Analyst Consensus ?
ConsensusBuy35 ratings
Bullish2057.1%
Neutral1440.0%
Bearish12.9%
1 unmapped firm rating excluded from the percentages.
Fidelity National Information Services, Inc. · FIS · FY2025 Q1 · Calendar Q2 2025
FIS Holds Full-Year Outlook as Portfolio Shift Targets Recurring Growth
The supplied analysis supports a constructive but conditional view: recurring-revenue growth, cross-selling and portfolio changes may strengthen FIS's trajectory, but the evidence is not sufficient for high confidence because reported-versus-consensus checks are incomplete and execution risks remain.
Reported Before market openNYSETechnology
$18.64B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.19
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $2.51B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-3.1%
Event window
SPY move
-0.8%
Same window
Abnormal move
-2.3%
Stock minus SPY
Volume
1.6×
Versus trailing sessions
Subsequent drift
+5.9%
Up to 20 sessions
FISSPY benchmark
Ask FN2 about FIS FY2025 Q1
Transcript, numbers and history already loaded
What drove FIS's -3.1% move after FY2025 Q1 earnings?What changed in FIS's guidance and outlook in FY2025 Q1?Give me the bull and bear case for FIS after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis adds a portfolio shift centered on the Issuer Solutions acquisition and Worldpay stake sale, plus a $125 million year-one cost-synergy target. Compared with the prior analysis, the emphasis moves from digital sales, Amplify cross-sell and planned M&A toward integration, recurring banking revenue and synergy execution.
Guidance delta
Management reaffirmed full-year guidance; the supplied analysis describes the outlook as maintained.
Key takeaways
- Management described strong first-quarter execution, recurring-revenue acceleration and a growing pipeline.
- The strategic portfolio is shifting through the planned Issuer Solutions acquisition and Worldpay stake sale.
- Management highlighted cross-selling opportunities across banking, payments and capital-markets offerings.
- The thesis depends on realizing targeted synergies while maintaining margin and cash-flow discipline.
Management priorities
- Close the Issuer Solutions acquisition and Worldpay stake sale.
- Execute cost-synergy initiatives targeting $125 million in year one.
- Expand digital and Office of CFO solutions.
- Use cross-selling across banking and capital-markets clients.
- Maintain capital-expenditure discipline while scaling vendor contracts.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$36.01Current
$37Low
$86.6Average
$160High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 17, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Susquehanna | Neutral | Neutral | Maintain | Oct 13, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 13, 2026 |
| TD Cowen | Buy | Buy | Maintain | Oct 9, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Oct 9, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Sep 29, 2026 |
| Baird | Neutral | Neutral | Maintain | Sep 25, 2026 |
| Wolfe Research | Outperform | Outperform | Maintain | Aug 25, 2026 |
| Wells Fargo | Equal Weight | Overweight | Downgrade | Aug 25, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Aug 10, 2026 |
| UBS | Neutral | Buy | Downgrade | Aug 5, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Keefe, Bruyette & Woods | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 5, 2026 |
