Global Payments Inc.

• GPN Stock Price 24h change: +1.18%. From 71.64 USD to 72.48 USD. (Note: Market data reflects recent volatility with a recovery following a previous 1.59% drop to 73.80 USD).
• From a technical perspective, the stock is in a "bearish consolidation with oversold signals": GPN is trading below its 50-day ($77.61) and 200-day ($80.98) moving averages, indicating a strong downtrend. However, an RSI near 22.3 suggests deeply oversold conditions, potentially priming the stock for a short-term technical bounce despite the "Strong Sell" consensus from moving average crossovers.
• Global Payments recently completed the strategic acquisition of Worldpay and the divestiture of its Issuer Solutions business, successfully pivoting to a pure-play merchant solutions provider to streamline operations and reduce complexity.
• Seaport Research Partners upgraded GPN to "Buy" following a Q3 earnings beat where the company reported EPS of $3.26, surpassing analyst estimates and providing optimistic FY2025 guidance.
• Director Robert H. B. Baldwin Jr. and other insiders have shown confidence through significant share purchases, totaling over $1.1 million in the last 90 days, signaling internal belief in the company's valuation discount.
• US President Donald Trump announced a plan to impose a temporary 10% cap on credit card interest rates effective January 20, 2026, a move aimed at "protecting consumers" that has sparked concerns over profit margins across the payment processing and banking sectors.
• Fintech M&A activity remains robust as Payoneer acquired Dublin-based Boundless to expand global workforce management, while US Bancorp agreed to acquire BTIG for $1 billion, highlighting ongoing industry consolidation.

• GPN Stock Price 24h change: -1.59%. From 74.99 USD to 73.80 USD. The decline follows a period of high volatility as the market evaluates the company's massive strategic pivot and integration risks following the Worldpay acquisition.
• From a technical perspective, the stock is in a "bearish consolidation" phase, trading below its 50-day ($77.75) and 200-day ($82.01) moving averages. While RSI suggests it is approaching oversold territory, the technical sentiment remains a "Strong Sell" until it can reclaim the $78 resistance level.
• Global Payments completed its transformative acquisition of Worldpay and the divestiture of its Issuer Solutions business on January 12, 2026, officially becoming a pure-play merchant solutions provider.
• Seaport Global upgraded GPN to "Buy" with a $109 target on January 14, citing strong 2026 upside from Worldpay synergies, while Deutsche Bank initiated coverage with a "Hold" and $80 target due to execution uncertainties.
• Stephens adjusted its price target for GPN to $90 from $95 on January 16, maintaining an "Equal-weight" rating as the market digests the company's increased debt load and the complexity of its new corporate structure.
• The UK Payments System Regulator (PSR) is consulting on a new cap for international interchange fees, a move that recently led to a failed legal challenge by Mastercard and Visa, potentially impacting cross-border revenue for major processors.
• Revolut’s valuation climbed to $75 billion following a secondary share sale on January 19, signaling robust investor appetite for high-growth fintech platforms even as legacy processors face valuation pressure.