US · Technology · Software - Infrastructure
EPS came in at 1.11 against a street estimate of 0.68 — a beat of 63.2%.
Analysts rate Block, Inc a buy (38 buy, 9 hold, 0 sell out of 47) with an average price target of $97.91.
CONFIDENT Block crushed Q2 with 25% gross profit growth, 65% EPS growth, and raised full-year guidance across all metrics. Strong Square GPV acceleration (13% global, 10% US) and Cash App engagement gains offset Borrow normalization concerns. Q2 2026 U.S. Square GPV growth strongest in 3 years; food & beverage +20% YoY. International growth strong despite FX headwinds. Analysts pressed Borrow normalization, AI cost strategy, and guidance conservatism. Management confident in multi-pillar engagement model for Cash App, positioned Goose as cost hedge via model agnosticism, and signaled prior guidance was intentionally conservative given scale of margin expansion achieved. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 6.92% |
| T. Rowe Price Associates, Inc. | 6.61% |
| Vanguard Capital Management, LLC | 5.82% |
| Vanguard Portfolio Management, LLC | 4.15% |
| State Street Corp | 3.84% |
| Capital World Investors | 3.56% |
| Morgan Stanley - Brokerage Accounts | 2.52% |
| Geode Capital Management, LLC | 2.37% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net revenue was $6,719,359 thousand, up from $6,114,952 thousand in the third quarter of 2025. • Third-quarter | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 gross profit was $3.24 billion, up 22% year over year. • Cash App gross profit was $2.07 billion, up 27% year over year. | 2026-11-03 |
| Charter / bylaws change · Q4 2026 OTHER NOTABLE POINTS • On October 28, 2026, Block, Inc.’s Board approved amended and restated bylaws, effective immediately. • The changes clarify t | 2026-11-02 |
| Quarterly report · Q2 2026 BLOCK, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total net revenue Q2 2026: $6.618 billion (vs. $6.054 billion Q2 2025, +9.3%) • Six-month reve | 2026-08-05 |
| Results announced · Q3 2026 BLOCK Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Gross Profit: $3.17 billion, +25% year-over-year growth • Operating Income: $447 million | 2026-08-05 |
| Shareholder vote results · Q2 2026 BLOCK, INC. 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 16, 2026 • Total voting power represented: 92.67% of outstanding sha | 2026-06-18 |
| Board / officer change · Q2 2026 BLOCK, INC. - 8-K SUMMARY (June 5, 2026) HEADLINE NUMBERS • No financial metrics disclosed in this filing BUSINESS & SEGMENT HIGHLIGHTS • Arnaud Web | 2026-06-05 |
| Quarterly report · Q1 2026 BLOCK, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total net revenue: $6,056,847 thousand (Q1 2026) vs. $5,771,796 thousand (Q1 2025) – up 4.9% • | 2026-05-07 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board approves increase to share repurchase authorization Block, Inc. announced on November 19, 2025, that its board approved a $5 billion increase to its share repurchase program. This adds to the $1.1 billion remaining from the previous $4 billio | 2025-11-19 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.