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Added to YB: 2024-12-04

Pitch date: 2024-12-02

SQ [bullish]

Block, Inc.

-2.79%

current return

Author Info

No bio for this author

Company Info

Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.

Market Cap

$58.6B

Pitch Price

$91.85

Price Target

120.00 (+34%)

Dividend

N/A

Sector

Financial Services

Category

growth

Show full summary:
Block shares gain as Bernstein names best idea for 2025

SQ: Bernstein's 'new best idea' for 2025, $120 PT. Catalysts: Square GPV growth 2-3%, 30% EBITDA growth, Cash App mid-teens profit growth, bitcoin mining upside. Efficiency gains, S&P 500 inclusion potential. Trades at 25x 2026 PE, 16% market cap in cash, $3-3.5B cash flow through 2025. Risks: intense competition, regulatory scrutiny.

Read full article (2 min)