Exhibit 99.1 Global Payments Reports Fourth Quarter and Full Year 2025 Results February 18, 2026 ATLANTA -- Global Payments Inc. (NYSE: GPN) today announced results for the fourth quarter and year ended December 31, 2025. "2025 was a transformative year for Global Payments," said Cameron Bready, chief executive officer. "We significantly advanced our agenda to reposition our business as a unified, streamlined operating company, while delivering strong financial results that were consistent with the commitme ...

Core Insights - Global Payments Inc. (GPN) is scheduled to report its fourth-quarter 2025 results on February 18, 2026, with earnings estimated at $3.18 per share and revenues at $2.32 billion [1] Earnings Estimates - The fourth-quarter earnings estimate has seen one upward revision in the past 60 days, indicating a year-over-year increase of 7.8% [2] - The Zacks Consensus Estimate for quarterly revenues suggests a year-over-year growth of 1.4% [2] - For the full year 2025, the revenue estimate stands at $9.31 billion, reflecting a 1.8% year-over-year rise, while the EPS estimate is $12.22, indicating a 5.8% increase year-over-year [3] Recent Performance - GPN has beaten the consensus estimate in three of the last four quarters, with an average surprise of 1.9% [3] Earnings Whispers - The current model does not predict an earnings beat for GPN, with an Earnings ESP of -1.26% and a Zacks Rank of 2 (Buy) [4] Segment Performance - GPN's Merchant Solutions and Issuer Solutions segments are expected to show growth in Q4 [7] - Merchant Solutions' adjusted revenues are estimated to increase by 0.3% from the previous year's $1.76 billion, with adjusted operating income expected to grow by 3.4% from $852 million [8] - Issuer Solutions' adjusted revenues are projected to rise by 4.4% from $542.1 million, with adjusted operating income expected to increase by 5.8% from $254.4 million [9] Cost Expectations - Adjusted costs of service are anticipated to rise by 4% year-over-year, with total operating costs expected to be around $1.3 billion for the quarter [10] Regional Revenue Insights - Revenue from Europe is expected to decrease by 56.3% year-over-year, while revenues from the Americas are projected to fall by approximately 46% [11] - Conversely, revenues from the Asia Pacific region are expected to grow by 8.3% year-over-year [11]

In its upcoming report, Global Payments (GPN) is predicted by Wall Street analysts to post quarterly earnings of $3.18 per share, reflecting an increase of 7.8% compared to the same period last year. Revenues are forecasted to be $2.32 billion, representing a year-over-year increase of 1.4%.Over the last 30 days, there has been an upward revision of 0.3% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their init ...

Global Payments Inc. (NYSE:GPN) is among the 12 Best Digital Currency and Payments Stocks to Buy Right Now. Stephens Keeps an Equal Weight Rating on Global Payments Inc. (GPN) TheFly stated on January 16, 2026, that Stephens kept its Equal Weight rating. It reduced its price target for Global Payments Inc. (NYSE:GPN) from $95 to $90. The modification was included in the company’s Financial Technology group outlook note for 2026. According to the analyst, 2025 was a difficult year for the firm as well as ...

Global Payments Inc. (NYSE:GPN) is one of the best affordable long term stocks to buy according to hedge funds. On January 27, Cantor Fitzgerald started covering Global Payments Inc. (NYSE:GPN) with a Neutral rating and set a price target of $80. The firm pointed out that Global Payments has changed a lot recently, becoming a “pure-play merchant acquirer” after buying Worldpay and selling its Issuer Solutions business to FIS. Global Payments (GPN) Draws Mixed Analyst Views Following Worldpay Deal and Stra ...

Core Insights - Global Payments Inc. (GPN) is valued at a market cap of $17.6 billion and is a leading provider of payment technology and software solutions [1] - The company has significantly underperformed the broader market, with stock prices declining 35.7% over the past 52 weeks and 8.5% in 2026, compared to the S&P 500 Index's 14% gains [2] - GPN has also lagged behind the Amplify Digital Payments ETF's 22.7% decline over the past year [3] Company Developments - On January 12, Global Payments completed its acquisition of Worldpay from FIS and GTCR, while divesting its Issuer Solutions business to FIS, transforming into a pure-play commerce solutions provider [6] - This acquisition creates a platform serving over 6 million merchant locations, processing $3.7 trillion in payments and approximately 94 billion transactions annually across more than 175 countries [6] Financial Performance - For FY2025, analysts expect GPN to deliver an adjusted EPS of $11.72, reflecting a 6.1% year-over-year increase [7] - The company has a strong earnings surprise history, surpassing bottom-line estimates in each of the past four quarters [7] - Among 32 analysts covering the stock, the consensus rating is a "Moderate Buy," with 11 "Strong Buys," one "Moderate Buy," 18 "Holds," and two "Strong Sells" [7] Analyst Coverage - Cantor Fitzgerald initiated coverage on Global Payments with a "Neutral" rating and an $80 price target, noting the company's transformation into a pure-play merchant acquirer [9] - The firm emphasized GPN's "divest and refresh" strategy, which has driven 22.33% revenue growth over the past year [9]

