[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-block-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":186,"relatedPosts":192,"suggestedPosts":269},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},102024,"Block Raises 2026 AOI Guidance to $3.2 Billion After Strongest NVA Year on Record","2026-04-20T16:00:00","2026-04-23T01:28:18","\u003Cp>Block raised its 2026 AOI guide to $3.2 billion, up 54%. Nearly 60% of that number is riding on the second half.\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-key-stats-for-block-stock\">Key Stats for Block Stock\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current price:\u003C\u002Fstrong> $71 (April 17, 2026 close)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Full-year gross profit:\u003C\u002Fstrong> $10.36 billion, +17% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Full-year adjusted operating income:\u003C\u002Fstrong> $588 million (Q4); full-year AOI grew 30% YoY with 2 points of margin expansion\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 gross profit:\u003C\u002Fstrong> $2.87 billion, +24% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 adjusted diluted EPS:\u003C\u002Fstrong> +38% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>2026 full-year gross profit guidance:\u003C\u002Fstrong> $12.2 billion, +18% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>2026 full-year adjusted operating income guidance:\u003C\u002Fstrong> $3.2 billion, +54% YoY; 26% AOI margin\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>2026 adjusted diluted EPS guidance:\u003C\u002Fstrong> $3.66, +54% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR model price target:\u003C\u002Fstrong> $153.29\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Implied upside:\u003C\u002Fstrong> +115% over 5 years (17.7% annualized)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Most investors never know if a stock is truly undervalued or overpriced. TIKR&#8217;s professional-grade valuation tools give you a clear, data-backed answer across 60,000+ stocks for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-block-stock-q4-2025-earnings-breakdown\">Block Stock: Q4 2025 Earnings Breakdown\u003C\u002Fh2>\n\n\n\n\u003Cp>Block stock (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=83920810&amp;tid=314322981&amp;ref=q2enxr\">XYZ\u003C\u002Fa>) delivered \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=83920810&amp;tid=314322981&amp;e=1981410094&amp;ts=3671967&amp;ref=q2enxr\">Q4 gross profit of $2.87 billion\u003C\u002Fa>, up 24% year-over-year, capping a year in which gross profit growth more than doubled from the first quarter to the fourth.\u003C\u002Fp>\n\n\n\n\u003Cp>Full-year gross profit reached $10.36 billion, up 17% year-over-year, with adjusted operating income growing 30% and delivering 2 points of margin expansion even as the company accelerated investment.\u003C\u002Fp>\n\n\n\n\u003Cp>Cash App was the growth engine of the quarter, posting gross profit of $1.83 billion, up 33% year-over-year and accelerating relative to Q3.\u003C\u002Fp>\n\n\n\n\u003Cp>The sharpest driver within Cash App was Borrow, where origination volume grew more than 3x year-over-year in Q4, the strongest quarter for first-time Borrow actives ever, fueled by the November launch of Cash App Green and the completed migration of loan originations to Square Financial Services.\u003C\u002Fp>\n\n\n\n\u003Cp>Square gross profit grew 7.5% year-over-year in Q4, with GPV up 10.3% and new volume added accelerating to 29% year-over-year growth, the strongest NVA quarter on record.\u003C\u002Fp>\n\n\n\n\u003Cp>Management announced a 40% workforce reduction on earnings day, cutting headcount from over 10,000 to just under 6,000, citing the compounding capability of AI tools including its internal agent orchestration layer, Goose, which has driven a greater than 40% increase in production code shipped per engineer since September.\u003C\u002Fp>\n\n\n\n\u003Cp>CEO Jack Dorsey framed the decision directly: &#8220;We believe Block will be significantly more valuable as a smaller, faster intelligence native company.&#8221;\u003C\u002Fp>\n\n\n\n\u003Cp>Block stock investors also received a capital return update: the company repurchased $790 million of shares in Q4 alone, bringing the full-year total to $2.3 billion returned to shareholders.\u003C\u002Fp>\n\n\n\n\u003Cp>For 2026, Block guided full-year gross profit of $12.2 billion, up 18% year-over-year, and raised adjusted operating income guidance to $3.2 billion, reflecting 54% growth and 6 points of margin expansion versus 2025.\u003C\u002Fp>\n\n\n\n\u003Cp>Q1 2026 guidance calls for gross profit of $2.8 billion, up 22% year-over-year, with adjusted operating income of $600 million and adjusted diluted EPS of $0.67, up 20% year-over-year.