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Zacks Equity Research

AI Is Reshaping AXP's Risk Approach: Can it Deliver a Real Advantage?

American Express is transforming credit risk management with AI, using real-time insights to boost precision, fraud detection and portfolio growth.

MAPositive Net Change AXPNegative Net Change PYPLNegative Net Change

Zacks Equity Research

Affirm Expands Merchant Network: But Is Revenue Growth Keeping Up?

AFRM grows its merchant network 30% YoY to 419,000, driving engagement and revenues up 34% in Q1 FY26.

PYPLNegative Net Change AFRMNegative Net Change KLARNegative Net Change

Kaibalya Pravo Dey

Klarna Targets Mainstream Crypto Adoption Through Privy Partnership

KLAR teams with Privy to design a simple crypto wallet, aiming to bring everyday users deeper into digital asset transactions.

VPositive Net Change PYPLNegative Net Change KLARNegative Net Change

Zacks Equity Research

V Gains Loyalty Edge as Collinson & On-us Unlock 1,800+ Airport Perks

Visa expands its travel appeal as Collinson and On-us unlock instant access to 1,800+ lounges for eligible cardholders.

MAPositive Net Change VPositive Net Change AXPNegative Net Change

Kaibalya Pravo Dey

Global Payments Sinks 28.3% YTD: Dip Worth Buying or Just Dead Weight?

GPN's steep YTD slide contrasts with its bold Worldpay deal and solid cash strength, raising questions about what's next for the payments player.

FISNegative Net Change FISVPositive Net Change GPNPositive Net Change

Kaibalya Pravo Dey

Mastercard Turns on the Cash Tap: Buybacks Boom, Dividends Bloom

MA boosts shareholder rewards with a new $14B buyback and a 14% dividend hike as strong cash flow fuels continued capital returns.

MAPositive Net Change VPositive Net Change AXPNegative Net Change

Zacks Equity Research

Can Visa's Cross-Border Engine Still Deliver Double-Digit Growth?

V's cross-border business surges with 11% volume growth, fueled by travel, e-commerce and new multi-currency and stablecoin features.

MAPositive Net Change VPositive Net Change PYPLNegative Net Change

Kaibalya Pravo Dey

Leverage on the Rocks: Can Gen Z & Millennials Keep AmEx Premium?

AXP leans on leverage and rising Gen Z and Millennial adoption to fuel returns while preserving its premium edge.

MAPositive Net Change VPositive Net Change AXPNegative Net Change

Kaibalya Pravo Dey

Market Loves Affirm at 54.6X Premium Valuation: But is Love Blind?

AFRM's rich valuation towers over BNPL rivals as analysts still see upside, raising questions about how much growth is already priced in.

PYPLNegative Net Change AFRMNegative Net Change XYZPositive Net Change KLARNegative Net Change

Kaibalya Pravo Dey

How Is Affirm Threading BNPL Growth Through Pacsun's Holiday Cart?

AFRM taps Pacsun's holiday rush with new pay-over-time options, aiming to lift volume as young shoppers embrace BNPL.

PYPLNegative Net Change AFRMNegative Net Change XYZPositive Net Change

Rajshree Sipani

AmEx Trading Above 21X P/E: Playing Offense With a Higher Price Tag?

AXP's premium valuation, strong revenue gains and surging Gen Z and Millennial spending put the stock at a pivotal moment.

MAPositive Net Change VPositive Net Change AXPNegative Net Change

Kaibalya Pravo Dey

Visa at 25X Earnings: A Premium Story or a Better Buy on the Pullback?

V's pullback and 25X earnings multiple raise the question: Does the stock's growth runway still justify its premium?

MAPositive Net Change VPositive Net Change AXPNegative Net Change

Zacks Equity Research

Can AXP Keep Its ROE Shining While Expenses Climb the Ladder?

American Express navigates rising expenses with innovation and strong execution as it works to keep its standout ROE on track.

MAPositive Net Change VPositive Net Change AXPNegative Net Change

Zacks Equity Research

Can Affirm's Low-Ticket Purchases Outgrow Its Big-Ticket Categories?

AFRM shifts focus to everyday low-ticket purchases, boosting transactions, loyalty and platform growth beyond big-ticket items.

VPositive Net Change AFRMNegative Net Change KLARNegative Net Change

Zacks Equity Research

Does Visa's AWS Move Signal a New Standard for Secure AI Transactions?

V's AWS partnership brings secure, tokenized tools and blueprints to power scalable agentic commerce and real-time autonomous transactions.

MAPositive Net Change VPositive Net Change AFRMNegative Net Change

Kaibalya Pravo Dey

In-Store Tap: Klarna Plants Its Flag in 14 European Markets

KLAR expands Tap to Pay across 14 European markets, building on the rapid global traction of the debit-first Klarna Card.

PYPLNegative Net Change AFRMNegative Net Change KLARNegative Net Change

Zacks Equity Research

Tap, Travel, Transact: Is Visa Quietly Crafting the Perfect Growth Mix?

V's tap-to-pay surge, cross-border rebound and AI-driven fraud tools are powering a potent growth mix for FY26.

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