Global Payments sees Q2 revenue of $3.2 billion and EPS of $3.5 amid travel demand normalization expectations.
Wells Fargo analyst Jason Kupferberg maintained a Buy rating on Global Payments Inc. (GPN) with a $105 price target, suggesting 33% upside from current levels. The firm’s outlook follows recent travel-related headwinds tied to Middle East conflict impacts on sentiment.
BTIG adjusted its estimates for Q2 and fiscal 2026 results earlier this month, though Global Payments remains optimistic. The company expects Q2 revenue of $3.2 billion and EPS of $3.5, with full-year 2026 net revenue growth of 5% and adjusted EPS between $13.8 and $14.
Global Payments anticipates travel demand normalization by the end of Q2, supporting its guidance for the coming quarters. The company provides payment technology solutions for card, digital, and check-based transactions.