Ratings by BTIG (Mark Palmer)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/26/2024 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2023 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2023 | Q2 Holdings | QTWO | Upgrade | Buy (Neutral) |
27.65 (52.85) |
91.14% | Details | |
| 1/10/2023 | Paya Holdings | PAYA | Downgrade | Neutral (Buy) |
7.79 (9.74) |
25.03% | Details | |
| 1/6/2023 | Silvergate Capital Corp. | SI | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2022 | CompoSecure Inc. | CMPO | New Coverage | Buy (N/A) |
4.85 (20.26) |
317.73% | Details | |
| 11/22/2022 | Silvergate Capital Corp. | SI | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2022 | Oportun Financial Corp | OPRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2022 | EVO Payments | EVOP | Downgrade | Neutral (Buy) |
33.53 (33.99) |
1.37% | Details | |
| 8/10/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2022 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2022 | Oportun Financial Corp | OPRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2022 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2022 | Lightspeed POS Inc. | LSPD | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2022 | International Money Express | IMXI | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2022 | Silvergate Capital Corp. | SI | New Coverage | Buy (N/A) |
95.80 (12.71) |
-86.73% | Details | |
| 5/11/2022 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2022 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2022 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2022 | Shutter Rock Capital Corp. | SSSS | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2022 | Paya Holdings | PAYA | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2022 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | MGIC Investment | MTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2022 | PayPal | PYPL | Downgrade | Neutral (Buy) |
171.94 (46.97) |
-72.68% | Details | |
| 1/26/2022 | Block Inc. | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | Paya Holdings | PAYA | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | PAR Technology | PAR | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | Mogo Finance Technology | MOGO | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | Lightspeed POS Inc. | LSPD | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | Green Dot | GDOT | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | CoreCard Corp. | CCRD | Maintain | Buy (N/A) |
|
Details | ||
| 1/24/2022 | MicroStrategy | MSTR | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2021 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2021 | Paya Holdings | PAYA | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Paya Holdings | PAYA | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2021 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2021 | Western Union Co. | WU | Downgrade | Neutral (Buy) |
20.17 (9.74) |
-51.71% | Details | |
| 10/15/2021 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2021 | Coinbase Global Inc. | COIN | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2021 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | MGIC Investment | MTG | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | Square | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | MicroStrategy | MSTR | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2021 | Everi Holdings | EVRI | Maintain | Buy (N/A) |
|
Details | ||
| 6/15/2021 | Mogo Finance Technology | MOGO | New Coverage | Buy (N/A) |
7.20 (1.07) |
-85.14% | Details | |
| 5/7/2021 | MGIC Investment | MTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2021 | EVO Payments | EVOP | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2021 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2021 | Everi Holdings | EVRI | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2021 | Verra Mobility | VRRM | Maintain | Buy (N/A) |
|
Details | ||
| 4/15/2021 | Coinbase Global Inc. | COIN | New Coverage | Buy (N/A) |
328.28 (337.49) |
2.81% | Details | |
| 4/9/2021 | Shutter Rock Capital Corp. | SSSS | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | PAR Technology | PAR | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2021 | MicroStrategy | MSTR | New Coverage | Buy (N/A) |
678.80 (407.71) |
-39.94% | Details | |
| 3/25/2021 | Genworth Financial | GNW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2021 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2021 | PAR Technology | PAR | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2021 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2021 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Broadridge Financial | BR | Upgrade | Buy (Neutral) |
146.50 (196.88) |
34.39% | Details | |
| 1/20/2021 | PayPal | PYPL | Upgrade | Buy (Neutral) |
247.25 (46.97) |
-81% | Details | |
