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Block upgraded to Outperform from Neutral at BNP Paribas Exane

BNP Paribas Exane upgraded Block (XYZ) to Outperform from Neutral with a $72 price target The company’s guidance for mid-teens gross profit growth acceleration in Q4 looks attainable as headwinds fade, such as high comps in bitcoin and continued pressure in the cash business, the analyst tells investors in a research note. The firm says the acceleration over second half of 2025 would represent “business-as-usual,” while Block’s Borrow product and Proto launch provide scope for additional upside. The firm sees room for a re-rating of the shares.

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