Fiserv Projects Revenue Growth and Earnings for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 14 2026
0mins
Source: seekingalpha
- Revenue Growth Expectations: Fiserv anticipates adjusted and organic revenue growth of 1% to 3% for 2026, indicating the company's stability and potential for continued growth despite economic challenges.
- Profitability Outlook: The company expects adjusted earnings per share to range between $8.00 and $8.30 in 2026, reflecting ongoing enhancements in profitability that are likely to attract more investor interest.
- Mid-Term Growth Targets: Fiserv projects a compounded annual growth rate of 4% to 6% for adjusted revenue from 2026 to 2029, laying a foundation for future expansion and market share increases.
- Cash Flow Conversion Rate: The company expects a free cash flow conversion rate of approximately 90% of adjusted net income from 2027 to 2029, which will enhance financial flexibility and support future investments and shareholder returns.
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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: 55.820
Low
62.00
Averages
95.61
High
180.00
Current: 55.820
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.
Q1 Performance Analysis of Payment Processing Sector
- Fiserv Performance Review: Fiserv reported Q1 revenues of $4.68 billion, down 2.4% year-over-year, falling short of analyst expectations; despite beating EPS estimates, the overall weak performance led to an 11.2% drop in stock price, currently trading at $55.75.
- Jack Henry's Strong Showing: Jack Henry's revenue reached $615.9 million, up 7.3% year-over-year, outperforming analyst expectations by 1.3%, yet the market's negative reaction resulted in a 6.5% decline in stock price, now at $139.60, indicating concerns about future growth.
- Shift4 Revenue Growth: Shift4 reported revenues of $1.12 billion, a 32.1% increase year-over-year, exceeding analyst expectations by 3.2%; however, its full-year revenue guidance significantly missed expectations, with the stock up 1.7% to $43.63, reflecting short-term optimism.
- EVERTEC's Guidance Upgrade: EVERTEC's revenues were $247.9 million, an 8.4% year-over-year increase, although it lagged analyst expectations, its full-year revenue guidance exceeded forecasts; despite a 12.5% drop in stock price to $24.65, the market acknowledges its long-term growth potential.
See More
Fiserv Partners with OpenAI for AI Integration
- Strategic Collaboration: On May 14, Fiserv announced a strategic partnership with OpenAI to integrate frontier AI into its financial technology platforms, focusing on four key areas in core banking to enhance the intelligence of financial services.
- Platform Innovation: The collaboration will develop AI agents on Fiserv's new agentOS platform, streamline complex bank modernization processes like core conversions, aiming to enhance operational efficiency through technological innovation.
- Risk Management and Efficiency: By embedding AI into existing infrastructure, Fiserv intends to help banks and credit unions reduce risk, compress implementation timelines, and improve overall operational efficiency, thereby strengthening its competitive position in the market.
- Future Development Plans: Joint teams from both companies are advancing these initiatives, with the first developments expected to roll out to Fiserv's client institutions throughout 2026 and beyond, marking a significant step towards AI-driven operational improvements in the banking sector.
See More
Analysis of the Importance of Market Capitalization
- Concept of Market Capitalization: Market capitalization is a crucial data point for investors as it accurately reflects the value attributed to a company's stock by the market, helping to prevent beginners from misjudging a company's worth based solely on stock price.
- Company Valuation Comparison: Currently, Fiserv Inc (FISV) has a market cap of $30.09 billion, while Extra Space Storage Inc (EXR) stands at $30.05 billion, indicating their close relative size within the S&P 500.
- Impact on Investor Decisions: Market capitalization determines a company's size tier among peers, influencing mutual funds and ETFs' investment choices, particularly those focused on large-cap stocks.
- Market Performance Dynamics: At Thursday's close, FISV's stock fell by approximately 1.1%, while EXR's stock rose by about 1.1%, reflecting differing investor sentiments towards the two companies.
See More
Fiserv to Present at Investor Conference in June
- Conference Participation: Fiserv will present at the RW Baird 2026 Global Consumer, Technology and Services Conference on June 2, 2026, with CFO Paul Todd representing the company at 3:45 p.m. ET, showcasing its leadership in payments and financial services technology.
