Piper Sandler double upgrades Block, assigns Neutral to PayPal

Analyst
โดย Seeking Alpha·Read original
Summary · why it matters

Piper Sandler double upgraded Block to Overweight from Underweight and initiated coverage of PayPal with a Neutral rating. Block's price target was raised to $100 from $58, while PayPal's was lowered to $42 from $46. The firm also rated Affirm, American Express, Capital One Financial, Mastercard, and Visa as Overweight with respective price targets of $103, $396, $254, $597, and $394. Analyst Bill Carcache cited company-specific drivers for constructive cases, noting PayPal's low valuation is balanced by unresolved take-rate and transaction margin pressure.

Impact on stocks 7

Digital Finance & Tokenization▲ · 6 stocks
Block, Inc
XYZ
▲ PositiveCapitalrelevance

Double upgraded to Overweight and price target raised to $100 from $58.

PayPal Holdings Inc
PYPL
± MixedCapitalrelevance

Piper Sandler initiated PayPal with Neutral rating and lowered price target to $42, citing unresolved take-rate and transaction margin pressure

Mastercard Inc
MA
▲ PositiveCapitalrelevance

Piper Sandler rated Mastercard Overweight with $597 price target

Financials▲ · 1 stocks
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