Block（XYZ）株式概要
ブロック社は、その子会社とともに、米国内外の商業および金融商品・サービスに焦点を当てたエコシステムを構築している。 詳細
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Block, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$70.51 |
| 52週高値 | US$82.50 |
| 52週安値 | US$44.27 |
| ベータ | 2.61 |
| 1ヶ月の変化 | 17.17% |
| 3ヶ月変化 | 16.68% |
| 1年変化 | 20.57% |
| 3年間の変化 | 16.68% |
| 5年間の変化 | -68.52% |
| IPOからの変化 | 439.48% |
最新ニュース
Block, Inc. (XYZ): The Ecosystem Architect and the 2026 Strategic Inflection
Block, Inc. (XYZ) , formerly Square, Inc., stands at a structural crossroads as of Friday, April 17, 2026 , following its successful ticker transition from "SQ" to "XYZ" in early 2025.
XYZ: AI Driven Workforce Cuts Could Constrain Execution And Future Upside
Narrative Update on Block The analyst price target framework for Block has shifted higher to reflect a fair value estimate of $60.88. Analysts point to recent upgrades, AI driven cost actions, and margin focused Q4 commentary as reasons to adjust the discount rate, revenue growth, profit margin, and future P/E assumptions in the model.Recent updates
Block, Inc. (XYZ): The Ecosystem Architect and the 2026 Strategic Inflection
Block, Inc. (XYZ) , formerly Square, Inc., stands at a structural crossroads as of Friday, April 17, 2026 , following its successful ticker transition from "SQ" to "XYZ" in early 2025.XYZ: AI Driven Workforce Cuts Could Constrain Execution And Future Upside
Narrative Update on Block The analyst price target framework for Block has shifted higher to reflect a fair value estimate of $60.88. Analysts point to recent upgrades, AI driven cost actions, and margin focused Q4 commentary as reasons to adjust the discount rate, revenue growth, profit margin, and future P/E assumptions in the model.Block: A 'Buy' As Banking Actives Expand And Efficiency Rises
Apr 09
XYZ: AI Driven Workforce Cuts Will Reset Cost Base And Profitability Profile
Analysts trimmed their fair value estimate for Block slightly to about $111.05 from $111.46, reflecting updated assumptions on revenue growth, profit margin, and future P/E after a wave of recent upgrades and bullish initiations that highlight AI driven cost actions and product expansion. Analyst Commentary Recent research on Block has tilted clearly positive, with a cluster of upgrades, reinstatements, and supportive sector views concentrated around the companys latest quarterly update and AI related cost actions.XYZ: AI Driven Workforce Reduction Will Transform Profitability Profile
The analyst price target for Block has been raised from $104 to about $111, with analysts pointing to stronger modeled revenue growth, higher profit margins, and efficiency gains from AI driven headcount reductions as key supports for the revision. Analyst Commentary Recent Street research on Block has tilted constructive, with several bullish analysts raising price targets or moving to more positive ratings after the company outlined a 40% workforce reduction tied to AI driven efficiencies and laid out longer term profitability goals.
XYZ: AI Efficiency And Workforce Reset Will Drive Medium Term Upside
Analysts nudged our Block fair value estimate higher from $84.21 to $85.52. This reflects updated views on stronger profitability and revenue growth potential, partly offset by the use of a lower future P/E multiple as recent research highlights AI driven efficiency plans, workforce reductions, and evolving sentiment around payment stock valuations.XYZ: Balanced Outlook As BNPL Momentum And Cost Cuts Shape Future Upside
Our updated narrative trims Block's fair value estimate slightly to $57.13 from $59.13. This reflects analysts' recent cuts to price targets in the $4 to $20 range as sector P/E multiples compress, even as they still highlight building momentum and support for the buy now, pay later opportunity.XYZ: BNPL Adoption And Execution Improvements Will Drive Medium Term Upside Momentum
Analysts have made a small upward adjustment to their fair value estimate for Block, lifting it by about US$0.20 per share. Recent research points to building momentum in the business and a willingness to assign a slightly higher future P/E multiple, despite more tempered assumptions for growth and margins.XYZ: Balanced Outlook As Seller Profit Risks And BNPL Exposure Shape Upside