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-what-happened\">Management expects AOI margins to expand each quarter throughout 2026 from the Q1 starting point of 21%, with just under 60% of the full-year $3.2 billion AOI target weighted to the second half.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See the exact moment Wall Street upgrades a stock before the rest of the market piles in — track analyst rating changes in real time with TIKR for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-xyz-stock-financials\">XYZ Stock: Financials\u003C\u002Fh2>\n\n\n\n\u003Cp>The income statement tells a leverage inflection story: gross profit has compounded at an accelerating rate since 2022, and operating income swung from deeply negative to the fastest-growing line on the statement.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"678\" data-public-id=\"images\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_678,c_scale\u002Ff_webp,q_auto\u002Fv1776521986\u002Fimages\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png?_i=AA\" alt=\"block stock financials\" class=\"wp-post-102024 wp-image-102030\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776521986\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_678,c_scale\u002Ff_webp,q_auto\u002Fv1776521986\u002Fimages\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1776521986\u002Fimages\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_508,c_scale\u002Ff_webp,q_auto\u002Fv1776521986\u002Fimages\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1017,c_scale\u002Ff_webp,q_auto\u002Fv1776521986\u002Fimages\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_794,c_scale\u002Ff_webp,q_auto\u002Fv1776521986\u002Fimages\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_927,c_scale\u002Ff_webp,q_auto\u002Fv1776521986\u002Fimages\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1776521986\u002Fimages\u002Fimage-523_1020301fe2e\u002Fimage-523_1020301fe2e.png?_i=AA 1656w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">XYZ Stock Financials \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=83920810&amp;tid=314322981&amp;tab=is&amp;ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Full-year gross profit grew 16% to $10.42 billion in 2025, with gross margin expanding to 43%, up from 37% in 2023, a 600 basis point improvement over two years as the mix shifted toward higher-margin financial services.\u003C\u002Fp>\n\n\n\n\u003Cp>Operating income grew ~69% year-over-year in 2025 to $1.76 billion, with operating margin reaching around 7%, up from ~4 % in 2024 and recovering sharply from the (1.0%) print in 2023.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-wall-street-s-take-on-x-stock\">The operating leverage trajectory is the clearest signal in the data: from a (3.5%) operating margin in 2022 to 7.3% in 2025, with 2026 AOI margin guided to 26% on an adjusted basis.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-does-the-valuation-model-say\">\u003Cstrong>What Does the Valuation Model Say?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The TIKR model prices Block stock at $153.29, implying 115.1% total upside from the current price of $71.26, or 17.7% annualized over the next 4.7 years.\u003C\u002Fp>\n\n\n\n\u003Cp>The mid-case assumptions are an 8.7% revenue CAGR and an 11.1% net income margin, both achievable given the 2026 guidance trajectory and the structural cost reset delivered by the workforce reduction.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"832\" data-public-id=\"images\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1776521721\u002Fimages\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp?_i=AA\" alt=\"block stock valuation model results\" class=\"wp-post-102024 wp-image-102027\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776521721\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1776521721\u002Fimages\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1776521721\u002Fimages\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_624,c_scale\u002Ff_webp,q_auto\u002Fv1776521721\u002Fimages\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1248,c_scale\u002Ff_webp,q_auto\u002Fv1776521721\u002Fimages\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1663,c_scale\u002Ff_webp,q_auto\u002Fv1776521721\u002Fimages\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_975,c_scale\u002Ff_webp,q_auto\u002Fv1776521721\u002Fimages\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1137,c_scale\u002Ff_webp,q_auto\u002Fv1776521721\u002Fimages\u002FXYZ_valuation_model-3\u002FXYZ_valuation_model-3.