Block stock forecast 2026–2028What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Block is 97.88, 15.7% above the current price of 84.60. Their targets range from 80.00 to 115.00.
Of the 32 firms that rated Block in the past 12 months, 26 rate it buy or strong buy, 6 hold and 0 sell or strong sell (each firm at its latest rating): a Strong buy consensus.
Analysts' 1-year price targets range from 80.00 to 115.00, with an average of 97.88.
| Buy | 26 | |
| Hold | 6 | |
| Sell | 0 |
12-month price target
| Highest target | 115.00 |
| Average target | 97.88 |
| Lowest target | 80.00 |
| Current price | 84.60 |
Block price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Block price target and rating?
How analysts rate Block, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
26 of 32 firms rate it buy now, against 20 of 30 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Block analyst upgrades, downgrades and price targets
The latest rating change came on 26 October 2026, when Morgan Stanley downgraded Block from Overweight to Equal Weight. Its price target is 80.00, from 90.00. The most recent new target came from Clear Street on 26 October 2026: 82.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 26 Oct 2026 | Clear Street | — | 82.00 | — | 74.55 |
| 26 Oct 2026 | Morgan Stanley James Faucette | Downgraded · Overweight → Equal Weight | 90.00 → 80.00 | -11.1% | 76.46 |
| 23 Oct 2026 | Truist Financial | Reiterated · Buy | 93.00 → 89.00 | -4.3% | 79.02 |
| 22 Oct 2026 | BMO Capital | — | 85.00 → 101.00 | +18.8% | 78.20 |
| 15 Oct 2026 | UBS | — | 98.00 → 96.00 | -2.0% | 78.46 |
| 2 Oct 2026 | Robert W. Baird | — | 105.00 → 106.00 | +1.0% | 74.04 |
| 10 Sept 2026 | Coker Palmer Mark Palmer | — | 105.00 | — | 79.40 |
| 10 Sept 2026 | StoneX | Upgraded · Hold → Buy | — | — | — |
| 2 Sept 2026 | Scotiabank Lance Jessurun | — | 82.00 | — | 77.88 |
| 25 Aug 2026 | Wolfe Research | Reiterated · Outperform | 115.00 | — | 81.38 |
| 14 Aug 2026 | Canaccord Genuity Joseph Vafi | — | 85.00 → 100.00 | +17.6% | 82.60 |
| 7 Aug 2026 | Argus Research Stephen Biggar | Reiterated · Buy | 103.00 | — | 79.72 |
| 6 Aug 2026 | Robert W. Baird | — | 105.00 | — | 79.21 |
| 6 Aug 2026 | Piper Sandler | Reiterated · Overweight | 32.00 → 105.00 | +228.1% | 79.59 |
| 6 Aug 2026 | Oppenheimer Rayna Kumar | — | 91.00 → 97.00 | +6.6% | 80.62 |
| 6 Aug 2026 | KeyBanc | Reiterated · Overweight | 105.00 → 108.00 | +2.9% | 84.20 |
| 6 Aug 2026 | UBS Timothy Chiodo | Reiterated · Buy | 98.00 | — | 84.20 |
| 6 Aug 2026 | BTIG | Reiterated · Buy | 100.00 | — | 84.20 |
| 3 Aug 2026 | Morgan Stanley | — | 98.00 → 90.00 | -8.2% | 81.24 |
| 24 Jul 2026 | Truist Financial Matthew Coad | Reiterated · Buy | 82.00 → 93.00 | +13.4% | 76.49 |
| 23 Jul 2026 | KeyBanc | Reiterated · Overweight | 94.00 → 105.00 | +11.7% | 77.46 |
| 22 Jul 2026 | BMO Capital Andrew Bauch | Reiterated · Market Perform | 74.00 → 85.00 | +14.9% | 78.65 |
| 22 Jul 2026 | Cantor Fitzgerald Ramsey El-Assal | Reiterated · Overweight | 88.00 → 95.00 | +8.0% | 80.38 |
| 30 Jun 2026 | Rosenblatt Securities | — | 100.00 | — | 75.91 |
| 30 Jun 2026 | Piper Sandler | Upgraded · Underweight → Overweight | 100.00 → 32.00 | -68.0% | 75.91 |
| 29 Jun 2026 | Piper Sandler | — | 100.00 | — | 77.95 |
| 29 May 2026 | Morgan Stanley James Faucette | Reiterated · Overweight | 72.00 → 98.00 | +36.1% | 74.65 |
