Global Payments (GPN) Sees 33% Upside Potential Despite Travel Headwinds

Global Payments Inc. (GPN) has a price target of $105 from Wells Fargo, implying a 33% increase from current levels. The company expects second quarter revenues of $3.2 billion, leading to an EPS of $3.5. For the full year 2026, GPN anticipates approximately 5% net revenue growth and adjusted EPS between $13.8 and $14. The travel headwinds from the Middle East conflict have affected analyst outlook, yet GPN projects normalization in travel demand by the end of Q2.