GPN Maintains Outperform Rating by Wolfe Research -- Price Targe

TD Cowen analyst Bryan Bergin maintained a Hold rating on Global Payments (GPN) with a $95 price target. Truist Financial also issued a Hold, while Wolfe Research kept a Buy rating. GPN reported Q2 revenue of $3.32B and a net loss of $8.71M, down from $1.96B revenue and $241.64M profit last year.

The article lists recent M&A announcements. Duos Technologies Group sold its rail-technology unit Duos Technologies Inc. to Sandbank Acosta, closing Aug. 5, 2026, terms undisclosed. Francisco Partners agreed to buy Moneris for about C$2 billion cash. Nasdaq agreed to acquire all equity interests in LeveL Markets. Key figures include Moneris’ 325,000 commerce points and about one-third of Canadian transactions.

Global Payments (GPN) reported Q2 adjusted net revenue of $3.16B, up 4% normalized, and adjusted EPS of $3.46 (+12%). It cut its 2026 outlook, citing Middle East conflict-driven travel weakness. For 2026, it now expects normalized constant-currency adjusted net revenue growth of about 4% to 5% and EPS of $13.60 to $13.80.

Global Payments (NYSE:GPN) reported Q2 results and discussed its Worldpay integration and Genius point-of-sale rollout. Management guided for about 4.5% revenue growth in 2H, margins near 43%, and cited drivers including sales-force ramp and enterprise go-lives. Q2 adjusted net revenue by segment: SMB $1.51B, Enterprise $838M, Platforms $628M. Adjusted free cash flow was $687M; net leverage just below 3.5x.

Global Payments’ Q2 2026 call said results showed durable mid-single-digit growth, with a 100 bp headwind from Middle East conflict impacting travel. Management completed Worldpay integration operating model design and outlined SMB, Enterprise, and Platforms initiatives, including AI “agentic commerce.” Full-year 2026 revenue guidance was revised to 4% to 5% growth and margins to expand in 2H; net leverage ended just under 3.5x.

Global Payments Inc. (GPN) reported Q2 profit of $13 million, or 5 cents per share. Adjusted earnings were $3.46 per share versus a Zacks/Wall Street estimate of $3.45. Revenue was $3.32 billion, with adjusted revenue of $3.16 billion below the $3.17 billion forecast. The company expects full-year earnings of $13.60 to $13.80 per share.