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Short interest spikes, long-term prospects soar: Global Payments Inc stays resilient
Global Payments Inc. ($GPN) posts impressive earnings and sets the stage for future growth and investor confidence.
Evercore ISI Group reiterates Global Payments ($GPN) in-line recommendation
Global Payments ($GPN) is paying out a dividend of $0.25.
Global Payments ($GPN) Q1 results exceed expectations, anticipate strong growth for next two years.
Global Payments ($GPN) is set to exceed earnings expectations in the upcoming quarter.
Chinese Yuan Global Payments Inc. (GPN) shares are up 25%.
Global Payments stock ($GPN) gets 2nd upgrade in a week as Baird moves to outperform
Stocks making the biggest moves premarket: Shopify ($SHOP), Global Payments ($GPN), MongoDB ($MDB) and more
Here's why you should retain Global Payments ($GPN) stock for now.
Global Payments Inc. ($GPN) reports strong earnings and shareholder activity amid lower stakes from ETF Managers Group LLC.
The National Bank of Canada makes a substantial investment in Global Payments Inc. ($GPN)
Barclays reinstates Global Payments ($GPN) at overweight; views valuation as ‘dislocated.
Global Payments Inc.'s ($GPN) position is increased by Leith Wheeler Investment Counsel Ltd.
Sound Income Strategies LLC Buys 8,055 Shares of Global Payments Inc. (NYSE:GPN)
Sound Income Strategies LLC buys 8,055 shares of Global Payments Inc. ($GPN).
Hard Hit By Bank Crisis, These Fintech Stocks Try To Claw Back
Global Payments Price Target Increased to $120.00 by Analysts at Mizuho
Barclays PLC Invests $131.90 Million in Global Payments Inc. (NYSE:GPN)
Block's Volume Comparison Reflected Market Share Loss Versus Toast, Clover And Fiserv, Analyst Says
$APCX Some highlights from this Research report. This E-commerce solutions processing company similar to $GPN and $JTPY and even $PYPL is consistently growing and developing. https://technewstrends.com/digital-banking/
Been Accumulating GPN: 21k+ position so far
Can someone explain to me - as if I am a 10 year old - the main differences to paypal, visa, adyen, GPN, .. ?
GPN at $130, $135, and $170 for 9/2022. If this keeps up, I’ll have enough to lose so I can fit in here.
Can someone help me understand why GPN is performing as badly as it is?
Paysafe will triple easily from here. Next PAYPAL SQUARE>>
6/14 Market Update/Outlook - with some swing trade ideas
Paysafe goes public with new ticker: PSFE
I conducted research on the growth of the audience in social networks for all American public companies. Check out the ones with the fastest growth of followers over the past month.
I conducted research on the growth of the audience in social networks for all American public companies. Check out the ones with the fastest growth of followers over the past month.
Mentions
In today's market: **GPN announced quarterly EPS of $2.69, missing expectations by 0.98%.** GPN up 1.3% before market. 
wtf happened to GPN just now 📉
Allright, PLTR short, GPN long. That´s a sight to wake up to 
Called it in the weekly ER. $GPN 
I hope everyone followed my ER play... $GPN 
Anyone got GPN earnings details?
$GPN  First Quarter 2025 Summary • GAAP revenues were $2.41 billion, compared to $2.42 billion in 2024; diluted EPS were $1.24, compared to $1.22 in the prior year; and operating margin was 19.5%, compared to 18.7% in the prior year. • Adjusted net revenues increased 1% (5% constant currency excluding dispositions) to $2.20 billion, compared to $2.18 billion in the first quarter of 2024. • Adjusted EPS including share-based compensation expense increased 9% (11% constant currency) to $2.69, compared to $2.46 in the first quarter of 2024; adjusted EPS excluding share-based compensation expense of $2.82. • Adjusted operating margin expanded 70 basis points to 42.4%. 2025 Outlook “We are pleased with our positive start to the year, which included constant currency growth for both our Merchant and Issuer businesses, excluding dispositions, consistent with where we exited 2024 despite heightened market volatility," said Josh Whipple, chief financial officer. Whipple continued, "For the full year 2025, we continue to expect constant currency adjusted net revenue growth to be in a range of 5% to 6%, excluding dispositions, and constant currency adjusted earnings per share growth to be in a range of 10% to 11%. Annual adjusted operating margin is expected to expand 50 basis points, excluding dispositions.” Capital Allocation Global Payments’ Board of Directors approved a dividend of $0.25 per share payable on June 27, 2025 to shareholders of record as of June 13, 2025.
