| FISV |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$1.96 vs. cons $1.91 |
MEDIUM |
| FISV |
Report |
Organic revenue growth (Q2'26, guided trough) |
IN-LINE |
pred ~-3% vs. cons ~-2.5% |
MEDIUM |
| FISV |
Report |
Clover/Merchant GPV growth ex-gateway |
IN-LINE |
pred ~11% vs. cons ~11% |
LOW |
| FISV |
Guide |
FY26 Adjusted EPS outlook |
UNCHANGED |
guide ~$8.15 (reaffirm $8.00-8.30) vs. cons ~$8.12 (FY2026) |
MEDIUM |
| FISV |
Guide |
FY26 Organic revenue growth |
UNCHANGED |
guide ~2% (1-3%) vs. cons ~1.8% (FY2026) |
MEDIUM |
| FISV |
Guide |
FY26 Adjusted operating margin (H2 ramp credibility) |
UNCHANGED |
guide ~34% vs. cons ~33.7% (FY2026); H2 must ramp to 35-36% from ~31% H1 |
LOW |
| FISV |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
LOW |
| FISV |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Low-bar, pre-signaled trough quarter plus a likely slight beat and a reaffirmed (not raised) $8.00-8.30 FY frame from the new CEO drives an initial relief pop off washed-out sentiment. But shares already bounced ~13% off June lows into the print (M&A/optionality + insider buying), raising the bar and creating sell-the-news risk. The out-period math is the drag: hitting 1-3% FY organic and ~34% margin requires an aggressive H2 re-acceleration (negative H1 organic to positive, margins from ~31% to 35-36%), so estimate revisions stay flattish-to-down and new-CEO reset/investment-spend caution keeps a lid — the initial gain fades. |
LOW |