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">XYZ Stock Valuation Model Results \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21127&amp;tid=2621295&amp;ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>The Q4 result and raised 2026 guidance make the investment case materially stronger: Block enters the year with gross profit growing at 18%, AOI margins set to reach 26%, and a leaner cost structure that pulls forward the profitability timeline management previously outlined for 2027 and 2028.\u003C\u002Fp>\n\n\n\n\u003Cp>At $71.26, Block stock is pricing in execution risk that the last four quarters of accelerating gross profit growth and the boldest cost action in the company&#8217;s history have done significant work to reduce.\u003C\u002Fp>\n\n\n\n\u003Cp>The central tension this report creates is whether Block can sustain 18% gross profit growth through 2026 while absorbing higher first-half risk losses from Borrow&#8217;s rapid expansion and redeploying savings from the workforce reduction into AI infrastructure and go-to-market without disrupting product velocity.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>Bull Case\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>2026 AOI guidance of $3.2 billion represents 54% year-over-year growth and a 6-point margin expansion, pulling forward the profitability trajectory outlined at Investor Day for 2027 and 2028\u003C\u002Fli>\n\n\n\n\u003Cli>Cash App Green drove the strongest quarter ever for first-time Borrow actives and a 22% year-over-year increase in primary banking actives to 9.3 million, a cohort generating nearly 10x the gross profit of peer-to-peer-only users\u003C\u002Fli>\n\n\n\n\u003Cli>Developer productivity metrics show a greater than 40% increase in production code shipped per engineer since September, supporting the thesis that a smaller workforce can sustain or accelerate product velocity\u003C\u002Fli>\n\n\n\n\u003Cli>Square NVA grew 29% year-over-year in Q4 and GPV reaccelerated to over 12% quarter-to-date as of February 24, with sales-led NVA up 62% year-over-year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>Bear Case\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Q4 Borrow growth of 223% year-over-year in origination volume drove higher portfolio losses in December and January from new cohort mix, with risk loss growth expected to remain elevated in H1 2026\u003C\u002Fli>\n\n\n\n\u003Cli>Square gross profit grew only 7.5% in Q4 versus 10.3% GPV growth, with hardware costs and processing partner changes each a 2 percentage point drag, a spread management expects to persist into H1 2026\u003C\u002Fli>\n\n\n\n\u003Cli>Nearly 60% of the $3.2 billion AOI target is back-half weighted, making the full-year number highly dependent on H2 execution at a company that just cut 40% of its workforce in Q1\u003C\u002Fli>\n\n\n\n\u003Cli>The TIKR model&#8217;s mid-case revenue CAGR of 8.7% is well below the gross profit growth rate Block is currently delivering, suggesting the model may be conservative but also that mean reversion risk is real if Borrow loss rates or macro conditions deteriorate\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Wall Street&#8217;s best ideas don&#8217;t stay hidden for long. Catch analyst upgrades, earnings beats, and revenue surprises on thousands of stocks the moment they happen with TIKR for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-block-inc\">\u003Cstrong>Should You Invest in Block, Inc.?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up XYZ stock and you&#8217;ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track Block, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Access Professional Tools to Analyze XYZ stock on TIKR for Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n",1254,"en","\u002Fblog\u002Fblock-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","block-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","images\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776522160\u002Fimages\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3.png?_i=AA",{"altText":153,"imageCredit":165},"TIKR",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Gian Estrada","giantikr","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",0,[],{"title":153,"metaDesc":185,"opengraphDescription":185,"twitterTitle":153,"twitterDescription":185},"Block raised its 2026 AOI guide to $3.2 billion, up 54%. Nearly 60% of that number is riding on the second half.",{"title":153,"description":185,"twitterTitle":153,"twitterDescription":185,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":188,"twitterData1":189,"ogTitle":153,"ogDescription":185,"ogUrl":160,"ogImage":163,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":163,"ogImageAlt":153,"twitterImage":163},"TIKR.com","Est. reading