GPNIndustrials · Specialty Business ServicesThe 37 Wall Street analysts covering Global Payments, Inc. hold a median 12-month price target of $103 — +7.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 4 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Global Payments, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (83): The share price has been relatively steady.
Accruals (13): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on GPN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +7.2% from it.
Of the 20 most recent actions, 6 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Truist Securities | Maintains | Hold | $95 → $86 |
| 19 Oct 2026 | Keybanc | Upgrade | Overweight | $105 |
| 15 Oct 2026 | B of A Securities | Reinstates | Buy | $114 |
| 8 Oct 2026 | Oppenheimer | Upgrade | Outperform | $115 |
| 8 Oct 2026 | Oppenheimer | Upgrade | Outperform | — |
| 25 Sept 2026 | Loop Capital | Initiates | Buy | — |
| 25 Sept 2026 | Loop Capital | Initiates | Buy | $137 |
| 11 Sept 2026 | Piper Sandler | Initiates | Neutral | — |
| 11 Sept 2026 | Piper Sandler | Initiates | Neutral | $101 |
| 31 Aug 2026 | RBC Capital | Maintains | Sector Perform | — |
| 31 Aug 2026 | RBC Capital | Maintains | Sector Perform | $102 → $106 |
| 26 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 26 Aug 2026 | TD Cowen | Maintains | Hold | $90 → $95 |
| 25 Aug 2026 | Truist Securities | Maintains | Hold | $79 → $95 |
| 25 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 25 Aug 2026 | Wolfe Research | Maintains | Outperform | $110 → $125 |
| 25 Aug 2026 | Wolfe Research | Maintains | Outperform | — |
| 19 Aug 2026 | RBC Capital | Maintains | Sector Perform | $96 → $102 |
| 19 Aug 2026 | RBC Capital | Maintains | Sector Perform | — |
| 6 Aug 2026 | Argus Research | Maintains | Buy | $95 → $110 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
GPN appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Global Payments, Inc. returned +21.7% against +14.8% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 16% of US stocks
Cheaper than 45% of US stocks
Cheaper than 67% of US stocks
Cheaper than 38% of US stocks
Higher than 89% of US stocks
Higher than 3% of US stocks
Higher than 74% of US stocks
Higher than 74% of US stocks
Higher than 20% of US stocks
Higher than 48% of US stocks
Higher than 61% of US stocks
Higher than 71% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Global Payments, Inc. has a market value of $25.4B and an enterprise value of $44.4B.
Revenue in the twelve months to 30 June 2026: $10.2B. The latest quarter grew 68.6% year on year.
Net income over the same four quarters: −$853.0M, a −8.3% net margin.
Diluted earnings per share, trailing twelve months: $−2.98.
Free cash flow in the twelve months to 30 June 2026: $822.7M, after $835.0M of capital spending.
Global Payments, Inc. spent $1.6B on share buybacks and $251.7M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 45.1×; forward P/E: 6.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.04%, paying out 47% of earnings.
Global Payments, Inc. employs 26,000 people — $393K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Global Payments, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Global Payments has drawn takeover interest from CD&R and GTCR in a potential $40 billion deal. The excerpt cites Worldpay integration challenges and debt as questions about the company’s growth.
Why it matters — The potential deal and the cited integration and debt concerns are relevant to how GPN watchers assess its growth outlook.
Global Payments is scheduled to report third-quarter 2026 results on Nov. 5 before the opening bell. The Zacks consensus estimate is $3.57 per share in earnings on $3.18 billion in revenue.
Why it matters — The upcoming report and consensus estimates give GPN watchers a reference point for assessing the company’s quarterly results.
Seeking Alpha reports that heavy AI spending weighed on free cash flow at Alphabet and Meta, while Microsoft and Amazon faced concerns about margins and AI-related disruption. Q3 earnings season is underway, with 2,465 companies expected to report and S&P 500 earnings growth at 29.5%.
Why it matters — The excerpt offers broad earnings-season context but does not discuss Global Payments specifically.
Global Payments (GPN) rose 13.0% in the latest session amid higher-than-average trading volume. The excerpt notes that recent earnings estimate revisions may not support further near-term gains.
Why it matters — GPN watchers may weigh the sharp move and elevated volume against the caution about earnings estimate revisions.
Clayton Dubilier & Rice is reportedly in early-stage talks to buy Global Payments. Michael Burry described the potential deal as a measuring stick for the broader legacy payments sector.
Why it matters — A possible buyout and its implications for the sector may offer context for investors following Global Payments.
The 37 Wall Street analysts covering Global Payments, Inc. have a median 12-month price target of $103, with estimates ranging from $70 to $194. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 37 analysts covering Global Payments, Inc., 17 rate it a Buy, 18 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Global Payments, Inc. 27 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Global Payments, Inc. ranks 27 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (83 of 100).
No one can know that. What the data says: the median 12-month target from 37 analysts implies +7.2% from the last close, and Ticker Nerd's factor model ranks Global Payments, Inc. 27 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Global Payments, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GPN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $70 to $194 over the next 12 months.
Global Payments, Inc. returned +21.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Global Payments Inc. is a payment technology and software company that helps businesses, financial institutions, and other organizations process and manage electronic transactions.
The most recent item we track (Zacks Investment Research, 3 Nov 2026): "GPN's $40B Takeover Buzz: Can Private Equity Revive Its Growth?". Global Payments has drawn takeover interest from CD&R and GTCR in a potential $40 billion deal. The excerpt cites Worldpay integration challenges and debt as questions about the company’s growth.
Global Payments Inc. is a payment technology and software company that helps businesses, financial institutions, and other organizations process and manage electronic transactions. Global Payments Inc. provides solutions for card, check, digital, and contactless payments across in-store, online, and mobile channels. Its offerings include payment processing, point-of-sale systems, authorization, settlement, funding, security, dispute management, and reporting tools, along with software designed to support day-to-day business operations. The company serves merchants of different sizes and operates across the Americas, Europe, and the Asia-Pacific region. Global Payments Inc. also provides issuer-focused solutions that support the broader payments ecosystem, making it an important infrastructure provider in modern commerce.
CEO Mr. Cameron M. Bready CPA · 26,000 employees · United States · https://www.globalpayments.com
