Block: the Comeback Plan of the Fallen Fintech Star

Block used its Investor Day 2025 to signal a clear restart to the capital markets. After years of weak stock performance and growing skepticism, the company presented a detailed multi-year plan in San Francisco for the first time since 2022 – announcing its intention to shift from a pure growth stock to a predictable profit story. A company seeks a new narrative The starting point is sobering: while the S&P 500 has risen significantly over the past five years, Block has clearly been in the red during the same period. The three-year outlook...