Lisa D. Ellis

In 2014 and 2015, a number of companies launched payment wallets; however, the spotlight shifted away from the wallet wars for most of 2016, Bernstein’s Lisa D. Ellis said in a report. She added that the payment wallet companies are faced with a “chicken vs. egg dilemma,” which...

Paypal Holdings Inc (NASDAQ: PYPL) reported broadly in-line Q4 2016 results and raised its 2017 revenue guidance. The company’s earnings release had “no drama or major announcements,” Bernstein’s Lisa D. Ellis said in a report. She maintains a Market-Perform rating on the...

Following the 2 percent decline in Visa Inc (NYSE: V) shares since November 22, when the company announced its U.S. debit routing rule changes, Bernstein’s Lisa D. Ellis recommends buying the dip. Ellis maintains an Outperform rating on the company, with a price target of $97. Why Buy The Dip...

Bernstein’s Lisa D. Ellis believes investors are grappling with practical and strategic options for Paypal Holdings Inc (NASDAQ: PYPL) following the deals between Visa Inc (NYSE: V) and Mastercard Inc (NYSE: MA). Ellis maintains a Market Perform rating on PayPal with a price target of $41....

Bernstein’s Lisa D. Ellis expects Paypal Holdings Inc (NASDAQ: PYPL) to “transition to a payments incumbent, delivering a stable but pressured earnings stream.” Ellis maintained a Market Perform rating on the company, with a $41 price target. The analyst mentioned that...

Visa Inc (NYSE: V) shares closed 3 percent lower on July 30, while shares of Mastercard Inc (NYSE: MA) lost 4 percent, following news of the 2012 Merchant Litigation Settlement being overturned. Bernstein’s Lisa D. Ellis recommend in a report to “buy the weakness,” since the...

At its annual developer conference, Apple Inc. (NASDAQ: AAPL) announced its much awaited “Apple Pay for Safari.” Bernstein’s Lisa D. Ellis maintained an Outperform rating on the company, with a price target of $135. Until now, Apple Pay had only been available for iPhones and...