Global Payments Inc. (GPN) earnings on August 5, 2026
More Global Payments Inc. earnings
Prior outlook: No statistical edge
Global Payments beat profit estimates but missed sales and cut its future profit outlook. The stock swung wildly, briefly rising then falling to close down nearly 1%.
GPN price around the earnings
87.48
Change: -0.9%
2026-08-05, 20:00 UTC
Start of the measured window
End of the measured window
83.00
85.49
87.98
90.47
88.27
August 5, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: No statistical edge
- Thesis published
- Results released
Strong trend strength and analyst upgrades led to a significant run-up, but modest past beats and recent trajectory collapse elevate sell-the-news risk.
Context analyzed before publication
- Trend
- Significant run-up followed by a recent collapse, indicating potential after a strong recent drop conditions or sell-the-news.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.38
- Analysts covering the stock
- 27
- Average price target
- 94.19
- Lowest price target
- 60
- Highest price target
- 194
- Upside to price target
- 6.7%
- Revenue growth
- 63.1%
- Forward EPS
- 16.12
- Trailing EPS
- 2.79
- Analyst moves in the last 60 days
- 5
- Strong buy: 2
- Buy: 11
- Hold: 19
- Sell: 1
- Strong sell: 1
- Strong buy
- 2
- Buy
- 11
- Hold
- 19
- Sell
- 1
- Strong sell
- 1
- July 24, 2026 · Truist Securities: Maintains rating (Hold → Hold)
- July 20, 2026 · Morgan Stanley: Upgrades rating (Equal-Weight → Overweight)
- July 9, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)
- July 8, 2026 · Barclays: Initiates coverage (Equal-Weight)
- June 11, 2026 · TD Cowen: Maintains rating (Hold → Hold)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (6)
- Truist Securities Maintains Hold on Global Payments, Raises Price Target to $79 (opens in a new tab) — Benzinga
- Global Payments To Rally More Than 28%? Here Are 10 Top Analyst Forecasts For Monday (opens in a new tab) — Benzinga
- This Urban Outfitters Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday (opens in a new tab) — Benzinga
- Morgan Stanley Upgrades Global Payments to Overweight, Raises Price Target to $100 (opens in a new tab) — Benzinga
- Wells Fargo Maintains Overweight on Global Payments, Lowers Price Target to $95 (opens in a new tab) — Benzinga
- Barclays Initiates Coverage On Global Payments with Equal-Weight Rating, Announces Price Target of $81 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 88.27
- Average true range (ATR)
- 3.5%
- Distance to 52-week high
- -0.7%
- 14-day change (14d)
- +10.3%
- 30-day change (33d)
- +12.2%
- 30-day relative strength
- +8.7%
- SPY change (33d)
- +3.5%
- Nearest support
- 87.86
- Distance to nearest support
- 0.5%
- Nearest resistance
- 88.78
- Distance to nearest resistance
- 0.6%
- Volume accumulation ratio (14d / 46d)
- 0.94
- Mid: 87.86 (0.5% away, 0.13 ATR, 11 touches)
- Major: 86.92 (1.5% away, 0.44 ATR, 37 touches)
- Major: 86.3 (2.2% away, 0.64 ATR, 29 touches)
- Mid: 88.78 (0.6% away, 0.17 ATR, 16 touches)
- Minor: 89.55 (1.5% away, 0.42 ATR, 3 touches)
- Minor: 90.94 (3% away, 0.87 ATR, 4 touches)
Trends
Evidence
- Average earnings surprise
- +2.1%
- May 6, 2026: actual EPS 2.96 vs estimate 2.81 (surprise +5.4%)
- February 18, 2026: actual EPS 3.18 vs estimate 3.16 (surprise +0.6%)
- November 4, 2025: actual EPS 3.26 vs estimate 3.23 (surprise +0.8%)
- August 6, 2025: actual EPS 3.1 vs estimate 3.06 (surprise +1.5%)
Expected move
- Implied move
- +3.8%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 6.3%
- 75th percentile move
- 9.1%
- 90th percentile move
- 11.2%
- Up / down moves
- 12 / 8
- Average up move
- +5.4%
- Average down move
- -7.8%
Monitoring and close
What Global Payments Inc. reported
- Status
- Finished
| Actual EPS | 3.46 |
|---|---|
| EPS estimate | 3.44 |
| EPS surprise | +0.6% |
| Revenue | $3,159 million |
| Revenue estimate | $3,168 million |
| Revenue surprise | -0.3% |
Circle renews Coinbase deal, with Visa, Mastercard and BlackRock validating September's Arc launch. Optimistic outlook for the payments sector.
Sources (9)
- Global Payments (NYSE:GPN) Slips as Q2 Matches but Outlook Cautious (opens in a new tab) — ChartMill
- Global Payments (GPN) Beats Q2 Earnings Estimates (opens in a new tab) — Zacks
- Global Payments cuts annual forecasts as Middle East conflict hits travel spending (opens in a new tab) — Yahoo
- Global Payments Lowers FY2026 GAAP EPS Guidance from $1.33-$1.42 to $(3.85)-$(3.77) vs $(0.18) Est; Lowers FY2026 Sales Guidance from $13.331B to $13.100B-$13.177B (opens in a new tab) — Benzinga
- Global Payments Lowers FY2026 Adj EPS Guidance from $13.80-$14.00 to $13.60-$13.80 vs $13.77 Est; Widens FY2026 Sales Guidance from $9.781B to $9.688B-$9.781B vs $12.423B Est (opens in a new tab) — Benzinga
- Global Payments beat earnings expectations with $3.46 per share, but its sales of $3.159 billion fell short of estimates. — Benzinga
- Global Payments Q2 Adj. EPS $3.46 Beats $3.44 Estimate, Sales $3.159B Miss $3.168B Estimate (opens in a new tab) — Benzinga
- Global Payments Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
- Global Payments Inc. 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, the results beat earnings expectations but missed on revenue, and the price is indicating -2.7% pre-market, a move below the stock's typical reaction (about 6%). The figures don't confirm the prior scenario: there was no prior directional scenario to check against.
How the stock reacted
- Consolidated
- -0.9%
- Max move
- -6.0%
No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.