FISV Fiserv Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:23
Sep 01
Sep 01
r/ValueInvesting
TTM revenue fell for two straight quarters, gross profit dropped from $12.9B to $11.7B.
TTM revenue fell for two straight quarters, gross profit dropped from $12.9B to $11.7B, and SG&A jumped to $7.3B. Falling revenue plus collapsing margins suggests the company is buying business to keep share, not fixing the franchise. Avoid FISV until management shows real fundamental improvement; buybacks alone do not justify the stock. Buybacks support EPS, cost cuts could restore margins, and a broad market rally may lift the stock anyway.
09:55
Aug 13
Aug 13
Everything Money
Buy cheap, hated, unloved value names
Gabrail describes Burry's bullish basket of cheap, beaten-down, unloved companies that the market ignored while chasing AI: Lululemon, PayPal, Fiserv, Zoetis, Mercado Libre, Flutter, JD.com, Tencent, Adobe, Fannie Mae, and Freddie Mac. The rationale is classic value investing—real or profitable businesses trading at discounts because they are no longer exciting; some, like PayPal and JD.com, rallied sharply.
16:00
Aug 12
Aug 12
Delphi Digital
Legacy fintech providers risk AI disruption.
Steve describes former core fintech providers like FIS, Fiserv, Jack Henry, and PayPal as increasingly legacy, with management churn and slower innovation. He sees AI-native entrants taking share as incumbents fail to automate fast enough, making the legacy group vulnerable.
About FISV Investor Commentary
Across the available history and selected sources, Buzzberg tracks FISV (Fiserv) across 26 sources: 15 bullish vs 1 bearish calls from 33 authors. Historical directional balance: 35% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 40 total trade ideas tracked. Latest voices: u/mrmrmrj, Paul Gabrail, Steve McLaughlin.