In this article, we will discuss: 10 Best Mobile Payments Stocks to Buy Now.
OpenAI recently launched “Instant Checkout,” a tool that allows users to make purchases immediately within ChatGPT, in collaboration with Etsy and Shopify. The technology is already available to ChatGPT Pro, Plus, and Free logged-in users in the United States who purchase from U.S. Etsy sellers, with over 1 million Shopify merchants soon to follow. According to OpenAI, customers will not be charged any additional fees, but merchants will pay fees on successful transactions. Following the news, US-listed Shopify saw an uptick of 4.5% in value, whereas Etsy’s shares increased 7.3%.
According to the business, “Shopify merchants will be able to sell directly through ChatGPT conversations — no links or no redirects, just seamless commerce.” The agentic commerce protocol that OpenAI developed with Stripe to facilitate payments will be made publicly available. The decision expands OpenAI’s revenue sources beyond subscriptions by using ChatGPT’s substantial user base and incorporating e-commerce directly into conversations.
With that said, here are the 10 Best Mobile Payments Stocks to Buy Now.
Our Methodology
We sifted through ETFs and online rankings to form an initial list of the 10 Best Mobile Payments Stocks to Buy Now. From the resultant dataset, we chose 10 stocks with the highest number of hedge fund investors, using Insider Monkey’s database of 983 hedge funds in Q2 2025 to gauge hedge fund sentiment for stocks.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. American Express Company (NYSE:AXP)
Number of Hedge Fund Holders: 70
American Express Company (NYSE:AXP) Board of Directors announced that shareholders of record on October 10, 2025, will be paid a regular quarterly dividend of $0.82 per common share on November 10, 2025.
American Express Company (NYSE:AXP) has benefited from years of faster growth as its loan and new card acquisitions have greatly surpassed those of its competitors. Historically, the business has prioritized payment networks over lenders. While this has not changed, and net interest income still accounts for approximately 25% of its revenue, the move toward a younger cardholder base and more lending features on its cards resulted in a 26.1% CAGR in net interest income from 2021 to 2024. It provided a significant tailwind for overall growth. Morningstar analysts predict that this growth will slow down considerably in 2025 and beyond since it was caused by certain products and strategic changes that have reached their limit. It is one of the Best Digital Money Stocks.
9. Block, Inc. (NYSE:XYZ)
Number of Hedge Fund Holders: 79
According to Morningstar analysts, Block, Inc. (NYSE:XYZ) can reach and retain micro merchants that are unfeasible for other acquirers. This is due to its legacy Square business model, which is defined by successful client onboarding, modern point-of-sale devices, flat fees, and an internally developed and integrated set of software solutions.
According to analysts, Square’s early success was mostly due to growing the acquiring market rather than taking significant market share from competitors. There is space for payment providers to grow steadily without gaining market share from one another, due to the ongoing transition toward electronic payments.
Block, Inc. (NYSE:XYZ) was established in 2009 and provides businesses with payment services as well as associated services. The business also introduced the Cash App, a network for individual payments. Square processed about $250 million in payments in 2024. It is among the Best Digital Money Stocks.
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