- Live Webcast: The conference will feature a live webcast and replay available on Fiserv's Investor Relations section, ensuring broad investor engagement and transparency of information.
- 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 across various sectors, including account processing and digital banking solutions.
- Industry Influence: Fiserv is a member of the S&P 500 Index and recognized as one of TIME Magazine's Most Influential Companies, further solidifying its impact and market position within the fintech industry.
See More
Fiserv Projects Revenue Growth and Earnings for 2026
- Revenue Growth Expectations: Fiserv anticipates adjusted and organic revenue growth of 1% to 3% for 2026, indicating the company's stability and potential for continued growth despite economic challenges.
- Profitability Outlook: The company expects adjusted earnings per share to range between $8.00 and $8.30 in 2026, reflecting ongoing enhancements in profitability that are likely to attract more investor interest.
- Mid-Term Growth Targets: Fiserv projects a compounded annual growth rate of 4% to 6% for adjusted revenue from 2026 to 2029, laying a foundation for future expansion and market share increases.
- Cash Flow Conversion Rate: The company expects a free cash flow conversion rate of approximately 90% of adjusted net income from 2027 to 2029, which will enhance financial flexibility and support future investments and shareholder returns.
See More
U.S. Stock Futures Rise as Investors Eye Four Key Stocks
- Fiserv Platform Launch: Fiserv (FISV) rose 3.25% in premarket trading to $54.07 after launching agentOS, an AI operating system designed to help financial institutions deploy AI agents across banking workflows, expected to be widely available by August 2026, potentially enhancing its competitive edge in fintech.
- Ford's Market Potential: Ford Motor Company (F) increased 0.37% in premarket trading after emerging as the top gainer in the S&P 500 Index, with investors optimistic about its partnership with CATL to offer battery energy storage systems in the U.S., as Morgan Stanley highlighted that investors may be underestimating Ford's potential in the energy storage market.
- Starbucks Rating Upgrade: Starbucks (SBUX) rose 1.38% in premarket trading after TD Cowen upgraded its rating from Hold to Buy, with analysts citing several positive drivers for sales revisions, and despite ongoing labor investments, margins are expected to recover due to sales leverage and easing costs.
- Reddit Revenue Growth: Reddit (RDDT) gained 0.43% in premarket trading following Sensor Tower data showing the platform outperforming peers in monetization, with a 61% year-over-year growth in average revenue per user in Q1, reaching $9.20, surpassing Meta, Snap, and YouTube, indicating strong profitability.
See More
Q1 Performance Analysis of Payment Processing Sector
- Fiserv Performance Review: Fiserv reported Q1 revenues of $4.68 billion, down 2.4% year-over-year, falling short of analyst expectations; despite beating EPS estimates, the overall weak performance led to an 11.2% drop in stock price, currently trading at $55.75.
- Jack Henry's Strong Showing: Jack Henry's revenue reached $615.9 million, up 7.3% year-over-year, outperforming analyst expectations by 1.3%, yet the market's negative reaction resulted in a 6.5% decline in stock price, now at $139.60, indicating concerns about future growth.
- Shift4 Revenue Growth: Shift4 reported revenues of $1.12 billion, a 32.1% increase year-over-year, exceeding analyst expectations by 3.2%; however, its full-year revenue guidance significantly missed expectations, with the stock up 1.7% to $43.63, reflecting short-term optimism.
- EVERTEC's Guidance Upgrade: EVERTEC's revenues were $247.9 million, an 8.4% year-over-year increase, although it lagged analyst expectations, its full-year revenue guidance exceeded forecasts; despite a 12.5% drop in stock price to $24.65, the market acknowledges its long-term growth potential.
See More
Fiserv Partners with OpenAI for AI Integration
- Strategic Collaboration: On May 14, Fiserv announced a strategic partnership with OpenAI to integrate frontier AI into its financial technology platforms, focusing on four key areas in core banking to enhance the intelligence of financial services.
- Platform Innovation: The collaboration will develop AI agents on Fiserv's new agentOS platform, streamline complex bank modernization processes like core conversions, aiming to enhance operational efficiency through technological innovation.
