Loading…
Loading…
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. |
|---|---|---|---|
| Darrin Peller | Wolfe Research | 6 | 0% |
| Tien-Tsin Huang | JPMorgan | 6 | 0% |
| Tim Chiodo | UBS | 6 | 0% |
| Dan Dolev | Mizuho Securities | 6 | 0% |
| Rayna Kumar | Oppenheimer | 4 | 0% |
| Bryan Keane | Citigroup | 4 | 0% |
| Harshita Rawat | Bernstein | 4 | 25% |
| Ramsey El-Assal | Cantor Fitzgerald | 4 | 25% |
| Jason Kupferberg | Wells Fargo | 3 | 0% |
| Will Nance | Goldman Sachs | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Mizuho Securities | 1 | 6 | 0% |
| Wolfe Research | 1 |
| 6 |
| 0% |
| Wells Fargo | 2 | 5 | 0% |
| Bernstein | 1 | 4 | 25% |
| Cantor Fitzgerald | 1 | 4 | 25% |
| Citigroup | 1 | 4 | 0% |
Block delivered Q1 gross profit of $2.91B growing 27% with adjusted diluted EPS of $0.85 up 52%, as record adjusted profitability was achieved alongside strong GP growth. FY2026 gross profit guidance was raised from 18% to 19% growth ($12.33B) with adjusted operating margin raised from 26% to 27%, and adjusted EPS was guided at $3.85 representing 62% year-over-year growth. The Cash App lending ecosystem expanded rapidly, AI-driven product velocity transformed development, and the Neighborhoods ecosystem began connecting sellers and consumers.
Revenue Growth | Competitive Dynamics | Subscriber Growth | Credit | Innovation & R&D | Guidance Reliability | Product Launch | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 1 | 1 | 1 | 2 | 4 | 2 |
| 2025Q1 | 3 | 1 | 1 | 3 | 1 | 5 | 2 | 1 |
| 2025Q2 | 4 | 4 | 2 | 2 | 2 | 1 | 1 | 2 |
| 2025Q3 | 4 | 5 | 3 | 2 | 3 | 1 | ||
| 2025Q4 | 4 | 2 | 2 | 3 | 2 | 1 | 3 | |
| 2026Q1 | 4 | 2 | 3 | 1 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 3 | 4 | 4 | 4 | 4 |
| Competitive Dynamics | 5 | 1 | 4 | 5 | 2 | 2 |
| Subscriber Growth | 1 | 1 | 2 | 3 | 2 | 3 |
| Credit | 1 | 3 | 2 | 2 | 3 | 1 |
| Innovation & R&D | 1 | 1 | 2 | 3 | 2 | 3 |
| Guidance Reliability | 2 | 5 | 1 | 1 | 1 | |
| Product Launch | 4 | 2 | 1 | 1 | 2 | |
| Margin | 2 | 1 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
XYZ Block, Inc. | 8 | +4.9% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| ZS Zscaler | 9 | +25.4% |