Market Leadership Shift and Small-Cap Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Should l Buy FISV?
Source: Benzinga
- Market Leadership Change: As investor focus shifts from the 'Magnificent Seven' tech stocks to previously lagging sectors like healthcare, energy, and financials, opportunities arise for investors to uncover quality stocks in the current market environment.
- Small-Cap Performance Rebound: In the final quarter of 2025, the Russell 2000 index, which tracks small-cap stocks, began to significantly outperform the S&P 500 after a mere 4.5% gain in the first 11 months, indicating a strong rebound reminiscent of the late 1990s tech boom.
- Opportunities in Quality Large Caps: In the context of broadening market leadership, high-quality companies like Fiserv, which faced stock price declines due to earnings misses, still maintain solid fundamentals and may return to historical valuation levels, presenting investment opportunities.
- Defense Spending and Infrastructure Growth: Oshkosh benefits from sustained U.S. defense spending and infrastructure buildout, trading at a significant discount compared to large industrial peers like Caterpillar and Deere, highlighting its attractiveness and growth potential in the current market.
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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: 63.970
Low
62.00
Averages
95.61
High
180.00
Current: 63.970
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 to Announce Q1 Financial Results on May 5, 2026
- Earnings Announcement Schedule: Fiserv will release its Q1 financial results before the market opens on May 5, 2026, providing key financial metrics that will help investors assess the company's performance and future growth potential.
- Live Webcast Briefing: The company will hold a live earnings call at 7 a.m. CT (8 a.m. ET) on May 5, allowing investors to access the webcast through the company’s website, thereby enhancing transparency and boosting investor confidence.
- Investor Day Event: Fiserv will host its Investor Day on May 14, 2026, in New York City, where it will detail its business strategy and medium-term outlook, aiming to strengthen communication with investors and showcase the company's future direction.
- Leadership Team Presentations: The Investor Day will feature presentations from the company's leadership team, demonstrating their capabilities in executing the company's strategy and further enhancing investor confidence in long-term growth.
See More
Fiserv to Participate in Investor Conferences
- Investor Conference Schedule: Fiserv will present at the J.P. Morgan 2026 Global Technology, Media, and Communications Conference on May 19, led by CEO Mike Lyons at 3:35 p.m. ET, showcasing the company's leadership in financial technology.
- Strategic Decisions Conference: Additionally, Fiserv will speak at the Bernstein Strategic Decisions Conference on May 28, further emphasizing its innovative capabilities in payment and financial services technology solutions.
- Live Webcasts and Replays: All presentations will be available via live webcasts and archived replays on Fiserv's investor relations website, ensuring investors can stay updated with the latest company developments, enhancing transparency and communication efficiency.
- Company Background: As a Fortune 500 company, Fiserv is a global leader in payments and financial technology, committed to helping clients achieve best-in-class results through innovation and excellence, thereby solidifying its market position.
See More
CPI Card Group Withdraws Press Release
- Press Release Withdrawal: CPI Card Group announced on April 17, 2026, the withdrawal of its press release issued on April 16, due to an erroneous release, indicating a management oversight in their information dissemination process that could impact investor confidence.
- Alliance Impact: The original press release detailed a significant alliance between CPI and Fiserv aimed at modernizing the instant issuance experience for financial institutions; the withdrawal may raise concerns in the market regarding the future prospects of this collaboration, potentially affecting business development for both parties.
- Media Relations Transparency: By promptly notifying the withdrawal through its media relations department, CPI Card Group demonstrates transparency in handling public relations, yet this incident also highlights lapses in their information release protocols, necessitating stronger internal review mechanisms.
- Investor Communication Strategy: The company provided investor relations contact information, emphasizing its commitment to investor communication; however, frequent erroneous releases could negatively impact the company's image, necessitating measures to restore market trust.
See More
CPI and Fiserv Form Strategic Alliance for Instant Card Issuance
- Instant Issuance Enhancement: The new alliance between CPI Card Group and Fiserv will provide instant card issuance capabilities to Fiserv's bank and credit union customers through CPI's SaaS platform, Card@Once, significantly improving customer service efficiency.
