Ratings by BofA Securities (Jason Kupferberg)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/27/2026 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2026 | Coinbase Global Inc. | COIN | Upgrade | Buy (Neutral) |
245.93 (197.22) |
-19.81% | Details | |
| 1/8/2026 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2025 | Visa | V | Upgrade | Underperform (Neutral) |
325.73 (320.47) |
-1.61% | Details | |
| 12/11/2025 | PayPal | PYPL | Downgrade | Neutral (Buy) |
61.16 (46.75) |
-23.56% | Details | |
| 11/20/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2025 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2025 | Paysafe | PSFE | Upgrade | Neutral (Underperform) |
12.49 (7.55) |
-39.55% | Details | |
| 4/17/2025 | Block Inc. | XYZ | Maintain | Buy (N/A) |
|
Details | ||
| 4/14/2025 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2025 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2025 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 12/9/2024 | TaskUs, Inc | TASK | Upgrade | Buy (Neutral) |
15.22 (10.92) |
-28.25% | Details | |
| 12/9/2024 | PayPal | PYPL | Upgrade | Buy (Neutral) |
89.88 (61.16) |
-31.95% | Details | |
| 11/22/2024 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/2/2024 | Coinbase Global Inc. | COIN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/26/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2024 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 8/28/2024 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 8/16/2024 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2024 | DLocal Limited | DLO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2024 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2024 | Cognizant Technology Solutions | CTSH | Upgrade | Neutral (Underperform) |
72.65 (66.26) |
-8.8% | Details | |
| 7/30/2024 | Affirm Holdings Inc. | AFRM | Upgrade | Buy (Neutral) |
26.84 (50.72) |
88.97% | Details | |
| 7/24/2024 | Visa | V | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2024 | TaskUs, Inc | TASK | Upgrade | Neutral (Underperform) |
16.15 (10.92) |
-32.38% | Details | |
| 7/10/2024 | MasterCard | MA | Downgrade | Neutral (Buy) |
444.70 (522.92) |
17.59% | Details | |
| 7/10/2024 | Visa | V | Downgrade | Neutral (Buy) |
265.44 (325.73) |
22.71% | Details | |
| 6/27/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/12/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/11/2024 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 6/5/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2024 | Toast Inc. | TOST | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2024 | Coinbase Global Inc. | COIN | Upgrade | Neutral (Underperform) |
199.17 (245.93) |
23.48% | Details | |
| 5/9/2024 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | Fiserv | FISV | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2024 | Paysafe | PSFE | Maintain | Underperform (N/A) |
|
Details | ||
| 4/10/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/3/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 3/7/2024 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | TaskUs, Inc | TASK | Maintain | Underperform (N/A) |
|
Details | ||
| 2/28/2024 | Thoughtworks Holding | TWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 2/8/2024 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2024 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 2/7/2024 | Fiserv | FISV | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 2/2/2024 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2024 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 1/17/2024 | ADP | ADP | Upgrade | Neutral (Underperform) |
235.28 (226.24) |
-3.84% | Details | |
| 1/12/2024 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 12/6/2023 | Toast Inc. | TOST | Downgrade | Neutral (Buy) |
14.88 (30.29) |
103.56% | Details | |
| 12/6/2023 | PayPal | PYPL | Downgrade | Neutral (Buy) |
57.92 (46.97) |
-18.91% | Details | |
| 11/24/2023 | Paysafe | PSFE | Maintain | Underperform (N/A) |
|
Details | ||
| 11/15/2023 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/6/2023 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/10/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 9/28/2023 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/28/2023 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 8/17/2023 | DLocal Limited | DLO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 8/7/2023 | EPAM Systems | EPAM | Maintain | Underperform (N/A) |
|
Details | ||
| 8/7/2023 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | DLocal Limited | DLO | Downgrade | Neutral (Buy) |
14.35 (11.61) |
-19.09% | Details | |
