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Research Alert: CFRA Keeps Buy Rating On Shares Of Global Payments Inc.

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-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Following Q1 results, we lower our 12-month target price by $7 to $85, 5.2x our 2027 EPS view vs. GPN's three-year historical forward P/E average of 8.7x and the peer average of 6.5x. We keep our 2026 EPS estimate at $13.85 and decrease 2027's to $16.20 from $16.45. Management reaffirmed its 2026 outlook, projecting approximately 5% adjusted revenue growth, significant margin expansion, and EPS growth of 13% to 15%. This confidence is underpinned by the successful, ahead-of-schedule integration of Worldpay, which is already yielding tangible cross-sell victories, such as a major software deal with existing client Subway. Simultaneously, the company's core software platform, Genius, demonstrated accelerating momentum with bookings nearly doubling Y/Y and new client yields increasing by over 30%. Underscoring this positive outlook, GPN is aggressively returning capital to shareholders, announcing a new $500 million accelerated share repurchase program after returning over $600 million in the first quarter alone.

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