Ratings by Wolfe Research (Darrin Peller)
Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
---|---|---|---|---|---|---|---|---|
3/7/2024 | Jack Henry | JKHY | New Coverage | Peerperform (N/A) |
174.32 (173.73) |
-0.34% | Details | |
2/29/2024 | AvidXChange Holdings | AVDX | Maintain | Outperform (N/A) |
|
Details | ||
2/29/2024 | Payoneer | PAYO | Maintain | Outperform (N/A) |
|
Details | ||
2/28/2024 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
2/23/2024 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
2/13/2024 | Kaspi | KSPI | New Coverage | Outperform (N/A) |
87.02 (128.64) |
47.83% | Details | |
2/9/2024 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
2/9/2024 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
2/8/2024 | MeridianLink | MLNK | Upgrade | Peerperform (Underperform) |
22.09 (18.70) |
-15.35% | Details | |
2/1/2024 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
1/4/2024 | ADP | ADP | Upgrade | Peerperform (Underperform) |
232.51 (249.74) |
7.41% | Details | |
1/4/2024 | Cognizant Technology Solutions | CTSH | Upgrade | Peerperform (Underperform) |
73.67 (73.29) |
-0.52% | Details | |
1/4/2024 | EPAM Systems | EPAM | Upgrade | Outperform (Peerperform) |
282.66 (276.16) |
-2.3% | Details | |
1/4/2024 | Western Union Co. | WU | Downgrade | Underperform (Peerperform) |
11.83 (13.98) |
18.17% | Details | |
12/1/2023 | Remitly Global Inc | RELY | Downgrade | Peerperform (Outperform) |
21.27 (20.74) |
-2.49% | Details | |
11/3/2023 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
11/3/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
11/2/2023 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
10/17/2023 | Thoughtworks Holding | TWKS | Downgrade | Peerperform (Outperform) |
3.87 (2.53) |
-34.63% | Details | |
10/17/2023 | DXC Technology | DXC | Downgrade | Underperform (Peerperform) |
21.68 (21.21) |
-2.17% | Details | |
10/17/2023 | WEX Inc. | WEX | Upgrade | Outperform (Peerperform) |
188.75 (237.53) |
25.84% | Details | |
10/17/2023 | Fidelity National Information Services | FIS | Upgrade | Outperform (Peerperform) |
51.82 (74.18) |
43.15% | Details | |
10/17/2023 | Broadridge Financial | BR | Upgrade | Peerperform (Underperform) |
177.68 (204.86) |
15.3% | Details | |
9/28/2023 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
9/1/2023 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
8/18/2023 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
8/16/2023 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
8/10/2023 | Nuvei Corp. | NVEI | Maintain | Outperform (N/A) |
|
Details | ||
8/9/2023 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
8/9/2023 | Broadridge Financial | BR | Maintain | Underperform (N/A) |
|
Details | ||
8/4/2023 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
8/4/2023 | Remitly Global Inc | RELY | Upgrade | Outperform (Peerperform) |
18.27 (20.74) |
13.52% | Details | |
8/3/2023 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
8/2/2023 | MeridianLink | MLNK | Maintain | Underperform (N/A) |
|
Details | ||
8/2/2023 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
7/27/2023 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
7/27/2023 | Euronet Worldwide | EEFT | Maintain | Underperform (N/A) |
|
Details | ||
7/27/2023 | Fiserv | FI | Maintain | Outperform (N/A) |
|
Details | ||
6/5/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
5/16/2023 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
5/5/2023 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
5/5/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
4/28/2023 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
4/27/2023 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
4/26/2023 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
4/20/2023 | MeridianLink | MLNK | Downgrade | Underperform (Peerperform) |
15.85 (18.70) |
17.98% | Details | |
4/20/2023 | Paymentus | PAY | Downgrade | Peerperform (Outperform) |
