Global Payments Stock: Analyst Estimates & Ratings

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]