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PicPay (PICS) PT Lowered to $16 at Mizuho

Wed, 26 Aug 2026 06:38:06 -0400

(Updated - August 26, 2026 6:38 AM EDT)

Mizuho analyst Dan Dolev lowered the price target on PicPay (NASDAQ: PICS) to $16.00 (from $18.00) while maintaining a Outperform rating.

The analyst commented: "Net-net, the bear case on PICS still centers on asset quality, but we walked away reassured that the NPL uptick is seasonal, not deterioration, and improving early delinquency backs that up. Add a strong 3Q guide (EBT +34% Q/Q), and we believe the setup remains attractive and see marked upside from here.

Moreover, the strong quarter was marked by the finalization of the Kovr acquisition, AI gains, strong profitability (adj. NI

PicPay (PICS) PT Lowered to $16 at Mizuho

Wed, 26 Aug 2026 06:38:06 -0400

(Updated - August 26, 2026 6:38 AM EDT)

Mizuho analyst Dan Dolev lowered the price target on PicPay (NASDAQ: PICS) to $16.00 (from $18.00) while maintaining a Outperform rating.

Moreover, the strong quarter was marked by the finalization of the Kovr acquisition, AI gains, strong profitability (adj. NI

PicPay (PICS) PT Lowered to $16 at RBC Capital

Tue, 25 Aug 2026 06:48:05 -0400

RBC Capital analyst Daniel Perlin lowered the price target on PicPay (NASDAQ: PICS) to $16.00 (from $18.00) while maintaining a Outperform rating.

The analyst commented: "PICS delivered a solid quarter with beats across the board, as well as continued progress in its revenue mix towards no/low credit risk streams (71% in 2Q26 vs 63% in 2Q25). Credit quality metrics are nuanced, as management called out portfolio aging and seasonality as the drivers of 90+ NPLs raising ~90bps q/q, and not underlying credit quality deterioration. Additionally, due to the Kovr acquisition closing in August, we have layered in our rough estimates into

PicPay Announces Second Quarter 2026 Results

Mon, 24 Aug 2026 17:14:00 -0400

Company exceeded guidance across key metrics, driven by continued growth and resiliency of its lending portfolio and greater operating efficiency

PicPay surpassed 70 million accounts in the quarter, while ARPAC increased to R$92 or more than four-times cost to serve

Continued to deliver customer-centric innovation, with introduction of plug-ins across OpenAI and Claude ecosystems

SÃO PAULO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- PicPay (NASDAQ: PICS) (the "Company"), one of Brazil’s largest digital banks, today announced its financial results for the second quarter ended June 30, 2026, delivering performance that exceeded guidance

PicPay Announces Second Quarter 2026 Results

Mon, 24 Aug 2026 17:14:00 -0400

Company exceeded guidance across key metrics, driven by continued growth and resiliency of its lending portfolio and greater operating efficiency

PicPay surpassed 70 million accounts in the quarter, while ARPAC increased to R$92 or more than four-times cost to serve

Continued to deliver customer-centric innovation, with introduction of plug-ins across OpenAI and Claude ecosystems

Klarna shares draw top investor interest at Wolfe amid fintech positioning shift

Wed, 19 Aug 2026 05:51:14 -0400

Investing.com - Klarna (KLAR) led investor interest among fintech and payments stocks covered by Wolfe Research over the past week, according to a positioning report released Wednesday. Mastercard (NYSE:MA), Global Payments (NYSE:GPN), XYZ, and Adyen (ADYEN-NL) rounded out the top five names drawing inbound inquiries.

The ranking shifted from the prior week when Fiserv (NYSE:FISV), Global Payments, XYZ, Toast (NYSE:TOST), and Remitly (NASDAQ:RELY) attracted the most attention. Wolfe said sentiment and positioning across its coverage universe remained unchanged from the previous week.