Global Payments

GPN · NYSE

$84.82+$0.23 (+0.27%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $84.59

GPN analyst rating

HoldConsensus of 27 analysts over the last 12 months. 44% rate it a buy.

Strong buy0
Buy12
Hold15
Underperform0
Sell0

12-month price target · 33 analysts

Average $107.27 (+26.5% upside)

Low: $70.70
Now: $84.82
High: $203.70

Upgrades and downgrades

The latest rating actions, newest first

GPN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Keybanc	Oct 19, 2026	Upgrade	Sector Weight → Overweight	$105.00	47%
B of A Securities	Oct 15, 2026	Initiates	Buy	$114.00	67%
Oppenheimer	Oct 8, 2026	Upgrade	Perform → Outperform	$115.00	51%
Loop Capital	Sep 25, 2026	Initiates	Buy	$137.00	58%
Piper Sandler	Sep 11, 2026	Initiates	Neutral	$101.00	72%
RBC Capital	Aug 31, 2026	Maintains	Sector Perform	$102.00 → $106.00	64%
TD Cowen	Aug 26, 2026	Maintains	Hold	$90.00 → $95.00	52%
Wolfe Research	Aug 25, 2026	Maintains	Outperform	$110.00 → $125.00	59%
Truist Securities	Aug 25, 2026	Maintains	Hold	$79.00 → $95.00	68%
RBC Capital	Aug 19, 2026	Maintains	Sector Perform	$96.00 → $102.00	64%

The case for and against

Updated Oct 17, 2026

Bull case

Global Payments is viewed positively because the Worldpay closing, along with the sale of Issuer and other divestitures, is expected to simplify the company into a cleaner, more total return-oriented story while expanding its reach into large merchants and international markets. The combination of recent follow-up conversations and an improving cadence in 2H26 revenue growth and EBIT margin ramp supports stronger operating momentum, while FY27 capital returns of about $4.0B-$4.5B add a meaningful shareholder yield component. With its payment volume rising to roughly $4 trillion and upside tied to Merchant Solutions transformation and stronger free cash flow from cost actions, the company has multiple fundamental drivers for value creation.

Bear case

Global Payments is facing a difficult setup because a macro slowdown or possible recession, weaker consumer spending, and heightened competition can all pressure transaction volumes and margins in its highly competitive payments market. The Worldpay acquisition adds integration risk and creates dependence on achieving stated cost synergies, while exposure to Middle East-related travel softness and weaker tax payment volumes is expected to weigh on 2Q CC adj. net revenue growth, which was updated to 3.8%. Although the deal expands scale to about $4 trillion in payment volume and broadens international reach, the added complexity, foreign currency translation risk, and broader sector compression could leave the stock underperforming expectations.

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.