time","7 minutes",1200,630,[193,207,222,237,254],{"id":182,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":200,"featuredImageMetadata":201,"author":202,"categories":204,"relatedPosts":206},"CrowdStrike Stock Posts All-Time Record Net New ARR as Q4 Blows Past Expectations","2026-04-22 20:00:00","CrowdStrike posted an all-time record quarter and returned to GAAP profitability. The debate now is whether 47% net new ARR growth is repeatable.",1405,"\u002Fblog\u002Fcrowdstrike-stock-posts-all-time-record-net-new-arr-as-q4-blows-past-expectations","crowdstrike-stock-posts-all-time-record-net-new-arr-as-q4-blows-past-expectations","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F04\u002FFEATURED-IMAGE-MAKER-389-600x360.png",{"altText":194},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":203},[],[205],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":208,"date":209,"excerpt":210,"wordCount":211,"uri":212,"slug":213,"cloudinaryAssetId":214,"featuredImageOriginalUrl":215,"featuredImageMetadata":216,"author":217,"categories":219,"relatedPosts":221},"Energy Transfer Q4 2025: Record EBITDA and a $50 Price Target the Market Is Ignoring","2026-04-22 18:20:00","Energy Transfer posted a partnership record in 2025, but the real question is whether $5 billion in annual CapEx converts into EBITDA growth on schedule.",1321,"\u002Fblog\u002Fenergy-transfer-q4-2025-record-ebitda-and-a-50-price-target-the-market-is-ignoring","energy-transfer-q4-2025-record-ebitda-and-a-50-price-target-the-market-is-ignoring","images\u002FFEATURED-IMAGE-MAKER-388_102623814fc\u002FFEATURED-IMAGE-MAKER-388_102623814fc","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776858930\u002Fimages\u002FFEATURED-IMAGE-MAKER-388_102623814fc\u002FFEATURED-IMAGE-MAKER-388_102623814fc.png?_i=AA",{"altText":208},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":218},[],[220],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":223,"date":224,"excerpt":225,"wordCount":226,"uri":227,"slug":228,"cloudinaryAssetId":229,"featuredImageOriginalUrl":230,"featuredImageMetadata":231,"author":232,"categories":234,"relatedPosts":236},"Lam Research Stock After Q2: EPS Beats, Foundry Surges, and NAND Waits","2026-04-22 15:00:00","Lam Research posted record revenue and EPS above guidance, but the TIKR model puts fair value only 8% above today's price.",1253,"\u002Fblog\u002Flam-research-stock-after-q2-eps-beats-foundry-surges-and-nand-waits","lam-research-stock-after-q2-eps-beats-foundry-surges-and-nand-waits","images\u002FFEATURED-IMAGE-MAKER-384_10258652f2c\u002FFEATURED-IMAGE-MAKER-384_10258652f2c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776847223\u002Fimages\u002FFEATURED-IMAGE-MAKER-384_10258652f2c\u002FFEATURED-IMAGE-MAKER-384_10258652f2c.png?_i=AA",{"altText":223},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":233},[],[235],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":238,"date":239,"excerpt":240,"wordCount":241,"uri":242,"slug":243,"cloudinaryAssetId":244,"featuredImageOriginalUrl":245,"featuredImageMetadata":246,"author":247,"categories":251,"relatedPosts":253},"Danaher Stock Moves Higher As Company Delivers Strong Q1 Earnings Report","2026-04-22 14:30:00","Danaher stock rises after Q1 earnings beat, raised EPS guidance, and strong bioprocessing order trends signal an early multi-year recovery cycle. ",694,"\u002Fblog\u002Fdanaher-nyse-dhr-stock-moves-higher-as-company-delivers-strong-q1-earnings-report","danaher-nyse-dhr-stock-moves-higher-as-company-delivers-strong-q1-earnings-report","images\u002FDHR-stock-1\u002FDHR-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776864953\u002Fimages\u002FDHR-stock-1\u002FDHR-stock-1.png?_i=AA",{"altText":238},{"name":248,"slug":249,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":250},"Aditya Raghunath","adityatikr",[],[252],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":255,"date":256,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":266,"relatedPosts":268},"Quest Diagnostics Stock Gains 5% After Q1 Earnings Exceed Analyst Expectations","2026-04-22 14:25:00","Quest Diagnostics stock climbs after Q1 earnings and revenue beat, with raised full-year guidance driven by strong diagnostic and consumer demand.",693,"\u002Fblog\u002Fquest-diagnostics-nyse-stock-gains-5-after-q1-earnings-exceed-analyst-expectations","quest-diagnostics-nyse-stock-gains-5-after-q1-earnings-exceed-analyst-expectations","images\u002FDGX-stock\u002FDGX-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776859772\u002Fimages\u002FDGX-stock\u002FDGX-stock.png?