We Told You at $160. Now It’s $208 Just 6 Months Later — And Still Ridiculously Undervalued.

Wall Street slept on one of the biggest financial power plays of the decade — but we didn’t. Here’s why the run isn’t even close to finished.

Every once in a while you get a setup so clean it almost feels unfair — a moment where the market is too distracted, too emotional, or too slow to connect the dots. Back in April, while everyone else was doom-scrolling recession fears and betting against U.S. consumers, we flagged a quiet giant making one of the most aggressive, transformative moves in modern financial history.

Most people missed it.
Wall Street shrugged.
And the stock? It sat there doing absolutely nothing — begging to be bought under $160.

Fast-forward to today: it’s now past $208 and the real story is only just beginning.

Because here’s the part most investors still don’t understand: this isn’t just a bounce. It isn’t a relief rally. It isn’t “rates are stabilizing so banks are fine again.” This is a fundamentally different company than it was 12 months ago — bigger, stronger, more profitable, and plugged directly into a network that reshapes its entire long-term earnings runway.

It just pulled off a deal so strategic, so asymmetric, and so profoundly misunderstood that we’re still shocked the market hasn’t repriced it higher. It’s the sort of acquisition you study in business school decades from now — the kind that takes a strong franchise and turns it into an industry-defining monster.

And yet… most investors still think this stock is “expensive” after a run from $160 to $208.

They have no idea how cheap it actually is.

Today we’re breaking down exactly why this financial juggernaut remains one of the most compelling large-cap buys in the market — even after a 30%+ move — and why its newly acquired payments empire could unlock the biggest multi-year upside since the fintech boom of the 2010s.