- Risk Management and Efficiency: By embedding AI into existing infrastructure, Fiserv intends to help banks and credit unions reduce risk, compress implementation timelines, and improve overall operational efficiency, thereby strengthening its competitive position in the market.
- Future Development Plans: Joint teams from both companies are advancing these initiatives, with the first developments expected to roll out to Fiserv's client institutions throughout 2026 and beyond, marking a significant step towards AI-driven operational improvements in the banking sector.
See More
Analysis of the Importance of Market Capitalization
- Concept of Market Capitalization: Market capitalization is a crucial data point for investors as it accurately reflects the value attributed to a company's stock by the market, helping to prevent beginners from misjudging a company's worth based solely on stock price.
- Company Valuation Comparison: Currently, Fiserv Inc (FISV) has a market cap of $30.09 billion, while Extra Space Storage Inc (EXR) stands at $30.05 billion, indicating their close relative size within the S&P 500.
- Impact on Investor Decisions: Market capitalization determines a company's size tier among peers, influencing mutual funds and ETFs' investment choices, particularly those focused on large-cap stocks.
- Market Performance Dynamics: At Thursday's close, FISV's stock fell by approximately 1.1%, while EXR's stock rose by about 1.1%, reflecting differing investor sentiments towards the two companies.
See More
Fiserv to Present at Investor Conference in June
- Conference Participation: Fiserv will present at the RW Baird 2026 Global Consumer, Technology and Services Conference on June 2, 2026, with CFO Paul Todd representing the company at 3:45 p.m. ET, showcasing its leadership in payments and financial services technology.
- Live Webcast: The conference will feature a live webcast and replay available on Fiserv's Investor Relations section, ensuring broad investor engagement and transparency of information.
- 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 across various sectors, including account processing and digital banking solutions.
- Industry Influence: Fiserv is a member of the S&P 500 Index and recognized as one of TIME Magazine's Most Influential Companies, further solidifying its impact and market position within the fintech industry.
See More
Fiserv Projects Revenue Growth and Earnings for 2026
- Revenue Growth Expectations: Fiserv anticipates adjusted and organic revenue growth of 1% to 3% for 2026, indicating the company's stability and potential for continued growth despite economic challenges.
- Profitability Outlook: The company expects adjusted earnings per share to range between $8.00 and $8.30 in 2026, reflecting ongoing enhancements in profitability that are likely to attract more investor interest.
- Mid-Term Growth Targets: Fiserv projects a compounded annual growth rate of 4% to 6% for adjusted revenue from 2026 to 2029, laying a foundation for future expansion and market share increases.
- Cash Flow Conversion Rate: The company expects a free cash flow conversion rate of approximately 90% of adjusted net income from 2027 to 2029, which will enhance financial flexibility and support future investments and shareholder returns.
See More
U.S. Stock Futures Rise as Investors Eye Four Key Stocks
- Fiserv Platform Launch: Fiserv (FISV) rose 3.25% in premarket trading to $54.07 after launching agentOS, an AI operating system designed to help financial institutions deploy AI agents across banking workflows, expected to be widely available by August 2026, potentially enhancing its competitive edge in fintech.
- Ford's Market Potential: Ford Motor Company (F) increased 0.37% in premarket trading after emerging as the top gainer in the S&P 500 Index, with investors optimistic about its partnership with CATL to offer battery energy storage systems in the U.S., as Morgan Stanley highlighted that investors may be underestimating Ford's potential in the energy storage market.
- Starbucks Rating Upgrade: Starbucks (SBUX) rose 1.38% in premarket trading after TD Cowen upgraded its rating from Hold to Buy, with analysts citing several positive drivers for sales revisions, and despite ongoing labor investments, margins are expected to recover due to sales leverage and easing costs.
- Reddit Revenue Growth: Reddit (RDDT) gained 0.43% in premarket trading following Sensor Tower data showing the platform outperforming peers in monetization, with a 61% year-over-year growth in average revenue per user in Q1, reaching $9.20, surpassing Meta, Snap, and YouTube, indicating strong profitability.
See More