_i=AA",{"altText":255},{"name":248,"slug":249,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":265},[],[267],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[270,290,305,320,335,350,370,387,402,417,432,447,462,480,495,509,526,541],{"id":182,"title":271,"date":272,"excerpt":273,"wordCount":274,"uri":275,"slug":276,"cloudinaryAssetId":277,"featuredImageOriginalUrl":278,"featuredImageMetadata":279,"author":280,"categories":284,"relatedPosts":289},"Advance Auto Parts Rose 25% in the Last 30 Days. Here’s How Much the Stock Could Rise in 2026","2026-04-23 00:45:00","Advance Auto Parts stock has surged about 25% in the past month as investors shift from viewing the company as a struggling retailer to a credible turnaround story. Here’s why improving margins, better execution, and a more stable business are starting to change the narrative heading into 2026.",667,"\u002Fblog\u002Fadvance-auto-parts-rose-25-in-the-last-30-days-heres-how-much-the-stock-could-rise-in-2026","advance-auto-parts-rose-25-in-the-last-30-days-heres-how-much-the-stock-could-rise-in-2026","images\u002F@astesmedia-from-Pexels-via-Canva\u002F@astesmedia-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776904549\u002Fimages\u002F@astesmedia-from-Pexels-via-Canva\u002F@astesmedia-from-Pexels-via-Canva.png?_i=AA",{"altText":271},{"name":281,"slug":282,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":283},"Nikko Henson","nikkotikr",[],[285],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":182,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":300,"categories":302,"relatedPosts":304},"SharkNinja Rose 20% in the Last 30 Days. Here’s Where the Stock Could Go in 2026","2026-04-22 20:05:00","SharkNinja stock rose about 20% over the past 30 days, and our analysis suggests the stock could continue delivering upside into 2026. Here’s why strong earnings momentum, market share gains, and continued product innovation are driving the setup.",616,"\u002Fblog\u002Fsharkninja-rose-20-in-the-last-30-days-heres-where-the-stock-could-go-in-2026","sharkninja-rose-20-in-the-last-30-days-heres-where-the-stock-could-go-in-2026","images\u002F@Africa-images-via-Canva-4\u002F@Africa-images-via-Canva-4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776885267\u002Fimages\u002F@Africa-images-via-Canva-4\u002F@Africa-images-via-Canva-4.png?_i=AA",{"altText":291},{"name":281,"slug":282,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":301},[],[303],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":306,"date":307,"excerpt":308,"wordCount":309,"uri":310,"slug":311,"cloudinaryAssetId":312,"featuredImageOriginalUrl":313,"featuredImageMetadata":314,"author":315,"categories":317,"relatedPosts":319},"Polaris Rose 10% This Week. Here’s Where the Stock Could Head Into 2026","2026-04-22 19:35:00","Polaris stock surged about 10% this week as investors began pricing in a recovery after a difficult year marked by weak demand and heavy discounting across the powersports industry. Here’s why improving retail trends and margin recovery could drive the next move higher.",631,"\u002Fblog\u002Fpolaris-rose-10-this-week-heres-where-the-stock-could-head-into-2026","polaris-rose-10-this-week-heres-where-the-stock-could-head-into-2026","images\u002F@THEPALMER-from-Getty-Images-Signature-via-Canva\u002F@THEPALMER-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776883312\u002Fimages\u002F@THEPALMER-from-Getty-Images-Signature-via-Canva\u002F@THEPALMER-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":306},{"name":281,"slug":282,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":316},[],[318],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":321,"date":322,"excerpt":323,"wordCount":324,"uri":325,"slug":326,"cloudinaryAssetId":327,"featuredImageOriginalUrl":328,"featuredImageMetadata":329,"author":330,"categories":332,"relatedPosts":334},"CAVA Stock Has 189% Potential Total Return: Does the Data Actually Support That Case?","2026-04-22 17:30:00","CAVA Group beat Q4 estimates with $272.8 million in revenue and guided 2026 comps above Street expectations. The stock is now above every analyst target.",1311,"\u002Fblog\u002Fcava-stock-has-189-potential-total-return-does-the-data-actually-support-that-case","cava-stock-has-189-potential-total-return-does-the-data-actually-support-that-case","images\u002FFEATURED-IMAGE-MAKER-387_102617a3066\u002FFEATURED-IMAGE-MAKER-387_102617a3066","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776858051\u002Fimages\u002FFEATURED-IMAGE-MAKER-387_102617a3066\u002FFEATURED-IMAGE-MAKER-387_102617a3066.png?_i=AA",{"altText":321},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":331},[],[333],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":336,"date":337,"excerpt":338,"wordCount":339,"uri":340,"slug":341,"cloudinaryAssetId":342,"featuredImageOriginalUrl":343,"featuredImageMetadata":344,"author":345,"categories":347,"relatedPosts":349},"Circle Internet Group Stock: What's Next After USDC Hits $75 Billion in Circulation","2026-04-22 16:30:00","USDC on-chain transaction volume grew 247% in Q4. Circle stock is down 67% from its high. One of those is wrong.