Block股票表现 - Block股票在过去两年中遭遇了挑战，股价从2021年底的高点下跌了近70%[1] - 尽管Block股票在科技行业的惊人涨势中被遗忘，但有多个利好因素支持这家被低估的支付处理公司[2] - Block预计今年销售额将增长13%，明年将增长11.5%，盈利预计分别将增长64%和31%[4] - 分析师们开始注意到Block，盈利修订趋势近期有所上升[5] - Block目前获得Zacks Rank 1（强烈买入）评级，提高了股票短期表现的预期[6] Block估值和增长 - Block目前以1.9倍的一年前销售倍数交易，远低于市场平均水平，也远低于其8年的中位数5倍[8] - Block预计未来3-5年每股收益将以惊人的28.1%的年增长率增长，PEG比率为0.7，表明基于该指标的折价估值[10] Block投资价值 - Block即将迎来典型的第一阶段突破，如果完成，可能预示着未来的可观上涨[11] - Block在支付处理市场上有多元化的方法，对于寻求反向投资、深度价值、科技投资的投资者来说，Block是值得考虑的[13]

Block (SQ -0.28%) stock surged higher last week after the company announced its fourth-quarter results and provided guidance for 2024. Investors were pleased to see the company's cost-cutting efforts come to fruition and gross profits improving, and its guidance for the upcoming year gave even more reason for optimism.Block is well positioned in some key demographics, and with the company getting a handle on its expenses, the stock has explosive upside potential. Here's why Block could be a no-brainer for i ...

Key PointsShares have been holding onto gains since last week's earnings report and bullish forward guidance.A host of analyst upgrades underlines the opportunity here. Investors should look for shares to finish consolidating this week and start moving higher from Monday. 5 stocks we like better than BlockHaving traded mostly sideways since January, Block, Inc. NYSE: SQ shares are again on the move. They'd performed strongly all through the final two months of last year when, like with almost all equities, ...

Block (SQ 0.91%) stock has always seemed a little weird to me -- even before it changed its name from "Square," to "Block," but forgot to tell its ticker symbol.One of the hottest stocks of the late 2010s, shares of this early fintech stock really took off during the coronavirus pandemic in 2020-21 as investors warmed to its contactless payment technology. The weird thing, though, is that 2020 was the year after Block's profits had already peaked, and its earnings began to decline -- ultimately hitting a na ...

Sean Zanni Prelude I initially covered Block (NYSE:SQ) in February of 2023 noting that Block has very strong growth prospects with the primary risk of stock-based comp equity dilution. Management executed well on the growth thesis in 2023 and addressed equity dilution risk with a buyback program which led to my most recent Buy rating in December of 2023. The recent earnings report strengthened my growth thesis and I am upgrading Block to a Strong Buy in this article. Revenue came in $63.59m above estima ...

公司表现 - Block是Zacks.com上最受关注的股票之一[1] - Block上一季度营收为57.7亿美元，同比增长24.1%[11] 盈利预期 - 分析师对Block的盈利预期上调，这通常会导致股价上涨[4] - Block当前季度预计每股盈利为0.62美元，同比增长55%[5] - Block当前财年的盈利预期为2.93美元，同比增长62.8%[6] - 下一个财年的盈利预期为4.01美元，同比增长37%[7] 评级和估值 - Zacks Rank给Block评级为2（买入），显示股票短期内可能表现优异[8] - Block的估值被评为C，表明其与同行业公司持平[17]

Square第四财季业绩 - Square在第四财季报告了超出预期的盈利，主要受到Cash App生态系统持续增长势头的推动[1] - 在2023财年，Square创造了创纪录的毛利润和调整后的EBITDA，特别是Cash App部门的增长势头令人印象深刻[1] - Cash App部门的毛利润增长了33%，远远超过了Square其他核心部门的增长速度[5] - Square的产品组合不断增强，特别是加入了金融服务和BNPL产品，这些产品的成功推出对Cash App的增长起到了积极作用[6] Square财务展望 - Square在朝着实现全年营业利润的目标取得了显著进展，尽管在2023财年仍有营业亏损，但亏损较上年同期减少了50%以上[8] - 在2023财年，Square的调整后EBITDA持续增长，主要受到Cash App业务的增长推动[9] - Square对2024财年的调整后EBITDA展望强劲，预计至少达到26.3亿美元，较2023财年增长47%[10] Square股价展望 - 相对于PayPal，Square的估值相对较高，但其盈利比率并不过高，预计如果在2024财年实现营业利润，Square的合理P/E比率为25倍，可能带来25%的上涨空间[12] - Square的最大风险在于Cash App核心业务的增长轨迹，需要密切关注Cash App的使用情况和毛利润增长情况[14] - 总体而言，Square在2024年可能会实现历史上首次全年营业利润，股价在合理的P/E比率下交易，可能成为2024年的强劲表现候选股[15]

财务表现 - 2023年第四季度调整后每股收益为45美分，同比增长104.5%[1] - 净营收为57.7亿美元，超出了Zacks Consensus Estimate的56.9亿美元，同比增长24%[2] - 现金应用生态系统的强劲势头推动了年度营收增长，为报告季度的净营收贡献了39.1亿美元，同比增长31%[3] - Square生态系统的GPV为第四季度的535.4亿美元，同比增长10%[7] - 硬件业务从该业务中获得的收入为3250万美元，同比下降9%[14] - 比特币收入为第四季度的252亿美元，同比增长37.4%[15] - 资产负债表显示，截至2023年12月31日，现金及现金等价物余额为49.9亿美元，短期投资为8.519亿美元，长期债务为412亿美元[20][21] - 公司预计2023年第一季度的调整后营业收入在2.25亿至2.45亿美元之间[22] - Block目前的Zacks排名为2（买入）[23]

公司业绩 - Block Inc (NYSE:SQ) 2023年净收入达219亿美元，比2022年增长25%[1] - 比特币交易占据了绝大部分收入，其中95亿美元来自比特币的购买和销售，但由于极低的利润率，比特币的毛利润不到3%[2] - 非比特币交易收入为63亿美元，利润率为41%，订阅和服务收入贡献了约59亿美元[4] - 净亏损为2100万美元，较2022年的50亿美元亏损有了显著改善[5] - 由于外币折算调整，Block今年的总综合收入达到1.24亿美元[6] - 市场对这些业绩以及Block第一季度的展望表示赞赏，预计毛利润将超过20亿美元，调整后的营业利润率为12%，Block的股价在周五盘前交易中上涨了13%，达到76.67美元[7] 比特币交易 - Block在客户和经纪商之间进行比特币购买和销售时会应用一定的利润率，截至12月31日，Block代管的比特币达到24,570枚，资产负债表上的比特币约为8,038枚，价值339.9亿美元[3]

公司盈利情况 - 公司发布了意外的季度盈利，并发布了超出预期的当季和全年展望[1] - 公司预计在当前季度调整后的盈利将在5.7亿至5.9亿美元之间，全年预计将实现26.3亿美元的调整后利润[8] 公司业务表现 - 公司的Cash App业务在季度表现强劲，非比特币收入同比增长20%，并在12月份拥有了5600万月活跃用户[2] 公司发展策略 - 公司CEO Jack Dorsey表示，公司已经采取了很多措施来降低成本，现在将专注于增长[9]