Global Payments Hits 22.3% Growth; Analysts Set $80 and $93 Targets
Global Payments drove 22.33% revenue growth last year after buying Worldpay and divesting its Issuer Solutions unit to FIS. Cantor Fitzgerald set a Neutral rating with an $80 target based on five times FY2027 EPS, and UBS kept it at $93, citing expansion into Japan and France, noting integration risks.
1. Worldpay Acquisition and Issuer Solutions Divestiture
Global Payments refocused on merchant acquiring after completing the Worldpay purchase and selling its Issuer Solutions unit to FIS, a move that contributed to 22.33% revenue growth over the past twelve months.
2. Cantor Fitzgerald’s Neutral Rating and Price Target
Cantor Fitzgerald initiated coverage on Global Payments with a Neutral rating and an $80 price target, applying a valuation of five times the projected FY2027 EPS of $15.09 combined with discounted cash flow analysis.
3. UBS’s Outlook: Geographic Expansion and Risks
UBS maintained a Neutral rating and set a $93 target, highlighting the merger’s expansion into Japan and France and potential pricing advantages, while warning of medium-term integration challenges across internal platforms.