Stephens lowers Fiserv stock price target to $180 on reduced revenue guidance

Published 24/07/2025, 12:34
Stephens lowers Fiserv stock price target to $180 on reduced revenue guidance

Investing.com - Stephens lowered its price target on Fiserv (NYSE:FI) to $180.00 from $240.00 on Thursday, while maintaining an Overweight rating on the financial technology company. The stock, currently trading at $143, has fallen nearly 15% in the past week. According to InvestingPro data, the company appears undervalued based on its Fair Value analysis.

The price target reduction follows Fiserv’s second-quarter results, which met expectations but were overshadowed by downward revisions to full-year guidance. The company reduced its fiscal year 2025 organic revenue growth forecast from 10%-12% to 10%. InvestingPro analysis shows the company maintains strong fundamentals with a 61% gross profit margin and healthy financial metrics, though seven analysts have recently revised their earnings estimates downward.

Fiserv also lowered its fiscal year 2025 margin expansion guidance to 100 basis points from 125 basis points previously. The merchant segment experienced 200 basis points of margin compression during the second quarter.

The research firm noted that Fiserv’s Clover global payment volume grew 8% in the second quarter, unchanged from the first quarter’s growth rate and below expectations. When excluding gateway transactions, Clover’s growth was 10-11%.

According to Stephens, Fiserv’s reduced revenue guidance stems from extended timelines for product launches and initiatives, a weaker macroeconomic environment, and pricing pressure within the Banking business of its Financial Solutions segment. Despite these challenges, InvestingPro data reveals the company maintains robust financials with $20.7 billion in revenue and strong cash flow generation. Subscribers can access 12 additional ProTips and a comprehensive Pro Research Report for deeper insights into Fiserv’s outlook.

In other recent news, Fiserv Inc . reported its second-quarter 2025 earnings, which showed an adjusted earnings per share (EPS) of $2.47, beating analyst expectations of $2.43. The company’s revenue for the quarter reached $5.52 billion, surpassing the forecast of $5.2 billion. Despite these positive financial results, Fiserv has adjusted its revenue guidance across several segments, with Merchant Solutions’ fiscal year 2025 organic growth now expected at the low end of the previous 12% to 15% range. Similarly, Financial Solutions’ organic growth is projected at the lower end of its prior 6% to 8% range.

In related developments, BTIG has lowered its price target for Fiserv to $200 from $215, maintaining a Buy rating. The adjustment is due to slower-than-expected product rollouts and extended bank-tech sales cycles. These developments come amid broader market concerns and specific challenges discussed during the earnings call.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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