8.29 (22.75) |
174.43% | Details | |
4/20/2023 | Western Union Co. | WU | Upgrade | Peerperform (Underperform) |
10.89 (13.98) |
28.37% | Details | |
3/30/2023 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
3/27/2023 | Remitly Global Inc | RELY | Downgrade | Peerperform (Outperform) |
16.56 (20.74) |
25.24% | Details | |
3/27/2023 | Marqeta Inc. | MQ | Upgrade | Outperform (Peerperform) |
3.62 (5.96) |
64.64% | Details | |
3/9/2023 | Nuvei Corp. | NVEI | Maintain | Outperform (N/A) |
|
Details | ||
3/1/2023 | Payoneer | PAYO | Maintain | Outperform (N/A) |
|
Details | ||
2/24/2023 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
2/15/2023 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
2/8/2023 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
1/11/2023 | Payoneer | PAYO | New Coverage | Outperform (N/A) |
5.35 (4.86) |
-9.16% | Details | |
1/5/2023 | Cognizant Technology Solutions | CTSH | Downgrade | Underperform (Peerperform) |
58.06 (73.29) |
26.23% | Details | |
1/5/2023 | EPAM Systems | EPAM | Downgrade | Peerperform (Outperform) |
335.22 (276.16) |
-17.62% | Details | |
1/5/2023 | Euronet Worldwide | EEFT | Downgrade | Peerperform (Outperform) |
98.32 (109.93) |
11.81% | Details | |
11/29/2022 | Toast Inc. | TOST | New Coverage | Peerperform (N/A) |
18.00 (24.92) |
38.44% | Details | |
11/15/2022 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
11/4/2022 | Fidelity National Information Services | FIS | Downgrade | Peerperform (Outperform) |
57.18 (74.18) |
29.73% | Details | |
10/7/2022 | Nuvei Corp. | NVEI | New Coverage | Outperform (N/A) |
30.00 (31.62) |
5.4% | Details | |
10/4/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
8/19/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
8/17/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
8/16/2022 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
8/10/2022 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
8/5/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
8/5/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
8/4/2022 | AvidXChange Holdings | AVDX | Maintain | Outperform (N/A) |
|
Details | ||
8/4/2022 | Paymentus | PAY | Maintain | Outperform (N/A) |
|
Details | ||
7/29/2022 | Euronet Worldwide | EEFT | Downgrade | Peerperform (Outperform) |
97.35 (109.93) |
12.92% | Details | |
7/20/2022 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
7/20/2022 | Paymentus | PAY | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Nu Holdings (Nubank) | NU | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Euronet Worldwide | EEFT | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | AvidXChange Holdings | AVDX | Maintain | Outperform (N/A) |
|
Details | ||
7/20/2022 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
7/20/2022 | MeridianLink | MLNK | Downgrade | Peerperform (Outperform) |
18.16 (18.70) |
2.97% | Details | |
7/20/2022 | PayPal | PYPL | Downgrade | Peerperform (Outperform) |
77.74 (66.99) |
-13.83% | Details | |
7/20/2022 | Western Union Co. | WU | Downgrade | Underperform (Peerperform) |
16.90 (13.98) |
-17.28% | Details | |
7/12/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
6/24/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
6/9/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
5/25/2022 | Sterling Check | STER | Maintain | Peerperform (N/A) |
|
Details | ||
5/13/2022 | MeridianLink | MLNK | Maintain | Outperform (N/A) |
|
Details | ||
5/10/2022 | AvidXChange Holdings | AVDX | Maintain | Outperform (N/A) |
|
Details | ||
5/10/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
5/6/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
5/6/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
5/6/2022 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
5/5/2022 | Cognizant Technology Solutions | CTSH | Maintain | Peerperform (N/A) |
|
Details | ||
4/27/2022 | Euronet Worldwide | EEFT | Maintain | Outperform (N/A) |
