Michael Burry Sees This Fintech Stock Doubling or More

What happened

Michael Burry sees a possible buyout price of $100 to $120 per share for Fiserv, 100% to 140% above its recent price of about $50. He also added to positions in BYD, Sprouts Farmers Market and JD.com.

Confirmed

Global impact / market context

Burry's buyout math implies Fiserv could roughly double or more, which could push investors to reassess how they value the company. His added stakes in BYD, Sprouts and JD.com show where he is putting money, which may draw attention to those stocks.

Analyst inference

The report links private equity interest in Global Payments to a potential Fiserv deal, using a similar multiple of about seven times profit. Burry also pointed to insider buying and criticized prior management's growth targets, which frames the stock as undervalued.

Analyst inference

What to watch

1. Fiserv's stock price near $50 is the base for Burry's $100 to $120 buyout estimate, so any move toward that range would show whether his thesis is gaining support. Confirmed
2. A concrete next step is to watch for any actual buyout offer or private equity bid for Fiserv, since Burry's price target is based on reported interest in Global Payments, not a confirmed deal. Proposed
3. Investors may look at insider buying at Fiserv as a signal of management confidence; more purchases could reinforce Burry's view that prior growth targets held the stock back. Analyst inference

Evidence

• gurufocus.com