Susquehanna cuts Fidelity National Information stock price target on growth concerns

FIS (FIS) launched its AML Investigations Agent, powered by Anthropic's Claude, for U.S. banks, aiming to reduce data-assembly time. The agent automates evidence gathering and reasoning, cutting false positives. Amalgamated Bank (AMAL) projects significant time savings. FIS competes with specialist AML vendors.

Piper Sandler initiated coverage on Fidelity National Information Services with a neutral rating and a $42 price target. The stock is currently trading at $38.14, up 0.16% on the day but down 8.95% over the past year. The rating is based on a weighted average of valuation, EPS revisions, and visibility metrics.

Fidelity National Information Services (FIS) shares fell 2.3% since its last earnings report. Q2 2026 EPS beat estimates by 0.7% at $1.48, up 8.8% YoY. Revenue rose 29% YoY to $3.4B, missing estimates by 0.2%. Banking Solutions segment drove growth, while costs increased. Adjusted EBITDA margin expanded to 41.7%.

Fidelity National Information Services Inc (FIS) launched its Embedded Banking Platform, integrating banking services into corporate software. The company offers a 4.01% dividend yield with a 28% payout ratio, and GF Value™ suggests the stock is 54.8% undervalued. FIS has a GF Score™ of 64/100, indicating moderate financial health. Insiders have shown net buying activity, while guru ownership trends are mixed. The company's market cap is $21.59 billion.

TD Cowen analyst Bryan Bergin maintained a Buy rating on Fidelity National Info (FIS) with a $53.00 price target. Wolfe Research also issued a Buy, while Wells Fargo downgraded to Hold. FIS reported Q2 revenue of $3.38B and net profit of $231M, up from $2.62B revenue and a net loss last year.

TD Cowen lowered its price target for Fidelity National Information Services (FIS) from $58 to $53. The move follows a recent downgrade by Wells Fargo, contributing to a 1.17% decline in FIS shares over the past year. The stock is currently trading at $40.47.