Block, Inc. (XYZ)
NYSEFinancialsSoftware - InfrastructureSnapshot 2026-07-07
$77.56-1.72%
Close 2026-07-07 · 1-day change
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Track XYZ free→Block, Inc. grows revenue by over 12% yearly with strong profit growth. Adjusted operating income targets $3.34 billion in 2026. EPS rose 52% in Q1 and aims for $3.85 in 2026. The company has a robust quality score and stable market conditions.
Management changes and workforce reductions may disrupt execution. Profit margins could weaken if growth slows. The stock trades at a high price-to-earnings ratio compared to peers, risking valuation pressure.
The market prices in about 13% revenue growth and values the stock slightly below our fair value estimate. Our fair value is 7% below the Street median, reflecting cautious optimism. We see the company delivering on growth but at a premium valuation.
Breaks if: Adjusted Diluted EPS falls below $3.85 in FY26
Target Adjusted Diluted EPS growth of 62% to reach $3.85 for the full year 2026.
Stated in 2 of last 2 quarters. Adjusted Diluted EPS grew 52% to $0.85 in 2026-Q1, showing strong progress towards the 62% growth target to $3.85 for 2026. The trajectory is delivering on this priority.
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“Adjusted Diluted EPS grew 52% to a record $0.85.”
“We expect Adjusted Diluted EPS growth of 62%, to $3.85.”
Breaks if: Adjusted Operating Income falls below $3.34 billion in FY26
Focus on growing Adjusted Operating Income with a target of $3.34 billion for 2026.
Stated in 3 of last 3 quarters. Adjusted Operating Income grew to a record $728 million in 2026-Q1. The company has consistently raised its guidance, now expecting $3.34 billion for 2026, indicating delivering on this priority.
“Adjusted Operating Income grew to a record $728 million.”
“We expect full year Adjusted Operating Income of $3.20 billion, or 26% margin.”
“We expect Adjusted Operating Income of $560 million, for Adjusted Operating Income margins of 20%.”
Breaks if: Gross Profit falls below $12.33 billion in FY26
Aim to achieve $12.33 billion in gross profit for 2026, reflecting over 19% growth year over year.
Stated in 2 of last 2 quarters. Gross profit grew 27% year over year in 2026-Q1, indicating strong progress towards the $12.33 billion target for 2026. The trajectory is delivering on this priority.
“We now expect $12.33 billion in gross profit for 2026.”
“We expect gross profit in the fourth quarter to grow 19% year over year to $2.755 billion.”
Breaks if: Material operational disruption or failure to meet guidance due to management issues
Breaks if: YoY revenue growth falls below 12.8% in FY26
Aim to achieve $12.33 billion in gross profit for 2026, reflecting over 19% growth year over year.
Stated in 2 of last 2 quarters. Gross profit grew 27% year over year in 2026-Q1, indicating strong progress towards the $12.33 billion target for 2026. The trajectory is delivering on this priority.
“We now expect $12.33 billion in gross profit for 2026.”
“We expect gross profit in the fourth quarter to grow 19% year over year to $2.755 billion.”
Target Adjusted Diluted EPS growth of 62% to reach $3.85 for the full year 2026.
Stated in 2 of last 2 quarters. Adjusted Diluted EPS grew 52% to $0.85 in 2026-Q1, showing strong progress towards the 62% growth target to $3.85 for 2026. The trajectory is delivering on this priority.
“Adjusted Diluted EPS grew 52% to a record $0.85.”
“We expect Adjusted Diluted EPS growth of 62%, to $3.85.”