Citi analyst Ashwin Shirvaikar names TSYS (TSS) his new top pick in the payments processors space saying a shift towards "self-help" stories makes sense following the recent rally in the sector. The company is a self-help story due to the benefits of its recent TransFirst acquisition, Shirvaikar tells investors in a research note. Vantiv (VNTV) moves to his second pick, followed by Fidelity National Information (FIS), PayPal (PYPL) and Global Payments (GPN). The analyst raised his price target for TSYS to $63 from $61 and keeps a Buy rating on the name.

BofA raised the firm's price target on FIS to $84 from $79 and keeps a Buy rating on the shares. Ahead of the company's upcoming Q1 earnings report and investor day, the firm says it is "comfortable" with Q1 estimates it says are "quite achievable, as the newer management team has generally provided conservative guidance." Given its view regarding the achievability of near-term estimates and anticipation of positive messages at the upcoming investor day, the firm raised its target FY25 P/E multiple, the analyst tells investors.