$GPN

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.

TD Cowen raised its price target for Global Payments from $90 to $95. The stock is currently trading at $93.82, up 21.21% year-to-date. Separately, Rothschild & Co Redburn increased its target to $70 from $60.

Global Payments is showcasing its Genius point-of-sale system on a U.S. tour, aiming to differentiate its AI-driven payment technology. The company is investing in new tech as part of a multi-year turnaround strategy. Genius, launched in 2025, is not yet a major revenue driver but serves as a platform for modernization. The tour begins in Las Vegas and will visit over 40 cities. According to BTIG, early cross-sell activity is encouraging.

Wolfe Research raised its price target for Global Payments (GPN) to $125.00 from $110.00, maintaining an Outperform rating. The company is seen as undervalued by 29.3% according to GF Value™, with a GF Score™ of 86/100. GPN has a market cap of $24.84 billion and operates in payment processing. Analysts and insiders show mixed activity, with 7 gurus adding and 6 trimming positions.

Goldman Sachs reviewed Q2 2026 fintech earnings, noting median stock gains of 13%. Chime, Remitly, Par Tech, and Riskified saw upward revisions, while Western Union, Fiserv, and Shift4 faced downward revisions. Block Inc. experienced a post-earnings selloff due to high expectations. Global Payments and Shift4 Payments showed improved sentiment. Fiserv faced negative sentiment due to merchant story concerns. Visa secured a major portfolio win from Mastercard, while Mastercard faces revenue concer

Global fintech investment surged to $103.1 billion in the first half of 2026, up from $72.2 billion in the second half of 2025, driven by large deals like Global Payments' $24.3 billion acquisition of Worldpay, according to KPMG. Despite the increase in capital, deal volume dropped to 2,100 transactions, reflecting a focus on mature fintechs. Other notable deals include the $13.5 billion sale of TSYS to FIS, the $8.4 billion buyout of Clearwater Analytics, and the $6.4 billion take-private of On

RBC Capital raised its price target for Global Payments (NYSE:GPN) to $102 from $96, citing a cleaner business outlook post-transactions. The stock trades at $91.12. RBC expects total return focus and increased fiscal 2027 EPS estimates. Global Payments' Q2 2026 revenue missed slightly due to Middle East conflicts, but EPS met expectations. Analysts have mixed views on its future performance.

RBC increased its price target for Global Payments to $102 from $96, maintaining a 'Sector Perform' rating. The company's stock is currently trading at $91.40, up 1.14% today and 3.73% year-to-date. This adjustment reflects RBC's updated outlook on the company's valuation and earnings potential.

Global Payments (GPN) reported Q2 2026 sales of $3,320.79 million and net income of $12.97 million, with sharply lower EPS versus a year earlier. The company also posted a first-half 2026 net loss of about $1.79 billion, but its board affirmed a $0.25 per-share dividend payable Sept. 25, 2026.

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.