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2022 | Coinbase Global Inc. | COIN | Downgrade | Neutral (Buy) |
48.79 (158.18) |
224.21% | Details | |
| 11/18/2022 | i3 Verticals | IIIV | Maintain | Underperform (N/A) |
|
Details | ||
| 11/16/2022 | DLocal Limited | DLO | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | EPAM Systems | EPAM | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2022 | Cognizant Technology Solutions | CTSH | Downgrade | Neutral (Buy) |
59.78 (40.95) |
-31.5% | Details | |
| 10/19/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2022 | PayPal | PYPL | Upgrade | Buy (Neutral) |
91.80 (41.70) |
-54.58% | Details | |
| 8/30/2022 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2022 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2022 | Cognizant Technology Solutions | CTSH | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2022 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/30/2022 | Paychex | PAYX | Maintain | Neutral (N/A) |
|
Details | ||
| 6/22/2022 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2022 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2022 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | DLocal Limited | DLO | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | TaskUs, Inc | TASK | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2022 | EPAM Systems | EPAM | Upgrade | Buy (Neutral) |
346.00 (76.89) |
-77.78% | Details | |
| 5/2/2022 | Telus International | TIXT | Maintain | Underperform (N/A) |
|
Details | ||
| 5/2/2022 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 5/2/2022 | Nu Holdings (Nubank) | NU | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2022 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2022 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2022 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2022 | Paychex | PAYX | Upgrade | Neutral (Underperform) |
118.43 (97.99) |
-17.26% | Details | |
| 3/9/2022 | ADP | ADP | Upgrade | Neutral (Underperform) |
205.38 (220.50) |
7.36% | Details | |
| 3/9/2022 | PayPal | PYPL | Downgrade | Neutral (Buy) |
94.90 (41.70) |
-56.06% | Details | |
| 3/9/2022 | DXC Technology | DXC | Downgrade | Underperform (Buy) |
30.86 (8.40) |
-72.78% | Details | |
| 3/9/2022 | Nuvei Corp. | NVEI | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2022 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2022 | TaskUs, Inc | TASK | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2022 | EPAM Systems | EPAM | Downgrade | Neutral (Buy) |
382.43 (76.89) |
-79.89% | Details | |
| 2/22/2022 | Rocket Cos Inc. | RKT | Downgrade | Underperform (Neutral) |
12.55 (13.66) |
8.84% | Details | |
| 2/11/2022 | Block Inc. | SQ | Upgrade | Buy (Neutral) |
108.94 (86.96) |
-20.18% | Details | |
| 2/3/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Nu Holdings (Nubank) | NU | New Coverage | Neutral (N/A) |
6.89 (13.13) |
90.57% | Details | |
| 1/25/2022 | Cognizant Technology Solutions | CTSH | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Telus International | TIXT | Downgrade | Underperform (Buy) |
29.77 (25.11) |
-15.65% | Details | |
| 1/6/2022 | Western Union Co. | WU | Downgrade | Underperform (Buy) |
18.45 (7.03) |
-61.9% | Details | |
| 1/6/2022 | TaskUs, Inc | TASK | Upgrade | Buy (Neutral) |
45.75 (4.69) |
-89.75% | Details | |
| 1/6/2022 | Coinbase Global Inc. | COIN | Upgrade | Buy (Neutral) |
234.23 (158.18) |
-32.47% | Details | |
| 12/23/2021 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 12/6/2021 | CI&T Inc. | CINT | New Coverage | Buy (N/A) |
12.35 (3.50) |
-71.66% | Details | |
| 11/30/2021 | Square | SQ | Upgrade | Neutral (Underperform) |
212.87 (86.96) |
-59.15% | Details | |
| 11/15/2021 | EngageSmart inc. | ESMT | Upgrade | Buy (Neutral) |
28.00 (23.05) |
-17.68% | Details | |
| 11/12/2021 | Nuvei Corp. | NVEI | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2021 | Paysafe | PSFE | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | TTEC Holdings Inc. | TTEC | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | Nuvei Corp. | NVEI | New Coverage | Buy (N/A) |
117.01 (33.99) |
-70.95% | Details | |
| 11/3/2021 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 10/18/2021 | EngageSmart inc. | ESMT | New Coverage | Neutral (N/A) |
32.28 (23.05) |
-28.59% | Details | |
| 10/13/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2021 | Thoughtworks Holding | TWKS | New Coverage | Neutral (N/A) |
26.30 (4.47) |
-83% | Details | |
| 9/24/2021 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2021 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2021 | CGI Group | GIB | Downgrade | Underperform (Buy) |
91.08 (62.30) |
-31.6% | Details | |
| 9/14/2021 | TaskUs, Inc | TASK | Downgrade | Neutral (Buy) |
60.59 (4.69) |
-92.26% | Details | |
| 9/14/2021 | DXC Technology | DXC | Upgrade | Buy (Neutral) |
35.98 (8.40) |
-76.65% | Details | |
| 9/10/2021 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2021 | DLocal Limited | DLO | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2021 | Paysafe | PSFE | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2021 | Paysafe | PSFE | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | TaskUs, Inc | TASK | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2021 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Fiserv | FISV | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2021 | TaskUs, Inc | TASK | New Coverage | Buy (N/A) |
