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Ratings by Wolfe Research (Darrin Peller)

Date CompanySymbol 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