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GPGPN

Global Payments Inc.

$GPN·$23B·Financial - Credit Services·Financial Services
$86.49-2.8%YTD+11.5%1Y+2.6%
Price updated 9h ago·X counts updated 2d ago
GPGPN
$GPNGlobal Payments Inc.
$86.49-2.80%93 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GPN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

93X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $GPN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-31

The thin conversation is uniformly constructive on Global Payments, framing shares at $95 as still cheap on Wolfe's numbers with a $110 target implying roughly 16% upside before dividends. Bulls contrast a 5.8x 2027 P/E against PayPal's 9x and highlight retracing of the Worldpay acquisition selloff. Broader payments-volume charts get shared to argue that merchant-acquiring processors like GPN, Adyen, and Fiserv continue to compound processed volumes year after year.

Read what X is saying about $GPN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GPN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-16

The move is getting stronger, with heavier trading behind it.

Global Payments at 80% of range — Wolfe's $110 target implies 16% upside against a 5.8x 2027 P/E.

Global Payments is a leading merchant-acquiring processor (Heartland, TSYS, EziDebit) — the payments-network-adjacent SaaS bet that competes with Fiserv and Adyen at scale, and just closed the Worldpay integration.

  • Fundamentals are re-accelerating: Q1 revenue grew 23% YoY to $2.97B (Worldpay contribution), and Q2 EPS beat by 1% at $3.46 — the last two beats after the Worldpay dust settles suggest the integration is producing rather than dragging.
  • The valuation setup is genuinely cheap: 5.8x 2027 P/E per the sample vs PayPal's 9x — the Worldpay-selloff overhang has finally started to retrace, and Wolfe's $110 target implies 16% upside from ~$95 (stock now $89).
  • The payments-volume compounding backdrop supports: broader charts show merchant-acquiring processors like GPN, Adyen, and Fiserv continuing to compound processed volumes YoY — the secular thesis is intact, not just a cycle.

At 80% of the 52w range and 17% above the 200d, accelerating — the Nov 3 Q3 print continuing the beat pattern plus Worldpay-integration synergy detail keeps the move going; a slower-than-modeled Worldpay integration or a fresh payments-competition guide-down turns accelerating into cooling.

Agrees with X sentimentX longs are reading it right — 5.8x 2027 P/E vs PayPal 9x is a legitimate valuation setup, and Wolfe's $110 target is a genuine sell-side anchor. The Worldpay-selloff-retrace framing captures the real technical setup.

What to watch: Nov 3 Q3 print for continued beat pattern and Worldpay-integration synergy detail. A slower-than-modeled Worldpay integration or a fresh payments-competition guide-down turns accelerating into cooling.

On the calendar: 2026-11-03 — Q3 earnings

worldpay integration paying off5 8x 2027 pewolfe 110 target

Read the AI verdict on $GPN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global payment processing and software platform for merchants, card issuers, and consumer disbursements across 170 countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Financial - Credit Services sits in its cycle right now — and what that implies for $GPN.

Financial - Credit Services · Financial Services

AI-driven underwriting and BNPL are reshaping consumer credit while card network volumes hold via premium-spend mix; rate compression remains a headwind for subprime lenders. SoFi is down 30% YTD on valuation re-rate despite operational progress, and PYPL is expanding payment reach under a new strategic direction.

What this means for $GPN

Partial — Global payments processing and software platform earns transaction fees and SaaS revenue across 170 countries; benefits from digital payment volume growth but competitive pricing pressure from Stripe and others constrains margin expansion.

Industry benchmark

19-name peer basket
-11.4%YTD
-18.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-22.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-3.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
67.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$3.46$3.44+0.6%
Q1 2026May 6, 2026$2.96$2.78+6.5%
Q4 2025Feb 18, 2026$3.18$3.16+0.6%
Q3 2025Nov 4, 2025$3.26$3.23+0.9%
Next earningsTue, Nov 3·consensus EPS $3.56

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.0B+23.1%57.1%-0.5%$-7.51$-550.2M
Q4 FY25$1.9B-24.6%70.6%13.0%$0.91$347.0M
Q3 FY25$2.0B+0.5%72.3%31.8%$2.65$598.9M
Q2 FY25$2.0B-0.7%74.5%28.7%$0.99$665.4M

Forward consensus

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.4B$12.3B – $12.4B$13.64$13.52 – $13.6922
FY27$13.0B$12.9B – $13.1B$16.02$15.59 – $16.8822
FY28$13.6B$12.7B – $14.0B$18.68$7.74 – $31.4020
FY29$14.3B$13.9B – $14.5B$21.53$20.75 – $21.8910
FY30$15.4B$14.9B – $15.6B$23.24$22.40 – $23.6310

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 227.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.795-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 17 other (11 awards · 5 inkinds · 1 exempt) in window

See when $GPN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 48-K — Item 5.07: Shareholder vote
AI summary

Global Payments Inc. filed an 8-K under Item 5.07 (shareholder vote results) on May 4, 2026, reporting the outcome of proposals voted on at its April 30, 2026 annual meeting. The excerpt is XBRL header only; the actual vote tallies — including say-on-pay and director election results — are in the attached exhibit. Routine annual meeting disclosure — relevant to ongoing investor scrutiny of GPN's executive compensation and board composition given the company's underperformance and strategic overhaul.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Financial Review: Global Payments (NYSE:GPN) and Compass Diversified (NYSE:CODI)defenseworld.net·1d agoHere Are Friday’s Top Wall Street Analyst Research Calls: Atmos Energy, Celanese, Check Point Software, Chewy, Dell Technologies, Fortinet, Global Payments, HP, Shopify, and More247wallst.com·6d agoHere's Why Investors Should Retain Global Payments Stock for Nowzacks.com·7d agoHsbc Holdings PLC Raises Position in Global Payments Inc. $GPNdefenseworld.net·9d agoGlobal Payments (GPN) Up 4.7% Since Last Earnings Report: Can It Continue?zacks.com·13d ago

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Voices on X · last 7 days

No standout posts about $GPN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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