• Login
  • Home
    • MEDIA & TELECOM
    • PAYMENTS, PROCESSORS, AND IT SERVICES
  • meet the team
  • events calendar
    • Conference Call Replays
  • Research
    • Marketing Materials
  • Video Library
  • Press
  • coverage list
  • coverage list
  • meet the team
  • press
  • events calendar

PAYMENTS, PROCESSORS, AND IT SERVICES

Lisa Ellis is a MoffettNathanson Partner and leads the Payments, Processors, and IT Services business. She is among the most highly-regarded analysts on Wall Street, authoring seminal investment research reports and frequently appearing as a commentator on her sector and disruptive payment technologies, including bitcoin and other cryptocurrencies. In 2020, Lisa was selected to Barron’s list of “100 Most Influential Women in U.S. Finance”. Prior to joining MoffettNathanson, Lisa was most recently a Managing Director and Senior Research Analyst at Sanford C. Bernstein & Co. While at Bernstein, Ellis was the #1 Institutional Investor ranked Payments, Processors and IT Services analyst. Prior to Bernstein, Lisa spent thirteen years at McKinsey & Co. where she was a Partner in the firm's Technology & Telecom practice. While at McKinsey, Ellis led dozens of engagements focused in strategic areas including specialty networks, mobile applications, cloud, and outsourcing. She is a technologist by training, with advanced degrees in Physics, Math, Engineering, and Business.

  • COMPANY NEWS

    Lisa, Ellis, Top-Ranked Payments, Processors and IT Services Analyst, Elected as General Partner of MoffettNathanson LLC

    NEW YORK, Jan. 21, 2021 /PRNewswire/ -- MoffettNathanson, LLC announced today that Lisa Ellis has been elected to the position of General Partner.  She is the first new General Partner to be elected since the firm's founding in 2013.

    Ellis joined MoffettNathanson just three years ago, but in that time she and her team have distinguished themselves for their exceptional research. She has consistently been recognized as one of the most thoughtful and respected voices on the sell-side, publishing insightful and impactful work on payment companies Visa, Mastercard, PayPal, Square, Fiserv, FIS, and Global Payments, and – in a coverage addition just this year – American Express; processors Paychex and ADP; and IT Services companies IBM, Cognizant, DXC, and Accenture. Ellis is also a recognized expert on Bitcoin and blockchain, and other emerging cryptocurrencies. In 2020, she was selected to Barron's list of "100 Most Influential Women in U.S. Finance." [read more]

    _____________________________________________________________________________________________

    Conference Call Replay | Payments, Processors, and IT Services: 4Q20 Roundup – Updated Stock Preferences and Top Sector Themes

    February 26, 2021 8:00 AM PD / 11:00 AM ET

    Click here for replay
    Click here for protected slides

     

    COVERAGE LIST

    Lisa Ellis

    Partner

    Lisa Ellis is a MoffettNathanson Partner and leads the Payments, Processors, and IT Services business. She is among the most highly-regarded analysts on Wall Street, authoring seminal investment research reports and frequently appearing as a commentator on her sector and disruptive payment technologies, including Bitcoin, blockchain, and other cryptocurrencies. In 2020, Lisa was selected to Barron’s list of “100 Most Influential Women in U.S. Finance”. Prior to joining MoffettNathanson, Lisa was most recently a Managing Director and Senior Research Analyst at Sanford C. Bernstein & Co. While at Bernstein, Ellis was the #1 Institutional Investor ranked Payments, Processors and IT Services analyst. Prior to Bernstein, Lisa spent thirteen years at McKinsey & Co. where she was a Partner in the firm's Technology & Telecom and Marketing & Sales consulting practices. While at McKinsey, Ellis was the lead partner on dozens of engagements focused in strategic areas including specialty networks, mobile applications, cloud, and outsourcing. She is a technologist by training, with advanced degrees in Physics, Math, Engineering, and Business.

    Eugene Simuni

    Analyst

    Eugene Simuni is an Analyst at MoffettNathanson covering Payments, Processors, and IT Services business. Prior to MoffettNathanson Eugene was a member of the Corporate Strategy Group at JPMorgan Chase where he supported members of the bank's Operating Committee on initiatives related to Payments strategy and other topics. Prior to JPMorgan, Eugene led investment and technology initiatives at Bridgewater Associates. Eugene began his career at McKinsey & Company, where he was a member of the Corporate Finance practice and worked with financial services and technology clients. Eugene holds an MBA from the Wharton School of Business, and a BA in Applied Mathematics and Economics from Harvard.

