Ratings by Wolfe Research (Darrin Peller)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (102.66) |
5.45% | 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 | Bill.com Holdings Inc. | BILL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Euronet Worldwide | EEFT | 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 (18.19) |
0.17% | Details | |
| 7/20/2022 | PayPal | PYPL | Downgrade | Peerperform (Outperform) |
77.74 (101.10) |
30.05% | Details | |
| 7/20/2022 | Western Union Co. | WU | Downgrade | Underperform (Peerperform) |
16.90 (16.69) |
-1.24% | 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 (444.91) |
58.73% | 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 (4.25) |
-54.69% | 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 (8.85) |
-62.83% | 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 (11.98) |
-61.92% | 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 (22.11) |
-13.63% | Details | |
| 10/18/2021 | Remitly Global Inc | RELY | New Coverage | Peerperform (N/A) |
40.20 (11.98) |
-70.2% | Details | |
| 10/11/2021 | Thoughtworks Holding | TWKS | New Coverage | Outperform (N/A) |
26.30 (16.49) |
-37.3% | 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 (18.19) |
-28.64% | 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 (8.51) |
-71.34% | Details | |
| 6/21/2021 | Paymentus | PAY | New Coverage | Outperform (N/A) |
29.26 (11.25) |
-61.55% | Details | |
| 6/21/2021 | Flywire | FLYW | New Coverage | Outperform (N/A) |
33.85 (26.27) |
-22.39% | 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 (49.38) |
-48.15% | 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 (2.06) |
-85.59% | Details | |
| 4/7/2021 | Paychex | PAYX | Downgrade | Underperform (Peerperform) |
95.42 (135.61) |
42.12% | Details | |
| 3/22/2021 | Cognizant Technology Solutions | CTSH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2021 | WEX Inc. | WEX | Downgrade | Peerperform (Outperform) |
230.00 (167.54) |
-27.16% | Details | |
| 2/18/2021 | Square | SQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | DXC Technology | DXC | Upgrade | Outperform (Peerperform) |
25.62 (26.64) |
3.98% | 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 (69.78) |
-12.39% | Details | |
| 12/28/2020 | Paychex | PAYX | Maintain | Peerperform (N/A) |
|
Details | ||
| 9/29/2020 | Square | SQ | Upgrade | Outperform (Peerperform) |
160.76 (87.95) |
-45.29% | Details | |
| 7/30/2020 | Western Union Co. | WU | Upgrade | Peerperform (Underperform) |
24.15 (16.69) |
-30.89% | Details | |
| 7/30/2020 | ADP | ADP | Downgrade | Underperform (Peerperform) |
137.12 (256.78) |
87.27% | 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 (69.78) |
13.72% | Details | |
| 1/6/2020 | Accenture plc | ACN | Upgrade | Peerperform (Underperform) |
209.80 (320.44) |
52.74% | Details | |
| 1/6/2020 | EPAM Systems | EPAM | Downgrade | Peerperform (Outperform) |
217.40 (444.91) |
104.65% | Details | |
| 1/6/2020 | Square | SQ | Downgrade | Peerperform (Outperform) |
63.00 (87.95) |
39.6% | 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 (256.78) |
56.43% | 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 (102.66) |
-34.04% | Details | |
| 3/22/2019 | WEX Inc. | WEX | Maintain | Outperform (N/A) |
|
Details |