- Strategic Partnership: This collaboration positions CPI as a strategic partner for instant issuance solutions for Fiserv's U.S. clients, further solidifying its market position in the fintech sector.
- Technology Integration: CPI is advancing a unified payments issuance strategy by expanding its proprietary technology platform that combines digital and physical card offerings, enhancing integration with Fiserv's customer ecosystem.
- Market Reaction: Despite CPI's stock falling by 1.9%, Fiserv's stock rose by 2.4%, reflecting positive market expectations regarding this partnership, which may drive future business growth for both companies.
See More
Michael Burry Reenters Software Stocks Amid Sell-Off
- Opportunity Identification: Renowned investor Michael Burry stated in his Wednesday Substack post that the recent sell-off in software stocks was primarily driven by technical factors rather than deteriorating fundamentals, viewing the current situation as a buying opportunity.
- Market Reaction Analysis: Burry noted a 'reflexive positive feedback loop' between falling equity prices and stress in bank debt related to software companies, which accelerated the declines, and he expects these technical pressures will not affect these stocks for much longer.
- Position Dynamics: Burry disclosed that he opened a roughly 3.5% position in PayPal while maintaining holdings in Fiserv, Adobe, Autodesk, and Veeva Systems, and he plans to add positions in Salesforce and MSCI on Thursday.
- Industry Outlook Assessment: Although fears mount that artificial intelligence could disrupt business models in the software industry, Burry believes that the companies he selected will not be severely affected, expressing optimism about their investment potential after thorough forensic, competitive, and fundamental analysis.
See More
CPI Partners with Fiserv to Enhance Instant Issuance Services
- Strategic Partnership Upgrade: CPI Card Group has partnered with Fiserv to deliver advanced instant issuance capabilities through CPI's market-leading SaaS solution, Card@Once, benefiting over 10,000 financial institutions and modernizing the payment card issuance process.
- Technological Integration Advantage: This collaboration enables financial institutions to easily access solutions through their preferred core or payment processing providers, advancing a unified issuance strategy that enhances customer experience and engagement.
- Significant Cost Efficiency: Card@Once offers a SaaS solution with no on-premise software installation required, streamlining implementation while all maintenance and program setup are managed by CPI, thereby reducing operational costs for financial institutions.
- Support and Migration Assurance: CPI and Fiserv will work closely to ensure a smooth migration to the new CPI solution for financial institutions, providing dedicated project and account teams along with 24/7 real-time support to ensure a seamless experience during the transition.
See More
Fiserv to Announce Q1 Financial Results on May 5, 2026
- Earnings Announcement Schedule: Fiserv will release its Q1 financial results before the market opens on May 5, 2026, providing key financial metrics that will help investors assess the company's performance and future growth potential.
- Live Webcast Briefing: The company will hold a live earnings call at 7 a.m. CT (8 a.m. ET) on May 5, allowing investors to access the webcast through the company’s website, thereby enhancing transparency and boosting investor confidence.
- Investor Day Event: Fiserv will host its Investor Day on May 14, 2026, in New York City, where it will detail its business strategy and medium-term outlook, aiming to strengthen communication with investors and showcase the company's future direction.
- Leadership Team Presentations: The Investor Day will feature presentations from the company's leadership team, demonstrating their capabilities in executing the company's strategy and further enhancing investor confidence in long-term growth.
See More
Fiserv to Participate in Investor Conferences
- Investor Conference Schedule: Fiserv will present at the J.P. Morgan 2026 Global Technology, Media, and Communications Conference on May 19, led by CEO Mike Lyons at 3:35 p.m. ET, showcasing the company's leadership in financial technology.
- Strategic Decisions Conference: Additionally, Fiserv will speak at the Bernstein Strategic Decisions Conference on May 28, further emphasizing its innovative capabilities in payment and financial services technology solutions.