| 1/8/2021 | SS&C Technologies Holdings, Inc. | SSNC | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2021 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2021 | PAR Technology | PAR | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2021 | Paya Holdings | PAYA | Maintain | Buy (N/A) |
|
Details | ||
| 12/22/2020 | Square | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2020 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2020 | PAR Technology | PAR | Maintain | Buy (N/A) |
|
Details | ||
| 11/24/2020 | Verra Mobility | VRRM | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2020 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2020 | Square | SQ | Upgrade | Buy (Neutral) |
198.08 (86.96) |
-56.1% | Details | |
| 11/9/2020 | Parade Technologies Ltd. | PAR | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2020 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2020 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2020 | Paya Holdings | PAYA | New Coverage | Buy (N/A) |
10.92 (9.74) |
-10.81% | Details | |
| 10/26/2020 | Green Dot | GDOT | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2020 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 10/5/2020 | Intelligent Systems | INS | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2020 | Parade Technologies Ltd. | PAR | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2020 | International Money Express | IMXI | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2020 | Broadridge Financial | BR | Downgrade | Neutral (Buy) |
136.60 (146.50) |
7.25% | Details | |
| 8/11/2020 | i3 Verticals | IIIV | Upgrade | Buy (Neutral) |
25.05 (23.51) |
-6.15% | Details | |
| 8/10/2020 | Q2 Holdings | QTWO | Downgrade | Neutral (Buy) |
99.80 (52.85) |
-47.04% | Details | |
| 8/7/2020 | Parade Technologies Ltd. | PAR | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | EVO Payments | EVOP | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Donnelley Financial Solutions | DFIN | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | EVO Payments | EVOP | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Green Dot | GDOT | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | International Money Express | IMXI | Maintain | Buy (N/A) |
|
Details | ||
| 7/20/2020 | Shutter Rock Capital Corp. | SSSS | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2020 | Shutter Rock Capital Corp. | SSSS | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2020 | Green Dot | GDOT | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2020 | PayPal | PYPL | Downgrade | Neutral (Buy) |
172.79 (247.25) |
43.09% | Details | |
| 6/18/2020 | i3 Verticals | IIIV | Downgrade | Neutral (Buy) |
30.37 (25.05) |
-17.52% | Details | |
| 6/15/2020 | Parade Technologies Ltd. | PAR | New Coverage | Buy (N/A) |
25.63 (19.22) |
-25.01% | Details | |
| 6/12/2020 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2020 | Green Dot | GDOT | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2020 | Western Union Co. | WU | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2020 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2020 | Green Dot | GDOT | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2020 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2020 | Shutter Rock Capital Corp. | SSSS | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2020 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2020 | MGIC Investment | MTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2020 | EVO Payments | EVOP | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2020 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | FleetCor Technologies | FLT | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | WEX Inc. | WEX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2020 | ACI Worldwide | ACIW | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2020 | WEX Inc. | WEX | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2020 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2020 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2020 | Western Union Co. | WU | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2020 | Intelligent Systems | INS | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2020 | International Money Express | IMXI | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2020 | Popular, Inc. | BPOP | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2020 | Green Dot | GDOT | Upgrade | Buy (Neutral) |
21.07 (11.60) |
-44.95% | Details | |
| 3/23/2020 | II-VI, Inc. | IIVI | Upgrade | Buy (Neutral) |
25.26 (41.95) |
66.07% | Details | |
| 3/19/2020 | Square | SQ | Upgrade | Neutral (Sell) |
44.73 (86.96) |
94.41% | Details | |
| 3/13/2020 | H&R Block | HRB | Upgrade | Buy (Neutral) |
19.06 (32.26) |
69.25% | Details | |
| 3/12/2020 | Popular, Inc. | BPOP | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2020 | International Money Express | IMXI | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2020 | H&R Block | HRB | Maintain | Sell (N/A) |
|
Details | ||
