XYZBlock
$80.09-3.23%Real quote · delayedPayments & crypto🏛️ Company factsSEC filings + FINRA official data
Annual revenue $24.2B · latest quarter up 9.3% YoY · profitable (FY net income $1.3B) · short activity within its normal range.
FY revenue
$24.2B
2025-12
Latest Q YoY
+9.3%
Gross margin
42.8%
FY net income
$1.3B
Diluted EPS
$2.13
Short volume
51.3%
20d avg 51.5% · normal
🎯 Market expectations
Expectation reliability High · 70/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.02 vs $0.48+112.5%
- Mar 2026$0.71 vs $0.30+136.67%
- Dec 2025$0.65 vs $0.26+150%
- Sep 2025$0.54 vs $0.25+116%
The takeaway
This company habitually beats by +128.8% — the next report has to clear that bar to count as good news. Analysts raised estimates 3× in 4 weeks — the bar is rising too.
Analyst estimates, not our forecast · not investment advice
🧭 -3.2% today with no fresh news · why?
- 📊 Market-0.6%S&P -0.4% × beta 1.8
- 💸 Money flowMFI 62 · net inflow · volume 0.4× average
- 🧩 PeersPYPL -3.1%AFRM -1.3%ADYEY -3.7%GPN -3.3%SEZL -0.9%5 peers moved the same way today, averaging -2.5% — this is a sector move, not a single-stock event.
- 🕰️ Old news, still digesting▲ Block (XYZ) Files 8-K on Quarterly Results and Fstructural impact active, ~26 days left
- 🕰️ Old news, still digesting▼ Is Affirm's Australia Comeback a Meaningful Growstructural impact active, ~49 days left
Educational decomposition · not investment advice
What's moving this stock lately
1 direct · 3 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
The subject of the filing; $24.2B revenue and 42.8% gross margin confirm the profitability inflection, but the Street has already priced in habitual ~128% beats, so the move hinges on whether this quarter tops that bar.
Also named: PYPL · AFRM · COIN
Afterpay holds leading BNPL share in Australia, so Affirm's expansion adds marginal competitive pressure, though Block's diversified business cushions the impact.
Also named: AFRM · ZIP.AX · PYPL · SHOP
As PayPal's closest peer, growth worries spill over to Block's Cash App and Square valuation narrative.
Also named: PYPL · AFRM · V · MA
Afterpay is Australia's dominant BNPL provider, and new entrant competition creates marginal pressure on merchant and consumer share
Also named: AFRM · ZIP.AX · SEZL · SHOP · PYPL
🕰️ Price × news · engine report card
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📜 Call history (newest first
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