GPN

Global Payments Inc. (GPN) | Rumor.io

Global Payments

GPN

Attention (50-day avg)0%

Attention rank (50-day avg)#1,512

Bullish sentiment (50-day avg)75%

Price to earnings ratio41

Market capitalization22.4B

Earnings per share2.11

Dividend yield (TTM)1.18%

Revenue (annual)7.7B

Net income (annual)1.5B

Social

What share of all stock conversation is about GPN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% new	0% +0	0% -0.02	0% -0.01

Aug 5

Global Payments Inc. (GPN) reported Q2 earnings, with revenue of $3.16B (est. $3.17B) and adjusted EPS of $3.46 (est. $3.45), a 12% YoY increase.
GPN trimmed its FY26 guidance due to a Middle East conflict impact on its travel portfolio, with adjusted EPS now expected to be $13.60-$13.80 and revenue growth of 4-5%.
The company's adjusted operating margin was 42.0%, a 70bps YoY increase, and it reaffirmed its FY26 adjusted EPS guidance of $13.60-$13.80.

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Sentiment

Of the messages about GPN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	45.45% -54.55	69.47% -7.29	66.07% -24.6
Bearish	—	54.55% +54.55	30.53% +7.29	33.93% +24.6

Bullish· Feb 18

Global Payments' (GPN) earnings beat expectations, with Q4 adjusted EPS of $3.18, exceeding estimates by $0.02.
The company guided FY26 adjusted EPS above consensus, at $13.80-$14.00, and expects 5% constant currency adjusted net revenue growth.
GPN announced a $2.5 billion share buyback authorization and entered into a $550 million accelerated share repurchase plan, demonstrating its commitment to returning capital to shareholders.

Bearish· Apr 17

The $GPN acquisition of Worldpay is seen as a costly and potentially value-destroying deal, with the company paying more for Worldpay than its market value.
The deal has led to significant debt for $GPN, with $7.7B in outstanding debt and a 15% solution to the stock at $97, raising concerns about the company's financial health.
$GPN's management and board are being criticized for their handling of the deal, with some calling for them to be held accountable for the company's poor performance and the decline in its stock price.

Generated by AI

Topics

Of the messages about GPN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	46.67%	41.25%	7.28%
Technical Analysis	0%	4.44%	3.13%	1.44%
Analysts	0%	0%	3.75%	9.26%
Macro	0%	48.89%	51.88%	79.77%
Earnings	0%	0%	0%	2.12%
Controversies	0%	0%	0%	0.12%

Earnings· May 6

Global Payments Inc. ($GPN) reported Q1 2026 earnings, with adjusted EPS up 10% to $2.96, beating the consensus estimate of $2.83.
The company's revenue was $2.97B, with adjusted net revenue of $2.86B, representing a 5.5% normalized growth rate.
Global Payments also announced a $500M share buyback and reaffirmed its 2026 EPS guidance of $13.80-$14.00, with a normalized revenue growth rate of around 5%.

Analysts· Apr 12

Global Payments (GPN) stock was upgraded to "Buy" from "Neutral" by Goldman Sachs, with a price target of $127, implying a 20% upside from the previous close.
Goldman analysts believe the merchant business of Global Payments is poised to sustain better trends as currency headwinds fade, aided by a stronger start to the year in Q1 2023.
The upgrade is based on Goldman's view that the risk-reward for Global Payments is highly attractive, with the potential for the stock to outperform the market.

Announcements· Feb 18

Global Payments Inc. (GPN) reported Q4 2025 earnings, with adjusted EPS of $3.18, surpassing expectations, and announced a $2.5 billion share repurchase authorization.
The company also provided a 2026 outlook, with adjusted EPS guidance of $13.80-$14, above consensus estimates, and expects to return $7.5 billion of capital to shareholders by 2027.
Global Payments completed its acquisition of Worldpay and divestiture of Issuer Solutions business in January 2026, repositioning the company as a pure-play commerce solutions provider.

Macro· Feb 5

Global Payments Inc. is not the main subject of discussion in this post, which focuses on Ripple, XRP, and institutional crypto adoption.
This post does not provide any market-relevant information about Global Payments Inc.
The post mentions RLUSD, which may be related to Global Payments Inc., but the context is unclear and not directly relevant to the company.

Generated by AI

Community

Of the messages about GPN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	47.62%	54.92%	27.59%
Newcomers	100%	52.38%	45.08%	72.41%

Regulars· Feb 18

The debate on $GPN is shifting from integration concerns to whether a 5× forward EPS is rational for a company with expanding margins and aggressive buybacks.
The bears' thesis on $GPN breaks if the company doesn't resume buybacks, does more M&A, or continues to hide recurring costs.
$GPN's thesis is strengthened by its resumption of buybacks, M&A completion, and increased transparency on recurring costs, with the stock rising 12.87% after earnings.

