$GPN

Global Payments Inc. (GPN), a $23.9B payment tech provider, has seen its stock rise 33.9% in 3 months, outperforming the iShares U.S. Industrials ETF (IYJ). GPN is up 16.7% YTD, though slightly behind IYJ's 52-week return. Analysts give GPN a 'Moderate Buy' rating with a $103.27 mean price target, a 15.4% premium. Rival Copart (CPRT) has underperformed, down 20.2% YTD.

Major indices closed lower Thursday, with the Russell 2000 down 1.04%. Brent Crude surged 7.2% to $108.60 due to U.S.-Iran tensions. Morgan Stanley downgraded Novo Nordisk (NVO) to Underweight, while RBC initiated Dell (DELL) with an Outperform rating and $640 target. Analysts also made calls on Atmos Energy (ATO), Celanese (CE), Check Point (CHKP), Chewy (CHWY), Fortinet (FTNT), Global Payments (GPN), HP (HPQ), and Shopify (SHOP).

Analysts initiated coverage on five companies: Keybanc rated PPG Industries (PPG) Overweight with a $133 target, Bernstein rated Shopify (SHOP) Outperform with a $160 target, Mizuho rated Chesapeake Utilities (CPK) Outperform with a $150 target, Piper Sandler rated Global Payments (GPN) Neutral with a $101 target, and JP Morgan rated Dianthus Therapeutics (DNTH) Overweight with a $135 target. All stocks closed lower than their respective targets on Thursday.

RBC Capital maintained a Hold rating on Global Payments (GPN) with a $106.00 price target. GPN shares closed at $91.82. TD Cowen 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.

Florida AG James Uthmeier sued Stake and VGW, alleging illegal online gambling, and named payment processors including Worldpay, Trustly, and others. Visa, Mastercard, and Amex received cease-and-desist letters. Regulatory scrutiny may extend to financial institutions tied to these platforms, with banks and payment companies facing potential risk exposure.

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