Global Payments IncNYSE: GPN
Financials · Transaction & Payment Processing Services
$72.52
+0.78%
Vol: 1.9M
Research Digest
Friday, May 1, 2026
Global Payments set to report Q1 earnings May 6, Worldpay integration progressing
Global Payments will release Q1 2026 results May 6 before market open with EPS expectations of $2.84 and revenue of $2.83B. Company completed Worldpay acquisition on Jan 12, 2026 and is executing major integration targeting $600M in synergies. FY2025 showed 6% revenue and 12% EPS growth with 2026 guidance for 5% revenue growth and 13-15% EPS growth. Board appointed Vivek Sankaran as independent director. Average analyst rating is Hold with $92.56 price target (35% upside).
Previous Market Intelligence
13 daysApr 30Global Payments completed Worldpay acquisition and Issuer Solutions divestiture, transforming into pure-play commerce provider serving 6M merchants on May 6 earnings.Positive▶
Global Payments announced completion of Worldpay acquisition from FIS and GTCR, and divestiture of Issuer Solutions to FIS. Combined company now pure-play commerce solutions provider serving 6 million merchant locations, processing $3.7 trillion annual payment volume and 94 billion transactions across 175+ countries. GPN is set to report Q1 2026 earnings on May 6 with expectations for $2.84 EPS and $2.83 billion revenue. BMO Capital Markets initiated coverage on April 20 with Market Perform rating. Analyst consensus is Hold with average price target of $92.56 (35.46% upside). Company targeting $600 million in synergies through 2028.
Apr 29Global Payments completes Worldpay acquisition on January 12, 2026, creating pure-play commerce solutions provider serving 6+ million merchants.Positive▶
Global Payments completed its Worldpay acquisition and Issuer Solutions divestiture, transforming into a pure-play commerce solutions provider. Combined company serves 6+ million merchants, processes $3.7T in annual payment volume across 175+ countries, and targets $600M in synergies. Q1 2026 earnings expected May 6 with consensus $2.84 EPS. GPN received Market Perform rating from BMO with $76 price target. Average analyst rating is Hold with 12-month target of $92.56 (35.46% upside).
Apr 16Global Payments Q4 2025 net revenue reached $2.3 billion with 6% year-over-year growth; company resuming $2.5 billion share buyback.Mixed▶
Global Payments reported Q4 2025 net revenue of $2.3 billion with 6% year-over-year growth on constant currency basis. CEO Cameron Bready announced resumption of stock buybacks with $2.5 billion repurchase program including immediate $550 million buyback. Company expects 2026 adjusted net revenue to grow approximately 5% on constant currency basis. Management remains confident in achieving $200 million annualized revenue and $600 million expense synergies over three years through Worldpay acquisition integration. Stock at $67.91 after recent weakness; analyst average rating is Buy with 12-month price target of $92.50 representing 32% upside. Raymond James downgraded amid fintech challenges.
Apr 15Global Payments completes Worldpay acquisition; IRS selects Link2Gov as preferred digital payments provider.Mixed▶
Global Payments completed its acquisition of Worldpay and divestiture of Issuer Solutions Business. The IRS selected Global Payments' Link2Gov unit as a preferred digital payments provider for 2026 tax season. Q4 2025 profit beat expectations driving 8% stock surge. Citi lowered price target from $110 to $90 while maintaining Buy. 21 analysts maintain Buy consensus with $92.50 target.
Apr 14Global Payments lowers guidance after Worldpay integration; Citi cuts price target to $90 from $110.Negative▶
Global Payments completed Worldpay acquisition in January and released 2026 Global Payments Report. Citi lowered target to $90 from $110 on April 2. Q4 earnings beat (EPS $3.18 vs $3.16) but 2026 guidance of 5% revenue growth disappointed. Stock down 15.6% month-to-date. Consensus Buy with $92.50 target.