\n",1622,"\u002Fblog\u002Fcircle-internet-group-stock-whats-next-after-usdc-hits-75-billion-in-circulation","circle-internet-group-stock-whats-next-after-usdc-hits-75-billion-in-circulation","images\u002FFEATURED-IMAGE-MAKER-386_10261039bd5\u002FFEATURED-IMAGE-MAKER-386_10261039bd5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776854848\u002Fimages\u002FFEATURED-IMAGE-MAKER-386_10261039bd5\u002FFEATURED-IMAGE-MAKER-386_10261039bd5.png?_i=AA",{"altText":336},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":346},[],[348],{"name":286,"slug":287,"uri":288,"description":170,"postsCount":182},[],{"id":182,"title":351,"date":352,"excerpt":353,"wordCount":354,"uri":355,"slug":356,"cloudinaryAssetId":357,"featuredImageOriginalUrl":358,"featuredImageMetadata":359,"author":360,"categories":364,"relatedPosts":369},"Adobe Stock Is Down About 30% in 2026. Here’s What a $325 Valuation Says","2026-04-22 23:00:00","Here’s why Adobe stock is down about 30% in 2026, even as the valuation model points to a $325 share price by 2028.",1377,"\u002Fblog\u002Fadobe-stock-is-down-about-30-in-2026-heres-what-a-325-valuation-says","adobe-stock-is-down-about-30-in-2026-heres-what-a-325-valuation-says","images\u002FADBE-stock_102537baf83\u002FADBE-stock_102537baf83","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776838078\u002Fimages\u002FADBE-stock_102537baf83\u002FADBE-stock_102537baf83.png?_i=AA",{"altText":351},{"name":361,"slug":362,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":363},"Rexielyn Diaz","rexietikr",[],[365],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":182,"title":371,"date":372,"excerpt":373,"wordCount":374,"uri":375,"slug":376,"cloudinaryAssetId":377,"featuredImageOriginalUrl":378,"featuredImageMetadata":379,"author":380,"categories":384,"relatedPosts":386},"Coinbase vs. Robinhood: Which Beaten-Down Fintech Is the Better Buy?","2026-04-22 19:33:00","Both Coinbase and Robinhood have pulled back sharply from their highs, but beneath the surface they are building very different businesses, and understanding which one has the more durable revenue foundation changes how you think about the risk you're taking on.",1566,"\u002Fblog\u002Fcoinbase-vs-robinhood-which-beaten-down-fintech-is-the-better-buy-2","coinbase-vs-robinhood-which-beaten-down-fintech-is-the-better-buy-2","images\u002FCoin-Hood-Featured\u002FCoin-Hood-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776859100\u002Fimages\u002FCoin-Hood-Featured\u002FCoin-Hood-Featured.png?_i=AA",{"altText":371},{"name":381,"slug":382,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":383},"David Beren","davidberentikr",[],[385],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":388,"date":389,"excerpt":390,"wordCount":391,"uri":392,"slug":393,"cloudinaryAssetId":394,"featuredImageOriginalUrl":395,"featuredImageMetadata":396,"author":397,"categories":399,"relatedPosts":401},"Walmart vs Costco: Which Retail Giant Is the Better Stock to Buy?","2026-04-22 16:56:00","Both Walmart and Costco look expensive on the surface, but once you understand why Costco's model is structurally different, the valuation premium starts to make a lot more sense.",1418,"\u002Fblog\u002Fwalmart-vs-costco-which-retail-giant-is-the-better-stock-to-buy","walmart-vs-costco-which-retail-giant-is-the-better-stock-to-buy","images\u002FWalmart-Costco-Featured\u002FWalmart-Costco-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776864250\u002Fimages\u002FWalmart-Costco-Featured\u002FWalmart-Costco-Featured.png?_i=AA",{"altText":388},{"name":381,"slug":382,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":398},[],[400],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":403,"date":404,"excerpt":405,"wordCount":406,"uri":407,"slug":408,"cloudinaryAssetId":409,"featuredImageOriginalUrl":410,"featuredImageMetadata":411,"author":412,"categories":414,"relatedPosts":416},"Spotify Stock Is Down 24% Over the Past 6 Months. Could SPOT Reach $657?","2026-04-22 13:50:00","Here’s why Spotify (SPOT) stock is being valued at around $657 by 2028 after its big profitability turnaround.",1347,"\u002Fblog\u002Fspotify-stock-is-down-24-over-the-past-6-months-could-spot-reach-657","spotify-stock-is-down-24-over-the-past-6-months-could-spot-reach-657","images\u002FSPOT-stock-1\u002FSPOT-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776843666\u002Fimages\u002FSPOT-stock-1\u002FSPOT-stock-1.png?