| 7/25/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 7/13/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 6/30/2023 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 6/5/2023 | EPAM Systems | EPAM | Downgrade | Underperform (Buy) |
0.00 (145.87) |
0% | Details | |
| 6/1/2023 | Marqeta Inc. | MQ | New Coverage | Neutral (N/A) |
4.79 (4.02) |
-16.08% | Details | |
| 6/1/2023 | Toast Inc. | TOST | New Coverage | Buy (N/A) |
20.97 (30.29) |
44.44% | Details | |
| 5/10/2023 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | CI&T Inc. | CINT | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/9/2023 | TaskUs, Inc | TASK | Downgrade | Underperform (Buy) |
12.23 (10.92) |
-10.71% | Details | |
| 4/24/2023 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 4/6/2023 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2023 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/6/2023 | DLocal Limited | DLO | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2023 | Paychex | PAYX | Downgrade | Underperform (Neutral) |
113.54 (100.85) |
-11.18% | Details | |
| 4/3/2023 | ADP | ADP | Downgrade | Underperform (Neutral) |
219.49 (226.24) |
3.08% | Details | |
| 3/24/2023 | Block Inc. | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/23/2023 | Coinbase Global Inc. | COIN | Maintain | Underperform (N/A) |
|
Details | ||
| 2/14/2023 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | Affirm Holdings Inc. | AFRM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2023 | Coinbase Global Inc. | COIN | Downgrade | Underperform (Neutral) |
43.23 (197.22) |
356.21% | Details | |
| 1/9/2023 | Cognizant Technology Solutions | CTSH | Downgrade | Underperform (Neutral) |
59.75 (66.26) |
10.9% | Details | |
| 12/23/2022 | Paychex | PAYX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2022 | DLocal Limited | DLO | New Coverage | Buy (N/A) |
14.95 (11.61) |
-22.34% | Details | |
| 12/13/2022 | Affirm Holdings Inc. | AFRM | Downgrade | Neutral (Buy) |
12.27 (26.84) |
118.74% | Details | |
| 12/12/2022 | Thoughtworks Holding | TWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | Nuvei Corp. | NVEI | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2022 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2022 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2022 | CI&T Inc. | CINT | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | EngageSmart inc. | ESMT | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2022 | Coinbase Global Inc. | COIN | Downgrade | Neutral (Buy) |
48.79 (197.22) |
304.22% | Details | |
| 11/18/2022 | i3 Verticals | IIIV | Maintain | Underperform (N/A) |
|
Details | ||
| 11/16/2022 | DLocal Limited | DLO | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | EPAM Systems | EPAM | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Cognizant Technology Solutions | CTSH | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2022 | Cognizant Technology Solutions | CTSH | Downgrade | Neutral (Buy) |
59.78 (66.26) |
10.84% | Details | |
| 10/19/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2022 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2022 | PayPal | PYPL | Upgrade | Buy (Neutral) |
91.80 (46.97) |
-48.83% | Details | |
| 8/30/2022 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2022 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | ADP | ADP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2022 | Cognizant Technology Solutions | CTSH | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2022 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2022 | PayPal | PYPL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/30/2022 | Paychex | PAYX | Maintain | Neutral (N/A) |
|
Details | ||
| 6/22/2022 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2022 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2022 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | DLocal Limited | DLO | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2022 | TaskUs, Inc | TASK | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2022 | EPAM Systems | EPAM | Upgrade | Buy (Neutral) |
346.00 (145.87) |
-57.84% | Details | |
| 5/2/2022 | Telus International | TIXT | Maintain | Underperform (N/A) |
|
Details | ||
| 5/2/2022 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 5/2/2022 | Nu Holdings (Nubank) | NU | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2022 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2022 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2022 | MasterCard | MA | Maintain | Buy (N/A) |
|
Details | ||
| 4/7/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2022 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2022 | Paychex | PAYX | Upgrade | Neutral (Underperform) |
