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Sentiment · FY2025 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tien-Tsin Huang | JPMorgan | 8 | 13% |
| Dan Dolev | Mizuho Securities | 8 | 0% |
| Darrin Peller | Wolfe Research | 7 | 14% |
| Jason Kupferberg | Wells Fargo | 7 | 14% |
| Vasu Govil | KBW | 7 | 0% |
| Bryan Bergin | TD Cowen | 7 | 0% |
| John Davis | Raymond James | 4 | 25% |
| Andy Schmidt | KeyBanc Capital Markets | 3 | 0% |
| Will Nance | Goldman Sachs | 3 | 0% |
| Tim Chiodo | UBS | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 8 | 13% |
| Mizuho Securities | 1 | 8 | 0% |
| Wolfe Research | 1 | 7 | 14% |
| KBW | 1 |
| 7 |
| 0% |
| TD Cowen | 1 | 7 | 0% |
| Wells Fargo | 1 | 7 | 14% |
| Raymond James | 1 | 4 | 25% |
| Goldman Sachs | 1 | 3 | 0% |
FIS closed FY2025 with revenue growth accelerating to 7.4% in Q4 and full-year adjusted EPS of $5.75 up over 10%, capping a strong year of execution post-Worldpay. The Issuer Solutions acquisition and Worldpay sale completed the portfolio transformation, while recurring ACV sales grew 20% across all segments. New FY2026 guidance introduced pro forma revenue growth of 5.1-5.7% and EPS growth of 8-10%, adding 1 point for the forward-year introduction.
Revenue Growth | M&A | Competitive Dynamics | Margin | Capital Allocation | Guidance Reliability | Cost Pressure | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 5 | 4 | 1 | 4 | 4 | 1 | |
| 2025Q1 | 8 | 8 | 4 | 3 | 1 | 1 | 2 | |
| 2025Q2 | 6 | 4 | 5 | 2 | 1 | 2 | 2 | |
| 2025Q3 | 6 | 5 | 7 | 2 | 1 | 1 | 1 | 2 |
| 2025Q4 | 4 | 5 | 3 | 2 | 2 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|
| Revenue Growth | 8 | 8 | 6 | 6 | 4 |
| M&A | 5 | 8 | 4 | 5 | 5 |
| Competitive Dynamics | 4 | 4 | 5 | 7 | 3 |
| Margin | 1 | 3 | 2 | 2 | 2 |
| Capital Allocation | 4 | 1 | 1 | 2 | |
| Guidance Reliability | 4 | 1 | 1 | 1 | |
| Cost Pressure | 1 | 2 | 2 | 1 | 1 |
| Cloud & AI | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FIS Fidelity National Information Services | 8 | +8.2% | |
| ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |