Ratings by Seaport Global Securities (Jeff Cantwell)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/28/2026 | Jack Henry | JKHY | New Coverage | Buy (N/A) |
147.79 (149.31) |
1.03% | Details | |
| 9/17/2026 | Paymentus | PAY | New Coverage | Buy (N/A) |
36.64 (31.88) |
-12.99% | Details | |
| 4/16/2026 | Shift4 Payments | FOUR | Downgrade | Neutral (Buy) |
48.01 (40.00) |
-16.68% | Details | |
| 3/23/2026 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2026 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2026 | Flywire | FLYW | Upgrade | Buy (Neutral) |
14.30 (18.76) |
31.19% | Details | |
| 1/14/2026 | Global Payments | GPN | Upgrade | Buy (Neutral) |
77.47 (82.20) |
6.11% | Details | |
| 1/14/2026 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2025 | Fiserv | FI | Downgrade | Neutral (Buy) |
126.17 (63.80) |
-49.43% | Details | |
| 7/23/2025 | Fiserv | FI | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2025 | Circle Internet Group | CRCL | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2025 | MasterCard | MA | Upgrade | Buy (Neutral) |
550.18 (589.14) |
7.08% | Details | |
| 7/14/2025 | PayPal | PYPL | Upgrade | Neutral (Sell) |
71.36 (55.53) |
-22.18% | Details | |
| 6/30/2025 | Chime Financial | CHYM | New Coverage | Buy (N/A) |
0.00 (30.08) |
0% | Details | |
| 6/20/2025 | Circle Internet Group | CRCL | New Coverage | Buy (N/A) |
0.00 (84.51) |
0% | Details | |
| 5/19/2025 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2025 | Block Inc. | XYZ | Downgrade | Neutral (Buy) |
58.48 (77.24) |
32.08% | Details | |
| 4/17/2025 | PayPal | PYPL | Downgrade | Sell (Neutral) |
60.24 (55.53) |
-7.82% | Details | |
| 4/17/2025 | Bill.com Holdings Inc. | BILL | Downgrade | Neutral (Buy) |
40.91 (44.83) |
9.58% | Details | |
| 3/24/2025 | Affirm Holdings Inc. | AFRM | New Coverage | Neutral (N/A) |
49.90 (80.70) |
61.72% | Details | |
| 1/14/2025 | Fiserv | FI | Upgrade | Buy (Neutral) |
201.53 (126.17) |
-37.39% | Details | |
| 1/14/2025 | Visa | V | Upgrade | Buy (Neutral) |
306.92 (385.45) |
25.59% | Details | |
| 1/14/2025 | Flywire | FLYW | Downgrade | Neutral (Buy) |
19.01 (18.76) |
-1.32% | Details | |
| 1/14/2025 | MasterCard | MA | Downgrade | Neutral (Buy) |
504.91 (589.14) |
16.68% | Details | |
| 9/25/2024 | Global Payments | GPN | Downgrade | Neutral (Buy) |
103.81 (82.20) |
-20.82% | Details | |
| 8/27/2024 | Flywire | FLYW | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2024 | Bill.com Holdings Inc. | BILL | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | Shift4 Payments | FOUR | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2024 | Dave Inc | DAVE | New Coverage | Buy (N/A) |
37.62 (368.42) |
879.32% | Details | |
| 4/2/2024 | Nuvei Corp. | NVEI | Downgrade | Neutral (Buy) |
31.62 (33.99) |
7.5% | Details | |
| 2/23/2024 | Block Inc. | SQ | Upgrade | Buy (Neutral) |
67.96 (86.96) |
27.96% | Details | |
| 1/11/2024 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2023 | Shift4 Payments | FOUR | New Coverage | Buy (N/A) |
67.65 (40.00) |
-40.87% | Details | |
| 12/5/2023 | Shopify | SHOP | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Nuvei Corp. | NVEI | New Coverage | Buy (N/A) |
20.63 (33.99) |
64.76% | Details | |
| 11/21/2023 | ACI Worldwide | ACIW | New Coverage | Buy (N/A) |
26.52 (50.87) |
91.82% | Details | |
| 10/31/2023 | Global Payments | GPN | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2023 | Visa | V | New Coverage | Neutral (N/A) |
235.68 (385.45) |
63.55% | Details | |
| 10/12/2023 | Block Inc. | SQ | New Coverage | Neutral (N/A) |
46.69 (86.96) |
86.25% | Details | |
| 10/12/2023 | PayPal | PYPL | New Coverage | Neutral (N/A) |
58.07 (55.53) |
-4.37% | Details | |
| 10/12/2023 | MasterCard | MA | New Coverage | Buy (N/A) |
399.81 (589.14) |
47.35% | Details | |
| 10/12/2023 | Global Payments | GPN | New Coverage | Buy (N/A) |
115.18 (82.20) |
-28.63% | Details | |
| 10/12/2023 | Flywire | FLYW | New Coverage | Buy (N/A) |
30.54 (18.76) |
-38.57% | Details | |
| 10/12/2023 | Bill.com Holdings Inc. | BILL | New Coverage | Buy (N/A) |
114.61 (44.83) |
-60.88% | Details | |
| 10/12/2023 | Fidelity National Information Services | FIS | New Coverage | Neutral (N/A) |
53.12 (34.04) |
-35.92% | Details | |
| 10/12/2023 | Shopify | SHOP | New Coverage | Buy (N/A) |
54.24 (170.85) |
214.99% | Details | |
| 10/12/2023 | Fiserv | FI | New Coverage | Neutral (N/A) |
113.55 (63.80) |
-43.81% | Details |


