US · Technology · Software - Infrastructure
EPS came in at 1.02 against a street estimate of 0.48 — a beat of 112.5%.
Analysts rate Block, Inc a buy (35 buy, 12 hold, 2 sell out of 49) with an average price target of $98.31.
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 |
|---|---|
| T. Rowe Price Associates, Inc. | 7.52% |
| BlackRock Inc | 7.03% |
| Vanguard Capital Management, LLC | 5.92% |
| Vanguard Portfolio Management, LLC | 4.27% |
| State Street Corp | 3.85% |
| Capital World Investors | 3.56% |
| Morgan Stanley - Brokerage Accounts | 2.64% |
| Geode Capital Management, LLC | 2.45% |
| Document | Date |
|---|---|
| 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 |
| Results announced · Q2 2026 BLOCK Q1 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Q1 2026 Gross Profit: $2.91 billion, +27% year-over-year growth • Adjusted Operating Inc | 2026-05-07 |
| Proxy statement · Q2 2026 BLOCK, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Board Recommendation: FOR): Elect four Class II directors to serve | 2026-04-24 |
| Annual report FY2025 BLOCK, INC. (XYZ) – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Market Capitalization (as of June 30, 2025): $39.4 billion • Gross Profit (2025): $10. | 2026-02-26 |
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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Block, Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.