$GPN First Quarter 2025 Summary • GAAP revenues were $2.41 billion, compared to $2.42 billion in 2024; diluted EPS were $1.24, compared to $1.22 in the prior year; and operating margin was 19.5%, compared to 18.7% in the prior year. • Adjusted net revenues increased 1% (5% constant currency excluding dispositions) to $2.20 billion, compared to $2.18 billion in the first quarter of 2024. • Adjusted EPS including share-based compensation expense increased 9% (11% constant currency) to $2.69, compared to $2.46 in the first quarter of 2024; adjusted EPS excluding share-based compensation expense of $2.82. • Adjusted operating margin expanded 70 basis points to 42.4%. Capital Allocation Global Payments’ Board of Directors approved a dividend of $0.25 per share payable on June 27, 2025 to shareholders of record as of June 13, 2025.
Will GPN be a [sexual tyrannosaurus tomorrow or a S.J.F? ](https://youtu.be/WI_oTPm5Vlc?si=ifpRzv2P5wjMJZg6) Come on little buddy; take some hims and green up
Okay, their ER is tomorrow, so... I am reviving my deleted posts: $GPN is the sleeper. Long dated calls. They guided incredibly low last time compared to their previous year and quarter. Sell off due to world pay acquisition. Many small and large businesses love global payments as they are reliable and cheap. Oversold. Also, all of their competitors guided up on their last ER. 
Here is my big play after some DD: $GPN $85C expiring on 06/20. Hold for two weeks or whenever you want to sell. It'll be a nice steady climb within 10 days of the ER. Their biggest competitors are payment processing companies, i.e. Visa, Mastercard, Paychex; all who have had solid earnings and decent guidance. This has been oversold. ***
I was wondering this too. I did some extensive research yesterday on this. GPN has been an absolute lemon these past 6 years. The have rarely if ever beat earnings, and when they have it is a minor beat. They acquired TSYS in 2019 for around $21 billion. This lead to dilution and increased debt/leverage. This negatively impacted ROE, and synergies seem to have been overblown. They’re been focused on paying down debt and share buybacks these last few years. They’re haven’t mentioned any interest in acquisitions. The news yesterday came as a huge surprise and was a complete change in tune. Worldpay was acquired by FIS in 2019 for around $40 billion. That acquisition went very poorly and it was carved out and majority stake sold to a PE company. So after seeing their equity value plummet over the past 6 years after a huge acquisition, GPN shareholders were surprised by another huge acquisition of a company that failed in a recent acquisition. GPN’s debt already perpetuates a low ROE. With this deal, in the short and medium term, ROE will be pressured and equity will be further diluted (shares given to the PE company). In the long term (2028+), this may work out well for GPN. But, that is NOT guaranteed. This deal increases leverage and therefore risk and could lead to downfall. With the current negative macro picture, the risk is real. Shareholders are understandably pessimistic on management’s ability to execute. And the risk reward isnt very enticing. Benefits won’t be seen for several years if ever.
They were ordered to pay 255m due to sec fraud on cash app and now they’re undergoing a class action lawsuit by investors. Their competitors such as PayPal and GPN just tanked post ER as well. Careful taking calls on this
Securities violations class action lawsuit filed 1 or 2 days ago on XYZ, and over 1 month ago they were ordered to pay over 255m in penalties due to fraud. Implied straddle is 13.1%, so this could be a move down by a large margin. XYZ Competitors who just reported earnings and their price movement the following day: - PYPL decreased 13.2% - INTU decreased 5.7% - GPN decreased 4.3% - SHOP increased 3.1%, but they opened very red and recovered by end of day. Calls were destroyed on this one, puts got paid. Their industry seems to have poor guidance overall for 2025 and XYZ is facing strong negative headwinds from legal action and media coverage
I have no idea, In retrospect it wasn't that good of a pick, I made good money on GPN, but expect much more. Hidden gem was sofi
Depends which stock you want to buy, i recommend you check GPN in a key resistance level and ULTA just made a perfect inverse head and shoulders
thanks. With options most of the time I do synthetic with long DTE to copy the stock movements, but with leverage. I exit the short put around 50% of the value and let the long call for the future. Sometimes I do short calls to reduce my losses. My biggest position is GPN around 260 delta. Started buying around 95. I believe it could hit 200 in next couple of years. Very stable growth and very undervalued still. 50 bets is too much imo, even for full time trader. I wouldn't worry about some exact sizing, unless you are trading. I had my share od mistakes too. LNC, WAL or STLA. or buying smci at 40 and selling at 260.
