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# Block: Don't Buy Yet, Wait For Confident Commentary In Q1 (Archive)
- URL: https://www.huntingalphas.com/block-dont-buy-yet-wait-for-confident-commentary-in-q1-archive/
- Published: 2025-04-20T15:30:00.000Z
- Updated: 2026-02-28T16:19:52.000Z
- Description: Tariffs cloud Block’s growth outlook despite Cash App features and healthy Square trends.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, XYZ, Financials

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Block's Cash App performance has been underwhelming, but new features like borrowing and BNPL offer growth potential.
- The merchant-facing Square business is growing well, but tariffs present risks to gross payment volumes particularly in the food beverage retail industries.
- Tariffs also pose risks to management's FY25 gross profits growth guidance.
- Valuations are near relative fair value vs peers, but I lean a bit more cautious due to declining earnings expectations and borderline bearish technical signals.
- US Retail Sales data suggests limited positive surprises for Block's Q1 FY25, but potential upside in Q2 FY25 so far.

Read the full article [here](https://seekingalpha.com/article/4776392-block-dont-buy-yet-wait-for-confident-commentary-q1?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*