Fiserv's 2026 EPS Guidance Slightly Exceeds Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy FISV?
Source: stocktwits
- 2026 EPS Guidance: Fiserv expects its 2026 earnings per share (EPS) to range between $8 and $8.3, with organic revenue growth projected at only 1% to 3%, yet the midpoint of $8.15 slightly exceeds Wall Street's expectation of $8.12, indicating a cautious optimism about future performance.
- Q1 Performance Disappointment: In Q1, Fiserv reported an EPS of $1.79 on revenue of $4.68 billion, both falling short of Wall Street's expectations of $1.58 EPS and $4.73 billion revenue, reflecting a year-over-year decline of 2% in revenue and 16% in EPS, which raises concerns about the company's growth trajectory.
- Continued Execution Mode: CEO Mike Lyons noted that despite the mixed Q1 results, the company remains focused on executing the One Fiserv Action Plan and is optimistic about its productivity initiatives, including Project Elevate, with more strategic details expected to be shared at the upcoming Investor Day on May 14.
- Market Sentiment Reaction: Although Fiserv's stock has declined 6% year-to-date and 66% over the past year, retail sentiment on Stocktwits remains 'extremely bullish', with some users suggesting the stock could be valued between $90 and $100, indicating a potential long-term investment appeal despite recent performance issues.
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Analyst Views on FISV
Wall Street analysts forecast FISV stock price to rise
28 Analyst Rating
8 Buy
20 Hold
0 Sell
Moderate Buy
Current: 56.810
Low
62.00
Averages
95.61
High
180.00
Current: 56.810
Low
62.00
Averages
95.61
High
180.00
About FISV
Fiserv, Inc. is a global provider of payments and financial services technology solutions. Its segments include Merchant Solutions (Merchant) and Financial Solutions (Financial). The businesses in its Merchant segment provide commerce-enabling products and services to companies of all sizes around the world. These products and services include merchant acquiring and digital commerce services; mobile payment services; security and fraud protection solutions; stored-value solutions; software-as-a-service; POS devices, and pay-by-bank solutions. The business lines in its Merchant segment consist of small business, enterprise, and processing. The businesses in its Financial segment provide products and services to financial institutions, corporate and public sector clients across the world, enabling the processing of customer loan and deposit accounts, digital payments and card transactions. The business lines in its Financial segment consist of digital payments, issuing, and banking.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Fiserv Analysts' Rating and Price Target
- Analyst Rating: Fiserv (FISV) holds an average rating of 'hold' according to analysts, indicating a cautious market sentiment that may influence investor decisions regarding the stock.
- Price Target Analysis: The mean price target set by analysts is $69.31, reflecting market expectations for the company's future growth potential and providing a benchmark for investors.
- Market Reaction: The hold rating may lead investors to adopt a wait-and-see approach towards Fiserv's stock in the short term, potentially affecting its price volatility and market liquidity.
- Investment Strategy Impact: The analysts' ratings and price targets will influence institutional investors' asset allocation strategies, possibly resulting in capital inflows or outflows from Fiserv stock, thereby impacting its market performance.
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- Significant Buyback Program: PayPal repurchased approximately $6 billion in stock over the past 12 months against a market cap of around $41 billion and no net debt, demonstrating the company's capital management capabilities in a low-growth environment.
- AI Restructuring and Cost Savings: PayPal plans to achieve at least $1.5 billion in annual savings over the next two to three years through AI-led restructuring, which could affect around 20% of its workforce, indicating a strong commitment to operational efficiency.
- Payment Platform Potential: Burry highlighted Venmo's importance within PayPal's payment platform, noting its strong double-digit growth, and mentioned CEO Lores' reorganization of the business into a standalone Venmo segment to simplify operations and drive cost reductions.
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- New Home Sales Growth: U.S. March new home sales rose 7.4% month-over-month to 682,000, surpassing expectations of 652,000, indicating a robust recovery in the housing market that could bolster economic confidence.
- Positive Earnings Outlook: As of Tuesday, 83% of the 354 S&P 500 companies that reported Q1 earnings exceeded estimates, with projected earnings growth of 12% year-over-year, demonstrating sustained corporate profitability that may further drive stock market gains.
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Fiserv Reports Mixed Q1 Results, Shares Drop 9.5%
- Earnings Beat: Fiserv reported adjusted earnings per share of $1.79 for Q1, exceeding Wall Street's expectations by $0.21, indicating strong profitability; however, the sales figure fell short, leading to negative market reactions.
- Sales Decline: The company generated $4.68 billion in sales, which was $50 million below expectations and represented a 2.3% year-over-year decline, raising investor concerns about the company's growth outlook and negatively impacting stock performance.
- Market Reaction: Despite the S&P 500 and Nasdaq Composite rising by 0.9% and 1.1% respectively, Fiserv's stock plummeted by 9.5%, reflecting a lack of confidence in its future growth, with the current share price at $56.56.
- Future Guidance: Fiserv reiterated its organic growth forecast of 1% to 3% for 2026, and while improvements are expected in the latter half of the year, the current quarter is anticipated to be a low point, leading investors to adopt a cautious stance regarding future performance.
See More
Fiserv Beats Q1 Earnings Expectations but Sales Fall Short
- Earnings Beat: Fiserv reported non-GAAP earnings per share of $1.79 for Q1, exceeding Wall Street's expectations by $0.21, indicating strong profitability despite sales falling short of forecasts.
