Block Stock Forecast: Trending StrongBuy Among Top Analysts

Block (XYZ) stock has risen 3.4% over the past week, 18.5% over the past month, and an impressive 54.2% over the last year, making it a notable mover in the payments and fintech space. Wall Street’s analysts are strongly bullish, with a consensus rating of StrongBuy and an average 12‑month price target of $84.64 versus the last close of $71.90.

Analysts see meaningful upside ahead, with the consensus target implying further gains as the company leans into growth across Square and Cash App. The market remains divided, though, with some investors excited about AI‑driven savings and revenue opportunities, while others worry about execution risks and potential borrowing losses.

James Faucette of Morgan Stanley reiterated his Buy rating on XYZ on May 4, 2026, setting a price target of $93, signaling confidence in additional upside from current levels. This N‑star analyst ranks 2791 out of 12173 on TipRanks, with a 57.78% success rate and an average return of 2.9% per rating, adding weight to his constructive view.

Faucette highlights strong momentum in Square and Cash App, pointing to better gross merchandise volume trends, robust Cash App Borrow growth, healthier card spending, and higher‑volume seller wins as key positives. He also notes that AI‑driven cost restructuring and revenue growth could broaden Block’s investor base beyond fintech specialists, although higher Borrow losses and execution missteps remain core worries for skeptics.

On the Square side, the analyst expects durable pricing as the business moves upmarket and expands its ISO partner distribution, supported by high customer satisfaction and strong sales‑led volume growth. Overall, Wall Street sees Block as well positioned for long‑term expansion despite near‑term debates on execution, and investors tracking analyst moves can find all the latest ratings on TipRanks’ Top Wall Street Analysts page.