Corpay, IncNYSE: CPAY
Financials · Transaction & Payment Processing Services
$306.99
+0.17%
Vol: 169K
Research Digest
Friday, May 1, 2026
Corpay launches AI spend management capabilities, completes PayByPhone sale
Corpay announced AI capabilities launch for spend management on April 28 and completed sale of PayByPhone mobile parking business to Lightyear Capital in April 2026. Q1 2026 earnings scheduled for May 7 with expectations of 21.3% EPS growth and 20.1% revenue growth. The company continues strategic sports partnerships (Formula E, AC Milan) and achieved 21% revenue growth and 11% organic growth in Q4 2025. Stock trading at $306.59 with average analyst rating of Buy and $379 target.
Previous Market Intelligence
13 daysApr 30Corpay completed PayByPhone sale on April 6, 2026 and reported Q4 2025 EPS beat of $6.04 with 13% adjusted EPS growth, maintaining focus on corporate payments.Positive▶
Corpay completed the sale of its Vehicle Payments asset (PayByPhone) to Lightyear Capital on April 6, 2026. Q4 2025 earnings per share of $6.04 beat estimates of $5.82 by 3.78% with 21% revenue growth and 11% organic revenue growth. The company achieved 13% adjusted EPS growth. Corpay extended partnerships with AC Milan and Formula E. The company's price target was lowered to $377 from $384 at BofA on April 15. Analyst consensus shows 12 analysts with average rating of Buy and price target of $379.
Apr 29Corpay launched AI virtual assistant for Complete platform; completed PayByPhone sale to Lightyear Capital reducing 2026 revenues by $75MMixed▶
Corpay announced AI-powered virtual assistant for Corpay Complete platform enabling conversational financial queries and insights. The company completed sale of PayByPhone mobile parking business to Lightyear Capital, expected to decrease 2026 revenues by $75M. Raymond James raised price target to $390 from $361. Strategic partnerships expanded with AC Milan and Formula E. Q1 2026 earnings conference call scheduled for May 7 at 5:30 PM ET.
Apr 16Corpay raised FY 2026 EPS guidance to $25.50-$26.50 on Q4 21% revenue growth and 13% adjusted EPS growth.Positive▶
Corpay reported record 2025 results with Q4 revenue up 21% and 13% adjusted EPS growth, setting FY 2026 guidance at $25.50-$26.50 EPS. The company signed a definitive agreement to sell PayByPhone mobile parking to Lightyear Capital for Q2 2026 close. Corpay Cross-Border was named Official FX Provider of the NHL and FIA Formula E Championship. Mastercard invested $300 million, supporting cross-border expansion. Bank of America, Morgan Stanley, and JPMorgan all raised price targets to $384-$390. Analyst consensus Buy rating with 12-month target of $379, up 29.2% from current price.
Apr 15Corpay completes PayByPhone sale; reports record 2025 revenue of $4.5B with strong analyst support.Positive▶
Corpay completed the sale of PayByPhone to Lightyear Capital on April 6. Record 2025 revenue reached $4.50 billion, supported by corporate and vehicle payments growth. Analyst consensus is Buy from 15 research firms. AC Milan partnership renewed with Corpay Cross-Border. Stock trades at $302.83 with 12-month price target of $379.0.
Apr 14CorPay completed PayByPhone sale to Lightyear Capital on April 6, reducing 2026 revenue by $75M but maintaining neutral EPS impact.Neutral▶
CorPay completed divestiture of PayByPhone mobile parking payment asset, reducing 2026 revenues by approximately $75M. Plans to offset through share repurchases, maintaining neutrality to 2026 Cash EPS outlook. Reported record 2025 results ($4.5B revenue) and projects 16% revenue and 22% adjusted EPS growth for 2026.
Apr 13Corpay reports Q4 2025 organic revenue growth of 11% and completes Alpha Group acquisition; Mastercard invests $300M.Positive▶
Corpay reported Q4 2025 revenue growth of 21% ($1,248.2M) with organic revenue +11% and adjusted EPS growth +13%. Completed acquisition of Alpha Group International. Mastercard invested $300M (minority stake) valuing cross-border business at ~$13B. Named Official FX Provider of NHL and Formula E. Q1 2026 earnings May 6.
