$FISV

4 theses

bullish 75%neutral 0%bearish 25%

Avg return (6m)

—

Win rate (6m)

— (0 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 Sep 18, 4:30 PM ET

$FISVr/ValueInvestingStock Analysisbearish

u/mrmrmrj · 30d ago5 prior · awaiting results

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

Fiserv shows no signs of fundamental recovery a year after its collapse. Revenues are declining, gross profit margins have deteriorated significantly (down from $12.9B to $11.7B TTM), SG&A expenses are rising sharply despite revenue weakness suggesting management is scrambling to retain clients, and operating margins have collapsed. The business lacks pricing power and conviction from management.

At post $51.67Now $47.19-8.7% since postedas of Sep 18, 4:30 PM ET

1d+0.6%

3d+2.6%

1w-1.6%

1m—

3m—

6m—

1y—

original post →

$FISVSEC Form 4bullish

FRITZ LANCE M · FISERV INC · 50d 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 $47.19-10.5% since postedas of Sep 18, 4:30 PM ET

1d-2.2%

3d+3.2%

1w-1.9%

1m-7.2%

3m—

6m—

1y—

View filing on SEC.gov →

$FISVr/ValueInvestingStock Analysisbullish

u/mighty_sys_admin · 56d 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 $47.19-12.8% since postedas of Sep 18, 4:30 PM ET

1d-3.1%

3d-3.1%

1w+2.6%

1m-2.1%

3m—

6m—

1y—

original post →

$FISVr/ValueInvestingDiscussionbullish

u/kerplunktard · 71d ago2 prior · awaiting results

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 $47.19-6.8% since postedas of Sep 18, 4:30 PM ET

1d-0.8%

3d+0.8%

1w+7.1%

1m+1.5%

3m—

6m—

1y—

original post →

End of results.