Newcomers· Feb 18

The newcomers are focused on the strong earnings report of Global Payments, with Q4 adj EPS of $3.18 beating estimates and a FY26 EPS forecast above consensus.
The newcomers are discussing the company's capital return plans, including a $7.5 billion share buyback and a $550 million accelerated share repurchase plan.
The newcomers are highlighting the company's transformation into a more focused business, with the closure of the Worldpay acquisition and Issuer Solutions divestiture ahead of schedule, leading to earnings acceleration ahead.

Generated by AI

News

Global Payments Inc. stock underperforms Tuesday when compared to competitors

14h agoMarketWatch

Yuno Gives Merchants More Control at Checkout by Bringing Multi-Acquirer Routing to In-Store Payments

In-store and online payments now run on one AI-native omnichannel stack, with one ledger and one shared view of known customers.POS Orchestration ...

22h agomarkets.businessinsider.com

Konek™ digital wallet to be enabled for Global Payments merchants nationwide

Interac Corp. (Interac) today announced that Global Payments® (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, will enable Konek across its merchant network in Canada. Konek is Canada's digital wallet, powered by Interac and backed by the country's leading financial institutions. The integration of Konek with Global Payments will give thousands of Canadian businesses nationwide the opportunity to enable account-based payme

23h agoYahoo! Finance Canada

Global Payments Inc. stock underperforms Monday when compared to competitors

1d agoMarketWatch

J.P. Morgan Taps Thunes to Streamline Global Payments: NYSE Content Update

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

1d agoYahoo Finance

J.P. Morgan Taps Thunes to Streamline Global Payments: NYSE Content Update – Company Announcement

1d agoFinancial Times

Also Discussed

Investors talking about GPN also mention

#	Name	Attention
1	Fidelity National Information Services, Inc.FIS	0%new
2	Fiserv, Inc.FISV	0%-0.08
3	Shift4 Payments Inc. Class A Common StockFOUR	0%new
4	Flywire Corp Voting Common StockFLYW	0%new
5	Euronet Worldwide Inc.EEFT	0%0
6	Mastercard Inc. Class A Common StockMA	0.04%new
7	Jack Henry & Associates, Inc.JKHY	0%0
8	WEX Inc.WEX	0%0
9	Illinois Tool Works Inc.ITW	0%-0.04
10	Genuine Parts CompanyGPC	0%0

Global Payments Inc.

Industrials
Specialty Business Services

Global Payments Inc. is a payment technology and software company that helps businesses, financial institutions, and other organizations process and manage electronic transactions. Global Payments Inc. provides solutions for card, check, digital, and contactless payments across in-store, online, and mobile channels. Its offerings include payment processing, point-of-sale systems, authorization, settlement, funding, security, dispute management, and reporting tools, along with software designed to support day-to-day business operations. The company serves merchants of different sizes and operates across the Americas, Europe, and the Asia-Pacific region. Global Payments Inc. also provides issuer-focused solutions that support the broader payments ecosystem, making it an important infrastructure provider in modern commerce.

Website

Location

3550 Lenox Road

Atlanta, GA, 30326

United States

Social

What share of all stock conversation is about GPN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% new	0% +0	0% -0.02	0% -0.01

Aug 5

Global Payments Inc. (GPN) reported Q2 earnings, with revenue of $3.16B (est. $3.17B) and adjusted EPS of $3.46 (est. $3.45), a 12% YoY increase.
GPN trimmed its FY26 guidance due to a Middle East conflict impact on its travel portfolio, with adjusted EPS now expected to be $13.60-$13.80 and revenue growth of 4-5%.
The company's adjusted operating margin was 42.0%, a 70bps YoY increase, and it reaffirmed its FY26 adjusted EPS guidance of $13.60-$13.80.

Generated by AI

Sentiment

Of the messages about GPN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	45.45% -54.55	69.47% -7.29	66.07% -24.6
Bearish	—	54.55% +54.55	30.53% +7.29	33.93% +24.6

Bullish· Feb 18

Global Payments' (GPN) earnings beat expectations, with Q4 adjusted EPS of $3.18, exceeding estimates by $0.02.
The company guided FY26 adjusted EPS above consensus, at $13.80-$14.00, and expects 5% constant currency adjusted net revenue growth.
GPN announced a $2.5 billion share buyback authorization and entered into a $550 million accelerated share repurchase plan, demonstrating its commitment to returning capital to shareholders.

Bearish· Apr 17

The $GPN acquisition of Worldpay is seen as a costly and potentially value-destroying deal, with the company paying more for Worldpay than its market value.
The deal has led to significant debt for $GPN, with $7.7B in outstanding debt and a 15% solution to the stock at $97, raising concerns about the company's financial health.
$GPN's management and board are being criticized for their handling of the deal, with some calling for them to be held accountable for the company's poor performance and the decline in its stock price.

