Global Payments: Significantly Undervalued But Affected By The Persian Gulf Conflict [Seeking Alpha]
Global Payments Inc. (GPN)
Last global payments inc. earnings: 2/12 06:55 am
Check Earnings Report
US:NYSE Investor Relations:
investors.globalpaymentsinc.com
Company Research
Source: Seeking Alpha
With some direct and indirect headwinds from the Persian Gulf conflict, I model 3% revenue growth for 2026, below management's 5% guidance. Capital returns are prioritized post-Worldpay acquisition, with an impressive $7.5B target for 2025–2027 and deleveraging to 3x net leverage by end-2027. I reduce my rating to 'buy' (from 'strong buy') due to increased geopolitical risks, but maintain exposure via shares and bull Put Spreads. Maskot/DigitalVision via Getty Images Article Thesis I wrote about Global Payments Inc. GPN ) at the beginning of February, when I saw it as a “Strong Buy,” with the stock around $71 and my fair value estimate around $138. Besides this undervaluation, there is a This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of GPN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than fr
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GPN
News
- Is Global Payments Stock Underperforming the Dow? [Yahoo! Finance]Yahoo! Finance
- Goldman Sachs Mixed on Global Payments (GPN) As Industry Valuation Multiples Remain Under Pressure [Yahoo! Finance]Yahoo! Finance
- Is Nayax Ltd. (NYAX) A Good Stock To Buy Now? [Yahoo! Finance]Yahoo! Finance
- Global Payments Balances Middle East Disruption With US$1b Debt Refinance [Yahoo! Finance]Yahoo! Finance
- Global Payments feels Middle East impact [Yahoo! Finance]Yahoo! Finance
GPN
Earnings
- 2/18/26 - Beat
GPN
Sec Filings
- 3/17/26 - Form 4
- 3/17/26 - Form 3
- 3/17/26 - Form 4
- GPN's page on the SEC website