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Posted by
Two Blokes May 18 -
Filed in
Stock
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2 views
Fiserv's recent stock drop is an overreaction, restoring a margin of safety and presenting a buying opportunity at current levels. Clover's slower GPV growth is concerning, but revenue remains strong due to hardware sales and value-added services; management maintains 2025 guidance. Fiserv is more than Clover, with growth drivers like Carat, Zelle, Finxact, and new partnerships supporting sustainable EPS growth in the low teens.
