Block Market Sentiment

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 13, 2026	Canaccord Genuity	Joseph Vafi—	+23.7%	$85 → $100	Maintained	Buy
Aug 11, 2026	Evercore ISI Group	Adam Frisch—	+29.9%	$96 → $105	Maintained	Outperform
Aug 7, 2026	Argus Research	Stephen Biggar—	+27.5%	$86 → $103	Maintained	Buy
Aug 6, 2026	TD Cowen	Bryan C. Bergin—	+29.9%	$101 → $105	Maintained	Buy
Aug 6, 2026	UBS	Timothy Chiodo—	+21.3%	$92 → $98	Maintained	Buy
Aug 6, 2026	RBC Capital	Daniel R. Perlin—	+17.6%	$93 → $95	Maintained	Outperform
Aug 6, 2026	Piper Sandler	Bill Carcache—	+29.9%	$100 → $105	Maintained	Overweight
Aug 6, 2026	Keybanc	Andrew Schmidt—	+33.6%	$105 → $108	Maintained	Overweight
Aug 6, 2026	Keefe, Bruyette & Woods	Vasundhara Govil—	+23.7%	$90 → $100	Maintained	Outperform
Aug 6, 2026	Susquehanna	James Friedman—	+23.7%	$90 → $100	Maintained	Positive
Aug 6, 2026	Cantor Fitzgerald	Ramsey El-Assal—	+17.6%	$95 → $95	Maintained	Overweight
Aug 6, 2026	Needham	Mayank Tandon—	+23.7%	$95 → $100	Maintained	Buy
Aug 6, 2026	BTIG	Andrew Harte—	+23.7%	$90 → $100	Maintained	Buy
Jul 27, 2026	BTIG	Andrew Harte—	+11.4%	$90 → $90	Maintained	Buy
Jul 24, 2026	Truist Securities	Matthew Coad—	+15.1%	$82 → $93	Maintained	Buy
Jul 23, 2026	Keybanc	Andrew Schmidt—	+29.9%	$100 → $105	Maintained	Overweight
Jul 22, 2026	BMO Capital	Andrew Bauch—	+5.2%	$78 → $85	Maintained	Market Perform
Jul 22, 2026	Cantor Fitzgerald	Ramsey El-Assal—	+17.6%	$88 → $95	Maintained	Overweight
Jul 16, 2026	Citigroup	Bryan Keane—	+42.3%	$100 → $115	Maintained	Buy
Jul 8, 2026	Barclays	Nik Cremo—	+23.7%	$100	Initiate	Overweight
Jul 2, 2026	Baird	David Koning—	+23.7%	$90 → $100	Maintained	Outperform
Jun 30, 2026	Piper Sandler	Bill Carcache—	+23.7%	$58 → $100	Upgrade	Underweight→Overweight
May 29, 2026	Morgan Stanley	James Faucette—	+21.3%	$96 → $98	Maintained	Overweight
May 27, 2026	Truist Securities	Matthew Coad—	+1.5%	$81 → $82	Maintained	Buy
May 18, 2026	Canaccord Genuity	Joseph Vafi—	+5.2%	$80 → $85	Maintained	Buy

Aug 13, 2026

Canaccord Genuity

Joseph Vafi—

+23.7%

$85 → $100

Maintained

Buy

Aug 11, 2026

Evercore ISI Group

Adam Frisch—

+29.9%

$96 → $105

Maintained

Outperform

Aug 7, 2026

Argus Research

Stephen Biggar—

+27.5%

$86 → $103

Maintained

Buy

Aug 6, 2026

TD Cowen

Bryan C. Bergin—

+29.9%

$101 → $105

Maintained

Buy

Aug 6, 2026

UBS

Timothy Chiodo—

+21.3%

$92 → $98

Maintained

Buy

Aug 6, 2026

RBC Capital

Daniel R. Perlin—

+17.6%

$93 → $95

Maintained

Outperform

Aug 6, 2026

Piper Sandler

Bill Carcache—

+29.9%

$100 → $105

Maintained

Overweight

Aug 6, 2026

Keybanc

Andrew Schmidt—

+33.6%

$105 → $108

Maintained

Overweight

Aug 6, 2026

Keefe, Bruyette & Woods

Vasundhara Govil—

+23.7%

$90 → $100

Maintained

Outperform

Aug 6, 2026

Susquehanna

James Friedman—

+23.7%

$90 → $100

Maintained

Positive

Aug 6, 2026

Cantor Fitzgerald

Ramsey El-Assal—

+17.6%

$95 → $95

Maintained

Overweight

Aug 6, 2026

Needham

Mayank Tandon—

+23.7%

$95 → $100

Maintained

Buy

Aug 6, 2026

BTIG

Andrew Harte—

+23.7%

$90 → $100

Maintained

Buy

Jul 27, 2026

BTIG

Andrew Harte—

+11.4%

$90 → $90

Maintained

Buy

Jul 24, 2026

Truist Securities

Matthew Coad—

+15.1%

$82 → $93

Maintained

Buy

Jul 23, 2026

Keybanc

Andrew Schmidt—

+29.9%

$100 → $105

Maintained

Overweight

Jul 22, 2026

BMO Capital

Andrew Bauch—

+5.2%

$78 → $85

Maintained

Market Perform

Jul 22, 2026

Cantor Fitzgerald

Ramsey El-Assal—

+17.6%

$88 → $95

Maintained

Overweight

Jul 16, 2026

Citigroup

Bryan Keane—

+42.3%

$100 → $115

Maintained

Buy

Jul 8, 2026

Barclays

Nik Cremo—

+23.7%

$100

Initiate

Overweight

Jul 2, 2026

Baird

David Koning—

+23.7%

$90 → $100

Maintained

Outperform

Jun 30, 2026

Piper Sandler

Bill Carcache—

+23.7%

$58 → $100

Upgrade

Underweight→Overweight

May 29, 2026

Morgan Stanley

James Faucette—

+21.3%

$96 → $98

Maintained

Overweight

May 27, 2026

Truist Securities

Matthew Coad—

+1.5%

$81 → $82

Maintained

Buy

May 18, 2026

Canaccord Genuity

Joseph Vafi—

+5.2%

$80 → $85

Maintained

Buy

Block Inc