| 2/27/2020 | Square | SQ | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2020 | Broadridge Financial | BR | New Coverage | Buy (N/A) |
112.45 (196.88) |
75.08% | Details | |
| 2/21/2020 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2020 | Q2 Holdings | QTWO | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2020 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2020 | i3 Verticals | IIIV | Downgrade | Neutral (Buy) |
36.27 (23.51) |
-35.18% | Details | |
| 1/16/2020 | i3 Verticals | IIIV | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | SS&C Technologies Holdings, Inc. | SSNC | New Coverage | Buy (N/A) |
63.14 (75.79) |
20.03% | Details | |
| 1/6/2020 | EVO Payments | EVOP | Upgrade | Buy (Neutral) |
26.65 (33.99) |
27.54% | Details | |
| 12/23/2019 | Oportun Financial Corp | OPRT | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2019 | Oportun Financial Corp | OPRT | Upgrade | Neutral (N/A) |
18.51 (5.15) |
-72.18% | Details | |
| 11/11/2019 | Q2 Holdings | QTWO | Upgrade | Buy (Neutral) |
68.78 (52.85) |
-23.16% | Details | |
| 11/1/2019 | Western Union Co. | WU | Maintain | Buy (N/A) |
|
Details | ||
| 10/21/2019 | Oportun Financial Corp | OPRT | New Coverage | Buy (N/A) |
15.86 (18.51) |
16.71% | Details | |
| 9/24/2019 | Western Union Co. | WU | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2019 | H&R Block | HRB | Maintain | Sell (N/A) |
|
Details | ||
| 8/9/2019 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2019 | Paysign Inc. | PAYS | Upgrade | Neutral (Sell) |
12.46 (3.80) |
-69.5% | Details | |
| 8/5/2019 | Essent Group | ESNT | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2019 | Paysign Inc. | PAYS | Downgrade | Sell (Neutral) |
17.95 (12.46) |
-30.58% | Details | |
| 7/18/2019 | Repay | RPAY | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2019 | WEX Inc. | WEX | Maintain | Buy (N/A) |
|
Details | ||
| 7/16/2019 | Repay | RPAY | New Coverage | Buy (N/A) |
12.88 (2.94) |
-77.17% | Details | |
| 7/8/2019 | FleetCor Technologies | FLT | Maintain | Buy (Buy) |
|
Details | ||
| 7/1/2019 | EVO Payments | EVOP | Downgrade | Neutral (Buy) |
31.02 (26.65) |
-14.09% | Details | |
| 6/25/2019 | Popular, Inc. | BPOP | Maintain | Buy (Buy) |
|
Details | ||
| 6/24/2019 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 6/17/2019 | Paysign Inc. | PAYS | Downgrade | Neutral (Buy) |
12.55 (17.95) |
43.03% | Details | |
| 6/6/2019 | Verra Mobility | VRRM | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2019 | Paysign Inc. | PAYS | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2019 | Green Dot | GDOT | Downgrade | Neutral (Buy) |
63.06 (21.07) |
-66.59% | Details | |
| 5/6/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2019 | NMI Holdings | NMIH | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2019 | Radian Group | RDN | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2019 | FleetCor Technologies | FLT | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2019 | Verra Mobility | VRRM | New Coverage | Buy (N/A) |
10.46 (16.47) |
57.46% | Details | |
| 3/12/2019 | 3Pea International | TPNL | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2019 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2019 | Q2 Holdings | QTWO | Downgrade | Neutral (Buy) |
64.28 (52.85) |
-17.78% | Details | |
| 2/14/2019 | Elevate Credit Inc | ELVT | Upgrade | Buy (Neutral) |
4.70 (4.25) |
-9.57% | Details | |
| 2/7/2019 | 3Pea International | TPNL | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2019 | 3Pea International | TPNL | New Coverage | Buy (N/A) |
4.71 (9.29) |
97.24% | Details | |
| 1/4/2019 | Green Dot | GDOT | Upgrade | Buy (Neutral) |
78.33 (63.06) |
-19.49% | Details | |
| 12/19/2018 | Q2 Holdings | QTWO | Upgrade | Buy (Neutral) |
48.12 (64.28) |
33.58% | Details | |
| 12/11/2018 | i3 Verticals | IIIV | New Coverage | Buy (N/A) |
20.94 (23.51) |
12.27% | Details | |
| 11/28/2018 | Genworth Financial | GNW | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2018 | EVO Payments | EVOP | New Coverage | Buy (N/A) |
24.61 (31.02) |
26.05% | Details | |
| 11/8/2018 | Square | SQ | Maintain | Sell (N/A) |
|
Details | ||
| 11/6/2018 | GreenSky LLC | GSKY | Downgrade | Neutral (Buy) |
14.66 (10.20) |
-30.42% | Details | |
| 11/5/2018 | Synchrony Financial | SYF | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2018 | GSV Capital | GSVC | New Coverage | Buy (N/A) |
6.79 (6.46) |
-4.86% | Details | |
| 10/19/2018 | PayPal | PYPL | Upgrade | Buy (Neutral) |
77.48 (46.97) |
-39.38% | Details | |
| 10/11/2018 | GreenSky LLC | GSKY | New Coverage | Buy (N/A) |
16.15 (14.66) |
-9.23% | Details | |
| 10/8/2018 | Square | SQ | Maintain | Sell (Sell) |
|
Details | ||
| 10/8/2018 | On Deck Capital | ONDK | Upgrade | Neutral (Sell) |
7.16 (3.97) |
-44.55% | Details | |
| 9/12/2018 | International Money Express | IMXI | New Coverage | Buy () |
10.03 (20.86) |
107.98% | Details | |
| 8/14/2018 | On Deck Capital | ONDK | Downgrade | Sell (Neutral) |
8.62 (7.16) |
-16.94% | Details |
