CPAY · NYSE
Average $469.74 (+15.0% upside)
The latest rating actions, newest first
| Firm | Date | Action | Rating |
|---|---|---|---|
| Scotiabank | Sep 2, 2026 | Initiates | Sector Outperform |
| RBC Capital | Aug 31, 2026 | Maintains | Sector Perform |
| Wolfe Research | Aug 25, 2026 | Maintains | Outperform |
| Cantor Fitzgerald | Aug 10, 2026 | Maintains | Overweight |
| JP Morgan | Aug 6, 2026 | Maintains | Overweight |
| UBS | Aug 6, 2026 | Maintains | Neutral |
| RBC Capital | Aug 6, 2026 | Maintains | Sector Perform |
| Keefe, Bruyette & Woods | Aug 6, 2026 | Maintains | Outperform |
| Morgan Stanley | Jul 28, 2026 | Maintains | Overweight |
| Loop Capital | May 19, 2026 | Initiates | Buy |
Updated May 26, 2026
Corpay is poised for continued growth with strong Q4 results and FY26 guidance well above expectations, driven by the Vehicle Payments and Corporate Payments segments. The company's focus on sustainability and financial inclusion initiatives, along with recent divestitures and acquisitions, showcase their dedication to strategic growth. With a diverse global presence and strong organic revenue growth, Corpay is a solid long-term investment opportunity.
Corpay is facing increasing revenue and earning pressure, due partly to interest rates falling. Due to the limited growth of its Current Payment unit, a significant increase in Company’s overall organic growth is unlikely. Organic sales and revenue growth are being witnessed, especially in Corporate Payments; furthermore, a significant reduction in macro-related impacts leads to favorable revenue.Over the medium-term, revenue growth in the segment of Corporate Payments should be about 10% yet underpins active multiples. There may be possible future risks, due to market share acquisitions, but this is offset by a favorable balance of current trends.
Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.
