ZIP News & Analysis - Morningstar Australia
Read the latest news and analysis on Zip from Morningstar Australia. We're all in for investors.
www.morningstar.com.auHere’s the latest on Zip Co (ASX: ZIP) based on recent public reporting and news:
US partnership momentum: Zip has been highlighting its expanded collaboration with Stripe in the United States, which the market has viewed positively as a driver for US merchant adoption and growth in transaction volume. This partnership was flagged in late 2025 and continued into early 2026 as a key growth lever.
Q3/FY26 updates and guidance: Zip’s quarterly results in early 2026 showed solid US-TTV growth and supported an upgrade to full-year US growth guidance, reinforcing the narrative that the US is a major growth engine for the company. The stock reaction around those updates included notable intraday gains in some reports.
US market expansion and merchant network: Zip announced ongoing efforts to expand its US merchant network and to make Zip available as a payment option in Stripe-powered checkouts, which can potentially widen customer reach and lift checkout conversion.
Australian market activity: In Australia, Zip has remained active with product announcements (e.g., ZMobile launches) and continued merchant partnerships, contributing to a diversified growth narrative beyond the US.
Stock performance context: ZIP has experienced substantial price appreciation over the past year, with commentary noting multi-bagger moves and the stock trading at levels not seen since mid-2021 in some cases, reflecting strong investor interest tied to US expansion and solid quarterly progress.
Illustration: Zip’s growth story is often framed around two pillars—accelerating US merchant adoption via Stripe-led integrations and steady progress in the Australian business with new product offerings—aiming to deliver higher US TTV growth and broader market presence.
If you’d like, I can pull the most recent official announcements or earnings slides and summarize the key numbers (US vs Australia performance, TTV, guidance, buyback updates) in a concise table. I can also set up a quick chart comparing ZIP’s US TTV growth vs. overall TTV over the last four quarters.
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Read the latest news and analysis on Zip from Morningstar Australia. We're all in for investors.
www.morningstar.com.auRead the latest news and analysis on Zip Co from Morningstar Australia. We're all in for investors.
www.morningstar.com.auNewsroom for Zip Co.
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