Narrative Update Analysts have nudged their fair value estimate for Block higher to about $59 per share from roughly $58, tying this to updated views on revenue growth, profit margins, and a lower future P/E multiple after a mix of recent target raises and cuts across the Street. Analyst Commentary Recent Street research around Block reflects a mixed but increasingly balanced view, with optimism on product and growth plans offset by concerns about execution and how much investors are being asked to pay for that story.XYZ: Medium Term Margin Expansion And Product Execution Will Drive Renewed Upside Momentum
Analysts have trimmed their average price target for Block by a few dollars into the high US$80s, reflecting slightly softer revenue growth assumptions along with higher expected profit margins and confidence from recent upgrades and new Buy initiations. Analyst Commentary Recent research updates on Block point to a mixed but engaged analyst community, with several firms revisiting their models after earnings, Investor Day and sector wide reviews in payments and fintech.XYZ Risks Around Seller Profit Trends Will Constrain Upside Ahead
Analysts have nudged our fair value estimate for Block higher to about $58 from roughly $55, reflecting increased conviction in the company’s medium term growth algorithm, accelerating topline momentum, and improving ecosystem trends despite some near term execution concerns. Analyst Commentary Recent Street research on Block presents a mixed backdrop, with constructive views on the company’s long term positioning tempered by heightened scrutiny of near term execution and valuation.XYZ: Medium Term Margin Expansion Will Drive Renewed Upside Momentum This Year
Analysts nudged their blended price target for Block modestly higher to around $88 per share, citing a clearer medium term growth roadmap, improving profitability expectations, and confidence in the company’s ability to sustain robust gross profit expansion despite near term volatility in Square trends. Analyst Commentary Street research around Block remains divided, but the overall tone is cautiously constructive, with bullish analysts largely focused on the company’s medium term growth algorithm and margin trajectory, while more skeptical voices emphasize execution risk and elevated expectations in the near term.XYZ: U S Payment Volume Acceleration Will Drive Renewed Upside Momentum This Year
Block's analyst price target has been modestly reduced from $88.51 to $84.01, as analysts weigh mixed signals from recent earnings and evolving growth forecasts. Analyst Commentary Recent Street research reflects a range of views regarding Block's outlook and market positioning, with analysts weighing the company’s evolving operational momentum against execution risks and sector headwinds.
Negative sentiment has been priced in
What has happened since September? Share price fell after the Q3 earnings missed expectations, even though the business is doing better.XYZ: Accelerating U S Payment Volumes Will Drive Upside Momentum This Year
Block's analyst price target has increased modestly by $0.11, supported by improving profit outlooks and broadly positive research indicating accelerating growth and stronger U.S. market momentum. Analyst Commentary Recent Street research on Block reflects a mix of optimistic outlooks and ongoing areas of caution, as analysts assess the company's position in the evolving payments and fintech sector.Momentum Across Core Segments Will Shape Fintech Landscape Amid Lending Risks Ahead
The analyst price target for Block has been increased modestly from $87.17 to $88.40, as analysts point to growing momentum across Square and Cash App segments, along with a broadly more optimistic outlook following recent industry research. Analyst Commentary Recent analyst research reveals a mix of optimism and caution regarding Block’s near- and mid-term prospects, reflecting differing views on growth acceleration, risk exposure, and valuation following the company’s latest performance updates.Cash App And Square Expansion Will Drive Fintech Amid Risks
Analysts have raised Block's price target to $87.17, citing accelerating payment volumes, improving Cash App and Square performance, and expanded margins, but caution remains due to rising reliance on lending products and concerns over the sustainability of profit growth. Analyst Commentary Bullish analysts point to accelerating gross payment volumes and improving trends at both Cash App (notably Borrow, BNPL, and Cash Card) and Square, resulting in earnings beats and upgraded outlooks.Cash App And Square Expansion Will Drive Fintech Amid Risks
