Barclays maintains Global Payments at Equal-Weight, raises price target to $97 from $89

Global Payments (GPN) reported Q3 results, with SMB segment revenue up 5% to $1.55B, Enterprise up 8% to $836M, and Platforms up 8% to $625M. Genius platform bookings doubled YoY. The company reaffirmed 2026 guidance, expecting 4-5% revenue growth and $13.60-$13.80 EPS. It returned $200M to shareholders and aims for $7.5B cumulatively through 2027.

Global Payments reported 3Q 2026 revenue of $3.31B, up year-over-year, driven by Worldpay acquisition. Net income declined due to higher amortization and integration expenses. Enterprise, Platforms, and SMB segments all saw revenue growth, but operating income was impacted by amortization costs. The company expects $650M annual run-rate operating income benefit by mid-2027 and $650M Worldpay synergies by year-end 2028.

Global Payments (GPN) reported Q3 2026 earnings, with CEO Cameron Bready noting adjusted net revenue growth of over 4% and margin expansion of 220 basis points. The company expects $650M in run-rate expense synergies from Worldpay by 2028 and reiterated over $2B in shareholder returns by 2026.

Global Payments Inc. (GPN) raised its Worldpay integration synergy target to $650M by 2028, reporting Q3 2026 revenue of $3.18B and a 220 basis point margin expansion. Adjusted EPS rose 10% to $3.58, meeting expectations. The company reaffirmed its full-year outlook and highlighted strong progress in integrating Worldpay, with notable growth in its SMB and Enterprise segments. Management also addressed take-private rumors, declining to comment but affirming focus on shareholder value.

Global Payments reported Q3 earnings of $1.06 per share, beating estimates. The company did not comment on rumors of a potential $40B private equity buyout but affirmed its full-year guidance. It highlighted growth in its Genius platform and AI integration. Global Payments' adjusted revenue rose 4% to $3.18B. Analysts noted potential challenges due to high debt levels.

Global Payments (GPN) reported Q3 results and reaffirmed its FY26 adjusted earnings guidance of $13.60-$13.80 per share, with 4-5% net revenue growth. The company plans to return $7.5B to shareholders by 2027 and raised Worldpay integration synergies to $650M. GPN stock was up 0.54% in pre-market trading.