Earnings surprises.

Who’s been beating consensus. Each name’s trailing quarters as a beat/miss strip — teal beats, coral misses — sorted by the longest active beat streak. The signal a quote widget never surfaces: not just the latest print, but the rhythm of a name consistently clearing (or missing) the Street.

Who’s been beating

Earnings-surprise streaks · 50 names

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RELYRemitly

5 beats in a row+601.4%

AFRMAffirm

5 beats in a row+1218.5%

CHYMChime Financial

5 beats in a row+8650.0%

PAYPaymentus Holdings

5 beats in a row+31.2%

TOSTToast

5 beats in a row+24.9%

HAPNHappen

5 beats in a row+17.1%

SEZLSezzle

5 beats in a row+7.9%

CCitigroup

5 beats in a row+12.7%

JKHYJack Henry & Associates

5 beats in a row+5.4%

BACBank of America

5 beats in a row+5.9%

JPMJPMorgan Chase

5 beats in a row+4.0%

FICOFair Isaac

5 beats in a row+1.8%

USBU.S. Bancorp

5 beats in a row+4.7%

BFHBread Financial Holdings

4 beats in a row+29.4%

PGYPagaya Technologies

4 beats in a row+47.5%

CRCLCircle Internet Group

3 beats in a row+4.3%

MAMastercard

3 beats in a row+2.7%

MQMarqeta

2 beats in a row+960.6%

SYFSynchrony Financial

2 beats in a row+21.5%

KLARKlarna

2 beats in a row+122.6%

WFCWells Fargo

2 beats in a row+15.2%

ACIWACI Worldwide

2 beats in a row+3.0%

SHOPShopify

2 beats in a row+2.5%

PYPLPayPal

2 beats in a row+5.9%

AXPAmerican Express

2 beats in a row+1.8%

XYZBlock

2 beats in a row+16.4%

VVisa

2 beats in a row+0.8%

CPAYCorpay (Fleetcor)

2 beats in a row+4.4%

ADYEYAdyen

2 beats in a row+0.0%

TBBKBancorp

2 beats in a row+4.3%

COFCapital One

1 beat in a row+21.0%

SOFISoFi Technologies

1 beat in a row+6.9%

HOODRobinhood

1 beat in a row+6.7%

UPSTUpstart

1 beat in a row+4.6%

NUNu Holdings (Nubank)

1 beat in a row+3.5%

FOURShift4 Payments

1 beat in a row+3.4%

MELIMercado Libre

1 beat in a row+4.1%

GDOTGreen Dot Corporation

1 miss in a row-31.1%

FLYWFlywire

1 miss in a row-160.2%

GPNGlobal Payments

1 miss in a row-0.6%

FISFidelity National Info Services

1 miss in a row-0.5%

EEFTEuronet Worldwide

1 miss in a row-6.9%

FISVFiserv

1 miss in a row-5.5%

STNEStoneCo

2 misses in a row-2.3%

WSEWise

2 misses in a row-4.5%

PAGSPagSeguro Digital

2 misses in a row-1.1%

DLOdLocal

2 misses in a row-4.9%

WUWestern Union

2 misses in a row-28.7%

COINCoinbase

3 misses in a row-574.4%

IMXIInternational Money Express

5 misses in a row-24.8%

This week’s read· 2026-09-06

JPM and BAC have each notched five consecutive beats, but BAC faces fresh regulatory friction—the SEC's $7.5M AML fine at Merrill Lynch adds drag to what should be a clean earnings narrative. JPM's crypto positioning, by contrast, looks opportunistic rather than defensive heading into results.

How to read this

Consistency, not the last print. A long beat streak means the Street keeps underestimating a name — but read the magnitude bars: a run of small beats is a very different story from accelerating ones, and a single huge bar is usually a small-estimate-base distortion, not a blowout. The durable signal is a tall, steady streak — the market repeatedly mispricing the same business.

The Payments Corner

Earnings surprises.

Earnings-surprise streaks · 50 names

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