Zip Keeps Bull on Medium-Term Growth Prospects -- Market Talk

Dow Jones

Mar 11

2332 GMT - Zip keeps its bull at Macquarie despite the installment-payment provider's recent earnings reset. A note from one of the investment bank's analysts looks past the Australian company's moderated operating leverage and flags an expectation of medium-term growth. The analyst thinks that Zip's U.S. net transaction margin will improve sequentially in both the March quarter and June quarter. Loan losses are rising relative to total transaction value, but the note points out that this is a function of Zip bringing on new users. The company can quickly remove defaulters, the note adds. Macquarie keeps an outperform rating and A$3.35 target price on the stock, which is down 0.9% at A$1.67. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

March 10, 2026 19:32 ET (23:32 GMT)

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A note from one of the investment bank's analysts looks past the Australian company's moderated operating leverage and flags an expectation of medium-term growth. The analyst thinks that Zip's U.S. net transaction margin will improve sequentially in both the March quarter and June quarter. Loan losses are rising relative to total transaction value, but the note points out that this is a function of Zip bringing on new users. The company can quickly remove defaulters, the note adds. Macquarie keeps an outperform rating and A$3.35 target price on the stock, which is down 0.9% at A$1.67. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 10, 2026 19:32 ET (23:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zip Keeps Bull on Medium-Term Growth Prospects -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZip Keeps Bull on Medium-Term Growth Prospects -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-11 07:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2332 GMT - Zip keeps its bull at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> despite the installment-payment provider's recent earnings reset. A note from one of the investment bank's analysts looks past the Australian company's moderated operating leverage and flags an expectation of medium-term growth. The analyst thinks that Zip's U.S. net transaction margin will improve sequentially in both the March quarter and June quarter. Loan losses are rising relative to total transaction value, but the note points out that this is a function of Zip bringing on new users. The company can quickly remove defaulters, the note adds. Macquarie keeps an outperform rating and A$3.35 target price on the stock, which is down 0.9% at A$1.67. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 10, 2026 19:32 ET (23:32 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ZIP.AU","symbol_name":"Zip Co Ltd","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2618960847","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618960847","pubTimestamp":1773185520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2332 GMT - Zip keeps its bull at Macquarie despite the installment-payment provider's recent earnings reset. 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A note from one of the investment bank's analysts looks past the Australian company's moderated operating leverage and flags an expectation of medium-term growth. The analyst thinks that Zip's U.S. net transaction margin will improve sequentially in both the March quarter and June quarter. Loan losses are rising relative to total transaction value, but the note points out that this is a function of Zip bringing on new users. The company can quickly remove defaulters, the note adds. Macquarie keeps an outperform rating and A$3.35 target price on the stock, which is down 0.9% at A$1.67. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 10, 2026 19:32 ET (23:32 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"express","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}