John Davis

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...

Fidelity National Information Servcs Inc (NYSE: FIS) made a big splash earlier this year with its buyout of Worldpay Inc (NYSE: WP), but one analyst said Friday that Wall Street doesn’t fully appreciate the value the combined company can create. The Analyst Raymond James analyst John Davis...

Shares of First Data Corp (NYSE: FDC) have surged on news of the company being acquired by financial services technology company Fiserv, Inc (NASDAQ: FISV). With First Data shares appreciating 16 percent since the deal announcement, it’s time for shareholders to lock in profits,...

Mastercard Inc (NYSE: MA) reported strong fourth-quarter results Jan. 31 and announced higher-than-expected guidance, despite a slightly weaker macro environment. The company seems to be “firing on all cylinders,” and its performance so far in the current quarter has been better than...

Square Inc (NYSE: SQ) is trading near 13 times 2020 estimated revenue and 62 times estimated EBITDA, one analyst says can't be justified as organic growth likely peaked in the third quarter of 2018. The Analyst Raymond James' John Davis downgraded Square from Market Perform to Underperform...

PayPal Holdings Inc. (NASDAQ: PYPL) reported third-quarter earnings after the close Thursday, and shares were surging Friday morning in reaction to the print.  The Analysts Credit Suisse analyst Paul Condra set an Outperform rating and $100 price target. Raymond James analyst John...

Longtime Square Inc (NYSE: SQ) CFO Sarah Friar confirmed Wednesday she will step down from her post to assume the CEO title of Nextdoor, a social network for local neighborhoods. Square's stock sold off more than 15 percent Thursday. Here's a summary of how some of the Street's top...

PayPal Holdings Inc (NASDAQ: PYPL) and eBay Inc (NASDAQ: EBAY) are headed in opposite directions after eBay announced it will switch to a new payments processor starting in 2020. A number of Wall Street analysts weighed in on the two stocks following the report. Voices From The Street ◘...

Shares of Chinese microlender Qudian Inc – ADR (NYSE: QD) bounced back recently after pulling back sharply in November then flatlining.  The Analyst Stifel analyst John Davis downgraded shares of Qudian from Buy to Hold and lowered the price target from $19 to $15. The Thesis...

Chinese microlender Qudian Inc – ADR (NYSE: QD) reported third quarter results Monday, showing a 308 percent jump in revenues and a 322 percent increase in net income. Total transactions in value terms rose 219 percent and the number of active borrowers climbed 174 percent to 2.7 million...

Despite the positives, Stifel downgraded shares of Paypal Holdings Inc (NASDAQ: PYPL) to a Hold, citing valuation. The firm noted shares have reached its price target of $51. Stock Outperforms Analysts Scott Devitt, John Davis, Lamont Williams and Logan Thomas noted PayPal shares have climbed 15...

Visa Inc (NYSE: V) and Mastercard Inc (NYSE: MA) announced on Thursday that they would delay the liability shift for EMV migration at fuel pumps from October 2017 to October 2020. Following this news, Stifel analysts Christopher C. Brendler, John Davis and Joab Dempsey decided to downgrade their...