    Ariel Hughes

    Research Associate

    Ariel Hughes is a Research Associate at MoffettNathanson covering Payments, Processors, and IT Services business. Prior to MoffettNathanson, Ariel was an equity research associate covering Payments, Processors, and IT Services at Wedbush Securities. Prior to Wedbush, Ariel covered the same sector at Sterne Agee CRT as an Equity Research Associate. Prior to Sterne Agee CRT, Ariel was a senior analyst at Ipreo advising senior IR professionals on their strategic initiatives. Ariel is a CFA charterholder and holds a BS in Mechanical Engineering from Bucknell University.

    Ali Hemani, CFA

    Research Associate

    Ali joined MoffettNathanson in April 2020, covering Payments, Processors, and IT Services. Prior to joining MoffettNathanson, Ali was a Research Associate covering Software & IT Services at Jefferies. Previously, Ali worked as a Consultant in the TMT practice at PricewaterhouseCoopers Advisory. Ali earned his MBA from The University of Chicago Booth School of Business and is a Chartered Financial Analyst.

    Upcoming Payments, Processors, and IT Services Events

    Date Event Location
    May 2021 3rd Annual Payments, Processors, and IT Services Summit Virtual Event

    Lisa Ellis - In the Press

    Investors Are Now Valuing Stripe At $115 Billion - February 17, 2021
    Forbes (Article)

    MoffettNathanson's Lisa Ellis on the future of credit cards - January 28, 2021
    CNBC (Video)

    IBM posts fourth consecutive quarter of revenue declines - January 22, 2021
    CNBC (Video)

    The failed Plaid-Visa merger is interesting fintech tea - January 21, 2021
    Marketplace Tech (Podcast)

    MoffettNathanson: IBM's planned spin-off will help the company get back to growth - October 20, 2020
    CNBC (Video)

    How the digital surge will reshape finance - October 8, 2020
    The Economist (Article)

    The Pandemic Plutocrats: How Covid Is Creating New Fintech Billionaires - September 25, 2020
    Forbes (Article)

    Square launches payroll feature that could boost its banking business through the Cash App - September 15, 2020
    CNBC (Article)

    PayPal Enters Installment Loan Business Targeting Fintechs Affirm and Afterpay - August 31, 2020
    Forbes (Article)

    What'd You Miss - July 29, 2020
    Bloomberg (Video - Segment starts at 25:50)

    Here are the risks to payment processor companies - June 23, 2020
    CNBC (Video)

    Mastercard: Most markets in 'stabilization' phase - May 15, 2020
    CNBC (Video)

    The coronavirus outbreak means an opportunity for fintech companies - April 27, 2020
    Marketplace (Radio)

    Expect steepest decline for credit companies to be in Q3: Pro - April 20, 2020
    CNBC (Video)

    100 Women Leading the U.S. Finance Industry Confidently Into the Future - March 6, 2020
    Barron's (Article)

    Visa, Mastercard bet big on different growth strategies - February 5, 2020
    S&P Global (Article)

    Mastercard chief speaks out against nationalism and Facebook - February 2, 2020
    FT (Article)

    NBC's Closing Bell via Twitter - January 30, 2020
    CNBC (Video)

    Why MoffettNathanson's Lisa Ellis is bullish on Square - January 13, 2020
    CNBC (Video)

    Jack Dorsey’s planned move to Africa divides Square and Twitter investors - December 2, 2019
    CNBC (Article)

    Welcome to the Button Wars - November 22, 2019
    The Wall Street Journal (Article)

    Big Tech takes aim at the low-profit retail-banking industry - November 21,2019
    The Economist (Article)

    Square Rises as Analysts Call Results ‘So...Much...Better’ - November 7, 2019
    ​Bloomberg (Article)

    Mark Zuckerberg works to convince Congress: Libra should exist - October 24, 2019
    Marketplace Tech (Podcast)

    As Facebook's libra faces headwinds, China is racing to launch its own global cryptocurrency - October 15, 2019
    CNBC (Article)

    How Square became a $26 billion company - October 10, 2019
    CNBC (Video)

    Pushback may delay Facebook's digital currency plans - September 30, 2019
    Marketplace (Podcast)

    Square Sell-Off Is Overdone and Presents a Buying Opportunity, Analyst Ellis Says - August 2, 2019
    Bloomberg (Video)

    How to Invest in the Coming Fintech Revolution - July 23, 2019
    TheStreet (Webinar)

    Payment apps are all fun and easy, until you get burned by a typo - July 23, 2019
    NPR (Podcast)

    IBM cloud revenues 'a real weak spot' in the second quarter, still sell... - July 17, 2019
    CNBC (Video)

    Top analyst says this is why FB's Libra coin has only 20% chance of... - July 16, 2019
    CNBC (Video)

