Cantor Fitzgerald Raises Global Payments (GPN) Price Target, Says Q4 Cleared Key Overhang

Global Payments Inc. (NYSE:GPN) is included among the 14 Best GARP Stocks to Buy According to Analysts.

On February 23, Cantor Fitzgerald analyst Ramsey El-Assal raised the price recommendation on Global Payments Inc. (NYSE:GPN) to $88 from $80. The analyst reiterated a Neutral rating on the stock. He told investors that the company’s Q4 results acted as a clearing event. He noted that FY26 guidance points to 5% adjusted net revenue growth excluding dispositions. The outlook also includes 150 basis points of adjusted operating margin expansion, adjusted EPS of $13.80 to $14.00, and adjusted free cash flow conversion exceeding 90%, according to his research note.

During the Q4 2025 earnings call, CEO Cameron Bready said the company had completed the Worldpay acquisition and divested the Issuer Solutions business in January. He described this as a major milestone in the strategic transformation that has been underway for the past 18 months.

He said the company delivered 6% constant currency adjusted net revenue growth in the fourth quarter, excluding dispositions. Adjusted operating margins improved by 80 basis points. Adjusted EPS increased by 12%. For the full year, Bready indicated that adjusted net revenue growth gained momentum. It rose from 5% in the first half to 6% in the second half. Adjusted operating margins expanded by 100 basis points during the year. Adjusted EPS climbed by 11%.

He also said the company achieved more than 100% adjusted free cash flow conversion in 2025. This allowed Global Payments to return $1 billion to shareholders. The company generated another $1.2 billion through portfolio divestitures. He added that Global Payments approved a $2.5 billion share repurchase program. This includes an immediate accelerated buyback of $550 million.

Global Payments Inc. (NYSE:GPN) provides payments technology, software, and related services to customers worldwide. Through its Merchant Solutions segment, the company delivers payments technology and software mainly to small and medium-sized businesses, along with select mid-market and enterprise clients.

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