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Ratings by Wolfe Research (Darrin Peller)

Date CompanySymbol 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