|
Details | ||
4/27/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
4/11/2022 | EPAM Systems | EPAM | Upgrade | Outperform (Peerperform) |
280.29 (276.16) |
-1.47% | Details | |
4/8/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
3/25/2022 | Western Union Co. | WU | Maintain | Outperform (N/A) |
|
Details | ||
3/17/2022 | Alliance Data Systems | ADS | Downgrade | Peerperform (Outperform) |
62.24 (56.80) |
-8.74% | Details | |
3/10/2022 | Marqeta Inc. | MQ | Maintain | Peerperform (N/A) |
|
Details | ||
3/3/2022 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
3/2/2022 | Thoughtworks Holding | TWKS | Maintain | Outperform (N/A) |
|
Details | ||
3/2/2022 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
2/18/2022 | EPAM Systems | EPAM | Maintain | Peerperform (N/A) |
|
Details | ||
2/16/2022 | Paymentus | PAY | Maintain | Outperform (N/A) |
|
Details | ||
2/11/2022 | Block Inc. | SQ | Maintain | Outperform (N/A) |
|
Details | ||
2/11/2022 | WEX Inc. | WEX | Maintain | Peerperform (N/A) |
|
Details | ||
2/2/2022 | Broadridge Financial | BR | Maintain | Underperform (N/A) |
|
Details | ||
2/2/2022 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
1/27/2022 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
1/3/2022 | Nu Holdings (Nubank) | NU | New Coverage | Outperform (N/A) |
9.38 (11.93) |
27.19% | Details | |
12/23/2021 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
12/17/2021 | Accenture plc | ACN | Maintain | Peerperform (N/A) |
|
Details | ||
12/13/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
12/3/2021 | Fidelity National Information Services | FIS | Maintain | Outperform (N/A) |
|
Details | ||
12/1/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
11/16/2021 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
11/12/2021 | Paysafe Group Ltd. | PFSE | Downgrade | Peerperform (Outperform) |
0.00 () |
0% | Details | |
11/11/2021 | Marqeta Inc. | MQ | Maintain | Peerperform (N/A) |
|
Details | ||
11/11/2021 | Remitly Global Inc | RELY | Maintain | Outperform (N/A) |
|
Details | ||
11/10/2021 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
11/9/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
11/8/2021 | AvidXChange Holdings | AVDX | New Coverage | Outperform (N/A) |
23.81 (13.15) |
-44.77% | Details | |
11/5/2021 | EPAM Systems | EPAM | Maintain | Peerperform (N/A) |
|
Details | ||
11/3/2021 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
10/29/2021 | Marqeta Inc. | MQ | Maintain | Peerperform (N/A) |
|
Details | ||
10/29/2021 | WEX Inc. | WEX | Maintain | Peerperform (N/A) |
|
Details | ||
10/29/2021 | Alliance Data Systems | ADS | Maintain | Outperform (N/A) |
|
Details | ||
10/28/2021 | Fiserv | FISV | Maintain | Outperform (N/A) |
|
Details | ||
10/28/2021 | ADP | ADP | Maintain | Underperform (N/A) |
|
Details | ||
10/28/2021 | Remitly Global Inc | RELY | Upgrade | Outperform (Peerperform) |
31.46 (20.74) |
-34.08% | Details | |
10/19/2021 | FleetCor Technologies | FLT | Maintain | Peerperform (N/A) |
|
Details | ||
10/18/2021 | Sterling Check | STER | New Coverage | Peerperform (N/A) |
25.60 (16.08) |
-37.19% | Details | |
10/18/2021 | Remitly Global Inc | RELY | New Coverage | Peerperform (N/A) |
40.20 (20.74) |
-48.41% | Details | |
10/11/2021 | Thoughtworks Holding | TWKS | New Coverage | Outperform (N/A) |
26.30 (2.53) |
-90.38% | Details | |
10/1/2021 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
9/27/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
9/9/2021 | Flywire | FLYW | Maintain | Outperform (N/A) |
|
Details | ||
8/31/2021 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
8/23/2021 | MeridianLink | MLNK | New Coverage | Outperform (N/A) |
25.49 (18.70) |
-26.64% | Details | |
8/5/2021 | FleetCor Technologies | FLT | Maintain | Peerperform (N/A) |
|
Details | ||
7/6/2021 | Marqeta Inc. | MQ | New Coverage | Peerperform (N/A) |
29.69 (5.96) |
-79.93% | Details | |