| Truist Securities | Hold | Hold | Maintain | Jul 24, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Feb 12, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | May 7, 2025 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Feb 12, 2025 |
| Compass Point | Buy | Buy | Maintain | Feb 12, 2025 |
| Exane BNP Paribas | Underperform | Neutral | Downgrade | Nov 20, 2024 |
| Mizuho | Outperform | Outperform | Maintain | Nov 5, 2024 |
| Jefferies | Hold | Hold | Maintain | Oct 16, 2024 |
| B of A Securities | Buy | Buy | Maintain | Sep 17, 2024 |
| Wedbush | Outperform | Outperform | Maintain | May 8, 2024 |
| Evercore ISI Group | In Line | In Line | Maintain | May 7, 2024 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Nov 8, 2023 |
| Atlantic Equities | Overweight | Neutral | Upgrade | Jul 12, 2023 |
| Credit Suisse | Neutral | Outperform | Downgrade | Feb 14, 2023 |
| Keybanc | Overweight | Downgrade | Jan 9, 2023 | |
| Oppenheimer | Perform | Outperform | Downgrade | Nov 4, 2022 |
| Rosenblatt | Neutral | Neutral | Maintain | Feb 16, 2022 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | May 8, 2020 |
| Canaccord Genuity | Buy | Buy | Maintain | Feb 14, 2020 |
| Bank of America | Buy | Buy | Maintain | May 21, 2019 |
| BMO Capital | Outperform | Outperform | Maintain | Feb 7, 2018 |
| Avondale Partners | Market Outperform | Market Outperform | Maintain | May 29, 2016 |
| Sterne Agee | Buy | Neutral | Upgrade | May 11, 2016 |
Named analyst price targets
Upside is calculated against the persisted current price $36.01. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Goldman Sachs | Analyst unavailable | $44 | $34.26 | +22.2% | Oct 13, 2026 |
| Susquehanna | James Friedman | $37 | $34.26 | +2.7% | Oct 13, 2026 |
| Barclays | Nik Cremo | $38 | $34.34 | +5.5% | Oct 9, 2026 |
| Deutsche Bank | Analyst unavailable | $40 | $33.7 | +11.1% | Sep 29, 2026 |
| Robert W. Baird | David Koning | $45 | $35.01 | +25.0% | Sep 25, 2026 |
| Piper Sandler | Analyst unavailable | $42 | $38.52 | +16.6% | Sep 10, 2026 |
| Wolfe Research | Darrin Peller | $54 | $41.4 | +50.0% | Aug 25, 2026 |
| Wells Fargo | Analyst unavailable | $46 | $41.4 | +27.7% | Aug 25, 2026 |
| National Bank | Ramsey El-Assal | $50 | $42.48 | +38.9% | Aug 10, 2026 |
| Cantor Fitzgerald | Ramsey El-Assal | $50 | $42.77 | +38.9% | Aug 10, 2026 |
| Morgan Stanley | Analyst unavailable | $46 | $43.01 | +27.7% | Aug 5, 2026 |
| RBC Capital | Analyst unavailable | $53 | $44.26 | +47.2% | Aug 5, 2026 |
| Barclays | Nik Cremo | $43 | $44.26 | +19.4% | Aug 5, 2026 |
| UBS | Analyst unavailable | $49 | $44.26 | +36.1% | Aug 5, 2026 |
| Robert W. Baird | Analyst unavailable | $48 | $44.26 | +33.3% | Aug 4, 2026 |
| Truist Financial | Analyst unavailable | $43 | $40.05 | +19.4% | Jul 24, 2026 |
| Barclays | Analyst unavailable | $44 | $42.6 | +22.2% | Jul 8, 2026 |
| Morgan Stanley | James Faucette | $47 | $41.27 | +30.5% | Jul 7, 2026 |
| Truist Financial | Analyst unavailable | $45 | $42.02 | +25.0% | May 28, 2026 |
| RBC Capital | Analyst unavailable | $57 | $41.71 | +58.3% | May 11, 2026 |
| UBS | Analyst unavailable | $63 | $42.36 | +75.0% | May 11, 2026 |
| Goldman Sachs | Analyst unavailable | $57 | $43.5 | +58.3% | May 11, 2026 |
| Truist Financial | Analyst unavailable | $50 | $45.41 | +38.9% | Apr 24, 2026 |
| Goldman Sachs | Analyst unavailable | $70 | $51.62 | +94.4% | Mar 9, 2026 |
