Block's Pivotal Earnings Report: Can Q4 2025 Numbers Spark a Reversal?

Block reports Q4 2025 earnings amid a 22% stock slump. Analysts eye EPS of $0.65, revenue growth, and a key 19% gross profit target. Results due Feb 26.

All eyes are on Block this week as the fintech giant prepares to release its fourth-quarter 2025 financial results. Following a period of significant pressure on its share price, investors are keenly awaiting Thursday's announcement to see if the company can deliver a turnaround.

Market Expectations and Internal Targets

Analyst consensus points to earnings per share of $0.65, which would represent a decline compared to the same period last year. Revenue, however, is forecast to show moderate growth, with expectations set at a 5% increase to $6.32 billion. Some firms, like Jefferies, express a more optimistic view, suggesting Block could surpass these estimates. A key metric under scrutiny is the gross payment volume, which is anticipated to have grown by approximately 10%.

The company's own ambitions remain high. Management's stated goal for the quarter was to achieve gross profit growth exceeding 19%, reaching around $2.75 billion. This report comes after a challenging period for the stock, which has fallen more than 22% in the past 30 days. Shares recently traded at €43.06, hovering just above their 52-week low.

Diverging Signals: Valuation, Targets, and Technicals

Despite recent weakness, the stock's fundamental valuation continues to attract attention from certain market participants. Trading at a price-to-earnings ratio of just under 11, the current share price appears to reflect a degree of skepticism. This stands in stark contrast to the average analyst price target of nearly $82, which implies substantial upside potential.

Several observers view the present level as a potential entry point, contingent on the upcoming operational metrics confirming the company's growth strategy. The technical picture, however, presents a conflicting signal. Even after the sharp declines witnessed since the start of the year, the Relative Strength Index (RSI) currently reads 79, indicating a technically overbought condition.

The Crucial Announcement

Block will disclose its final quarterly figures after the U.S. market closes on Thursday, February 26. A management conference call is scheduled to follow at 2:00 p.m. Pacific Time. This call is expected to provide detailed insights into the company's operational performance and its outlook for the current fiscal year.