Apr 13Global Payments stock declined despite strong Q4 earnings and positive 2026 guidance with AI initiatives.Mixed▶
Global Payments closed April 1 at $65.36, down 2.88% despite strong Q4 2025 earnings (EPS $3.18 vs $3.16 estimate). Company forecasts 2026 5% constant currency revenue growth, 150 basis points margin expansion, and adjusted EPS of $13.80-$14.00. Citi lowered price target to $90 from $110 on April 2.
Apr 10Global Payments stock down 2.88% despite Q4 earnings beat; analysts see 40% upside potential with Buy consensus.Mixed▶
Global Payments closed down 2.88% on April 1, 2026 despite strong Q4 earnings (EPS $3.18 vs $3.16 forecast). Company provides 2026 guidance: 5% constant currency revenue growth, 150 bps margin expansion, and adjusted EPS of $13.80-$14.00. Citi lowered price target to $90 from $110. 21 analysts maintain Buy consensus with $92.50 target.
Apr 9Global Payments lowers guidance after analyst downgrades; stock down 34% YoY despite Worldpay integrationNegative▶
Global Payments completed Worldpay acquisition and Issuer Solutions divestiture, creating pure-play commerce provider processing ~$4T payment volume. Multiple analysts downgraded: RBC lowered PT from $97 to $82 (April 8); Citigroup cut from $110 to $90 (April 2); Raymond James downgraded to Market Perform from Outperform. Stock down 34.12% YoY at $64.05, trading 34% below 26-analyst consensus target of $100.05. Mizuho maintains Outperform with PT adjusted $125 to $110. Market processing $2.8T in transactions; integration execution risk remains.
Apr 8Global Payments stock hits 52-week low at $62.68 after completing Worldpay acquisitionNegative▶
Global Payments completed Worldpay acquisition, processed $2.8T in transactions in 2025. FY2026 guidance: ~5% net revenue growth, 150bps margin expansion, 13-15% EPS growth. Stock down 15.69% YTD, down 34.12% YoY. Analyst average target $93.33 (+45.71%).
Apr 7Global Payments cuts guidance but maintains position; announces $2.5B buyback program.Mixed▶
Global Payments (GPN) reported strong Q4 with net revenue of $2.3B (+6% YoY constant currency). CEO announced $2.5B buyback program with $550M immediate repurchase. Company expects $200M annualized revenue and $600M expense synergies from Worldpay integration. FY2026 guidance: ~5% adjusted net revenue growth. Stock trades $64.05. Analysts maintain 'Buy' with PT $93.33 (+45.71% upside).
Apr 6Global Payments completed Worldpay acquisition; Citi cut PT to $90 on April 2.Negative▶
Global Payments finalized Worldpay acquisition expanding merchant services and international operations. Company now processes nearly $4 trillion in annual payment volume. Recent analyst downgrades: Citi cut price target to $90 from $110 on April 2, 2026; Mizuho to $110 from $125 on March 26. Released 2026 Commerce/Payment Trends report.
Apr 3Global Payments reported strong Q4 2025 earnings beat but declined 2.88% amid fintech sector pressures and price target reductions.Mixed▶
Global Payments reported Q4 2025 earnings per share of $3.18 versus forecast of $3.16, with revenue of $2.32 billion matching guidance. Full year 2025 showed 6% adjusted net revenue growth to $9.32 billion and 12% adjusted EPS increase to $12.22. Company provided 2026 guidance of 5% constant currency revenue growth, 150 basis points margin expansion, and adjusted EPS of $13.80-$14.00.
Apr 2Global Payments released 11th annual Global Payments Report on March 31 showing Gen Z driving shift from cards to digital wallets.Mixed▶
Global Payments Worldpay business released its annual report on March 31, 2026, revealing that Gen Z is already shifting to digital wallets. Mizuho lowered price target to $110 from $125 and Raymond James downgraded to Market Perform from Outperform on March 26, while Wells Fargo gave Buy rating on March 23. The company completed Worldpay acquisition and divested Issuer Solutions.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| GPNGLOBAL | $72.52 | +0.78% | +10.6% | 4.4x | 0.77 | $19.8B |
| 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.