    Facebook's crypto dream - June 18, 2019
    Marketplace Tech (Podcast)

    Facebook's crypto partners signal it passes security test: Analyst - June 18, 2019
    CNBC (Video)

    Bitcoin plunges back below $8,000 as crypto stumbles - June 5, 2019
    Yahoo Finance (Video)

    Big Tech Wanted to Dethrone Credit Cards.  Why It Failed, and Who Wins Now. - May 24, 2019
    Barron's (Article)

    Why Facebook wants to launch its own currency - May 23, 2019
    Financial Times (Article)

    Growing competition could pose a big threat to Square, says analyst - May 1, 2019
    CNBC (Video)

    Shopify fine-tunes POS for a new brick-and-mortar era - April 29, 2019
    Retail Dive (Article)

    FIS's $43bn takeover of Worldpay - March 23, 2019
    Economist (Article)

    Square takes on Shopify with new micro-merchant tools - March 20, 2019
    Fast Company (Article)

    The good, the bad and Iran's love of Bitcoin - March 19, 2019
    Asia Times (Article)

    Square Sways as It Tries to Balance Tech and Banking - March 15, 2019
    Barron's (Article)

    Why can't you pay for more things with a wave of your mobile phone - February 25, 2019
    Marketplace (Article)

    Apple-Goldman Credit Card 'Nothing Unusual,' Ellis Says - February 21, 2019
    Bloomberg (Video)

    Investors are waiting for new PayPal partnerships, says equity analyst - January 30, 2019
    CNBC (Video)

    IBM beats earnings, sets higher than expected 2019 guidance - January 22, 2019
    CNBC (Video)

    Meet the New Payment Champions, Same as the Old Ones - January 11, 2019
    The Wall Street Journal (Article)

    PayPal is thriving by defying conventional wisdom - December 15, 2018
    Economist (Article)

    Why Facebook, PayPal a 'Match Made in Heaven' - December 13, 2018
    Bloomberg (Video)

    PayPal Has Become Retailers’ Best Ally in the Fight Against Amazon - December 10, 2018
    Barron's (Article)

    MoffettNathanson: meet the payment MVPs - November 30, 2018
    CNBC (Video)

    Why this expert is neutral on Square - November 7, 2018
    CNBC (Video)

    IBM bull and bear debate - October 29, 2018
    CNBC (Video)

    Can Bitcoin Become a Dominant Currency? - Oct. 21, 2018
    Wall Street Journal (Article)

    Breaking down PayPal's Q3 earnings report - October 18, 2018
    CNBC (Video)

    IBM will not see strong growth for another 4 to 5 quarters, says... - October 17, 2018
    CNBC (Video)

    Consumers, Businesses Make the Case for Going Cashless - October 15, 2018
    Bloomberg (Video)

    IBM's recovery remains protracted and uncertain - October 4, 2018
    CNBC (Video)

    Buy these payments stocks: No.1 rated analyst - July 11, 2018
    CNBC (Video)

  • Research Reports

    You will be redirected to your document shortly

    • Newest first|Oldest first|Most popular
    • Payments, Processors, and IT Services: 4Q20 Roundup – Updated Stock Preferences and Top Sector Themes02.25.21
    • Square 4Q20: Bonus Points – The Remarkable Profitability of Cash App02.24.21
    • Payments: Debit – No Stopping Me Now02.19.21
    • PYPL, MA: Is PayPal Worth More than Mastercard?02.12.21
    • FIS 4Q20: What Will Make the Deal Stocks Work Again? Part 2: Dispelling the eComm Bears02.10.21
    • “Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector07.11.18
    • Agree or disagree? Payments coverage initiation FAQs, pushback, and sentiment07.23.18
    • WP, SQ, GPN, FDC: Regulatory tremors in the UK07.25.18
    • PayPal 2Q18: Stand Tall, Checkout Button! 07.26.18
    • Visa 3Q18 and Mastercard 2Q18: Is Mastercard Really Suddenly Better?07.27.18
    • “Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector07.11.18
    • FIS, FISV, WP, FDC: “When You Come to a Fork in the Road, Take It.” Initiating Coverage of FIS and Fiserv05.21.19
    • Mastercard 1Q19: Investing for the Future – A Peek Into the Next Horizon of Growth05.01.19
    • “It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors10.04.18
    • IT Services: New CIO Survey Results Show A Positive 2019 Outlook For Overall IT and IT Services Spending01.14.19
Please contact your salesperson for access.

COOKIE POLICY

This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors on this website.

Copyright © 2021 :::: MoffettNathanson LLC :::: All Rights Reserved.   Disclosures