Block’s consensus price target has been revised modestly downward as analysts weigh strong Q2 results and broad-based business momentum against rising concerns over the company’s growing reliance on lending products and potential credit risks, with the fair value decreasing from $86.88 to $85.02. Analyst Commentary Bullish analysts cite Block’s Q2 earnings beat, with notable reacceleration in gross payment volume for Square and gross profit growth led by Cash App Borrow, BNPL, and Cash Card, as well as broad-based strength across business lines.Cash App And Square Expansion Will Drive Fintech Amid Risks
With no changes in Block’s discount rate or revenue growth forecasts, the consensus analyst price target remains steady at $82.40. What's in the News Cash App launched "pools," a peer-to-peer group payment feature with Apple Pay and Google Pay integrations, initially available to select users and expanding soon.Expanding Cash App Features And Bitcoin Initiatives Will Improve User Engagement
The upward revision in Block’s consensus price target is primarily driven by stronger projected revenue growth and a higher future P/E multiple, raising the fair value estimate from $75.72 to $82.40. What's in the News Cash App introduced "pools," a new group payment feature supporting contributions via Cash App, Apple Pay, and Google Pay, with phased rollout planned.Block, Inc. (NYSE:XYZ) Doing What It Can To Lift Shares
Jun 13
Block's Unwarranted Selloff Triggers Rich Opportunities - Maintain Cautious Buy
Apr 16Block: Extreme Value At A Rock Bottom Valuation With Incredible Potential
Mar 17Block Q4: Expecting A Growth Inflection After Q1 FY2025
Mar 09Block Stock: Don't Lose Faith (Technical Analysis)
Feb 28Block: Don't Let The Post-Earnings Selloff Go To Waste
Feb 21Block's Cash App Boom: What's Next
Feb 01Block: Bullish Technicals To Begin Trump 2.0
Jan 23Block: Top Pick For 2025
Jan 08Block: The Bitcoin Inflection Is Looming
Dec 14Bitcoin Won't Help Block This Time
Dec 09Block: A Cheap And Solid Fintech Play
Nov 08Block: Too Complex To Unveil Its True Value
Oct 14Block: Booming Momentum On Structural Growth Upside
Sep 29Block: No Real Reasons To Panic Now
Sep 09
Calculated Innovations And Diversification To Propel Financial Growth And User Expansion
Strategic changes aim to foster a quality-driven user growth and create synergies across Square, Cash App, and Afterpay, enhancing revenue growth.Block: Follow The Insiders And Buy
Aug 17Block: Refined Strategy, Improved Profitability, Cheap Valuation
Aug 08Block: Stay Conservative As Q2 Results Approach
Jul 30Block: Breakout Rally Still Far Away, Reiterating A Speculative Buy
Jul 15株主還元
| XYZ | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | 0.8% | 2.0% | 0.6% |
| 1Y | 20.6% | -9.4% | 28.7% |
業界別リターン: XYZ過去 1 年間で-9.4 % の収益を上げたUS Diversified Financial業界を上回りました。
リターン対市場: XYZは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| XYZ volatility | |
|---|---|
| XYZ Average Weekly Movement | 8.6% |
| Diversified Financial Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
安定した株価: XYZ 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: XYZの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2009 | 10,205 | Jack Dorsey | www.block.xyz |
ブロック社は、その子会社とともに、米国内外でコマースと金融商品・サービスを中心としたエコシステムを構築している。2つのセグメントで事業を展開：Square」と「Cash App」である。Square部門は、マネージド・ペイメント・サービス、ソフトウェア・ソリューション、レジスター、端末、スタンド、非接触チップ用リーダーなどのハードウェア製品、融資、即時振込、当座預金・貯蓄口座からなるバンキング・サービス、フルサービスのセットアップとサポート・サービスを提供している。また、ロイヤルティ、マーケティング、チーム管理、給与計算サービス、ギフトカードも提供している。また、取引用のポータブルPOSデバイスであるSquare Handheldも提供している。キャッシュ・アプリ部門は、ピアツーピア決済、ビットコイン、株式投資仲介などの金融ツール、デビットカード「キャッシュ・アプリ・カード」、キャッシュ・アプリの顧客がオンラインと対面チャネルを問わず加盟店で支払うためのモバイルフレンドリーな方法「キャッシュ・アプリ・ペイ」、口座振替、株式仲介、税務申告サービス、今すぐ買って後で払うプラットフォーム「アフターペイ」を提供している。さらに、ミュージシャンとファンのためのプラットフォームであるTIDAL、分散化された金融世界を利用しやすくすることに焦点を当てたオープンな開発者プラットフォームであるTBD、自己保管型ビットコインウォレットであるBitkey、およびprotoを運営している。同社は以前はスクエア社として知られていたが、2021年12月にブロック社に社名を変更した。ブロック社は2009年に法人化され、カリフォルニア州オークランドに本社を置いている。
Block, Inc. 基礎のまとめ
| XYZ 基礎統計学 | |
|---|---|
| 時価総額 | US$41.37b |
| 収益（TTM） | US$1.31b |
| 売上高(TTM) | US$24.19b |
32.2x
PER（株価収益率1.7x
P/SレシオXYZ は割高か？
公正価値と評価分析を参照収益と収入
| XYZ 損益計算書（TTM） | |
|---|---|
| 収益 | US$24.19b |
| 売上原価 | US$13.78b |
| 売上総利益 | US$10.42b |
| その他の費用 | US$9.11b |
| 収益 | US$1.31b |
直近の収益報告
Dec 31, 2025
次回決算日
May 07, 2026
| 一株当たり利益（EPS） | 2.19 |
| グロス・マージン | 43.06% |
| 純利益率 | 5.40% |
| 有利子負債／自己資本比率 | 39.0% |
XYZ の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/04/30 11:11 |
| 終値 | 2026/04/30 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Block, Inc. 36 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。70
| アナリスト | 機関 |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| null null | Argus Research Company |