Analyst rates Block as Strong Buy with $100 target, expecting 32% upside and 70% EPS growth by 2026.

An analyst initiates coverage of Block with a Strong Buy rating and a $100 price target, implying a 32% upside from current levels. The positive outlook is driven by rapid adjusted EPS growth fueled by Cash App monetization, Square's resurgence, and AI-led operational restructuring, with an expected 70% EPS growth by 2026. Despite a higher price-to-earnings ratio compared to the sector, the company's PEG ratio and operating leverage justify a moderate premium as profitability accelerates. Key risks include consumer credit losses, AI cost efficiency execution, and competitive pressures in payments and digital banking.

Following the analyst's bullish outlook on Block, the stock trades at USD 75.47 on Pluang as of Oct 15, 2026 07:01 WIB, down 1.77% for the day. The market values Block at $46.18 billion, with the stock price sitting below its 52-week high of $84.85. Pluang investors show strong confidence with 100% buy orders and a typical hold time of 78 days.