Apr 10Corpay completes PayByPhone sale; expects $75M revenue impactNeutral▶
Sold PayByPhone to Lightyear Capital. Reduces 2026 revenue by ~$75M but neutral to Cash EPS. Maintains 10% organic growth.
Apr 9Corpay completes PayByPhone sale to Lightyear Capital with ~$75M 2026 revenue impactNeutral▶
Corpay completed sale of PayByPhone vehicle payments business to Lightyear Capital on April 6, 2026, simplifying portfolio and rotating to corporate payments. Transaction expected to reduce rest-of-year 2026 revenues by ~$75M but remain neutral to 2026 Cash EPS as Corpay uses proceeds for share repurchases. Company maintains 10% organic revenue growth guidance for 2026. Corpay Cross-Border named Official FX Provider of ABB FIA Formula E. 12 analysts give Buy consensus with $380.67 price target.
Apr 8Corpay completes sale of PayByPhone to Lightyear Capital; maintains 10% organic revenue growth guidance.Neutral▶
Corpay completed PayByPhone sale, expected to reduce 2026 revenue by ~$75M but neutral to Cash EPS. CEO said simplifies portfolio. Maintains 10% organic growth.
Apr 7Corpay Completes PayByPhone Sale; Q4 Revenue Up 21%; Named Formula E FX ProviderPositive▶
Corpay completed the sale of PayByPhone mobile parking business to Lightyear Capital with proceeds earmarked for buybacks. Q4 2025 showed strong results with revenue up 21% to $1,248.2M and organic revenue +11%. Named Official FX Provider for ABB FIA Formula E Championship in March 2026.
Apr 6Corpay completes Alpha Group acquisition and receives $300M Mastercard investment in cross-border business.Positive▶
Corpay completed the acquisition of Alpha Group International plc (LSE: ALPH) in November 2025, expanding B2B cross-border FX solutions and global bank accounts services. Mastercard completed a $300 million minority investment into Corpay's cross-border business, valuing that unit at approximately $13 billion. Q4 2025 results showed 21% revenue growth, 11% organic growth, and 13% adjusted EPS growth. Recent developments include becoming Official Foreign Exchange Provider of the National Hockey League and launching USCIS Navigator for immigration payment processing. CPAY shares are down about 12% over the past month, trading around $293.34 as of April 2026.
Apr 3Corpay beat Q4 earnings estimates; 2026 guidance calls for 16% revenue and 22% adjusted EPS growth.Positive▶
Corpay reported Q4 2025 EPS of $6.04, beating estimates of $5.82 by 3.78%. 2026 outlook calls for 16% revenue and 22% adjusted EPS growth. Stock rose 1.91% to $290.99. 11 analysts maintain average Buy with $378.91 target (16.55% upside).
Apr 2Corpay reports 21% Q4 revenue growth to $1.248B; Mastercard invests $300M in cross-border business at $13B valuationPositive▶
Corpay reported strong Q4 2025 with 21% revenue growth to $1.248B, 11% organic revenue growth, and 13% adjusted EPS growth on March 26, 2026. Company completed acquisition of Alpha Group International plc (LSE: ALPH) and announced sale of PayByPhone mobile parking payments business to Lightyear Capital. Mastercard completed $300 million minority investment into Corpay's cross-border business, valuing it at ~$13 billion. Corpay Cross-Border named Official FX Provider of ABB FIA Formula E World Championship. Current price is $290.99 (up 1.91% past 24h). Analyst consensus: 11 analysts with average Buy rating, $378.91 price target (16.55% upside).
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CPAYCORPAY | $306.99 | +0.17% | +2.8% | 10.3x | 0.85 | $20.3B |
| VVISA | $328.42 | -0.43% | +8.7% | 22.5x | — | $627.4B |
| MAMASTERCARD | $495.68 | -1.44% | +0.3% | 22.2x | 0.83 | $444.8B |
| PYPLPAYPAL | $50.47 | +0.65% | +10.3% | 8.7x | 1.41 | $45.1B |
| XYZBLOCK | $71.99 | +2.10% | +16.2% | 14.7x | 2.61 | $42.0B |
| FISVFISERV | $62.21 | -0.71% | +11.2% | 6.9x | — | $33.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.