$Zip Co Ltd (ZIP.AU)$ Why I'm bullish over the next 6 months.
Revenue has grown every single year since FY2021. The company turned profitable in FY2024 and grew that profit to $79.9m by FY2025. Every financial measure is moving in the right direction.
75% of Zip's revenue comes from the US — meaning RBA rate hikes are largely irrelevant. What matters is the Fed, and rate cuts are on the horizon. That's a direct tailwind.
The US business alone carries 4.6 million active customers with a Net Promoter Score of +73 and 98% of transactions repaid in full. That's a sticky, healthy book.
And the CEO is relocating to the United States in 2H26 — leadership putting their feet where the growth is.
Speculative Buy for risk-tolerant investors. Not financial advice — do your own research.
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