118.43 (100.85) |
-14.84% | Details | |
| 3/9/2022 | ADP | ADP | Upgrade | Neutral (Underperform) |
205.38 (226.24) |
10.16% | Details | |
| 3/9/2022 | PayPal | PYPL | Downgrade | Neutral (Buy) |
94.90 (46.97) |
-50.51% | Details | |
| 3/9/2022 | DXC Technology | DXC | Downgrade | Underperform (Buy) |
30.86 (12.95) |
-58.04% | Details | |
| 3/9/2022 | Nuvei Corp. | NVEI | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2022 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2022 | TaskUs, Inc | TASK | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2022 | EPAM Systems | EPAM | Downgrade | Neutral (Buy) |
382.43 (145.87) |
-61.86% | Details | |
| 2/22/2022 | Rocket Cos Inc. | RKT | Downgrade | Underperform (Neutral) |
12.55 (13.66) |
8.84% | Details | |
| 2/11/2022 | Block Inc. | SQ | Upgrade | Buy (Neutral) |
108.94 (86.96) |
-20.18% | Details | |
| 2/3/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Nu Holdings (Nubank) | NU | New Coverage | Neutral (N/A) |
6.89 (14.58) |
111.61% | Details | |
| 1/25/2022 | Cognizant Technology Solutions | CTSH | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Telus International | TIXT | Downgrade | Underperform (Buy) |
29.77 (25.11) |
-15.65% | Details | |
| 1/6/2022 | Western Union Co. | WU | Downgrade | Underperform (Buy) |
18.45 (9.74) |
-47.21% | Details | |
| 1/6/2022 | TaskUs, Inc | TASK | Upgrade | Buy (Neutral) |
45.75 (10.92) |
-76.13% | Details | |
| 1/6/2022 | Coinbase Global Inc. | COIN | Upgrade | Buy (Neutral) |
234.23 (197.22) |
-15.8% | Details | |
| 12/23/2021 | Paychex | PAYX | Maintain | Underperform (N/A) |
|
Details | ||
| 12/6/2021 | CI&T Inc. | CINT | New Coverage | Buy (N/A) |
12.35 (5.07) |
-58.95% | Details | |
| 11/30/2021 | Square | SQ | Upgrade | Neutral (Underperform) |
212.87 (86.96) |
-59.15% | Details | |
| 11/15/2021 | EngageSmart inc. | ESMT | Upgrade | Buy (Neutral) |
28.00 (23.05) |
-17.68% | Details | |
| 11/12/2021 | Nuvei Corp. | NVEI | Maintain | Buy (N/A) |
|
Details | ||
| 11/12/2021 | Paysafe | PSFE | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | TTEC Holdings Inc. | TTEC | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | Paymentus | PAY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | Nuvei Corp. | NVEI | New Coverage | Buy (N/A) |
117.01 (33.99) |
-70.95% | Details | |
| 11/3/2021 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 10/18/2021 | EngageSmart inc. | ESMT | New Coverage | Neutral (N/A) |
32.28 (23.05) |
-28.59% | Details | |
| 10/13/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2021 | Thoughtworks Holding | TWKS | New Coverage | Neutral (N/A) |
26.30 (4.47) |
-83% | Details | |
| 9/24/2021 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2021 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2021 | CGI Group | GIB | Downgrade | Underperform (Buy) |
91.08 (76.05) |
-16.5% | Details | |
| 9/14/2021 | TaskUs, Inc | TASK | Downgrade | Neutral (Buy) |
60.59 (10.92) |
-81.98% | Details | |
| 9/14/2021 | DXC Technology | DXC | Upgrade | Buy (Neutral) |
35.98 (12.95) |
-64.01% | Details | |
| 9/10/2021 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 9/10/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 8/25/2021 | Affirm Holdings Inc. | AFRM | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2021 | DLocal Limited | DLO | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2021 | Paysafe | PSFE | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2021 | Paysafe | PSFE | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 8/11/2021 | TaskUs, Inc | TASK | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2021 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Fiserv | FISV | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 7/20/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2021 | TaskUs, Inc | TASK | New Coverage | Buy (N/A) |
32.39 (10.92) |
-66.29% | Details | |
| 6/28/2021 | DLocal Limited | DLO | New Coverage | Buy (N/A) |
47.79 (11.61) |
-75.71% | Details | |
| 6/21/2021 | Flywire | FLYW | New Coverage | Buy (N/A) |
33.85 (13.28) |
-60.77% | Details | |
| 6/21/2021 | Paymentus | PAY | New Coverage | Neutral (N/A) |
29.26 (25.84) |
-11.69% | Details | |
| 6/17/2021 | Accenture plc | ACN | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2021 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 5/6/2021 | Rocket Cos Inc. | RKT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 4/21/2021 | Rocket Cos Inc. | RKT | Downgrade | Neutral (Buy) |
21.67 (14.95) |
-31.01% | Details | |
| 4/20/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2021 | Accenture plc | ACN | Upgrade | Buy (Neutral) |
264.27 (215.00) |
-18.64% | Details | |