OP made $90 on GPN in a few days and thinks he's the next Bill Ackman.
LVS bout to blast this week. Also buying up GPN calls 🤑
I'll jump into GPN with some stock. Stop below 93 and taking profit around 120ish, nice double bottom buy pressure in the 93s. Check out EPAM, I like the setup. No position yet, probably jump in Monday and keep tight stop loss and hopefully ride up some of that gap fill if market is green.
GPN is what I'm looking at. Feels like they are in a good spot to recover from some 5 year lows. They have made some good acquisitions and are repositioning themselves in the POS space, hopefully eating away at Square and Toast. If they can use these changes to pick up more rooftops then things will be golden. DNN isn't moving much right now but has made steady gains over the last year. I only see them getting better as battery tech becomes more and more prevalent. I would really like F to rally again like 2021. It feels like they are trying to bring back the mantra of "Win on Sunday, sell on Monday" and I'm all for it. Their Lightning dominated Pikes Peak and they are taking Honda's place as the drivetrain manufacturer for Red Bull's F1 team. The GT3 taking 3rd and 4that LeMans while they also unveiled the GTD had me excited. Their engine lineup is also pretty solid with the EcoBoost, Coyote, Godzilla, and Eluminator motors available for consumer cars.
Atlanta fintech Global Payments (GPN) $95 stock $11.30 forward earnings, 1% dividend and 10% growth rate.
Morgan Stanley analyst maintained a Buy rating on Global Payments today and set a price target of $164.00 ($GPN) Current price is at $97.54. https://www.tipranks.com/news/blurbs/buy-rating-affirmed-strong-merchant-trends-and-strategic-growth-offset-cash-flow-concerns-for-global-payments?utm_source=webullapp.com&utm_medium=referral
Does any knows anything about GPN stock? It seems like a good entry point?
I don't fall in love with my stocks like it sounds some do here. Look at fundamentals, and if the price is right buy. Once the price is not right, sell. At the same time I am constantly looking for new investments. The money from what I sell just goes into something new. I was really big into energy for a couple months and sold maybe a quarter of it. This week that money went into GPN, CINF, and TAP. Always trimming, always shifting.
??? Bro the people selling naked calls 99% of time is market makers which are price-insensitive buyers therefore part of smart money Naked call buying for retail could work too. U just gotta be a good trader. idk why op did this. Even as a bear type of guy, I knew not to short NVDA after first pop to 300-400…. It was obvious only way was up from there. Nobody who held would sell after such a huge gap up.. and so many short positions ducked + insane call buying and put selling. NVDA market maker book is crazy… it’s relevance to market recently. I woulda sold naked calls in any other stock lmfao. GPN, LNC, AES, NEE, CPT
fundamentals: DFIN ATGE FLT FFIV HRB GPN FCFS AVGO
fundamentals: FLT GPN EPAC
Solid write up… I look at this segment like this… Orgs like Stripe, Square, Toast, are built cloud native, and their initial operating models were based on that infrastructure. Giants like GPN, Fiserv, etc. don’t have and cannot buy that kind of agility. But, they have deep pockets for M&A activity within this space. I think we’ll see consolidation here. I think Stripe will continue its growth through acquisitions edging out the other cloud native providers… and places like GPN and Fiserv will struggle to do the same while losing market share. But, GPN to me will be the legacy winner here (but a winner like intel… boring ups and downs for eternity but never goes away and doesn’t really fuck shareholders over too badly) If I were making a bet, I’d go in on Stripe and GPN for the long haul and let the rest of the market sort itself out. But I’m not a huge risk taker (which I assume will have me banned from this sub. It’s been great gents, I’ll catch you on the flip side)
GPN will pop today on earning. OK.
Opinions on WBA, GPN, CVS, T or VZ?
GOOGL did well I bought TXT after they got final approval to replace the Blackhawk helocopter. They had good earnings and jumped 15% HUM had a good bump after better than feared earnings. GPN had a 10%+ increase after good earnings
She's often praised highly for [humanizing finance](https://images.squarespace-cdn.com/content/v1/55982406e4b014bac5e42764/1560568044787-7T3HE5BUA455SQ8Z9GPN/AM+MAY+HUMANIZING+FINANCE-1.jpg?format=2500w) which can be too cold sometimes.
