Global Payments Inc.

Global Payments Inc.

GPNยทNYSE

$67.85

-8.3%
Financial ServicesFinancial - Credit Services

Global Payments Inc. provides payment technology and software solutions for card, electronic, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It operates through three segments: Merchant Solutions, Issuer Solutions, and Business and Consumer Solutions. The Merchant Solutions segment offers authorization services, settlement and funding services, customer support and help-desk functions, chargeback resolution, terminal rental, sales and deployment, payment security services, consolidated billing and statements, and on-line reporting services. This segment also provides an array of enterprise software solutions that streamline business operations of its customers in various vertical markets; and value-added services, such as point-of-sale solutions, and analytic and engagement tools, as well as payroll and human capital management services. The Issuer Solutions segment offers solutions that enable financial institutions and retailers to manage their card portfolios through a platform; and commercial payments and ePayables solutions for businesses and governments. The Business and Consumer Solutions segment provides general-purpose reloadable prepaid debit and payroll cards, demand deposit accounts, and other financial service solutions to the underbanked and other consumers, and businesses under the Netspend brand. It markets its products and services through direct sales force, trade associations, agent and enterprise software providers, referral arrangements with value-added resellers, and independent sales organizations. The company was founded in 1967 and is headquartered in Atlanta, Georgia.

At a Glance

Live Snapshot
Market Cap$16.06B
EPS5.8400
P/E Ratio11.62
Earnings Date08/05/2026
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Global Payments Inc. Street Expectations Map

GPN ยท NYSE

Wall Street analysts project that GPN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 84.89, with estimates ranging from a low of 76.00 to a high of 109.00.

Lowest Target
76.00
12.01%
Consensus Target
84.89
25.11%
Highest Target
109.00
60.65%

The consensus 1-year price target stands at 84.89, with estimates ranging from a low of 76.00 to a high of 109.00.

Analyst Consensus Analysis

Upside Potential

+25.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

38.9% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Global Payments Inc. Forward Estimates of Revenue

GPN ยท NYSE
Latest Revenue
7.71B
FY 2025
Avg Estimate
9.71B
FY 2026
Estimate Range
9.54B - 9.88B
Analyst Spread

Forward Growth Analysis

Projected Growth+26.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Global Payments Inc. Forward Estimates of Net Income

GPN ยท NYSE
Latest Net Income
1.40B
FY 2025
Avg Estimate
3.48B
FY 2026
Estimate Range
3.40B - 3.57B
Analyst Spread

Forward Growth Analysis

Projected Growth+148.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Global Payments Inc. Forward Estimates of EPS

GPN ยท NYSE
Latest EPS
5.84
FY 2025
Avg Estimate
$13.70
FY 2026
Estimate Range
$13.33 - $13.99
Analyst Spread

Forward Growth Analysis

Projected Growth+134.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Global Payments Inc. Forward Estimates of EBIT

GPN ยท NYSE
Latest EBIT
2.03B
FY 2025
Avg Estimate
1.53B
FY 2026
Estimate Range
1.51B - 1.56B
Analyst Spread

Forward Growth Analysis

Projected Growth-24.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Global Payments Inc. Forward Estimates of EBITDA

GPN ยท NYSE
Latest EBITDA
3.45B
FY 2025
Avg Estimate
3.59B
FY 2026
Estimate Range
3.53B - 3.65B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.2%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Global Payments Inc. Forward Estimates of SG&A Expense

GPN ยท NYSE
Latest SG&A Expense
4.12B
FY 2025
Avg Estimate
3.58B
FY 2026
Estimate Range
3.52B - 3.65B
Analyst Spread

Forward Growth Analysis

Projected Growth-13.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Global Payments Inc. Insider Positioning

GPN ยท NYSE

During the last 12 months, insiders have purchased $1.29M and sold $2.16M worth of GPN shares, resulting in $875K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

14.6K

1.19M

Sold

2.0K

164.12K

Net Activity

+1.0M

+$1.02M

6-9 Months

Bought

1.3K

99.90K

Sold

16.1K

1.28M

Net Activity

-1.2M

-$1.18M

9-12 Months

Bought

0

0.00

Sold

8.5K

721.65K

Net Activity

-722K

-$722K

Top Buyers

1
BRHBJ

Baldwin Robert H B Jr

Director

13.4K sharesโ€ข2 transactions

$1.09M

2
WPA

Watson Patricia A

Director

1.3K sharesโ€ข1 transactions

$100K

3
JJM

Johnson Joia M

Director

1.2K sharesโ€ข1 transactions

$99K

Top Sellers

1
GDL

Green David Lawrence

Officer: Chief Administrative Officer

11.6K sharesโ€ข1 transactions

$928K

2
SDM

Sheffield David M

Officer: Evp, Chief Accounting Officer

4.5K sharesโ€ข2 transactions

$372K

3
MCD

Mcdaniel Connie D

Director

4.5K sharesโ€ข1 transactions

$347K

4
CRM

Cortopassi Robert M

Officer: President And Coo

4.0K sharesโ€ข1 transactions

$342K

5
SDL

Steele-Belkin Dara L.

Officer: General Counsel & Corp. Secty.

2.0K sharesโ€ข1 transactions

$172K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $875K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.60:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Insider Participation

Moderate Selling

5 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.