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2021-04-21

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Why Square, PayPal Are Top Picks In The Fintech Space Ahead Of Earnings<blockquote>为什么 Square 和PayPal是财报公布前金融科技领域的首选</blockquote>

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The analyst expects first-quarter Cash App monthly average users to top the Street's 33.8 million estimate.<blockquote>Square 有望超越用户预期：霍根表示，Square 的现金应用程序继续以较低的客户获取成本获取客户，并快速将其货币化。该分析师预计第一季度 Cash App 月均用户将超过华尔街 3380 万的预期。</blockquote> Citing positive trends in U.S. retail sales, the analyst increased his gross payment volume estimate for the quarter and earnings per share estimate from 7 cents to 12 cents.<blockquote>该分析师援引美国零售销售的积极趋势，将本季度总支付量预期和每股收益预期从 7 美分上调至 12 美分。</blockquote> PayPal to be Buoyed by Venmo, Product Launches:Venmo is likely to top the $900 million revenue target for 2021, Horgan said.<blockquote>PayPal将受到 Venmo 产品发布的推动：霍根表示，Venmo 可能会在 2021 年超过 9 亿美元的收入目标。</blockquote> \"Overall, we see upside risk driven by a laundry list of product launches in 2021 (i.e. Venmo crypto trading) that will positively impact PYPL's results and push shares higher,\" the analyst wrote in the note.<blockquote>这位分析师在报告中写道：“总体而言，我们看到 2021 年一系列产品发布（即 Venmo 加密货币交易）带来的上行风险，这将对 PYPL 的业绩产生积极影响并推高股价。”</blockquote> Fiserv To Hit Guidance:Fiserv is positioned well to benefit during the COVID-19 pandemic reopening, Horgan said. Given current recovery rates, the analyst expects the company to hit the high end of its guided 8-12% internal revenue growth.<blockquote>Fiserv 将命中指南：霍根表示，Fiserv 处于有利地位，可以在 COVID-19 大流行重新开放期间受益。鉴于目前的复苏速度，分析师预计该公司将达到指导的 8-12% 内部收入增长的上限。</blockquote> Global Payments Pursues Risk Neutral Strategy:Global Payments is also a large beneficiary of the reopening, Rosenblatt said. The company's skew towards smaller sellers provides a positive decoupling of revenue growth from card network volume growth, it added.<blockquote>环球支付奉行风险中性策略：罗森布拉特说，全球支付也是重新开放的一大受益者。它补充说，该公司对小型卖家的倾向提供了收入增长与信用卡网络销量增长的积极脱钩。</blockquote> Further, the firm sees&nbsp;Amazon.com,&nbsp;Inc.'s&nbsp;AWS&nbsp;and&nbsp;Alphabet Inc.&nbsp;Google partnerships as positive catalysts in the long-term.<blockquote>此外，该公司认为亚马逊公司AWS和Alphabet公司。从长远来看，谷歌的合作伙伴关系是积极的催化剂。</blockquote> Fidelity National Information Less Exposed to Reopening Tailwinds:Fidelity National continues to be a name that&nbsp;is likely to be less exposed to tailwinds of the reopening, Horgan said.<blockquote>富达国家信息公司受重新开放的利好影响较小：霍根表示，富达国民银行仍然是一个不太可能受到重新开放顺风影响的名字。</blockquote> \"In our view, outperformance in the banking segment is the biggest upside risk (strong pipeline expected to come online throughout '21),\" the analyst said.<blockquote>这位分析师表示：“我们认为，银行业的优异表现是最大的上行风险（预计整个 21 年将上线强大的管道）。”</blockquote> <img src=\"https://static.tigerbbs.com/17ab06f97db168ce3c05e434ff94f9b2\" tg-width=\"1054\" tg-height=\"247\"><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Square, PayPal Are Top Picks In The Fintech Space Ahead Of Earnings<blockquote>为什么 Square 和PayPal是财报公布前金融科技领域的首选</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga Earnings \n2021-04-21 22:35\n</div>\n</div>\n</h4>\n</header>\n<article>\n<img src=\"https://static.tigerbbs.com/2e388dd7b580a775abca2bb0500cc3a0\" tg-width=\"685\" tg-height=\"375\"><blockquote></blockquote> Ahead of earnings from payment processing companies, an analyst at Rosenblatt Securities picked his five favorite names in the space.<blockquote>在支付处理公司公布收益之前，罗森布拉特证券公司的一位分析师选出了他在该领域最喜欢的五个名字。</blockquote> The Ratings:Analyst Sean Horgan maintained a Buy rating on&nbsp;PayPal Holdings, Inc.&nbsp;and increased the price target from $320 to $350.<blockquote>评级：分析师肖恩·霍根维持买入评级PayPal控股公司。