- Live Webcasts and Replays: All presentations will be available via live webcasts and archived replays on Fiserv's investor relations website, ensuring investors can stay updated with the latest company developments, enhancing transparency and communication efficiency.
- Company Background: As a Fortune 500 company, Fiserv is a global leader in payments and financial technology, committed to helping clients achieve best-in-class results through innovation and excellence, thereby solidifying its market position.
See More
CPI Card Group Withdraws Press Release
- Press Release Withdrawal: CPI Card Group announced on April 17, 2026, the withdrawal of its press release issued on April 16, due to an erroneous release, indicating a management oversight in their information dissemination process that could impact investor confidence.
- Alliance Impact: The original press release detailed a significant alliance between CPI and Fiserv aimed at modernizing the instant issuance experience for financial institutions; the withdrawal may raise concerns in the market regarding the future prospects of this collaboration, potentially affecting business development for both parties.
- Media Relations Transparency: By promptly notifying the withdrawal through its media relations department, CPI Card Group demonstrates transparency in handling public relations, yet this incident also highlights lapses in their information release protocols, necessitating stronger internal review mechanisms.
- Investor Communication Strategy: The company provided investor relations contact information, emphasizing its commitment to investor communication; however, frequent erroneous releases could negatively impact the company's image, necessitating measures to restore market trust.
See More
CPI and Fiserv Form Strategic Alliance for Instant Card Issuance
- Instant Issuance Enhancement: The new alliance between CPI Card Group and Fiserv will provide instant card issuance capabilities to Fiserv's bank and credit union customers through CPI's SaaS platform, Card@Once, significantly improving customer service efficiency.
- Strategic Partnership: This collaboration positions CPI as a strategic partner for instant issuance solutions for Fiserv's U.S. clients, further solidifying its market position in the fintech sector.
- Technology Integration: CPI is advancing a unified payments issuance strategy by expanding its proprietary technology platform that combines digital and physical card offerings, enhancing integration with Fiserv's customer ecosystem.
- Market Reaction: Despite CPI's stock falling by 1.9%, Fiserv's stock rose by 2.4%, reflecting positive market expectations regarding this partnership, which may drive future business growth for both companies.
See More
Michael Burry Reenters Software Stocks Amid Sell-Off
- Opportunity Identification: Renowned investor Michael Burry stated in his Wednesday Substack post that the recent sell-off in software stocks was primarily driven by technical factors rather than deteriorating fundamentals, viewing the current situation as a buying opportunity.
- Market Reaction Analysis: Burry noted a 'reflexive positive feedback loop' between falling equity prices and stress in bank debt related to software companies, which accelerated the declines, and he expects these technical pressures will not affect these stocks for much longer.
- Position Dynamics: Burry disclosed that he opened a roughly 3.5% position in PayPal while maintaining holdings in Fiserv, Adobe, Autodesk, and Veeva Systems, and he plans to add positions in Salesforce and MSCI on Thursday.
- Industry Outlook Assessment: Although fears mount that artificial intelligence could disrupt business models in the software industry, Burry believes that the companies he selected will not be severely affected, expressing optimism about their investment potential after thorough forensic, competitive, and fundamental analysis.
See More
CPI Partners with Fiserv to Enhance Instant Issuance Services
- Strategic Partnership Upgrade: CPI Card Group has partnered with Fiserv to deliver advanced instant issuance capabilities through CPI's market-leading SaaS solution, Card@Once, benefiting over 10,000 financial institutions and modernizing the payment card issuance process.
- Technological Integration Advantage: This collaboration enables financial institutions to easily access solutions through their preferred core or payment processing providers, advancing a unified issuance strategy that enhances customer experience and engagement.
- Significant Cost Efficiency: Card@Once offers a SaaS solution with no on-premise software installation required, streamlining implementation while all maintenance and program setup are managed by CPI, thereby reducing operational costs for financial institutions.
- Support and Migration Assurance: CPI and Fiserv will work closely to ensure a smooth migration to the new CPI solution for financial institutions, providing dedicated project and account teams along with 24/7 real-time support to ensure a seamless experience during the transition.
See More
