Get emailed when XYZ changes direction
Insider selling: $27,771,640 sold by 17 insiders (30d)
Est. revisions:
+0.3%
(2 up, 2 down in 30d)
Factor Model (net -0.1)
Factor Model
net -0.1 1.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0
Block's restructuring fuels 27.6% upside potential
Watch: Q1 2026 earnings will reveal if 22% gross profit growth and 21% operating margin targets hold, confirming the restructuring thesis.
83% of analysts are bullish on Block, Inc., with a consensus target of $87, implying 27.6% upside. The company cut over 40% of its workforce, boosting production code shipped per engineer by 40%. Block extended over $200 billion in credit across its fintech platforms as of January 2026.
This shows operational leverage from aggressive restructuring and strong fintech credit growth underpinning the bullish analyst stance and stock upside potential.
Evidence
2h ago
Strong Analyst Sentiment on Block (XYZ) As Company Looks to Streamline and Differentiate Its Fintech Platform
yahoo-finance
Updated Friday
Snap just slashed 1,000 jobs due to AI. Here are other tech giants who did the same.
yahoo-finance
10d ago
Ford, Applied Digital, U Power, Block And Alphabet: Why These 5 Stocks Are On Investors' Radars Today
benzinga
13d ago
What Peter Lynch Would Buy in This Market — and the 3 Stocks That Fit His Playbook Today
yahoo-finance
Fundamentals & Data ▾
Block, Inc.
Technology · Software - Infrastructure
Mkt Cap
$39B
P/E
30.6 fwd 13.5
Beta
2.61
52w Range
$44.27 - $82.50
Short Interest
23.4M 4.4%
Days to Cover
2.9 +9%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+9.5%
Insiders
selling
0B / 10S
EPS Estimate
$0.68
+0.3% 30d
2up / 2dn
Est. Dispersion
16%
31 analysts
Analyst Target
$86
$51 - $119
Options P/C
0.59
1C / 0P unusual
Insider Cluster
strong sell
0B / 7S
Fund Convergence
strong
Tiger Global, D.E. Shaw, Citadel, Bridgewater
Financials
Revenue
$6.3B +4% YoY
FCF
$580M
Gross Margin
46%
Op Margin
16%
Momentum:
accelerating
Top Holders
Tiger Global
$414M
D.E. Shaw
$370M
Citadel
$313M
Bridgewater
$87M
Recent Filings & Data
insider trade
150
net selling
· $27,771,640 sold
17 insiders · 150 transactions (30d)
Recent transactions
JENNINGS OWEN BRITTON · award
WEBER ARNAUD · award
AHUJA AMRITA · award
GRASSADONIA BRIAN · award
ESPERANZA CHRISTINEGRACE GANAL · award
JENNINGS OWEN BRITTON · sell · $8,013
GRASSADONIA BRIAN · sell · $106,582
NARULA NEHA · award
BROOKS AMY CATHERINE · award
MEEKER MARY G · award
BOTHA ROELOF FREDERICK · award
CARTER SHAWN COREY · award
JENNINGS OWEN BRITTON · sell · $225,423
GRASSADONIA BRIAN · sell · $517,450
GRASSADONIA BRIAN · sell · $202,286
NARULA NEHA · award
JENNINGS OWEN BRITTON · sell · $52,592
DALE AJMERE SINGH · sell · $76,354
AHUJA AMRITA · sell · $70,442
BROOKS AMY CATHERINE · award
ESPERANZA CHRISTINEGRACE GANAL · sell · $21,177
MEEKER MARY G · award
BOTHA ROELOF FREDERICK · award
CARTER SHAWN COREY · award
GRASSADONIA BRIAN · sell · $897,596
JENNINGS OWEN BRITTON · sell · $639,604
WEBER ARNAUD · sell · $435,633
DALE AJMERE SINGH · sell · $167,254
AHUJA AMRITA · sell · $611,483
ESPERANZA CHRISTINEGRACE GANAL · sell · $221,531
JENNINGS OWEN BRITTON · award · $48
DALE AJMERE SINGH · award · $48
GRASSADONIA BRIAN · award · $48
DALE AJMERE SINGH · sell · $60,000
GRASSADONIA BRIAN · sell · $2,811,600
AHUJA AMRITA · sell · $198,871
GRASSADONIA BRIAN · sell · $229,104
JENNINGS OWEN BRITTON · sell · $78,508
DALE AJMERE SINGH · sell · $93,045
ESPERANZA CHRISTINEGRACE GANAL · sell · $30,357
NARULA NEHA · award
BROOKS AMY CATHERINE · award
MEEKER MARY G · award
BOTHA ROELOF FREDERICK · award
CARTER SHAWN COREY · award
AHUJA AMRITA · sell · $493,575
GRASSADONIA BRIAN · sell · $744,102
