$FISV

4 theses

bullish 75%neutral 0%bearish 25%

Avg return (3m)

+9.8%

Win rate (3m)

67% (3 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 13, 4:45 PM ET

$FISVr/ValueInvestingStock Analysisbearish

u/mrmrmrj · 75d ago6 prior · 0% at 3mo

$FISV: One year since the last collapse and still no signs of fundamental improvement

FISV shows no signs of fundamental recovery one year after its collapse. Declining TTM revenues, collapsing gross profit margins indicating lost pricing power, and surging SG&A expenses suggest management is scrambling to retain clients rather than executing a credible turnaround, resulting in severe operating margin deterioration.

At post $51.67Now $63.78+23.4% since postedas of Nov 13, 4:45 PM ET

1d+0.6%

3d+2.6%

1w-1.6%

1m-12.2%

3m—

6m—

1y—

original post →

$FISVSEC Form 4bullish

FRITZ LANCE M · FISERV INC · 95d agono track record yet

Long 10,000 shares of FISV

Bought 10,000 @ $51.95 avg · $519,500 · 2026-08-07

Form 4: FRITZ LANCE M bought FISV

FRITZ LANCE M (Director at FISERV INC) reported an open-market purchase of 10,000 shares of FISV at an average $51.95, roughly $519,500, in a Form 4 filed 2026-08-11.

At post $52.72Now $63.78+21.0% since postedas of Nov 13, 4:45 PM ET

1d-2.2%

3d+3.2%

1w-1.9%

1m-7.2%

3m+20.5%

6m—

1y—

View filing on SEC.gov →

$FISVr/ValueInvestingStock Analysisbullish

u/mighty_sys_admin · 101d agono track record yet

Long FISV

FISV being sold into the ground, priced at 2015 levels.

Fiserv is trading at a 9 trailing PE, down from highs of 250, and at 2015 price levels. The author sees this as a value opportunity at $47/share, arguing the stock has limited downside even if it doesn't recover to prior highs.

At post $54.11Now $63.78+17.9% since postedas of Nov 13, 4:45 PM ET

1d-3.1%

3d-3.1%

1w+2.6%

1m-2.1%

3m+14.7%

6m—

1y—

original post →

$FISVr/ValueInvestingDiscussionbullish

u/kerplunktard · 116d ago3 prior · 0% at 3mo

Fiserv Value play or Value trap?

Fiserv is essential financial infrastructure with a durable competitive moat and 99% client retention, yet trades at distressed valuations after a 75% decline. The company's dominant market position in payment processing, embedded sticky products, and strong cash generation justify recovery despite elevated debt.

At post $50.61Now $63.78+26.0% since postedas of Nov 13, 4:45 PM ET

1d-0.8%

3d+0.8%

1w+7.1%

1m+1.5%

3m-5.8%

6m—

1y—

original post →

End of results.