Generated by AI

Topics

Of the messages about GPN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	46.67%	41.25%	7.28%
Technical Analysis	0%	4.44%	3.13%	1.44%
Analysts	0%	0%	3.75%	9.26%
Macro	0%	48.89%	51.88%	79.77%
Earnings	0%	0%	0%	2.12%
Controversies	0%	0%	0%	0.12%

Earnings· May 6

Global Payments Inc. ($GPN) reported Q1 2026 earnings, with adjusted EPS up 10% to $2.96, beating the consensus estimate of $2.83.
The company's revenue was $2.97B, with adjusted net revenue of $2.86B, representing a 5.5% normalized growth rate.
Global Payments also announced a $500M share buyback and reaffirmed its 2026 EPS guidance of $13.80-$14.00, with a normalized revenue growth rate of around 5%.

Analysts· Apr 12

Global Payments (GPN) stock was upgraded to "Buy" from "Neutral" by Goldman Sachs, with a price target of $127, implying a 20% upside from the previous close.
Goldman analysts believe the merchant business of Global Payments is poised to sustain better trends as currency headwinds fade, aided by a stronger start to the year in Q1 2023.
The upgrade is based on Goldman's view that the risk-reward for Global Payments is highly attractive, with the potential for the stock to outperform the market.

Announcements· Feb 18

Global Payments Inc. (GPN) reported Q4 2025 earnings, with adjusted EPS of $3.18, surpassing expectations, and announced a $2.5 billion share repurchase authorization.
The company also provided a 2026 outlook, with adjusted EPS guidance of $13.80-$14, above consensus estimates, and expects to return $7.5 billion of capital to shareholders by 2027.
Global Payments completed its acquisition of Worldpay and divestiture of Issuer Solutions business in January 2026, repositioning the company as a pure-play commerce solutions provider.

Macro· Feb 5

Global Payments Inc. is not the main subject of discussion in this post, which focuses on Ripple, XRP, and institutional crypto adoption.
This post does not provide any market-relevant information about Global Payments Inc.
The post mentions RLUSD, which may be related to Global Payments Inc., but the context is unclear and not directly relevant to the company.

Generated by AI

Community

Of the messages about GPN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	47.62%	54.92%	27.59%
Newcomers	100%	52.38%	45.08%	72.41%

Regulars· Feb 18

The debate on $GPN is shifting from integration concerns to whether a 5× forward EPS is rational for a company with expanding margins and aggressive buybacks.
The bears' thesis on $GPN breaks if the company doesn't resume buybacks, does more M&A, or continues to hide recurring costs.
$GPN's thesis is strengthened by its resumption of buybacks, M&A completion, and increased transparency on recurring costs, with the stock rising 12.87% after earnings.

Newcomers· Feb 18

The newcomers are focused on the strong earnings report of Global Payments, with Q4 adj EPS of $3.18 beating estimates and a FY26 EPS forecast above consensus.
The newcomers are discussing the company's capital return plans, including a $7.5 billion share buyback and a $550 million accelerated share repurchase plan.
The newcomers are highlighting the company's transformation into a more focused business, with the closure of the Worldpay acquisition and Issuer Solutions divestiture ahead of schedule, leading to earnings acceleration ahead.

Generated by AI

Global Payments

Social

Aug 5

Bullish· Feb 18

Bearish· Apr 17

Earnings· May 6

Analysts· Apr 12

Announcements· Feb 18

Macro· Feb 5

Regulars· Feb 18

Newcomers· Feb 18

Global Payments Inc. stock underperforms Tuesday when compared to competitors

Yuno Gives Merchants More Control at Checkout by Bringing Multi-Acquirer Routing to In-Store Payments

Konek™ digital wallet to be enabled for Global Payments merchants nationwide

Global Payments Inc. stock underperforms Monday when compared to competitors

J.P. Morgan Taps Thunes to Streamline Global Payments: NYSE Content Update

J.P. Morgan Taps Thunes to Streamline Global Payments: NYSE Content Update – Company Announcement

Also Discussed

Global Payments Inc.

Company Information

Location

Global Payments Inc. stock underperforms Tuesday when compared to competitors

Yuno Gives Merchants More Control at Checkout by Bringing Multi-Acquirer Routing to In-Store Payments

Konek™ digital wallet to be enabled for Global Payments merchants nationwide

Global Payments Inc. stock underperforms Monday when compared to competitors

J.P. Morgan Taps Thunes to Streamline Global Payments: NYSE Content Update

J.P. Morgan Taps Thunes to Streamline Global Payments: NYSE Content Update – Company Announcement

Also Discussed

Social

Aug 5

Bullish· Feb 18

Bearish· Apr 17

Earnings· May 6

Analysts· Apr 12

Announcements· Feb 18

Macro· Feb 5

Regulars· Feb 18

Newcomers· Feb 18