KeyBanc analyst Josh Beck says that following on his Boost scenario analysis, he ran a consumer survey for Cash Card users. While the survey did indicate relatively high interest that could potentially constrain yields near-term, the long-term ramifications from a rapidly growing ecosystem where his Key First Look Data indicated near triple-digit Cash App growth fueled by increased engagement are positive, he contends. The analyst remains constructive on growth potential yet is patient as he thinks the Cash App monetization narrative may take quarters to develop. Beck reiterates an Overweight rating and $100 price target on the shares.