NASDAQFinancialsInformation Technology ServicesSnapshot 2026-08-31
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Create your account →Broken: Primary pillar broken — EPS of $8.15 for FY26: FY26 EPS guidance $7.20-$7.40 vs $8.00 target.
Fiserv aims for organic revenue growth of 1% to 3% in 2026. The company guides EPS around $8.15 for 2026. New AI tools and potential debit network deals could boost growth. Profit margins remain robust with a low PE of 6.36.
Revenue declined 2% year over year in Q1 2026, missing growth targets. Management is volatile with recent CEO changes and legal challenges. The market expects slightly negative revenue growth and the stock trades at a discount for a reason.
The price is about 51% below our fair value near $107, reflecting analyst expectations of -0.7% revenue growth. Our fair value is well above the Street median, indicating the market prices in weak growth and risks that may not fully materialize.
Breaks if: Capital allocation deteriorates with increased debt or halted buybacks
Breaks if: EPS falls below $8.0 in FY26
Transformation program stalls or reverses progress
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround scenario. FISV is currently facing execution challenges, particularly with its growth and earnings targets, while the broader Financials sector shows potential support.
The market appears to price FISV as relatively cheap compared to its peers. However, there is an expectations gap, indicating that investors may be anticipating better performance than what has been delivered recently.
Management's recent guidance revisions suggest that organic revenue growth and adjusted EPS may continue to fall short of initial targets. The company has shown stable revenue but declining operating income, indicating a need for improved execution.
The thesis hinges on FISV's ability to execute its transformation program and improve its financial performance. Additionally, the performance of sector peers will be crucial; if they continue to perform well, it could provide momentum for FISV.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. Fiserv's partnership with Mastercard enhances its growth potential. However, the company reported a revenue miss and lowered its EPS guidance significantly. This places Fiserv at the bottom of its peer group in revenue growth.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Fiserv is advancing the One Fiserv transformation program to enhance operational efficiency.
Breaks if: YoY revenue growth falls below 1% in FY26
In the next 1 to 3 years, FISV's performance will depend on its execution and sector dynamics. Not investment advice.
