Zip Co (ASX:ZIP) Is Up 7.6% After Entering Gift Card Installments With InComm Payments – Has The Bull Case Changed?

Simply Wall St.06-02

In May 2026, InComm Payments announced a partnership with Zip Co to bring installment buying to the gift card category, allowing eligible US shoppers to purchase and split payments for leading retail,...

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Next, we’ll examine how integrating installment payments into the gift card market could influence Zip Co’s growth-focused investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 12 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.AdvertisementZip Co Investment Narrative RecapTo own Zip Co, you need to believe its BNPL model can scale profitably across key markets while keeping credit losses and funding costs in check. The InComm Payments gift card partnership broadens use cases inside the Zip app, but does not materially change the near term focus on maintaining margins in the US business or the key risk of rising regulatory scrutiny and credit losses as products expand. The partnership sits alongside Zip’s broader push to deepen engagement through product innovation, such as the February launch of Pay in 2 for everyday spending. Together, these offerings support the existing growth catalyst of higher transaction frequency and in app activity, but also intersect with the risk that more complex products and higher usage could test the resilience of Zip’s underwriting and credit performance. Yet against this expansion, investors should still watch for the risk that tighter regulation and shifting credit outcomes could materially affect Zip’s results and... Read the full narrative on Zip Co (it's free!)Zip Co's narrative projects A$1.7 billion revenue and A$216.9 million earnings by 2028. This requires 17.4% yearly revenue growth and about A$137 million earnings increase from A$79.9 million today.Uncover how Zip Co's forecasts yield a A$4.07 fair value, a 68% upside to its current price.Exploring Other PerspectivesASX:ZIP 1-Year Stock Price Chart Some of the lowest analyst estimates paint a much more cautious picture, even before this news, assuming revenue of about A$2.0 billion and earnings of roughly A$225.2 million by 2029, which may or may not prove conservative once the impact of partnerships like InComm and rising regulatory and funding risks becomes clearer.Explore 10 other fair value estimates on Zip Co - why the stock might be worth 9% less than the current price!The Verdict Is YoursDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your Zip Co research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.Our free Zip Co research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zip Co's overall financial health at a glance.Want Some Alternatives?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Rare earth metals are the new gold rush. Find out which 31 stocks are leading the charge.Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.AI is about to change healthcare. These 9 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zip Co might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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