Block, Inc. is expected to report Q3 2026 revenue of $6.58 billion and a consensus EPS of $1.03, as the current stock price of $76.22 trades well below the average analyst target of $95.61.
The primary focus for investors is the company’s ability to maintain its "Rule of 40" trajectory, specifically targeting 18% year-over-year growth in gross profit.
Performance in the Cash App ecosystem remains a key driver, though analysts are closely monitoring potential credit-loss risks in the Borrow segment and slowing originations due to loan term shifts. Additionally, market participants are looking for continued operating leverage from recent workforce reductions and AI-led automation initiatives.