
RBC Capital analyst Daniel. R. Perlin looked forward to the Fintech Conference on June 14. Investor feedback was generally constructive, with most investors focused on which names in its universe have the higher probability for positive revisions in 2H/22 versus names at risk.
Perlin reviewed the past 12-months estimate revision patterns for its payments names, which showed that the market's preference for stability vs. growth was highly tied to revision patterns while also highlighting some dislocations in stock performance relative to fundamentals.