DALE AJMERE SINGH · sell · $291,556
JENNINGS OWEN BRITTON · sell · $1,391,046
AHUJA AMRITA · sell · $1,201,936
PRASANNA DHANANJAY · sell · $417,181
GRASSADONIA BRIAN · sell · $473,238
ESPERANZA CHRISTINEGRACE GANAL · sell · $264,179
PRASANNA DHANANJAY · sell · $274,284
PRASANNA DHANANJAY · sell · $32,796
PRASANNA DHANANJAY · sell · $269,748
PRASANNA DHANANJAY · sell · $64,000
DALE AJMERE SINGH · sell · $40,000
JENNINGS OWEN BRITTON · sell · $313,850
AHUJA AMRITA · sell · $1,285,739
PRASANNA DHANANJAY · sell · $246,568
PRASANNA DHANANJAY · sell · $407,048
JENNINGS OWEN BRITTON · sell · $72,723
DALE AJMERE SINGH · sell · $25,349
AHUJA AMRITA · sell · $93,570
GRASSADONIA BRIAN · sell · $92,947
ESPERANZA CHRISTINEGRACE GANAL · sell · $28,120
NARULA NEHA · award
BROOKS AMY CATHERINE · award
MEEKER MARY G · award
BOTHA ROELOF FREDERICK · award
CARTER SHAWN COREY · award
NARULA NEHA · award
EISEN ANTHONY MATHEW · award
GARUTTI RANDALL J · award
MCKELVEY JAMES MORGAN JR · award
DEIGHTON PAUL CLIVE · award
BROOKS AMY CATHERINE · award
MEEKER MARY G · award
BOTHA ROELOF FREDERICK · award
CARTER SHAWN COREY · award
PRASANNA DHANANJAY · sell · $177,828
JENNINGS OWEN BRITTON · sell · $142,025
PRASANNA DHANANJAY · sell · $169,568
DORSEY JACK · other
PRASANNA DHANANJAY · sell · $695,039
JENNINGS OWEN BRITTON · sell · $852,216
DALE AJMERE SINGH · sell · $108,720
AHUJA AMRITA · sell · $564,013
GRASSADONIA BRIAN · sell · $366,197
ESPERANZA CHRISTINEGRACE GANAL · sell · $169,678
PRASANNA DHANANJAY · award · $14,393
JENNINGS OWEN BRITTON · award · $14,344
DALE AJMERE SINGH · award · $14,344
GRASSADONIA BRIAN · award · $14,344
ESPERANZA CHRISTINEGRACE GANAL · award · $14,344
ESPERANZA CHRISTINEGRACE GANAL · sell · $412,500
ESPERANZA CHRISTINEGRACE GANAL · other
PRASANNA DHANANJAY · award
JENNINGS OWEN BRITTON · award
DALE AJMERE SINGH · award
AHUJA AMRITA · award
GRASSADONIA BRIAN · award
ESPERANZA CHRISTINEGRACE GANAL · award
JENNINGS OWEN BRITTON · sell · $70,968
DALE AJMERE SINGH · sell · $53,874
AHUJA AMRITA · sell · $111,031
GRASSADONIA BRIAN · sell · $105,918
ESPERANZA CHRISTINEGRACE GANAL · sell · $20,509
NARULA NEHA · award
BROOKS AMY CATHERINE · award
MEEKER MARY G · award
BOTHA ROELOF FREDERICK · award
JENNINGS OWEN BRITTON · sell · $851,111
GRASSADONIA BRIAN · sell · $539,083
DALE AJMERE SINGH · sell · $103,159
AHUJA AMRITA · sell · $446,180
ESPERANZA CHRISTINEGRACE GANAL · sell · $114,411
EISEN ANTHONY MATHEW · award
GRASSADONIA BRIAN · sell · $378,855
NARULA NEHA · award
JENNINGS OWEN BRITTON · sell · $253,486
DALE AJMERE SINGH · sell · $177,252
AHUJA AMRITA · sell · $129,953
BROOKS AMY CATHERINE · award
ESPERANZA CHRISTINEGRACE GANAL · sell · $36,165
MEEKER MARY G · award
BOTHA ROELOF FREDERICK · award
CARTER SHAWN COREY · award
ESPERANZA CHRISTINEGRACE GANAL · sell · $272,175
ESPERANZA CHRISTINEGRACE GANAL · other
AHUJA AMRITA · sell · $910,434
GRASSADONIA BRIAN · sell · $1,062,779
DALE AJMERE SINGH · sell · $162,837
ESPERANZA CHRISTINEGRACE GANAL · sell · $179,294
GRASSADONIA BRIAN · sell · $28,531
ESPERANZA CHRISTINEGRACE GANAL · sell · $61,830
DALE AJMERE SINGH · sell · $165,000
ESPERANZA CHRISTINEGRACE GANAL · sell · $480,135
ESPERANZA CHRISTINEGRACE GANAL · other
ESPERANZA CHRISTINEGRACE GANAL · sell · $225,600
AHUJA AMRITA · sell · $509,202
GRASSADONIA BRIAN · sell · $274,613
DALE AJMERE SINGH · sell · $77,259
ESPERANZA CHRISTINEGRACE GANAL · sell · $33,752
NARULA NEHA · award
BROOKS AMY CATHERINE · award
MEEKER MARY G · award
BOTHA ROELOF FREDERICK · award
CARTER SHAWN COREY · award
15 signals · latest 2h ago
Get alerted when XYZ changes direction
We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.