Block: The 40% AI Restructuring Is Paying Off Ahead Of Schedule

Block is delivering accelerating top line growth and substantial margin expansion post-restructuring, driven by Cash App lending and operational efficiencies. XYZ posted 25% YoY gross profit growth and a 27% adjusted operating margin, both exceeding guidance, with Cash App origination volumes up 59% YoY. The stock trades at ~20x earnings, with consensus expecting double-digit top line growth and significant operating leverage; I reiterate my buy rating.

Seeking Alpha • Sep 7, 2026

Block: Banking Actives Build While Merchant GPV Rises

Block is positioned as an AI adopter, leveraging technology to reduce headcount and drive operating efficiency. Q2 earnings demonstrated strong merchant transaction growth for Square, supporting renewed investor enthusiasm and a ~20% price gain since June. I reiterate my buy rating, citing Block's meaningful guidance lift and rising engagement across its diversified product portfolio.

Seeking Alpha • 16 hours ago

Why Block (XYZ) is a Top Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

Zacks Investment Research • Sep 4, 2026

Block (XYZ) Up 5.5% Since Last Earnings Report: Can It Continue?

Block (XYZ) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 4, 2026

Block Lets Lenders Access Cash App Credit Insights

Block says it is opening its Cash App score to external lenders for the first time. Using Nova Credit as a distribution partner, Block will make Cash App's proprietary, cash flow-based credit score available to lenders via Nova Credit's Cash Flow Intelligence Platform, the company announced Tuesday (Sept.

PYMNTS • Sep 1, 2026

Block Will Open Its Cash App Score to Lenders with Nova Credit's Cash Flow Intelligence Platform as Partner

DISTRIBUTED-WORKFORCE/OAKLAND, Calif.--(BUSINESS WIRE)--Block, Inc. (NYSE: XYZ) today announced that it will open the Cash App Score to external lenders for the first time, with Nova Credit as a distribution partner. The partnership will make Cash App's proprietary, cash flow-based credit score available to lenders through Nova Credit's Cash Flow Intelligence Platform, embedding it directly into the underwriting workflows lenders already use, with no new consumer credentialing required. Cash Ap.

Business Wire • Sep 1, 2026

Top 3 Crypto & Blockchain Stocks to Watch as Crypto Demand Accelerates

Figure Technology Solutions, BlackRock and Block span tokenized markets, crypto products and bitcoin payments as digital finance adoption expands.

Zacks Investment Research • Aug 31, 2026

Block Pushes Square Further Into Restaurants: Can Growth Accelerate?

XYZ's Square expands deeper into restaurants as partnerships and seller wins test whether wider adoption can accelerate growth.

Zacks Investment Research • Aug 27, 2026

Block vs. Sezzle: Which Fintech Stock Is Better for Investors in 2026?

Block and Sezzle offer contrasting fintech bets, with scale, growth, engagement and valuation shaping the 2026 investment debate.

Zacks Investment Research • Aug 27, 2026

A Trading Plan Adopted in March Just Moved Block Shares at $80.80. Here's What Changed at the Company in Between

The transactions involved 31,013 shares with a total estimated value of $2.5 million based on the weighted average execution price. The combined activity reduced the executive's total direct equity holdings by 7%.

The Motley Fool • Aug 25, 2026