_i=AA",{"altText":403},{"name":361,"slug":362,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":413},[],[415],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":418,"date":419,"excerpt":420,"wordCount":421,"uri":422,"slug":423,"cloudinaryAssetId":424,"featuredImageOriginalUrl":425,"featuredImageMetadata":426,"author":427,"categories":429,"relatedPosts":431},"Applied Materials Stock Outlook: What a $439 Price Target Means","2026-04-22 13:40:00","Here’s why Applied Materials stock is being valued at around $439 by 2028 as AI chip demand offsets China-related risks.",1345,"\u002Fblog\u002Fapplied-materials-stock-outlook-what-a-439-price-target-means","applied-materials-stock-outlook-what-a-439-price-target-means","images\u002FAMAT-stock_10256815214\u002FAMAT-stock_10256815214","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776842357\u002Fimages\u002FAMAT-stock_10256815214\u002FAMAT-stock_10256815214.png?_i=AA",{"altText":418},{"name":361,"slug":362,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":428},[],[430],{"name":366,"slug":367,"uri":368,"description":170,"postsCount":182},[],{"id":182,"title":433,"date":434,"excerpt":435,"wordCount":324,"uri":436,"slug":437,"cloudinaryAssetId":438,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":446},"Vertiv Stock Has Tripled in a Year: Does the $15 Billion Backlog Justify the Price?","2026-04-22 16:00:00","Vertiv's Q4 orders surged 252% year-over-year, pushing backlog to $15 billion. That changes how you model 2027.\n","\u002Fblog\u002Fvertiv-stock-has-tripled-in-a-year-does-the-15-billion-backlog-justify-the-price","vertiv-stock-has-tripled-in-a-year-does-the-15-billion-backlog-justify-the-price","images\u002FFEATURED-IMAGE-MAKER-385_102601edfb6\u002FFEATURED-IMAGE-MAKER-385_102601edfb6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776853158\u002Fimages\u002FFEATURED-IMAGE-MAKER-385_102601edfb6\u002FFEATURED-IMAGE-MAKER-385_102601edfb6.png?_i=AA",{"altText":433},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":442},[],[444],{"name":76,"slug":75,"uri":445,"description":170,"postsCount":182},"\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[],{"id":182,"title":448,"date":449,"excerpt":450,"wordCount":451,"uri":452,"slug":453,"cloudinaryAssetId":454,"featuredImageOriginalUrl":455,"featuredImageMetadata":456,"author":457,"categories":459,"relatedPosts":461},"McDonald's Q4 2025 Earnings: Revenue Hits $7B With 10% Growth","2026-04-22 12:00:00","McDonald's posted 6.8% U.S. comp growth and record single-day sales in Q4. The question is whether 2026 can sustain the momentum.",1106,"\u002Fblog\u002Fmcdonalds-q4-2025-earnings-revenue-hits-7b-with-10-growth","mcdonalds-q4-2025-earnings-revenue-hits-7b-with-10-growth","images\u002FFEATURED-IMAGE-MAKER-378_1025038ee7e\u002FFEATURED-IMAGE-MAKER-378_1025038ee7e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776827362\u002Fimages\u002FFEATURED-IMAGE-MAKER-378_1025038ee7e\u002FFEATURED-IMAGE-MAKER-378_1025038ee7e.png?_i=AA",{"altText":448},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":458},[],[460],{"name":76,"slug":75,"uri":445,"description":170,"postsCount":182},[],{"id":182,"title":463,"date":464,"excerpt":465,"wordCount":466,"uri":467,"slug":468,"cloudinaryAssetId":469,"featuredImageOriginalUrl":470,"featuredImageMetadata":471,"author":472,"categories":474,"relatedPosts":479},"Boston Scientific Stock: Is the EP Share Loss Fear Creating a 60% Mispricing Right Now?","2026-04-22 12:40:00","BSX beat Q4 estimates, delivered CHAMPION trial results, and has a $14.9 billion acquisition closing this year. Today's earnings call is the next test.",1498,"\u002Fblog\u002Fboston-scientific-stock-is-the-ep-share-loss-fear-creating-a-60-mispricing-right-now","boston-scientific-stock-is-the-ep-share-loss-fear-creating-a-60-mispricing-right-now","images\u002FFEATURED-IMAGE-MAKER-380_1025156b760\u002FFEATURED-IMAGE-MAKER-380_1025156b760","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776829434\u002Fimages\u002FFEATURED-IMAGE-MAKER-380_1025156b760\u002FFEATURED-IMAGE-MAKER-380_1025156b760.png?_i=AA",{"altText":463},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":473},[],[475],{"name":476,"slug":477,"uri":478,"description":170,"postsCount":182},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":182,"title":481,"date":482,"excerpt":483,"wordCount":484,"uri":485,"slug":486,"cloudinaryAssetId":487,"featuredImageOriginalUrl":488,"featuredImageMetadata":489,"author":490,"categories":492,"relatedPosts":494},"Amazon Deepens AI Infra Partnership With Anthropic and Commits $25 Billion New Investment","2026-04-22 09:45:00","Amazon stock rises as the company expands its Anthropic partnership with up to $25B in new investment and a $100B AWS commitment over 10 years.",689,"\u002Fblog\u002Famazon-nasdaq-stock-deepens-ai-infra-partnership-with-anthropic-commits-25-billion-new-investment","amazon-nasdaq-stock-deepens-ai-infra-partnership-with-anthropic-commits-25-billion-new-investment","images\u002FAMZN-stock-2_1025675cbc8\u002FAMZN-stock-2_1025675cbc8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776842136\u002Fimages\u002FAMZN-stock-2_1025675cbc8\u002FAMZN-stock-2_1025675cbc8.png?