Global Payments Q4 EPS $3.18, Revenue $2.32B, Targets Raised to $91, $97

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TD Cowen lifted its price target on Global Payments from $90 to $91, keeping a Hold rating after the company delivered Q4 adjusted EPS of $3.18 on $2.32 billion revenue. RBC Capital raised its target to $97 at a Perform rating, sees 2026 revenue growth of 5% and EPS of $13.80–$14.

1. Analyst Price Target Revisions

TD Cowen raised its price target on Global Payments from $90 to $91, maintaining a Hold rating on expectations of continued execution. RBC Capital also lifted its target from $95 to $97 with a Sector Perform rating after reviewing recent results and outlook.

2. Q4 2025 Results

Global Payments reported adjusted EPS of $3.18, beating the $3.16 consensus by $0.02, on revenue of $2.32 billion versus $2.35 billion expected, reflecting steady operational performance.

3. 2026 Financial Outlook

The company projects 2026 net revenue growth of about 5% excluding dispositions and adjusted EPS in the range of $13.80 to $14.00, implying year-over-year EPS growth of 13%–15%.

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