Thanks for write up. You made good points. I am of the opinion that until the new ceo joins, and shares his vision of PayPal (along with his new cfo), the market will be anxious about how to value PYPL. As I wrote a month ago, “g. Is Paypal to be valued as a Fintech growth company or a mature payment service provider like Global Payments GPN which is currently valued at <9.31x EPS?“
I swear, some investors would rather listen to someone who justifies Microsoft at 60 P/E or tells them they still haven't missed the boat on Nvidia. No one cares about GPN and its FCF :D I guess because the stock is down.
My pick in payments is GPN. They have merchant processing systems that are much harder to duplicate, and will tend to lock in merchants long term. They have a single digit P/E with double digit earnings growth.
Agree, payment companies in general were probably too far out ahead of themselves, now probably at or near too much of a correction. It’s pretty much hit them all whether legacy (ex: GPN/FIS), unprofitable/growth (AFRM, MQ, PAYO, PAY), and then even the titans pretty near just range bound back to Feb 2020 (V & MA).
6 months bullish on both. No doubt that both are titans in the electronic payment field. I personally like GPN and feel like its priced in at a discount (even though I don't own any at the moment). Next year I'm expecting a 33% contraction tied with a ?recession, followed by strong growth again. Long term (10-20yrs) I think there will be a new form of payment, similar story to Apple destroying BlackBerry. I'm not sure that Visa or mastercard will have the ingenuity/ ability to enter so called digital currency/ social credit. But they do have the network which h is worth something. This movement might not even gain any traction in the US, which is honestly the only market that matters at this day and time. Might be a big nothing I know the Canadian government is looking at limiting fee transactions. I'm sure others may follow
I'm in 21k+ on GPN.. [https://youtu.be/GDu7SLp1y6A](https://youtu.be/GDu7SLp1y6A)
That's a reasonable reply. If it makes you feel any better, I got curious and looked more closely at GPN. If fintech starts a bullrun, GPN looks poised to benefit quite a bit.
It has generally been out performing the SPYs this year up until the last earnings on 10/28. The day before the earnings GPN was only down 11% on the year vs SPYs down 18.5% on the year. Even still I think the fintech industry is the place to be in the next bull run.
$GS looking to buy payments tech according to rumors is it $PSFE, $AFRM, $UPST? Or $GPN(least likely). Calls on any of these tbh. I think paysafe manes the most sense. Good luck
https://images.squarespace-cdn.com/content/v1/55982406e4b014bac5e42764/1560568044787-7T3HE5BUA455SQ8Z9GPN/AM+MAY+HUMANIZING+FINANCE-1.jpg?format=1500w
Thoughts on GPN? They seem dead solid, but I'm not sure they are a company I expect to outperform.
Debating selling my tesla and investing that into some other stocks like GPN,toyota, caseys,exc
Just check Scion Asset Management on WhaleWisdom . Their holdings are updated every 3 months. Last update was May16. https://whalewisdom.com/filer/scion-asset-management-llc#tabholdings_tab_link He’s short Apple 17.9% Holding BMY 10.9% BKNG 9.33% WBD 9.3% GOOGL 9% CI 8.9% META 8.8% OVV 8.1% NXST 7.1% STLA 4.9% GPN 4.5% SPWH 1.3% It’s a solid portfolio if you’re timeline is less than 24 months. If you’re plan is to copy him, it can be very difficult because he is in and out of positions really often. Sometimes only holds for 1 month, but the updates only come in every 3 months.
I think it's on the riskier side. Got several of the picks myself, though. I really like META at the current price, so depending on your cost basis even that rather high allocation may be justified. OSTK is probably the most speculative pick there - at least I assume that you're in it for the speculative side with Medici Ventures, T-Zero, etc. rather than the furniture business. Either way, the current market circumstances are probably gonna be challenging. ZG is in a similar boat in my opinion. Not nearly as speculative, but on the riskier side. Overall it's a portfolio I'd expect to get quite beaten down in a recession setting, quite a bit of exposure to consumer discretionary there. GPN and PYPL occupy a similar space.
GPN is 33B MCap not small or mid-cap
Michael Burry like OVV and GPN. They look good chart wise. I looked at them.
>$GPN defended at Raymond James. Maintains Outperform, PT $190.00"selloff overdone" - SI ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-05-02 ^15:22:06 ^EDT-0400
>Bakkt and Global Payments Announce Strategic Alliance $BKKT $GPN ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-05-02 ^09:09:30 ^EDT-0400
Calls on GPN exp August 19
Qcom/Skyworks/GPN/FIS all are forecasted to grow immensely (at least 8%+) and all are priced basically below 15 Forward PE.
