Are Wall Street Analysts Bullish on Global Payments Stock?
With a market cap of $26.9 billion, Global Payments Inc. (GPN) is a leading provider of payment technology and software solutions worldwide. The company operates primarily through its Merchant Solutions and Issuer Solutions segments, offering businesses and financial institutions secure, seamless, and innovative payment processing and software services.
Shares of the Atlanta, Georgia-based company have outpaced the broader market over the past 52 weeks. GPN stock has increased 29.8% over this time frame, while the broader S&P 500 Index ($SPX) has returned 11.3%. Moreover, shares of the company are up 29.5% on a YTD basis, compared to SPX’s 11.3% gain.
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Focusing more closely, shares of Global Payments have outperformed the State Street Financial Select Sector SPDR ETF’s (XLF) 10.2% return over the past 52 weeks.
Global Payments has outperformed as the integration of Worldpay, strong Genius platform adoption, and growing digital and embedded payments volumes have strengthened its growth outlook. Improving sales-force productivity, cross-selling opportunities, cost synergies, and expectations for stronger free cash flow have increased confidence in earnings and margin expansion.
For the fiscal year ending in December 2026, analysts expect Global Payments’ adjusted EPS to grow 11.8% year-over-year to $13.66. The company’s earnings surprise history is promising. It beat the consensus estimates in each of the last four quarters.
Among the 36 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 16 “Strong Buy” ratings, 18 “Holds,” and two “Strong Sells.”
This configuration is more bullish than three months ago, with 13 analysts suggesting a “Strong Buy.”
On Nov. 11, Bernstein analyst Harshita Rawat raised Global Payments’ price target to $100, maintaining a “Market Perform” rating.
The mean price target of $107.12 represents a 6.9% premium to GPN’s current price levels. The Street-high price target of $194 suggests a 93.6% potential upside.
On the date of publication, Sohini Mondal did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com