XYZ (Block, Inc.) 2026 Checkpoint

from New Horizons Investment · host Odd Bird

This episode provides a comprehensive financial and operational profile of Block, Inc., primarily through its 2025 third-quarter SEC filing and various equity research reports. The podcast discusses the performance of the company’s two main ecosystems, Square and Cash App, while highlighting its strategic expansion into Bitcoin and buy now, pay later services via Afterpay. Financial analysts from firms like Argus and CFRA offer conflicting perspectives, ranging from buy to hold ratings, as they weigh the firm's robust gross profit growth against significant loan loss provisions and competitive pressures. The podcast also outline substantial legal and regulatory risks, including ongoing inquiries from the SEC and DOJ and tax disputes in San Francisco. Together, this podcast serves as a due diligence toolkit for investors, balancing internal corporate data with external market evaluations and risk assessments.

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This episode is 32 minutes long.

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This episode was published on February 8, 2026.

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