| Robert W. Baird | Analyst unavailable | $54 | $48.64 | +50.0% | Feb 25, 2026 |
| RBC Capital | Daniel Perlin | $69 | $48.11 | +91.6% | Feb 24, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $72 | $59.1 | +99.9% | Jan 26, 2026 |
| Truist Financial | Analyst unavailable | $69 | $61.91 | +91.6% | Jan 20, 2026 |
| Stephens | Analyst unavailable | $85 | $62.81 | +136.0% | Jan 16, 2026 |
| Deutsche Bank | Nate Svensson | $70 | $63.98 | +94.4% | Jan 15, 2026 |
| Truist Financial | Matthew Coad | $70 | $63.15 | +94.4% | Nov 19, 2025 |
| Susquehanna | James Friedman | $69 | $63.9 | +91.6% | Nov 6, 2025 |
| Truist Financial | Analyst unavailable | $72 | $67.52 | +99.9% | Oct 24, 2025 |
| Wells Fargo | Jason Kupferberg | $81 | $67.7 | +124.9% | Oct 21, 2025 |
| UBS | Analyst unavailable | $82 | $65.78 | +127.7% | Sep 30, 2025 |
| UBS | Timothy Chiodo | $84 | $75.89 | +133.3% | May 7, 2025 |
| National Bank | Bryan Bergin | $86 | $86.79 | +138.8% | Nov 5, 2024 |
| Wolfe Research | Darrin Peller | $100 | $86.75 | +177.7% | Oct 14, 2024 |
| Barclays | Ramsey El-Assal | $98 | $85.91 | +172.1% | Oct 9, 2024 |
| Bank of America Securities | Jason Kupferberg | $96 | $85.32 | +166.6% | Sep 17, 2024 |
| National Bank | Bryan Bergin | $78 | $76.45 | +116.6% | Aug 7, 2024 |
| RBC Capital | Daniel Perlin | $93 | $77.07 | +158.3% | Jun 14, 2024 |
| Mizuho Securities | Dan Dolev | $85 | $74.05 | +136.0% | May 9, 2024 |
| Barclays | Ramsey El-Assal | $85 | $74.05 | +136.0% | May 9, 2024 |
| Robert W. Baird | David Koning | $82 | $70.45 | +127.7% | May 7, 2024 |
| RBC Capital | Daniel Perlin | $82 | $70.45 | +127.7% | May 7, 2024 |
| National Bank | David Togut | $80 | $70.45 | +122.2% | May 7, 2024 |
| National Bank | David Togut | $75 | $69.44 | +108.3% | Apr 30, 2024 |
| National Bank | Jason Kupferberg | $84 | $70.72 | +133.3% | Apr 16, 2024 |
| Morgan Stanley | James Faucette | $79 | $59.8 | +119.4% | Jul 5, 2023 |
| Susquehanna | James E Friedman | $81 | $54.31 | +124.9% | Jun 15, 2023 |
| Stephens | Charles Nabhan | $75 | $58.59 | +108.3% | Apr 28, 2023 |
| National Bank | Vasundhara Govil | $70 | $67.54 | +94.4% | Feb 14, 2023 |
| Stephens | Charles Nabhan | $80 | $64.82 | +122.2% | Feb 13, 2023 |
| Raymond James | Analyst unavailable | $86 | $69.64 | +138.8% | Dec 16, 2022 |
| Truist Financial | Analyst unavailable | $56 | $67.05 | +55.5% | Nov 29, 2022 |
| Barclays | Ramsey El-Assal | $90 | $60.17 | +149.9% | Nov 6, 2022 |
| Goldman Sachs | Will Nance | $82 | $60.17 | +127.7% | Nov 4, 2022 |
| Stephens | Analyst unavailable | $49 | $79.28 | +36.1% | Sep 26, 2022 |
| National Bank | Josh Beck | $90 | $80.16 | +149.9% | Sep 23, 2022 |
| RBC Capital | Analyst unavailable | $114 | $81.73 | +216.6% | Sep 21, 2022 |
| Robert W. Baird | Analyst unavailable | $122 | $89.34 | +238.8% | Sep 6, 2022 |
| Susquehanna | Analyst unavailable | $160 | $99.22 | +344.3% | Aug 9, 2022 |
| National Bank | Dan Dolev | $120 | $97.97 | +233.2% | Aug 8, 2022 |
| Robert W. Baird | Analyst unavailable | $120 | $96.57 | +233.2% | Aug 5, 2022 |
| Wells Fargo | Jeff Cantwell | $101 | $98.06 | +180.5% | Jul 26, 2022 |
| Oppenheimer | Analyst unavailable | $118 | $99.02 | +227.7% | Jul 25, 2022 |
| Robert W. Baird | Analyst unavailable | $130 | $95.73 | +261.0% | Jul 18, 2022 |
| Truist Financial | Analyst unavailable | $100 | $90.64 | +177.7% | Jun 30, 2022 |