6/21/2021 | Paymentus | PAY | New Coverage | Outperform (N/A) |
29.26 (22.75) |
-22.25% | Details | |
6/21/2021 | Flywire | FLYW | New Coverage | Outperform (N/A) |
33.85 (24.81) |
-26.71% | Details | |
6/11/2021 | Shift4 Payments | FOUR | Maintain | Outperform (N/A) |
|
Details | ||
5/26/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
5/18/2021 | Alliance Data Systems | ADS | Maintain | Outperform (N/A) |
|
Details | ||
5/7/2021 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
5/6/2021 | Shift4 Payments | FOUR | Upgrade | Outperform (Peerperform) |
95.23 (66.07) |
-30.62% | Details | |
5/6/2021 | FleetCor Technologies | FLT | Maintain | Peerperform (N/A) |
|
Details | ||
5/5/2021 | Broadridge Financial | BR | Maintain | Peerperform (N/A) |
|
Details | ||
5/5/2021 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
4/7/2021 | Paysafe | PSFE | New Coverage | Outperform (N/A) |
14.30 (15.79) |
10.42% | Details | |
4/7/2021 | Paychex | PAYX | Downgrade | Underperform (Peerperform) |
95.42 (122.80) |
28.69% | Details | |
3/22/2021 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
2/25/2021 | WEX Inc. | WEX | Downgrade | Peerperform (Outperform) |
230.00 (237.53) |
3.27% | Details | |
2/18/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
2/5/2021 | DXC Technology | DXC | Upgrade | Outperform (Peerperform) |
25.62 (21.21) |
-17.21% | Details | |
1/6/2021 | CoreLogic | CLGX | Downgrade | Underperform (Peerperform) |
75.02 (80.00) |
6.64% | Details | |
1/6/2021 | Cognizant Technology Solutions | CTSH | Upgrade | Peerperform (Underperform) |
79.65 (73.29) |
-7.98% | Details | |
12/28/2020 | Paychex | PAYX | Maintain | Peerperform (N/A) |
|
Details | ||
9/29/2020 | Square | SQ | Upgrade | Outperform (Peerperform) |
160.76 (84.58) |
-47.39% | Details | |
7/30/2020 | Western Union Co. | WU | Upgrade | Peerperform (Underperform) |
24.15 (13.98) |
-42.11% | Details | |
7/30/2020 | ADP | ADP | Downgrade | Underperform (Peerperform) |
137.12 (249.74) |
82.13% | Details | |
6/15/2020 | Square | SQ | Maintain | Peerperform (N/A) |
|
Details | ||
6/3/2020 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
5/28/2020 | PayPal | PYPL | Maintain | Outperform (N/A) |
|
Details | ||
2/27/2020 | Square | SQ | Maintain | Peerperform (N/A) |
|
Details | ||
2/20/2020 | Square | SQ | Maintain | Peerperform (N/A) |
|
Details | ||
2/13/2020 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
1/6/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
1/6/2020 | Cognizant Technology Solutions | CTSH | Downgrade | Underperform (Peerperform) |
61.36 (73.29) |
19.44% | Details | |
1/6/2020 | Accenture plc | ACN | Upgrade | Peerperform (Underperform) |
209.80 (346.61) |
65.21% | Details | |
1/6/2020 | EPAM Systems | EPAM | Downgrade | Peerperform (Outperform) |
217.40 (276.16) |
27.03% | Details | |
1/6/2020 | Square | SQ | Downgrade | Peerperform (Outperform) |
63.00 (84.58) |
34.25% | Details | |
11/8/2019 | EPAM Systems | EPAM | Maintain | Outperform (N/A) |
|
Details | ||
11/1/2019 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
11/1/2019 | Global Payments | GPN | Maintain | Outperform (N/A) |
|
Details | ||
11/1/2019 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details | ||
10/31/2019 | ADP | ADP | Downgrade | Peerperform (Outperform) |
164.15 (249.74) |
52.14% | Details | |
10/31/2019 | Cognizant Technology Solutions | CTSH | Maintain | Peerperform (N/A) |
|
Details | ||
10/30/2019 | MasterCard | MA | Maintain | Outperform (N/A) |
|
Details | ||
10/25/2019 | CoreLogic | CLGX | Downgrade | Peerperform (Outperform) |
40.92 (80.00) |
95.5% | Details | |
10/25/2019 | Alliance Data Systems | ADS | Maintain | Peerperform (N/A) |
|
Details | ||
9/25/2019 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
7/31/2019 | Euronet Worldwide | EEFT | New Coverage | Outperform (N/A) |
155.63 (109.93) |
-29.36% | Details | |
3/22/2019 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details |