XYZ Ticker Curator

Bernstein (SocGen Group) reiterates Outperform rating and $85 PT for Block (XYZ) amid AI-driven restructuring. Strong analyst vote of confidence in ongoing efficiency efforts.

• 40% headcount cut shocks employees (vs. rumored 10%), fueling 54% YoY growth in 2026 adj EPS ($3.66) and op income ($3.2B).
• Gains hit mostly H2...

CEO accountability: Jack Dorsey owns overhiring during COVID due to duplicate Square/Cash App structures.

• Mass cuts: Slashed ~half workforce from...

Q4 Earnings & 2026 Guidance

• 🔥 Strong Q4 Growth: Block reported Q4 gross profit up 24% to $2.87 billion, Cash App gross profit up 33% to $1.83...

Landon Swan argues Block (XYZ) is oversold near its 52-week low:

• Square and Cash App traction accelerating per @LikeFolio data
• Crypto pressures and Shopify rivalry driving weakness
• Significant monthly active user growth signals rebound potential

Q4 Profit Surge Validates Turn: Gross profit +24% to $2.87B, Adj Op Income +46% to $588M, Adj EPS +38% to $0.65.

• Massive Restructuring: >40%...

• Short-term slump: Shares at $51.94 after 21.2% 30-day drop, 20.3% YTD decline amid fintech risk reassessment.
• Valuation edge: Slightly...

Cash App's savvy pop culture move: Turns A24's fictional 'Brat Card' from The Moment into a $5 functional Visa debit card after fan frenzy sold out...

Block's 2025 insider trading activity features:

• Jack Dorsey (age 41), Head, Chairman, Co-Founder
• James Morgan McKelvey Jr.
  Track these leaders for confidence signals.

Q4 Earnings Preview

• 🔥 EPS Expectations: Wall Street anticipates Q4 EPS of $0.65, reflecting an 8.5% or 8.45% year-over-year decline.
• Revenue...

XYZ stock swung from $50.60 low to $52.20 high on 2026-02-25, with shares at $52.11 (+3.0% above low).

• EPS outlook: $0.65, reflecting 8.5% YoY decline.
• Revenue growth: Projected +3.2% to $6.22B, with gross profit rising.
• Profitability boost: Adj....

Strategic boost for long-term plays: Investors in Block Inc (XYZ) can now trade March 2027 options, opening doors for extended hedging and positioning strategies.

Block (XYZ) delivered a -14.29% EPS surprise and -3.48% revenue surprise against forecasts in its latest report, driving an -11.13% stock price drop. A stark reminder of persistent misses impacting investor sentiment.