并将目标价从 320 美元上调至 350 美元。</blockquote> The analyst maintained the Buy rating and $320 price target for&nbsp;Square Inc.<blockquote>分析师维持买入评级和 320 美元目标价广场公司.</blockquote> The analyst also maintained a Buy rating and $140 price target for&nbsp;Fiserv&nbsp;Inc.<blockquote>该分析师还维持买入评级和 140 美元目标价Fiserv公司.</blockquote> Horgan maintained&nbsp;Global Payments Inc.&nbsp;at Buy and nudged up the price target from $235 to $238.<blockquote>霍根维持全球支付公司。买入并将目标价从 235 美元上调至 238 美元。</blockquote> The analyst rated&nbsp;Fidelity National Information Servics&nbsp;Inc&nbsp;a Neutral and increased the price. target from $140 to $146.<blockquote>分析师评级富达国家信息服务公司中性并提高了价格。目标从140美元到146美元。</blockquote> Horgan named Square and PayPal as his top picks in the run-up to the first-quarter earnings releases.<blockquote>霍根将 Square 和PayPal列为第一季度财报发布前的首选。</blockquote> The Theses:Rosenblatt's positive view of payment processors is largely driven by their digital wallet offerings, Horgan said in the note.<blockquote>论文：霍根在报告中表示，罗森布拉特对支付处理器的积极看法很大程度上是由他们的数字钱包产品推动的。</blockquote> Square's Cash App is continuing to leverage its valuable monetization playbook and PayPal is showing a renewed focus on Venmo using a similar strategy focusing&nbsp;on customer acquisition via new products such as&nbsp;crypto trading and&nbsp;credit card, the analyst noted.<blockquote>分析师指出，Square 的现金应用程序正在继续利用其有价值的货币化策略，而PayPal正在重新关注 Venmo，采用类似的策略，专注于通过加密货币交易和信用卡等新产品获取客户。</blockquote> Square On Track to Beat User Estimate:Square's&nbsp;Cash App&nbsp;is continuing to acquire customers at low customer acquisition cost and monetizing them quickly, Horgan said. The analyst expects first-quarter Cash App monthly average users to top the Street's 33.8 million estimate.<blockquote>Square 有望超越用户预期：霍根表示，Square 的现金应用程序继续以较低的客户获取成本获取客户，并快速将其货币化。该分析师预计第一季度 Cash App 月均用户将超过华尔街 3380 万的预期。</blockquote> Citing positive trends in U.S. retail sales, the analyst increased his gross payment volume estimate for the quarter and earnings per share estimate from 7 cents to 12 cents.<blockquote>该分析师援引美国零售销售的积极趋势，将本季度总支付量预期和每股收益预期从 7 美分上调至 12 美分。</blockquote> PayPal to be Buoyed by Venmo, Product Launches:Venmo is likely to top the $900 million revenue target for 2021, Horgan said.<blockquote>PayPal将受到 Venmo 产品发布的推动：霍根表示，Venmo 可能会在 2021 年超过 9 亿美元的收入目标。</blockquote> \"Overall, we see upside risk driven by a laundry list of product launches in 2021 (i.e. Venmo crypto trading) that will positively impact PYPL's results and push shares higher,\" the analyst wrote in the note.<blockquote>这位分析师在报告中写道：“总体而言，我们看到 2021 年一系列产品发布（即 Venmo 加密货币交易）带来的上行风险，这将对 PYPL 的业绩产生积极影响并推高股价。”</blockquote> Fiserv To Hit Guidance:Fiserv is positioned well to benefit during the COVID-19 pandemic reopening, Horgan said. Given current recovery rates, the analyst expects the company to hit the high end of its guided 8-12% internal revenue growth.<blockquote>Fiserv 将命中指南：霍根表示，Fiserv 处于有利地位，可以在 COVID-19 大流行重新开放期间受益。鉴于目前的复苏速度，分析师预计该公司将达到指导的 8-12% 内部收入增长的上限。</blockquote> Global Payments Pursues Risk Neutral Strategy:Global Payments is also a large beneficiary of the reopening, Rosenblatt said. The company's skew towards smaller sellers provides a positive decoupling of revenue growth from card network volume growth, it added.<blockquote>环球支付奉行风险中性策略：罗森布拉特说，全球支付也是重新开放的一大受益者。它补充说，该公司对小型卖家的倾向提供了收入增长与信用卡网络销量增长的积极脱钩。</blockquote> Further, the firm sees&nbsp;Amazon.com,&nbsp;Inc.'s&nbsp;AWS&nbsp;and&nbsp;Alphabet Inc.&nbsp;Google partnerships as positive catalysts in the long-term.<blockquote>此外，该公司认为亚马逊公司AWS和Alphabet公司。从长远来看，谷歌的合作伙伴关系是积极的催化剂。</blockquote> Fidelity National Information Less Exposed to Reopening Tailwinds:Fidelity National continues to be a name that&nbsp;is likely to be less exposed to tailwinds of the reopening, Horgan said.