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FINWIRES

Research Alert: CFRA Upholds Buy Rating On Shares Of Fiserv, Inc.

作者

-- 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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