Block, Inc. (XYZ) earnings on August 5, 2026
Prior outlook: Optimistic Outcome: Partial
The stock rose as much as 5.63% after reporting earnings but closed down 5.79%, even though analysts kept positive ratings and raised price targets.
XYZ price around the earnings
79.02
Change: -6.2%
2026-08-06, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Partial
- Thesis published
- Results released
Positive trend strength and analyst conviction drive an optimistic outlook, but mixed earnings history creates uncertainty.
Context analyzed before publication
- Trend
- Trajectory improved from 11.7 to 90.5; positive trend strength and strong analyst conviction confirm an optimistic setup.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.53
- Analysts covering the stock
- 40
- Average price target
- 93.03
- Lowest price target
- 65
- Highest price target
- 115
- Upside to price target
- 10.4%
- Revenue growth
- 4.9%
- Forward EPS
- 5.07
- Trailing EPS
- 1.28
- Analyst moves in the last 60 days
- 9
- Strong buy: 10
- Buy: 28
- Hold: 7
- Sell: 0
- Strong sell: 0
- Strong buy
- 10
- Buy
- 28
- Hold
- 7
- Sell
- 0
- Strong sell
- 0
- July 27, 2026 · BTIG: Reiterates rating (Buy → Buy)
- July 24, 2026 · Truist Securities: Maintains rating (Buy → Buy)
- July 23, 2026 · Keybanc: Maintains rating (Overweight → Overweight)
- July 22, 2026 · BMO Capital: Maintains rating (Market Perform → Market Perform)
- July 22, 2026 · Cantor Fitzgerald: Maintains rating (Overweight → Overweight)
- July 16, 2026 · Citigroup: Maintains rating (Buy → Buy)
- July 8, 2026 · Barclays: Initiates coverage (Overweight)
- July 2, 2026 · Baird: Maintains rating (Outperform → Outperform)
- June 30, 2026 · Piper Sandler: Upgrades rating (Underweight → Overweight)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (2)
- Jack Dorsey's Block All Set for Q2 Earnings — Will XYZ Stock Keep Its Bullish Streak Going? (opens in a new tab) — Benzinga
- Here’s How Much You Would Have Made Owning Block Stock In The Last 10 Years (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 84.69
- Average true range (ATR)
- 2.9%
- Distance to 52-week high
- -0.4%
- 14-day change (14d)
- +5.4%
- 30-day change (33d)
- +7.4%
- 30-day relative strength
- +3.8%
- SPY change (33d)
- +3.5%
- Nearest support
- 84.37
- Distance to nearest support
- 0.4%
- Nearest resistance
- 85.17
- Distance to nearest resistance
- 0.6%
- Volume accumulation ratio (14d / 46d)
- 1.1
- Mid: 84.37 (0.4% away, 0.13 ATR, 13 touches)
- Mid: 83.94 (0.9% away, 0.31 ATR, 12 touches)
- Mid: 82.9 (2.1% away, 0.73 ATR, 11 touches)
- Minor: 85.17 (0.6% away, 0.2 ATR, 9 touches)
- Minor: 85.81 (1.3% away, 0.46 ATR, 4 touches)
- Minor: 86.82 (2.5% away, 0.87 ATR, 7 touches)
Trends
Evidence
- Average earnings surprise
- -0.1%
- May 7, 2026: actual EPS 0.85 vs estimate 0.68 (surprise +25.6%)
- February 26, 2026: actual EPS 0.65 vs estimate 0.65 (surprise +0.1%)
- November 6, 2025: actual EPS 0.54 vs estimate 0.66 (surprise -18.1%)
- August 7, 2025: actual EPS 0.62 vs estimate 0.67 (surprise -8.0%)
Expected move
- Implied move
- +8.9%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 7.2%
- 75th percentile move
- 14.2%
- 90th percentile move
- 18.1%
- Up / down moves
- 10 / 10
- Average up move
- +10.4%
- Average down move
- -7.4%
Monitoring and close
What Block, Inc. reported
- Status
- Finished
| Actual EPS | 1.02 |
|---|---|
| EPS estimate | 0.87 |
| EPS surprise | +17.2% |
| Revenue | $6,618 million |
| Revenue estimate | $6,485 million |
| Revenue surprise | +2.1% |
Block beat expectations with adjusted earnings of $1.02 per share and revenue of $6.618 billion. FY2026 EPS guidance raised, but shares fell on mixed outlook.
Sources (1)
- Block beat expectations with adjusted earnings of $1.02 per share, versus the $0.87 estimate. Revenue also came in above forecasts, reaching $6.618 billion. — Benzinga
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating -1.7% pre-market, a move below the stock's usual reaction (about 7%). The figures don't confirm the prior scenario: the price move doesn't follow the direction the results point to.
How the stock reacted
- Outcome
- Partial
- Consolidated
- -5.8%
- Max favorable move (MFE)
- 5.6%
- Max adverse move (MAE)
- 6.8%