| National Bank | Analyst unavailable | $130 | $97.65 | +261.0% | May 17, 2022 |
| Stephens | Analyst unavailable | $120 | $100.24 | +233.2% | May 4, 2022 |
| National Bank | Analyst unavailable | $114 | $100.3 | +216.6% | May 4, 2022 |
| Raymond James | Analyst unavailable | $146 | $100.12 | +305.4% | May 4, 2022 |
| Rosenblatt Securities | Sean Horgan | $120 | $102.32 | +233.2% | Feb 15, 2022 |
| Citigroup | Ashwin Shirvaikar | $138 | $108.43 | +283.2% | Jan 26, 2022 |
| Deutsche Bank | Bryan Keane | $155 | $108.43 | +330.4% | Jan 26, 2022 |
| Mizuho Securities | Dan Dolev | $150 | $110.2 | +316.6% | Jan 25, 2022 |
| Raymond James | John Davis | $152 | $116.95 | +322.1% | Jan 11, 2022 |
| BNP Paribas | Alexandre Faure | $138 | $115.78 | +283.2% | Jan 10, 2022 |
| Wedbush | Moshe Katri | $130 | $104.12 | +261.0% | Dec 20, 2021 |
| UBS | Rayna Kumar | $136 | $106.27 | +277.7% | Dec 15, 2021 |
| Loop Capital Markets | Hal Goetsch | $139 | $106.28 | +286.0% | Dec 14, 2021 |
| Barclays | Ramsey El Assal | $141 | $106.01 | +291.6% | Dec 7, 2021 |
| RBC Capital | Daniel Perlin | $146 | $106.01 | +305.4% | Dec 7, 2021 |
| Susquehanna | James Friedman | $176 | $106.09 | +388.8% | Dec 6, 2021 |
| Wolfe Research | Darrin Peller | $165 | $102.39 | +358.2% | Dec 3, 2021 |
| Oppenheimer | Dominick Gabriele | $150 | $112.66 | +316.6% | Nov 5, 2021 |
| Truist Financial | Andrew Jeffrey | $155 | $141.46 | +330.4% | Jun 7, 2021 |
Track every rating change on FIS the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationFidelity National Information Services, Inc. provides solutions to financial institutions, businesses, and developers worldwide. The company operates through Banking Solutions, Capital Market Solutions, and Corporate and Other segments. It provides core processing and ancillary applications; mobile and online banking; fraud, risk management, and compliance; card and retail payment; electronic funds transfer and network; wealth and retirement; and item processing and output solutions. The company also offers trading and assets, lending, leveraged and syndicated loan markets, and treasury and risk solutions. Fidelity National Information Services, Inc. was founded in 1968 and is headquartered in Jacksonville, Florida.
Historical context
All FIS earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| WIT Wipro Limited | FY2027 Q2 · Calendar Q4 2026 | -25.0% | +3.9% | Wipro: AI pipeline expands as Q3 guidance stays narrow |
| TSM Taiwan Semiconductor Manufacturing Company Limited | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -1.8% | TSMC beats Q3 guidance as AI demand drives fab expansion |
| ERIC Telefonaktiebolaget LM Ericsson (publ) | FY2026 Q3 · Calendar Q4 2026 | +28.6% | +11.8% | Ericsson Q3: 7% organic growth, resilient margins and AI-led demand |
| ASML ASML Holding N.V. | FY2026 Q3 · Calendar Q4 2026 | +20.4% | -3.9% | ASML: Record Q3, strong AI demand and broader capacity plans |
Latest beats and misses
Who reports nextBeat on EPS
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Get the FIS recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-23T01:47:49.565111+00:00
- Polygon adjusted daily market bars · 2026-10-17T01:00:43.317639+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-17T01:00:43.314929+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-17. For educational purposes only; not investment advice.