Any idea why GPN is down 4% today, just dumping before earnings? Not seeing any news out there.
GPN, Global Payments. I made some money buying Jan 150 calls when I noticed the volume on the contract was insanely high one day. Might play calls again this week if the premiums aren't too crazy...
>\*GREENLIGHT TOOK NEW GLOBAL PAYMENTS POSITION IN QUARTER: LETTER $GPN ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-01-26 ^09:56:04 ^EST-0500
Just some thoughts. AI: I like artificial intelligence for manufacturing and logistics. Not so much for security and critical infrastructure. TOPS: I like container ships vs tanker ships. As petroleum gets phased out, tankers are going to have to repurpose their ships, which is tough to do if it's been tainted with toxic fluids. DQ: I love materials. There will always be a need for them. In DQ's case, they're partially processing raw materials for use by other manufacturers. That puts them in a position where their existing offerings can be used in new ways. PLUG: I started watching them, FCEL, BLDP, etc about 2017. I think you missed the boat with these guys, and would wait until they dip to get in. GPN: I like payment processors when they're new, until they get large enough to attract the attention of regulators. MAXR: I wouldn't be surprised if they found themselves on the winning side of a patent dispute with Starlink in the future. ZNGA: to be aquired by TTWO.
It is a bad stock though . Overvalued and growth projections are slowing down. I rather go with GPN/FIS or Visa in the Fintech place
GPN has been moving up much more aggressively than PYPL the past couple weeks. But agree, it's a good one.
I personally prefer GPN as a payment play.
are there people here without GPN calls?
Fuckkk I don't know when to take profits on these calls I bought for $GPN $150 1/21/22
GPN 2/18 150c gonna print I think 🙏
I was kicking around GPN while it was much lower. Wish I jumped in.
These GPN $150c Jan 21, 2022 I bought on Nov. 19th are looking good. Might double down.
Neither. Much better value in the sector. $FISV - Fiserv Their Clover platform is growing faster than SQ and the company is very cheap at the moment. $GPN - Global Payments also looks like good value here too and is expected to grow earnings at high-teen % into the middle of the decade. Stone Inc, a Brazilain payments company that Berkshire has a position in, has also been absolutely hammered but I haven't looked much into it.
I just added to GPN. Valuation is fantastic right now.
Buy GPN or PSFE for a bargain right now instead of this
Up 7% on GPN shares. Should I dump today and rebuy tomorrow?
Screw it, picked up 10 shares of GPN. Forward PE is 12. I just can't see that much downside left but left some room to pick up more if it does.
Anyone monitoring GPN (Global Payments) ? They're back at their initial covid low back in March of 2020 and I have a hard time believing they're going lower. It has basically dropped $100 per share, seems way oversold. Thoughts?
I’ve been wondering the same thing for a while. If I had to take a completely wild guess, it would be due to market neutral funds using it as their hedge. ie. short GPN and long a more superior payment company. Market neutral funds stay market neutral in the event of black swan even and your long position should overpower your short. My second guess would be possibly due to the future of decentralized finance possibly changing the future.
SQ & PYPL have fallen c.40% from their highs too. I was in GPN a while back but stepped out as my conviction went to other stocks. Personally it doesn't have the same retail love as SQ & PYPL, doesn't have a venmo/cashapp likr service and isn't into the crypto space. It's not a terrible stock, it's just not as good/popular as SQ and PYPL.
GPN? But I’m still on the fence about payment companies. The BNPL companies are a really interesting disruption play. They have managed to create a model that takes over from payment tech, credit cards, and still make consumers happy.
I just keep buying V, MA, FISV, GPN and PYPL. Long term holds on shares, short term may get bumpy, super well run companies, will never sell.
What about GPN? Also down a horrendous amount this year
I am officially down 35k with my life savings and currently decided to live in my car :) i started with scalping , had some success but couldnt see it doing long term. Switched to spreads and thought of doing PUt credit spreads and iron condors. Took positions in GPN, CAR thinking they were the safest play ( what could go wrong with AVIS). Oh well ran up 300% the day after earnings. Last week took apple bear credit spread and guess what , ALL TIME HIGH :) so not sure if anything wrong with my trading or just bad luck ! Are you still doing spreads ?
GPN better play than paypal or visa. Good price point.
FISV, GPN, V, MA, PYPL. Buy shares, Hold. Never sell
I was going to throw all in PYPL then I read some interesting articles about V and GPN, so I am debating myself.