- Raymond James downgrades the stock to ‘market perform’ from ‘outperform’ on Thursday
- Stocktwits sentiment slipped to ‘bearish’ from ‘bullish’ three months ago.
- Stock down 17% this year
Shares of Fiserv Inc. (FISV) are headed for a third straight month in the red, with year-to-date losses rising to about 18%, amid falling retail sentiment.
On Thursday, Raymond James lowered its rating on the fintech and payments company to market perform from outperform, without setting a price target, according to The Fly.
Raymond James said that the stock is appropriately valued given the company's "significant deceleration" in organic growth. The firm said it lacks confidence that Fiserv’s near-term headwinds in its Financial Services and Clover units are temporary, citing increased competition.
In February, Truist cut Fiserv’s price target to $65 from $71 and maintained its ‘hold’ rating as part of a broader commentary on payments. Truist said the downgrade comes after Fiserv’s Q4 results and its lower estimates for Banking revenue in the first half of the year.
On Wall Street, 25 out of 35 analysts covering FISV rate it ‘hold’ while 6 others rate it ‘buy’ and three others rate it ‘strong buy’ with an average price target of $76.68, according to Koyfin.
Fiserv’s Adjusted 2026 EPS Forecast Misses Expectations
In February, FISV reported fourth-quarter earnings that missed Wall Street expectations. The company reported a 21% year-over-year decline in its adjusted earnings per share to $1.99 for the fourth quarter of 2025, while revenue remained flat.
FISV said that it expects FY2026 adjusted earnings per share (EPS) in the range of $8 to $8.3, below Wall Street's adjusted EPS estimate of $8.1, according to data from Koyfin. It also expects 2026 organic revenue growth in the range of 1% to 3%
The payments and financial-technology services provider noted in its results that the quarter met expectations and marked the first full quarter of execution of the “One Fiserv” plan.
In October, FISV said the “One Fiserv” plan will focus on client service, value-added technology solutions, and leading innovation.
What Do Retail Traders Think of Fiserv?
Stocktwits sentiment on FISV has dropped to ‘bearish’ from ‘bullish’ three months ago. Engagement on the platform has surged: retail chatter about FISV has jumped 33% over the last three months.
One user said, “$FISV is the house of pain for the longs.”
A bullish user added, “$FISV You wouldn’t even be able to invest anything without this company. If this company disappeared today the banks utilizing it would become non functional instantly. It had huge growth because previous management took advantage of the near monopoly by increasing fees.”
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