Added to YB: 2026-06-15
Pitch date: 2026-06-10
FISV [bullish]
Fiserv, Inc.
Author Info
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Company Info
Fiserv, Inc. provides payments and financial services technology solutions in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally.
Market Cap
$28.7B
Pitch Price
N/A
Price Target
180.00
Dividend
N/A
EV/EBITDA
6.63
P/E
9.10
EV/Sales
2.71
Sector
Financial Services
Category
turnaround
Single Stock Spotlight: Fiserv (FISV)
FISV (added to position): Down 60% YoY, trades ~$54 at <7x 2026 EPS (~$8). New mgmt (ex-PNC CEO Lyons) reset guidance post-Bisignano. Sticky banking core + Clover (vol +12% YoY) holding share. Investor Day: $12 EPS by 2029, 30% buyback. Jana activist. Base $120 (10x), bull $180 (15x). Half position.
Read full article (7 min)