Fiserv: Potentially In A Bottoming Process
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The Insiders ForumInvesting Group LeaderFollow5ShareSavePlay(14min)CommentsSummaryFiserv (FISV) shares have plunged over 70% after three consecutive disappointing quarters and a major reset under new CEO Mike Lyons.FISV’s FY25 outlook was slashed, ending a 39-year streak of double-digit non-GAAP EPS growth; organic revenue growth guidance dropped from 10% to 3.75%.Despite turmoil, FISV trades at just 8.4x FY26E EPS, with strong cash generation and aggressive share buybacks supporting a covered call strategy.Insider buying by new executives and a ‘deck-clearing’ by management suggest potential stabilization, with no further negative surprises anticipated.An analysis around Fiserv follows in the paragraphs below.Looking for a helping hand in the market? Members of The Insiders Forum get exclusive ideas and guidance to navigate any climate. Learn More » JHVEPhoto/iStock Editorial via Getty Images Shares of payments and financial services technology concern Fiserv, Inc. (FISV) have cratered approximately 70% after setting an all-time high in March 2025 by producing three consecutive substandard quarters. The last quarterly report provided the opportunity for new CEO Mike LyonsThis article was written byThe Insiders Forum9.04K FollowersFollowWe are a team of analysts led by Bret Jensen, Chief Investment Strategist at Simplified Asset Management. We run the investing group The Insiders Forum where we specialize in small and mid-cap stocks that insiders are buying.
The Insiders Forum portfolio managed by Bret Jensen consists of 12-25 top stocks in different sectors of the market that are attractively valued and have had some significant and recent insider purchases. Our goal is to outperform the Russell 2000 (the benchmark) over time.Analyst’s Disclosure:I/we have a beneficial long position in the shares of FISV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.