Industry Overview - Mobile payments are increasingly replacing physical wallets, enhancing transaction speed and efficiency in the global economy [2][3] - The global mobile payments market reached $4.97 trillion in 2025 and is projected to grow to $46.62 trillion by 2034, reflecting a 28% compound annual growth rate [4] Technological Advancements - The rise of smartphone penetration, wearables, and fintech innovations are driving mobile payment adoption, particularly among Gen Z and Millennials [3] - Technologies such as AI and blockchain are improving fraud prevention and transaction reliability [3] Market Dynamics - E-commerce growth and improved digital infrastructure are reinforcing mobile payment momentum, benefiting small businesses by enhancing cash flow and financial visibility [5] - Competition is intensifying among companies like Nu Holdings, Global Payments, and Remitly, which are forming deeper partnerships to scale their operations [6] Company Insights: Nu Holdings - Nu Holdings offers mobile payment capabilities through its Nubank platform, integrating payments into a single app-based ecosystem [8] - The company serves over 127 million customers globally, with a strong engagement rate of over 83% [9] - Nu Holdings is strategically applying for a U.S. national bank charter to access a larger digital payments market [10] Company Insights: Global Payments - Global Payments is a leading provider of payment technology, enabling mobile and digital wallet transactions across various channels [11] - The company generates revenue primarily through transaction-based fees, benefiting from the rise in mobile payment adoption [13] Company Insights: Remitly Global - Remitly operates a mobile-first platform focused on international remittances, facilitating seamless cross-border payments [14] - The company reported 8.9 million active customers and a 35% year-over-year increase in total send volume to $19.5 billion [16] - Remitly is expanding its partnerships to enhance geographic coverage and accelerate settlement times [17]

Group 1 - Global Payments Inc. (GPN) is identified as a leading online and POS payment platform, with the stock previously considered undervalued at $103.25 due to a low P/E ratio [1] - The investment strategy combines fundamental analysis with options trading, focusing on various strategies including income-oriented investments, growth at a reasonable price, deep value, and dividend aristocrats [1] - The analyst employs 20-25 options strategies for purposes such as hedging, bullish substitutes, neutral trades, trading volatility, and earnings-related trades [1] Group 2 - The analyst has a beneficial long position in GPN shares through stock ownership, options, or other derivatives, indicating a personal investment interest in the company [2]

Group 1 - Global Payments Inc. (GPN) is identified as a leading online and POS payment platform, with the stock previously seen as undervalued at $103.25, particularly due to a low P/E ratio [1] - The investment strategy combines fundamental analysis with options trading, focusing on various strategies including income-oriented investments, growth at a reasonable price, deep value, and dividend aristocrats [1] - The analyst employs 20-25 options strategies for purposes such as hedging, bullish substitutes, neutral trades, trading volatility, and earnings-related trades [1] Group 2 - The analyst has a beneficial long position in GPN shares through stock ownership, options, or other derivatives, indicating a personal investment interest in the company [2]

Core Viewpoint - The article highlights Global Payments (GPN) as a strong growth stock, supported by its favorable Growth Score and Zacks Rank, indicating solid investment potential for growth investors [2][10]. Earnings Growth - Global Payments has a historical EPS growth rate of 14.2%, with projected EPS growth of 13.3% for the current year, surpassing the industry average of 13% [5]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 8%, which is above the industry average of 6%. Additionally, its annualized cash flow growth rate over the past 3-5 years is 17.9%, compared to the industry average of 13.4% [6][7]. Earnings Estimate Revisions - The current-year earnings estimates for Global Payments have been revised upward, with the Zacks Consensus Estimate increasing by 0.4% over the past month, indicating a positive trend in earnings estimate revisions [8]. Overall Positioning - Global Payments has achieved a Growth Score of B and a Zacks Rank of 2, positioning it well for potential outperformance in the market, making it an attractive option for growth investors [10].