_i=AA",{"altText":481},{"name":248,"slug":249,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":491},[],[493],{"name":476,"slug":477,"uri":478,"description":170,"postsCount":182},[],{"id":182,"title":496,"date":482,"excerpt":497,"wordCount":498,"uri":499,"slug":500,"cloudinaryAssetId":501,"featuredImageOriginalUrl":502,"featuredImageMetadata":503,"author":504,"categories":506,"relatedPosts":508},"GE Aerospace Stock Drops 6% Despite Q1 Earnings Beat Expectations","GE Aerospace stock rises after Q1 earnings beat, with EPS of $1.86 topping estimates and orders surging 87% despite Middle East headwinds.",666,"\u002Fblog\u002Fge-aerospace-nyse-ge-stock-drops-6-despite-q1-earnings-beat-expectations","ge-aerospace-nyse-ge-stock-drops-6-despite-q1-earnings-beat-expectations","images\u002FGE-stock_10257830e56\u002FGE-stock_10257830e56","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776843927\u002Fimages\u002FGE-stock_10257830e56\u002FGE-stock_10257830e56.png?_i=AA",{"altText":496},{"name":248,"slug":249,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":505},[],[507],{"name":476,"slug":477,"uri":478,"description":170,"postsCount":182},[],{"id":182,"title":510,"date":511,"excerpt":512,"wordCount":513,"uri":514,"slug":515,"cloudinaryAssetId":516,"featuredImageOriginalUrl":517,"featuredImageMetadata":518,"author":519,"categories":523,"relatedPosts":525},"Boeing Reports Q1 2026 Earnings Tomorrow. Here's What a Confirmed Recovery Actually Looks Like","2026-04-21 16:20:00","Boeing's Q1 2026 earnings land tomorrow. The 737 MAX is outpacing Airbus, the backlog hit a record $682 billion, and LTM free cash flow has finally turned positive. The question is whether the cash flow confirms the delivery story, or whether this is still a recovery on paper.",1218,"\u002Fblog\u002Fboeing-reports-q1-2026-earnings-tomorrow-heres-what-a-confirmed-recovery-actually-looks-like","boeing-reports-q1-2026-earnings-tomorrow-heres-what-a-confirmed-recovery-actually-looks-like","images\u002F3-6_102478f3dcc\u002F3-6_102478f3dcc","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776784633\u002Fimages\u002F3-6_102478f3dcc\u002F3-6_102478f3dcc.png?_i=AA",{"altText":510},{"name":520,"slug":521,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":522},"Wiltone Asuncion","wiltonetikr",[],[524],{"name":476,"slug":477,"uri":478,"description":170,"postsCount":182},[],{"id":182,"title":527,"date":528,"excerpt":529,"wordCount":530,"uri":531,"slug":532,"cloudinaryAssetId":533,"featuredImageOriginalUrl":534,"featuredImageMetadata":535,"author":536,"categories":538,"relatedPosts":540},"UnitedHealth Stock Surges 8% After Q1 2026 Earnings Beat: What Investors Need to Know","2026-04-21 16:10:00","UnitedHealth Group surged nearly 8% on April 21 after delivering adjusted EPS of $7.23, well ahead of the $6.65 Wall Street consensus, and raising its full-year 2026 profit outlook. With the medical cost ratio improving and all four segments beating internal expectations, bulls say the recovery is finally real. Here's what the numbers actually say.",1330,"\u002Fblog\u002Funitedhealth-stock-surges-8-after-q1-2026-earnings-beat-what-investors-need-to-know","unitedhealth-stock-surges-8-after-q1-2026-earnings-beat-what-investors-need-to-know","images\u002F4-6_10247981bf7\u002F4-6_10247981bf7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776784647\u002Fimages\u002F4-6_10247981bf7\u002F4-6_10247981bf7.png?_i=AA",{"altText":527},{"name":520,"slug":521,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":537},[],[539],{"name":476,"slug":477,"uri":478,"description":170,"postsCount":182},[],{"id":182,"title":542,"date":543,"excerpt":170,"wordCount":544,"uri":545,"slug":546,"cloudinaryAssetId":547,"featuredImageOriginalUrl":548,"featuredImageMetadata":549,"author":550,"categories":554,"relatedPosts":559},"Jeffrey Gendell: From a 91.5% Drawdown to a 100-Bagger","2026-04-21 12:01:34",521,"\u002Fblog\u002Fjeffrey-gendell","jeffrey-gendell","images\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776772825\u002Fimages\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return\u002FTIKR.com_IES-Holdings-Inc.-IESC-Total-Return.png?_i=AA",{"altText":542},{"name":551,"slug":552,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":553},"Sahil Khetpal","sahil",[],[555],{"name":556,"slug":557,"uri":558,"description":170,"postsCount":182},"Top Investors","top-investors","\u002Fblog\u002Fcategory\u002Ftop-investors",[]]