Group 1 - Global Payments Inc. (NYSE:GPN) is recognized as one of the 11 best very cheap stocks to buy according to billionaires [1] - Goldman Sachs reinstated coverage of Global Payments with a "Neutral" rating and an $88 price target, highlighting the company's size after acquiring Worldpay, which created the largest merchant-acquiring business globally [2] - The firm cautioned that industry valuation multiples are under pressure due to structural competition in merchant acquiring, and there are concerns about potential market share loss, which may hinder significant multiple expansion despite the company's increased presence [3] Group 2 - Analyst updates in February reiterated a cautious approach, with Global Payments' Q4 results and FY2026 guidance indicating 5% adjusted net revenue growth (excluding dispositions), 150 basis points of operating margin expansion, adjusted EPS of $13.80-$14.00, and free cash flow conversion above 90% [4] - Following a Q4 earnings beat, RBC Capital raised its target price to $97 from $95 with a "Sector Perform" rating, noting that management's FY2026 outlook appeared appropriately calibrated [5] - Global Payments serves companies and financial institutions worldwide by providing payment technology and software through its Merchant and Issuer Solutions sectors, with headquarters in Atlanta [5]

Core Insights - Global Payments Inc. (GPN) is valued at a market cap of $20.7 billion and is a payment technology and software provider based in Atlanta, Georgia [1] - The company is set to announce its fiscal Q3 earnings for 2025 on October 29, with analysts expecting a profit of $3.05 per share, a 4.1% increase from the previous year [2] - For fiscal 2025, GPN is projected to report a profit of $11.64 per share, reflecting a 5.3% growth from fiscal 2024, with further growth expected to $13.10 per share in fiscal 2026 [3] Stock Performance - GPN shares have declined by 15.9% over the past 52 weeks, underperforming the S&P 500 Index, which rose by 14.1%, and the Technology Select Sector SPDR Fund, which increased by 23.9% [4] - On October 1, GPN shares rose by 2.5% following the completion of a $1.1 billion sale of its Payroll business to Acrisure, part of a strategy to focus on becoming a leading pure-play commerce solutions provider [5] Analyst Ratings - Wall Street analysts have a "Moderate Buy" rating on GPN, with 10 out of 28 analysts recommending "Strong Buy," one suggesting "Moderate Buy," 15 advising "Hold," and two indicating "Strong Sell" [6] - The mean price target for GPN is $106.61, suggesting a potential upside of 24.6% from current levels [6]