32.39 (4.69) |
-85.52% | Details | |
| 6/28/2021 | DLocal Limited | DLO | New Coverage | Buy (N/A) |
47.79 (12.15) |
-74.58% | Details | |
| 6/21/2021 | Flywire | FLYW | New Coverage | Buy (N/A) |
33.85 (15.61) |
-53.88% | Details | |
| 6/21/2021 | Paymentus | PAY | New Coverage | Neutral (N/A) |
29.26 (20.56) |
-29.73% | Details | |
| 6/17/2021 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2021 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 5/6/2021 | Rocket Cos Inc. | RKT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 4/21/2021 | Rocket Cos Inc. | RKT | Downgrade | Neutral (Buy) |
21.67 (13.47) |
-37.84% | Details | |
| 4/20/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2021 | Accenture plc | ACN | Upgrade | Buy (Neutral) |
264.27 (127.01) |
-51.94% | Details | |
| 3/11/2021 | Shift4 Payments | FOUR | Upgrade | Buy (Neutral) |
82.79 (38.67) |
-53.29% | Details | |
| 3/8/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2021 | Rocket Cos Inc. | RKT | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 2/24/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 2/16/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2021 | Accenture plc | ACN | Upgrade | Neutral (Underperform) |
257.92 (264.27) |
2.46% | Details | |
| 1/6/2021 | MasterCard | MA | Upgrade | Buy (Neutral) |
347.42 (488.07) |
40.48% | Details | |
| 1/6/2021 | i3 Verticals | IIIV | Downgrade | Underperform (Neutral) |
32.52 (19.94) |
-38.68% | Details | |
| 1/6/2021 | Shift4 Payments | FOUR | Downgrade | Underperform (Neutral) |
73.73 (38.67) |
-47.55% | Details | |
| 12/14/2020 | TTEC Holdings Inc. | TTEC | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 11/12/2020 | EPAM Systems | EPAM | Upgrade | Buy (Neutral) |
326.97 (76.89) |
-76.48% | Details | |
| 11/11/2020 | Rocket Cos Inc. | RKT | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2020 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 9/25/2020 | Accenture plc | ACN | Maintain | Underperform (N/A) |
|
Details | ||
| 9/16/2020 | Accenture plc | ACN | Maintain | Underperform (N/A) |
|
Details | ||
| 9/15/2020 | Western Union Co. | WU | Upgrade | Buy (Neutral) |
22.57 (7.03) |
-68.85% | Details | |
| 9/14/2020 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2020 | Cognizant Technology Solutions | CTSH | Upgrade | Buy (Neutral) |
65.56 (40.95) |
-37.54% | Details | |
| 8/27/2020 | MasterCard | MA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2020 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 7/30/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2020 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 7/13/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2020 | Accenture plc | ACN | Maintain | Underperform (N/A) |
|
Details | ||
| 6/10/2020 | Western Union Co. | WU | Downgrade | Neutral (Buy) |
24.39 (7.03) |
-71.18% | Details | |
| 6/10/2020 | Cognizant Technology Solutions | CTSH | Upgrade | Neutral (Underperform) |
57.19 (40.95) |
-28.4% | Details | |
| 5/29/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2020 | Square | SQ | Downgrade | Underperform (Buy) |
80.26 (86.96) |
8.35% | Details | |
| 5/8/2020 | Square | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2020 | Western Union Co. | WU | Upgrade | Buy (Underperform) |
17.60 (7.03) |
-60.06% | Details | |
| 2/11/2020 | Square | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2020 | Accenture plc | ACN | Downgrade | Underperform (Neutral) |
208.43 (127.01) |
-39.06% | Details | |
| 1/7/2020 | Square | SQ | Upgrade | Buy (Neutral) |
62.57 (86.96) |
38.98% | Details | |
| 12/3/2019 | Fiserv | FISV | New Coverage | Buy (N/A) |
114.28 (47.30) |
-58.61% | Details | |
| 9/25/2019 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 9/13/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2019 | Square | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 9/10/2019 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2019 | i3 Verticals | IIIV | New Coverage | Neutral (N/A) |
21.53 (19.94) |
-7.39% | Details | |
| 6/26/2019 | Paychex | PAYX | Downgrade | Underperform (Neutral) |
84.80 (97.99) |
15.55% | Details | |
| 6/21/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2019 | Accenture plc | ACN | Downgrade | Neutral (Buy) |
181.31 (208.43) |
14.96% | Details | |
| 4/11/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2019 | Worldplay Inc. | WP | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2019 | Accenture plc | ACN | Upgrade | Buy (Neutral) |
141.07 (181.31) |
28.52% | Details | |
| 1/8/2019 | EVO Payments | EVOP | Downgrade | Underperform (Neutral) |
24.23 (33.99) |
40.28% | Details | |
| 1/8/2019 | Paychex | PAYX | Upgrade | Neutral (Underperform) |
66.20 (84.80) |
28.1% | Details | |
| 1/8/2019 | MasterCard | MA | Downgrade | Neutral (Buy) |
191.22 (488.07) |
155.24% | Details | |
| 11/2/2018 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 10/3/2018 | Worldplay Inc. | WP | Upgrade | Buy (Neutral) |
100.11 (135.00) |
34.85% | Details | |
| 9/4/2018 | EPAM Systems | EPAM | Downgrade | Neutral (Buy) |
142.93 (76.89) |
-46.2% | Details | |
| 9/4/2018 | Cognizant Technology Solutions | CTSH | Downgrade | Underperform (Buy) |
78.43 (57.19) |
-27.08% | Details | |
| 8/16/2018 | First Data Corporation | FDC | Maintain | Buy (N/A) |
|
Details |

