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Sentiment · FY2026 Q1
| 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 | 6 | 33% |
| Dave Koning | Robert W. Baird | 5 | 40% |
| Tim Chiodo | UBS | 5 | 0% |
| Darrin Peller | Wolfe Research | 5 | 20% |
| Dan Dolev | Mizuho Securities | 4 | 0% |
| Harshita Rawat | Bernstein | 4 | 25% |
| Jim Faucette | Morgan Stanley | 4 | 0% |
| Jason Kupferberg | Wells Fargo | 4 | 0% |
| Will Nance | Goldman Sachs | 4 | 25% |
| Andy Jeffrey | William Blair | 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 | 6 | 33% |
| UBS | 1 | 5 | 0% |
| Wells Fargo | 2 | 5 | 0% |
| Wolfe Research | 1 |
| 5 |
| 20% |
| Robert W. Baird | 1 | 5 | 40% |
| Morgan Stanley | 1 | 4 | 0% |
| Goldman Sachs | 1 | 4 | 25% |
| Mizuho Securities | 1 | 4 | 0% |
Revenue declined 2% with EPS of $1.79 down 29% as Fiserv navigated the trough of its One Fiserv reset, with Financial Solutions organic revenue declining 6%. Clover grew 6% reported but mid-teens excluding nonrecurring comparisons, and management reiterated full-year FY2026 guidance of $8.00-$8.30 EPS unchanged. Project Elevate AI efficiencies began delivering measurable cost savings, though client attrition remained elevated as the strategic pivot continued.
Revenue Growth | Competitive Dynamics | Demand | Guidance Reliability | Product Launch | Margin | Geographic Expansion | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 1 | 5 | 2 | 1 | |||
| 2025Q1 | 5 | 3 | 4 | 2 | 3 | 2 | ||
| 2025Q2 | 5 | 1 | 3 | 1 | 1 | 1 | ||
| 2025Q3 | 3 | 1 | 3 | 1 | ||||
| 2025Q4 | 8 | 3 | 3 | 1 | 1 | 1 | 1 | |
| 2026Q1 | 6 | 5 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 5 | 5 | 3 | 8 | 6 |
| Competitive Dynamics | 1 | 3 | 1 | 1 | 3 | 5 |
| Demand | 5 | 4 | 3 | 2 | ||
| Guidance Reliability | 3 | 3 | 1 | |||
| Product Launch | 2 | 1 | 1 | 2 | ||
| Margin | 2 | 1 | 1 | 1 | ||
| Geographic Expansion | 3 | 1 | 1 | |||
| Macroeconomic | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
FISV Fiserv, Inc. | 3 | -2.0% | |
| 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% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| 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% |