Global Payments Inc. (NYSE: GPN) has been under heavy pressure in recent years. The stock trades near $76/share, down about 36% over the past year as growth slowed and sentiment weakened across the payments sector. Even after this selloff, GPN remains profitable with steady margins and strong cash generation, suggesting the underlying business remains healthier than the stock price implies.
Recently, management highlighted improvement in customer retention across key merchant segments and continued momentum in cloud based issuing and acquiring platforms. The company also reaffirmed disciplined cost control, helping support efficiency and operational stability. These developments indicate that GPN is actively working to stabilize performance and set the stage for a gradual recovery.
This article explores where Wall Street analysts believe GPN could trade by 2027. We combined consensus price targets and valuation models to outline the stock’s potential path. These figures reflect current analyst expectations and are not TIKR’s own predictions.
Find out what a stock’s really worth in under 60 seconds with TIKR’s new Valuation Model (It’s free) >>>
Analyst Price Targets Suggest Meaningful Upside
GPN trades at about $76/share today. The average analyst price target is $104/share, which points to roughly 37% upside based on current estimates. While the range of targets is wide, the overall outlook leans positive.
- High estimate: $194/share
- Low estimate: $65/share
- Median target: $95/share
- Ratings: 9 Buys, 1 Outperform, 18 Holds, 1 Underperform, 1 Sell
With more than 30% implied upside, analysts see the potential for a solid rebound if the company continues to execute well. For investors, this suggests GPN has room to recover from current levels, although confidence across the Street remains mixed.
Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
GPN Growth Outlook and Valuation
GPN’s fundamentals appear stable, supported by recurring payments volume, cost discipline, and consistent profitability:
- Revenue is projected to grow about 3.9% through 2027
- Operating margins are expected to remain near 45%
- Shares trade at roughly 6x forward earnings, well below historical averages
- Based on analysts average estimates, TIKR’s Guided Valuation Model using a 6x forward P E suggests about $99/share by 2027
- That implies roughly 31% total return, or about 14% annualized
These numbers point to a setup where most of the upside comes from valuation recovery rather than rapid earnings expansion. The stock trades far below its long term forward P E range, which suggests expectations have already been reset.
For investors, GPN looks like a value driven compounder, where steady execution and a discounted multiple combine to create an attractive return profile.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
What’s Driving the Optimism?
Investors still see strength in Global Payments core business. The company operates essential payments infrastructure with high customer stickiness and meaningful scale advantages. Its push toward modernized cloud based platforms and integrated software could gradually improve its competitive positioning and deepen client relationships.
Management’s ongoing focus on efficiency also helps maintain stability during softer growth periods. For investors, these strengths show that GPN has the tools to stabilize results and slowly rebuild momentum over time.
Bear Case: Slowing Growth and Competition
Despite the positives, Global Payments faces legitimate challenges. The broader payments landscape is highly competitive, with both traditional processors and fintech players competing aggressively for market share. GPN’s growth has slowed, and investors are still uncertain about whether the company can reaccelerate under current conditions.
The stock’s discounted valuation reflects this uncertainty. For investors, the risk is that if growth remains sluggish or competition intensifies, sentiment may take longer to recover, delaying a meaningful rerating.
Outlook for 2027: What Could GPN Be Worth?
Based on analysts average estimates, TIKR’s Guided Valuation Model using a 6x forward P E suggests GPN could trade near $99/share by 2027. From today’s price of about $76/share, that implies roughly 31% total return, or around 14% annualized.
This outlook assumes stable margins and modest growth, not a major turnaround. For investors, the return profile appears attractive because expectations are already low and the valuation remains deeply discounted. If GPN delivers even modest improvement in growth or efficiency, upside could exceed current forecasts. If performance stays sluggish, the stock may continue trading at a discount until sentiment improves.
AI Compounders With Massive Upside That Wall Street Is Overlooking
Everyone wants to cash in on AI. But while the crowd chases the obvious names benefiting from AI like NVIDIA, AMD, or Taiwan Semiconductor, the real opportunity may lie on the AI application layer where a handful of compounders are quietly embedding AI into products people already use every day.
TIKR just released a new free report on 5 undervalued compounders that analysts believe could deliver years of outperformance as AI adoption accelerates.
Inside the report, you’ll find:
- Businesses already turning AI into revenue and earnings growth
- Stocks trading below fair value despite strong analyst forecasts
- Unique picks most investors haven’t even considered
If you want to catch the next wave of AI winners, this report is a must-read.
Find out what your favorite stocks are really worth (Free with TIKR) >>>
