Ratings by B.Riley (Hal Goetsch)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/4/2026 | Antalpha Platform Holding Co. | ANTA | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2026 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2026 | Fiserv | FISV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/19/2026 | PROG Holdings | PRG | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2026 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2026 | Fiserv | FISV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/10/2026 | Pagaya Tech | PGY | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2026 | Customers Bancorp | CUBI | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | Fiserv | FISV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2026 | Triumph Financial | TFIN | Downgrade | Neutral (Buy) |
53.75 (53.75) |
0% | Details | |
| 1/9/2026 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2026 | Atlanticus Holdings Corp. | ATLC | New Coverage | Buy (N/A) |
66.72 (54.81) |
-17.85% | Details | |
| 12/16/2025 | PROG Holdings | PRG | New Coverage | Buy (N/A) |
30.36 (33.26) |
9.55% | Details | |
| 12/11/2025 | Chime Financial | CHYM | New Coverage | Buy (N/A) |
24.29 (22.23) |
-8.48% | Details | |
| 11/14/2025 | Bitcoin Depot | BTM | Downgrade | Neutral (Buy) |
2.51 (4.91) |
95.62% | Details | |
| 11/10/2025 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | Priority Technology Holdings Inc. | PRTH | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Upstart Holdings Inc | UPST | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Antalpha Platform Holding Co. | ANTA | New Coverage | Buy (N/A) |
11.28 (7.84) |
-30.5% | Details | |
| 10/31/2025 | Fiserv | FI | Downgrade | Neutral (Buy) |
65.19 (63.80) |
-2.13% | Details | |
| 10/27/2025 | Customers Bancorp | CUBI | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2025 | Triumph Financial | TFIN | Upgrade | Buy (Neutral) |
53.75 (53.75) |
0% | Details | |
| 10/2/2025 | Bitcoin Depot | BTM | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2025 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2025 | Pagaya Tech | PGY | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2025 | Customers Bancorp | CUBI | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2025 | Pagaya Tech | PGY | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2025 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2025 | Gen Digital Inc | GEN | New Coverage | Buy (N/A) |
29.68 (22.61) |
-23.82% | Details | |
| 6/23/2025 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2025 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Customers Bancorp | CUBI | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Bitcoin Depot | BTM | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2025 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2025 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2025 | Triumph Financial | TFIN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/19/2025 | Bitcoin Depot | BTM | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2025 | Pagaya Tech | PGY | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2025 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2025 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2025 | MoneyLion | ML | Downgrade | Neutral (Buy) |
85.50 (85.90) |
0.47% | Details | |
| 2/21/2025 | CoreCard Corp. | CCRD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/12/2025 | Upstart Holdings Inc | UPST | Upgrade | Buy (Neutral) |
70.94 (27.78) |
-60.84% | Details | |
| 2/6/2025 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2024 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 11/26/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | Priority Technoilogy Holdings Inc. | PRTH | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2024 | Bitcoin Depot | BTM | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2024 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2024 | Customers Bancorp | CUBI | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | CoreCard Corp. | CCRD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2024 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2024 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | Coinbase Global Inc. | COIN | New Coverage | Neutral (N/A) |
213.72 (197.22) |
-7.72% | Details | |
| 10/3/2024 | CoreCard Corp. | CCRD | Downgrade | Neutral (Buy) |
14.56 (23.60) |
62.09% | Details | |
| 10/2/2024 | Triumph Financial | TFIN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/30/2024 | Pagaya Tech | PGY | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2024 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2024 | Priority Technoilogy Holdings Inc. | PRTH | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2024 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | Customers Bancorp | CUBI | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2024 | Sezzle Inc | SEZL | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2024 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2024 | Dave Inc | DAVE | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2024 | Customers Bancorp | CUBI | Maintain | Buy (N/A) |
|
Details | ||
| 7/25/2024 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2024 | Sezzle Inc | SEZL | New Coverage | Buy (N/A) |
79.42 (73.47) |
-7.49% | Details | |
| 6/7/2024 | Dave Inc | DAVE | New Coverage | Buy (N/A) |
37.76 (217.33) |
475.56% | Details | |
| 5/8/2024 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | MoneyLion | ML | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2024 | Oportun Financial Corp | OPRT | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2024 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2024 | Triumph Financial | TFIN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/26/2024 | Bitcoin Depot | BTM | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2024 | Priority Technoilogy Holdings Inc. | PRTH | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2024 | MoneyLion | ML | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2024 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Customers Bancorp | CUBI | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Triumph Financial | TFIN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2023 | MoneyLion | ML | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2023 | Oportun Financial Corp | OPRT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2023 | Priority Technoilogy Holdings Inc. | PRTH | Upgrade | Buy (Neutral) |
3.62 (5.62) |
55.25% | Details | |
| 12/6/2023 | Customers Bancorp | CUBI | New Coverage | Buy (N/A) |
48.32 (67.44) |
39.57% | Details | |
| 11/14/2023 | MoneyLion | ML | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2023 | CPI Card Group | PMTS | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2023 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2023 | Upstart Holdings Inc | UPST | Maintain | Neutral (N/A) |
|
Details | ||
| 9/19/2023 | CPI Card Group | PMTS | New Coverage | Buy (N/A) |
18.98 (15.52) |
-18.23% | Details | |
| 9/19/2023 | Bitcoin Depot | BTM | New Coverage | Buy (N/A) |
3.09 (2.51) |
-18.77% | Details | |
| 8/21/2023 | MoneyLion | ML | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2023 | Oportun Financial Corp | OPRT | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Upstart Holdings Inc | UPST | New Coverage | Neutral (N/A) |
62.99 (70.94) |
12.62% | Details | |
| 7/27/2023 | Pagaya Tech | PGY | New Coverage | Buy (N/A) |
2.20 (11.49) |
422.27% | Details | |
| 7/27/2023 | MoneyLion | ML | New Coverage | Buy (N/A) |
11.70 (85.50) |
630.77% | Details | |
| 7/24/2023 | Triumph Financial | TFIN | Maintain | Neutral (N/A) |
|
Details | ||
| 6/29/2023 | Oportun Financial Corp | OPRT | New Coverage | Buy (N/A) |
5.65 (5.15) |
-8.85% | Details | |
| 6/23/2023 | Fiserv | FI | New Coverage | Buy (N/A) |
120.03 (65.19) |
-45.69% | Details | |
| 6/23/2023 | Global Payments | GPN | New Coverage | Buy (N/A) |
99.66 (76.40) |
-23.34% | Details | |
| 6/23/2023 | Shift4 Payments | FOUR | New Coverage | Buy (N/A) |
63.45 (47.87) |
-24.55% | Details | |
| 6/23/2023 | Priority Technoilogy Holdings Inc. | PRTH | New Coverage | Neutral (N/A) |
3.37 (5.62) |
66.77% | Details | |
| 6/23/2023 | Flywire | FLYW | New Coverage | Buy (N/A) |
32.04 (13.28) |
-58.55% | Details | |
| 5/17/2023 | CoreCard Corp. | CCRD | New Coverage | Buy (N/A) |
24.09 (14.56) |
-39.56% | Details | |
| 5/17/2023 | Triumph Financial | TFIN | New Coverage | Neutral (N/A) |
49.37 (53.75) |
8.87% | Details |
