What's moving this stock lately
0 direct · 4 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact0.59%bearish2nd-orderCoinbase Is Pushing to Bring Stablecoins to 1,000 Community Banks. Here's Why Everyone Is Talking About Stablecoins Right Now.27d ago
Direct stablecoin settlement reduces reliance on traditional card clearing networks in certain use cases
Also named: COIN · CRCL · WU · FI · JKHY
Same logic as Visa; growing stablecoin payment penetration represents a long-term competitive risk premium for card networks
Also named: COIN · CRCL · PYPL · V
- #3Impact0.4%bearish2nd-orderPayPal's BNPL and Credit Growth: Can It be a Further Upside Driver?34d ago
BNPL installment usage partially substitutes for revolving credit card spending, posing a structural long-term erosion risk to card network fee revenue.
Also named: PYPL · AFRM · SQ
Similar to Visa, expansion of PayPal's ecosystem could divert some cross-border payment clearing volume away from card networks
Also named: PYPL · SQ · V
🎯 Market expectations
Estimate coverage High · 89/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$5.04 vs $4.77+5.66%
- Mar 2026$4.60 vs $4.40+4.55%
- Dec 2025$4.76 vs $4.20+13.33%
- Sep 2025$4.38 vs $4.31+1.62%
The takeaway
Recent results have exceeded consensus by an average of +6.3%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $32.8B · latest quarter up 14.1% YoY · profitable (FY net income $623M) · short activity above its recent average — bears adding.
FY revenue
$32.8B
2025-12
Latest Q YoY
+14.1%
FY net income
$623M
Diluted EPS
$16.54
Short volume
46%
20d avg 37.2% · shorts building
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-04-16passive (13G)Mastercard Foundation Asset Management Corp
🕰️ Price × news · analysis history
Drag to pan, scroll to zoom · real daily bars and volume
📜 Call history (newest first
44 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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