- Sales Decline: The company's Q1 sales totaled $4.68 billion, missing expectations by $50 million and reflecting a 2.3% year-over-year decline, which raised investor concerns about the company's growth outlook and affected market confidence.
- Cautious Guidance: Management reiterated its organic growth forecast for 2026 at 1% to 3%, and while improvements are expected in the second half of the year, the current quarter's performance is viewed as a relative low point, disappointing investors.
- Negative Stock Reaction: Despite gains in the S&P 500 and Nasdaq, Fiserv's stock fell 9.5% during trading, reflecting market worries about the company's growth engine and a cautious sentiment regarding its near-term prospects.
See More
Fiserv Analysts' Rating and Price Target
- Analyst Rating: Fiserv (FISV) holds an average rating of 'hold' according to analysts, indicating a cautious market sentiment that may influence investor decisions regarding the stock.
- Price Target Analysis: The mean price target set by analysts is $69.31, reflecting market expectations for the company's future growth potential and providing a benchmark for investors.
- Market Reaction: The hold rating may lead investors to adopt a wait-and-see approach towards Fiserv's stock in the short term, potentially affecting its price volatility and market liquidity.
- Investment Strategy Impact: The analysts' ratings and price targets will influence institutional investors' asset allocation strategies, possibly resulting in capital inflows or outflows from Fiserv stock, thereby impacting its market performance.
See More
Burry Optimistic on PayPal's Long-Term Growth Potential
- Investment Confidence Reaffirmed: Burry stated on his Substack that despite PayPal's stock declining over 31% in the past year, he views it as a long-term growth investment, now comprising 6.6% of his portfolio.
- Significant Buyback Program: PayPal repurchased approximately $6 billion in stock over the past 12 months against a market cap of around $41 billion and no net debt, demonstrating the company's capital management capabilities in a low-growth environment.
- AI Restructuring and Cost Savings: PayPal plans to achieve at least $1.5 billion in annual savings over the next two to three years through AI-led restructuring, which could affect around 20% of its workforce, indicating a strong commitment to operational efficiency.
- Payment Platform Potential: Burry highlighted Venmo's importance within PayPal's payment platform, noting its strong double-digit growth, and mentioned CEO Lores' reorganization of the business into a standalone Venmo segment to simplify operations and drive cost reductions.
See More
FISERV INC: STEPHENS LOWERS TARGET PRICE FROM $70 TO $60
Company Announcement: Pfizer has announced a reduction in the target price for its stock.
New Target Price: The new target price is set at $60, down from the previous $70.
See More
U.S. Stocks Close Higher, Led by Tech Gains
- Tech Stock Surge: Intel's stock soared over 12% after Apple held exploratory talks with Intel and Samsung Electronics for U.S. processor production, indicating strong market confidence in tech stocks and driving gains across chipmakers.
- Oil Price Decline: WTI crude oil prices fell more than 3% as the ceasefire in the Middle East eased geopolitical risks, providing support for the stock market and reflecting market demand for stability amid fluctuating oil prices.
- New Home Sales Growth: U.S. March new home sales rose 7.4% month-over-month to 682,000, surpassing expectations of 652,000, indicating a robust recovery in the housing market that could bolster economic confidence.
- Positive Earnings Outlook: As of Tuesday, 83% of the 354 S&P 500 companies that reported Q1 earnings exceeded estimates, with projected earnings growth of 12% year-over-year, demonstrating sustained corporate profitability that may further drive stock market gains.
See More
Fiserv Reports Mixed Q1 Results, Shares Drop 9.5%
- Earnings Beat: Fiserv reported adjusted earnings per share of $1.79 for Q1, exceeding Wall Street's expectations by $0.21, indicating strong profitability; however, the sales figure fell short, leading to negative market reactions.
- Sales Decline: The company generated $4.68 billion in sales, which was $50 million below expectations and represented a 2.3% year-over-year decline, raising investor concerns about the company's growth outlook and negatively impacting stock performance.
- Market Reaction: Despite the S&P 500 and Nasdaq Composite rising by 0.9% and 1.1% respectively, Fiserv's stock plummeted by 9.5%, reflecting a lack of confidence in its future growth, with the current share price at $56.56.
- Future Guidance: Fiserv reiterated its organic growth forecast of 1% to 3% for 2026, and while improvements are expected in the latter half of the year, the current quarter is anticipated to be a low point, leading investors to adopt a cautious stance regarding future performance.
See More
Fiserv Beats Q1 Earnings Expectations but Sales Fall Short
- Earnings Beat: Fiserv reported non-GAAP earnings per share of $1.79 for Q1, exceeding Wall Street's expectations by $0.21, indicating strong profitability despite sales falling short of forecasts.
- Sales Decline: The company's Q1 sales totaled $4.68 billion, missing expectations by $50 million and reflecting a 2.3% year-over-year decline, which raised investor concerns about the company's growth outlook and affected market confidence.
- Cautious Guidance: Management reiterated its organic growth forecast for 2026 at 1% to 3%, and while improvements are expected in the second half of the year, the current quarter's performance is viewed as a relative low point, disappointing investors.
- Negative Stock Reaction: Despite gains in the S&P 500 and Nasdaq, Fiserv's stock fell 9.5% during trading, reflecting market worries about the company's growth engine and a cautious sentiment regarding its near-term prospects.
See More
