Sunday Spotlight - A Look at Short Interest Across Our Coverage

Research evidence excerpt

Sunday Spotlight - A Look at Short Interest Across Our Coverage

July 12, 2026

Events and Catalysts

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Recently Published Company-Specific Research

CRCL: National Trust Bank Approval Could Help Quell Some of the N-Term Narrative Overhang

FISV: Quick Thoughts on Potential Debit Network Sale

XYZ: The Afterpayoff on Cash App; Updated Thoughts on the Afterpay Flex Card

AXP: Reassessing Underappreciated Drivers of Long-Term Revenue & EPS Growth

JKHY - Early Thoughts on Set Up into FY27

WISE: Continued Pricing Adjustments and Platform Push in FY27

ADYEN-NL: Takeaways from Webcast with CFO

ACN - MidEast Conflict Weighs on Growth; Still Awaiting AI Inflection

FLYW: Takeaways from Meeting with CEO

FISV: Show-Me Story Deepens on CEO Change

AXP: Acquisition of TheFork Sharpen Competitive Dining Edge in Europe

ADYEN-NL: Quick Thoughts on Acquisition of Orb

CHYM: Takeaways from Investor Meeting with CEO

KLAR: Takeaways from Meeting with CFO

BFH: May Data Indicates Better Credit vs. 2Q Street Expectations As Well As LSD Growth Upside

SYF: May Credit Data Shows QTD Trends Better vs. 2Q26 Street; Balance Growth Generally In-Line

XYZ: MAUs Just Wanna Have Funds; Cash App Sustainability

ADYEN-NL: N-Term Outlook Unchanged Despite Volatility, Competitive Fears

Recently Published Industry Research

FinTech Friday - Comps and Quants

Peller's Pulse on Positioning in FinTech

Sunday Spotlight - How Are POS Providers Innovating Around AI?

Payments & Stablecoins: OpenUSD Consortium Token Carries Weighty Roster & LT Risk to CRCL

Sunday Spotlight - How Did CEO Compensation Change Over the Past Year? A Look Across Coverage

Sunday Spotlight - Checking In On Spend Trends