<blockquote>富达国家信息公司受重新开放的利好影响较小：霍根表示，富达国民银行仍然是一个不太可能受到重新开放顺风影响的名字。</blockquote> \"In our view, outperformance in the banking segment is the biggest upside risk (strong pipeline expected to come online throughout '21),\" the analyst said.<blockquote>这位分析师表示：“我们认为，银行业的优异表现是最大的上行风险（预计整个 21 年将上线强大的管道）。”</blockquote> <img src=\"https://static.tigerbbs.com/17ab06f97db168ce3c05e434ff94f9b2\" tg-width=\"1054\" tg-height=\"247\"><blockquote></blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129560929","content_text":"Ahead of earnings from payment processing companies, an analyst at Rosenblatt Securities picked his five favorite names in the space.\nThe Ratings:Analyst Sean Horgan maintained a Buy rating on PayPal Holdings, Inc. and increased the price target from $320 to $350.\nThe analyst maintained the Buy rating and $320 price target for Square Inc.\nThe analyst also maintained a Buy rating and $140 price target for Fiserv Inc.\nHorgan maintained Global Payments Inc. at Buy and nudged up the price target from $235 to $238.\nThe analyst rated Fidelity National Information Servics Inc a Neutral and increased the price. target from $140 to $146.\nHorgan named Square and PayPal as his top picks in the run-up to the first-quarter earnings releases.\nThe Theses:Rosenblatt's positive view of payment processors is largely driven by their digital wallet offerings, Horgan said in the note.\nSquare's Cash App is continuing to leverage its valuable monetization playbook and PayPal is showing a renewed focus on Venmo using a similar strategy focusing on customer acquisition via new products such as crypto trading and credit card, the analyst noted.\nSquare On Track to Beat User Estimate:Square's Cash App is continuing to acquire customers at low customer acquisition cost and monetizing them quickly, Horgan said. The analyst expects first-quarter Cash App monthly average users to top the Street's 33.8 million estimate.\nCiting positive trends in U.S. retail sales, the analyst increased his gross payment volume estimate for the quarter and earnings per share estimate from 7 cents to 12 cents.\nPayPal to be Buoyed by Venmo, Product Launches:Venmo is likely to top the $900 million revenue target for 2021, Horgan said.\n\"Overall, we see upside risk driven by a laundry list of product launches in 2021 (i.e. Venmo crypto trading) that will positively impact PYPL's results and push shares higher,\" the analyst wrote in the note.\nFiserv To Hit Guidance:Fiserv is positioned well to benefit during the COVID-19 pandemic reopening, Horgan said. Given current recovery rates, the analyst expects the company to hit the high end of its guided 8-12% internal revenue growth.\nGlobal Payments Pursues Risk Neutral Strategy:Global Payments is also a large beneficiary of the reopening, Rosenblatt said. The company's skew towards smaller sellers provides a positive decoupling of revenue growth from card network volume growth, it added.\nFurther, the firm sees Amazon.com, Inc.'s AWS and Alphabet Inc. Google partnerships as positive catalysts in the long-term.\nFidelity National Information Less Exposed to Reopening Tailwinds:Fidelity National continues to be a name that is likely to be less exposed to tailwinds of the reopening, Horgan said.\n\"In our view, outperformance in the banking segment is the biggest upside risk (strong pipeline expected to come online throughout '21),\" the analyst said.","news_type":1,"symbols_score_info":{"PYPL":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1834,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/378851413"}