Travel Headwinds Result In Attractive Valuation For Global Payments

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Global Payments faces travel headwinds from the Middle East conflict, but Wells Fargo analyst Jason Kupferberg reiterated a Buy rating with a $105 price target, implying 33% upside. BTIG lowered second-quarter and fiscal 2026 estimates on June 10, citing the travel impact, though the company expects normalization by quarter-end. Global Payments guided for second-quarter revenue of $3.2 billion and earnings per share of $3.5, with full-year net revenue growth of approximately 5% and adjusted earnings per share between $13.8 and $14.

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Global Payments Inc
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Wells Fargo analyst reiterated Buy rating with $105 price target, implying 33% upside.