Research
BNP Paribas Downgrades Fiserv to Underperform From Neutral, Adjusts PT to $46 From $55
Fiserv (FISV) has an average rating of hold and mean price target of $67.58, according to analysts polled by FactSet.
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26 stories mentioning FISVUpdated 11d ago
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Wire
Fiserv Sees Double-Digit EPS Growth Returning as It Expands Agentic AI Push, RBC Says
Fiserv (FISV) is positioning itself for a return to double-digit adjusted earnings growth while expanding its push into agentic AI and banking automation through its new AgentOS platform, RBC Capital Markets said.The investment firm said in a Thursday research note that AgentOS is designed to create AI agents that operate across banking workflows within regulated environments.Fiserv is collaborating with OpenAI and Amazon (AMZN) Bedrock AgentCore on the platform, with six financial institutions already participating in development efforts and two running agents in beta, RBC said.The firm also highlighted continued momentum in Merchant Solutions, where Clover represented about $3.3 billion in revenue in 2025.RBC said the company is focused on improving Core migration dynamics and reducing attrition through investments in service-level improvements and a more modular migration approach.RBC has an outperform rating with a $75 price target on Fiserv.Shares of the company were up 1.8% in Friday afternoon trading.Price: $54.44, Change: $+0.98, Percent Change: +1.83%
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Sectors
Sector Update: Financial Stocks Advance Pre-Bell Thursday
Financial stocks were advancing pre-bell Thursday, with the State Street Financial Select Sector SPDR ETF (XLF) up 0.6%.The Direxion Daily Financial Bull 3X Shares (FAS) was 1.8% higher and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was down 1.8%.Brookfield (BN) stock was up 0.6% after the company reported higher Q1 distributable earnings and revenue.Fiserv (FISV) shares were up more than 2% after the company said it is working with OpenAI to integrate advanced AI capabilities into its platforms, aiming to help financial institutions modernize operations and support efficiency.Brookfield Asset Management (BAM) is nearing a $935 million loan to help fund its acquisition of World Freight from EQT and PAI Partners, Bloomberg News reported, citing sources familiar with the matter. Brookfield Asset Management stock was up more than 1% premarket.
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Research
Research Alert: CFRA Upholds Buy Rating On Shares Of Fiserv, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target price to $70 from $83, on a P/E of 7.8x our 2027 EPS view vs. the peer average of 6.7x. We decrease our 2026 EPS view to $8.14 from $8.28 and 2027's to $9.00 from $9.17. Despite operational challenges, FISV maintained its 2026 guidance and commitment to shareholder returns. The company affirmed its expectation for organic revenue growth of 1%-3% and adjusted EPS of $8.00-$8.30 for 2026. FISV repurchased $200M worth of shares in Q1, demonstrating continued confidence in its long-term prospects. This confidence is directly tied to the tangible progress made under the "One Fiserv" action plan. Management highlighted key operational improvements, such as a 27% Y/Y reduction in client inquiry resolution time and strong underlying growth in platforms like Finxact and CommerceHub, as leading indicators that support the full-year guidance. We think the positive underlying trends will become more visible in the financial results in 2H 2026 and beyond.
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Research
Research Alert: Fisv Q1: Transformation Costs Mount As Growth And Margins Deteriorate
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FISV delivered challenging Q1 results with adjusted EPS of $1.79 (-16% Y/Y, beating by $0.21) on revenue of $4.68B (-2% Y/Y, missing by $50M). Organic revenue declined 4%, while adjusted operating margin compressed 810 bps to 29.7% during the "One Fiserv" transformation. We think Q1 reinforced that FISV remains in a difficult transition period where transformation investments weigh on near-term profitability while growth benefits have yet to materialize. Management emphasized early-stage execution, with CEO noting results aligned with February expectations, as the company incurred $142M in transformation expenses. Both segments showed weakness: Merchant Solutions achieved flat revenue but -1% organic decline with 780bps margin compression to 26.4%, while Financial Solutions revenue fell 5% (-6% organic) with margins down 940bps to 38.1%. We believe the May 14th Investor Day will be critical for providing visibility on when "One Fiserv" investments will generate meaningful returns to justify current challenges.
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US Markets
Payment-Focused Companies' Results Could Largely Meet or Top Views With Cautious Consumer Outlook, RBC Says
Upcoming results of several key payment-focused and financial technology companies are likely to either meet or exceed expectations, though firms are seen having a cautious outlook on the consumer amid war-driven inflationary pressures, RBC Capital Markets said in a note e-mailed Monday.PayPal (PYPL), Fiserv (FISV), Shift4 Payments (FOUR), Affirm (AFRM), Block (XYZ), Corpay (CPAY), Global Payments (GPN), Fidelity National Information Services (FIS), Jack Henry & Associates (JKHY), Rocket (RKT), Toast (TOST), and NCR Voyix (VYX) are among the companies scheduled to report their latest quarterly financial results this week."We believe that the payments group will deliver in-line to better-than-expected results, except for (Shift4), which we believe will be impacted by seasonally weaker and Middle East-impacted Global Blue; PayPal, and (NCR)," RBC analyst Daniel Perlin said in a note to clients. "While we expect higher tax returns to benefit spending trends this quarter, we expect management teams to have a cautious outlook on the consumer on the basis of higher fuel prices and a general inflationary environment impacting discretionary spending."High recurring revenue and a strong demand backdrop likely insulate Jack Henry and Fidelity National from broader economic volatility, according to the brokerage. "The macro is not in the driver seat for them, and we expect management teams to continue reinforcing their view that the cores have a data and compliance moat from (artificial intelligence) disruption," Perlin said.Recently, Visa's (V) latest quarterly results showed payments volume growth in the US, while Mastercard (MA) saw purchase volume growth in that market, according to RBC. This indicates that restaurant and retail has likely "held up," though cross-border and travel continue to be areas of caution, Perlin said.PayPal's branded checkout performance in the first quarter will likely be pressured due to exposure to the Middle East conflict and pullback from low-income consumers. However, the investors will be focused on the company's potential future strategic direction instead of just the quarterly results, according to the note.RBC expects Global Payments to face "modest" headwinds in the first half of 2026 due to its exposure to Middle Eastern airlines and the ongoing conflict in the region. Despite having minimal Middle East ties, inflation and small- and medium-business exposure could challenge Fiserv in the near term.Affirm is seeing robust consumer demand despite high fuel costs, RBC said. "Affirm's potential Middle East exposure is more of a knock-on effect associated with higher oil prices crowding out overall consumer spending, and with (Affirm's) tilt toward lower-end consumers, it's probable to assume some potential weakness in that cohort."Block's Cash App Borrow offering is likely to see strong demand amid consumer pressure, according to the brokerage. "As for (the first quarter), intra-quarter conversations suggest overall volume trends in both Cash App and Seller appear to be holding up, with additional levers benefiting (the second quarter)," Perlin said.Energy prices have surged as the US-Israel war with Iran curtailed shipments through the crucial Strait of Hormuz. The conflict paused following a recent ceasefire between Washington and Tehran, but a framework for a permanent truce is yet to be reached. The war started at the end of February.Price: $50.52, Change: $+0.08, Percent Change: +0.16%
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