Jeff Cantwell

PagSeguro Digital Ltd (NYSE: PAGS) announced a major product expansion Tuesday in financial services. It's a sign of the company’s rapid transformation into a full-fledged acquiring and financial services platform and significantly boosts PagSeguro's long-term top- and...

GreenSky Inc (NASDAQ: GSKY) reported disappointing first-quarter revenue Tuesday on softer-than-expected transaction volumes. Although the company’s underlying business momentum is good, it's already reflected in the stock following a rally year-to-date, according to Guggenheim Securities...

Square Inc (NYSE: SQ) reported first-quarter results that came in better than expected, but management's second-quarter guidance missed on the top- and bottom-line. Here is a summary of how some of the Street's top analysts reacted to the print and outlook. The Analysts Bank Of America...

Mastercard Inc (NYSE: MA)’s strong first-quarter print is charging up the sell-side, with several analysts raising price expectations for the credit card network.  Mastercard reported adjusted earnings of $1.78 per share Tuesday that topped estimates by more than a dime and were up...

Fiserv Inc (NASDAQ: FISV) reported higher-than-expected first-quarter results Tuesday, with healthy internal revenue growth. The investor focus is likely to remain on the merger with First Data Corporation (NYSE: FDC) deal, and the fact that First Data reported a strong first quarter...

Guggenheim Securities is lowering its revenue, EBITDA and EPS estimates for Wirecard (OTC: WRCDF) after the card processor's fourth-quarter print.  The Analyst Jeff Cantwell downgraded Wirecard from Neutral to Sell with a 110-euro ($122.81) price target.  The Thesis "We...

Wall Street liked Paypal Holdings, Inc. (NASDAQ: PYPL)’s quarterly print, as investors boosted the payment company’s stock to a new 52-week high Thursday and sell-side analysts praised continuing growth in mobile payment platform Venmo. PayPal’s latest quarterly results were...

Global payments company American Express Company (NYSE: AXP) reported mixed first-quarter results Thursday, according to Guggenheim.  The Analyst Jeff Cantwell maintains a Neutral rating on American Express. The Thesis American Express' first quarter shows the company...

Apple Inc. (NASDAQ: AAPL) announced Monday it will launch its own branded credit card called Apple Card and this should be viewed as a positive for Green Dot Corporation (NYSE: GDOT), according to Guggenheim. The Analyst Guggenheim Partners' Jeff Cantwell maintains a Buy rating on Green Dot...

Fidelity National Information Servcs Inc (NYSE: FIS) this week announced a massive $34-billion buyout of e-commerce and payments company Worldpay, Inc. (NYSE: WP). The payment deal isn’t the first M&A announcement in the sector his year, and momentum could be growing for a major wave of...

American Express Company (NYSE: AXP) is up 17 percent year to date, and its optimism for a strong 2019 certainly made an impression at this week’s Investor Day. The Ratings Guggenheim analyst Jeff Cantwell maintained a Neutral rating on the stock, while Wells Fargo analyst Donald Fandetti...

Shares of Worldpay Inc (NYSE: WP) have appreciated around 28 percent since the beginning of the year versus an 11-percent increase in S&P. The good news related to results and projections are now reflected in the share price, according to Guggenheim. The Analyst Guggenheim’s Jeff Cantwell...

Square Inc (NYSE: SQ) reported a top- and bottom-line beat in its fourth-quarter results but investors found fault with certain metrics in the quarter and management's cautious guidance. Here is a summary of how some of the Street's top analysts reacted to the print and guidance. Bloomberg...

Brazilian payments company PagSeguro Digital Ltd (NYSE: PAGS) indicated its intention to continue focusing on growing its merchant base and increasing merchant engagement and retention during its fourth-quarter earnings call.  The company has a strong product suite to support these...

Stripe is a private company that offers merchants the ability to accept credit, debit and other payment methods on their online stores. The company is reportedly worth $20 billion based on a recent round of financing — and a growing competitor to Paypal Holdings Inc (NASDAQ:...