Regulators are still eyeing the firm for now, but longer-term capital return prospects look bright.
With the bank firing on all cylinders, we're raising our growth expectations and fair value estimate.
The price paid reflects optimism that Verifone will become a best-in-class solutions provider rather than the harsh realities of the payments hardware business.
Reports of talks between the two moaty firms illustrates the growing roles of technology and scale in the financial services industry.
As bitcoin grabs the headlines, blockchain technology is just getting started.
Competitive pressures remain a concern for the wide-moat company.
We're raising our fair value estimate on the company, incorporating the long-term benefits of lower tax rates and higher growth estimates.
We're maintaining our $74 fair value estimate for the firm.