| 27 May 2026 | Truist Financial | Reiterated · Buy | 81.00 → 82.00 | +1.2% | 71.63 |
| 19 May 2026 | Canaccord Genuity Joseph Vafi | — | 85.00 | — | 70.63 |
| 12 May 2026 | Macquarie Paul Golding | Reiterated · Neutral | 75.00 | — | 72.15 |
| 8 May 2026 | Oppenheimer | — | 85.00 → 91.00 | +7.1% | 74.42 |
| 24 Apr 2026 | Truist Financial Matthew Coad | Reiterated · Buy | 72.00 → 81.00 | +12.5% | 70.20 |
| 21 Apr 2026 | BMO Capital | — | 74.00 | — | 71.77 |
| 21 Apr 2026 | Cantor Fitzgerald Ramsey El-Assal | Reiterated · Overweight | 70.00 → 88.00 | +25.7% | 75.09 |
| 18 Mar 2026 | Truist Securities | Upgraded · Hold → Buy | — | — | — |
| 18 Mar 2026 | Rothschild & Co | Upgraded · Sell → Neutral | — | — | — |
| 3 Mar 2026 | HSBC | Upgraded · Hold → Buy | — | — | — |
| 27 Feb 2026 | Morgan Stanley | Upgraded · Equal Weight → Overweight | — | — | — |
| 17 Feb 2026 | Cantor Fitzgerald Ramsey El-Assal | Reiterated · Overweight | 87.00 → 70.00 | -19.5% | 49.84 |
| 26 Jan 2026 | Cantor Fitzgerald | — | 87.00 | — | 65.91 |
| 20 Jan 2026 | Truist Financial Matthew Coad | — | 74.00 → 72.00 | -2.7% | 64.01 |
| 7 Jan 2026 | BNP Paribas | — | 86.00 → 83.00 | -3.5% | 70.00 |
| 21 Nov 2025 | Morgan Stanley | Reiterated · Equal Weight | 73.00 → 72.00 | -1.4% | 60.90 |
| 20 Nov 2025 | Mizuho Securities | Reiterated · Outperform | 100.00 | — | 64.50 |
Block EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Revenue
EPS
Does Block beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 14.1% off the result, either way, and their revenue estimate 2.7%, over the last 12 quarters.
- EPS beats
- 8 / 16
- Revenue beats
- 8 / 16
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- -2.8%
- Since
- November 2022
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 3 Nov 2026 | 1.03 | 1.13 | +9.7% | 6.59B | 6.72B | +2.0% |
| Q2 FY2026 | 5 Aug 2026 | 0.87 | 1.02 | +17.1% | 6.47B | 6.62B | +2.2% |
| Q1 FY2026 | 7 May 2026 | 0.68 | 0.85 | +25.9% | 6.03B | 6.06B | +0.4% |
| Q4 FY2025 | 26 Feb 2026 | 0.65 | 0.65 | -0.3% | 6.28B | 6.25B | -0.4% |
| Q3 FY2025 | 6 Nov 2025 | 0.64 | 0.54 | -15.4% | 6.30B | 6.11B | -3.0% |
| Q2 FY2025 | 7 Aug 2025 | 0.63 | 0.62 | -1.1% | 6.30B | 6.05B | -3.8% |
| Q1 FY2025 | 1 May 2025 | 0.97 | 0.56 | -42.5% | 6.19B | 5.77B | -6.7% |
| Q4 FY2024 | 20 Feb 2025 | 0.88 | 0.71 | -19.1% | 6.29B | 6.03B | -4.2% |
| Q3 FY2024 | 7 Nov 2024 | 0.88 | 0.88 | -0.3% | 6.24B | 5.98B | -4.2% |
| Q2 FY2024 | 1 Aug 2024 | 0.83 | 0.93 | +12.2% | 6.27B | 6.16B | -1.8% |
| Q1 FY2024 | 2 May 2024 | 0.72 | 0.74 | +2.9% | 5.83B | 5.96B | +2.2% |
| Q4 FY2023 | 22 Feb 2024 | 0.59 | 0.45 | -23.1% | 5.70B | 5.77B | +1.3% |
Block stock price 2026–2028: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
There are no price scenarios for Block: its P/E has been above 60, or from losses, too often in the last five years to price its earnings at, and similar companies' P/Es put its value too far from its price to stand in. The earnings analysts expect are in the estimates above.
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 35.760 | 71.4258Price 35.76193 | +99.7% | |
| 29.080 | 56.2434Price 29.0896 | +93.4% | |
| 240.360 | 464.26205Price 240.36627 | +93.2% | |
| 202.040 | 384.58163Price 202.042,644 | +90.3% | |
| 161.340 | 305.52160Price 161.34396 | +89.4% | |
| 125.395 | 237.44178Price 125.40297 | +89.4% | |
| 159.580 | 300.48225Price 159.58376 | +88.3% |
Furthest below the fair value on each stock's page, updated every day.