| 3/11/2021 | Shift4 Payments | FOUR | Upgrade | Buy (Neutral) |
82.79 (47.87) |
-42.18% | Details | |
| 3/8/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2021 | Rocket Cos Inc. | RKT | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 2/24/2021 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 2/16/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2021 | Accenture plc | ACN | Upgrade | Neutral (Underperform) |
257.92 (264.27) |
2.46% | Details | |
| 1/6/2021 | MasterCard | MA | Upgrade | Buy (Neutral) |
347.42 (522.34) |
50.35% | Details | |
| 1/6/2021 | i3 Verticals | IIIV | Downgrade | Underperform (Neutral) |
32.52 (23.51) |
-27.71% | Details | |
| 1/6/2021 | Shift4 Payments | FOUR | Downgrade | Underperform (Neutral) |
73.73 (47.87) |
-35.07% | Details | |
| 12/14/2020 | TTEC Holdings Inc. | TTEC | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 11/12/2020 | EPAM Systems | EPAM | Upgrade | Buy (Neutral) |
326.97 (145.87) |
-55.39% | Details | |
| 11/11/2020 | Rocket Cos Inc. | RKT | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2020 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 9/25/2020 | Accenture plc | ACN | Maintain | Underperform (N/A) |
|
Details | ||
| 9/16/2020 | Accenture plc | ACN | Maintain | Underperform (N/A) |
|
Details | ||
| 9/15/2020 | Western Union Co. | WU | Upgrade | Buy (Neutral) |
22.57 (9.74) |
-56.85% | Details | |
| 9/14/2020 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2020 | Cognizant Technology Solutions | CTSH | Upgrade | Buy (Neutral) |
65.56 (66.26) |
1.07% | Details | |
| 8/27/2020 | MasterCard | MA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2020 | Visa | V | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 7/30/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2020 | Square | SQ | Maintain | Underperform (N/A) |
|
Details | ||
| 7/13/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 6/26/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2020 | Accenture plc | ACN | Maintain | Underperform (N/A) |
|
Details | ||
| 6/10/2020 | Western Union Co. | WU | Downgrade | Neutral (Buy) |
24.39 (9.74) |
-60.07% | Details | |
| 6/10/2020 | Cognizant Technology Solutions | CTSH | Upgrade | Neutral (Underperform) |
57.19 (66.26) |
15.86% | Details | |
| 5/29/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2020 | Square | SQ | Downgrade | Underperform (Buy) |
80.26 (86.96) |
8.35% | Details | |
| 5/8/2020 | Square | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2020 | Western Union Co. | WU | Upgrade | Buy (Underperform) |
17.60 (9.74) |
-44.66% | Details | |
| 2/11/2020 | Square | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2020 | Accenture plc | ACN | Downgrade | Underperform (Neutral) |
208.43 (215.00) |
3.15% | Details | |
| 1/7/2020 | Square | SQ | Upgrade | Buy (Neutral) |
62.57 (86.96) |
38.98% | Details | |
| 12/3/2019 | Fiserv | FISV | New Coverage | Buy (N/A) |
114.28 (63.10) |
-44.78% | Details | |
| 9/25/2019 | Western Union Co. | WU | Maintain | Underperform (N/A) |
|
Details | ||
| 9/13/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2019 | Square | SQ | Maintain | Neutral (N/A) |
|
Details | ||
| 9/10/2019 | Fidelity National Information Services | FIS | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2019 | i3 Verticals | IIIV | New Coverage | Neutral (N/A) |
21.53 (23.51) |
9.2% | Details | |
| 6/26/2019 | Paychex | PAYX | Downgrade | Underperform (Neutral) |
84.80 (100.85) |
18.93% | Details | |
| 6/21/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 5/3/2019 | Accenture plc | ACN | Downgrade | Neutral (Buy) |
181.31 (208.43) |
14.96% | Details | |
| 4/11/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2019 | Worldplay Inc. | WP | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2019 | Accenture plc | ACN | Upgrade | Buy (Neutral) |
141.07 (181.31) |
28.52% | Details | |
| 1/8/2019 | EVO Payments | EVOP | Downgrade | Underperform (Neutral) |
24.23 (33.99) |
40.28% | Details | |
| 1/8/2019 | Paychex | PAYX | Upgrade | Neutral (Underperform) |
66.20 (84.80) |
28.1% | Details | |
| 1/8/2019 | MasterCard | MA | Downgrade | Neutral (Buy) |
191.22 (522.34) |
173.16% | Details | |
| 11/2/2018 | Cognizant Technology Solutions | CTSH | Maintain | Underperform (N/A) |
|
Details | ||
| 10/3/2018 | Worldplay Inc. | WP | Upgrade | Buy (Neutral) |
100.11 (135.00) |
34.85% | Details | |
| 9/4/2018 | EPAM Systems | EPAM | Downgrade | Neutral (Buy) |
142.93 (145.87) |
2.06% | Details | |
| 9/4/2018 | Cognizant Technology Solutions | CTSH | Downgrade | Underperform (Buy) |
78.43 (57.19) |
-27.08% | Details | |
| 8/16/2018 | First Data Corporation | FDC | Maintain | Buy (N/A) |
|
Details |

