$GPN 0.54 Developing

Notable posts

• @wallstengine bullish 41 eng

  Morgan Stanley Upgrades $GPN to Overweight from Equalweight, Raises PT to $100 from $65 Analyst comments: "We are upgrading GPN to Overweight, as we think the setup has become increasingly asymmetric to the upside. First, checks on both Genius and Worldpay are turning more constructive among their respective small and medium-sized business and enterprise customers, suggesting improved competitive positioning that supports a durable mid-single-digit growth algorithm. Second, investors appear ready to re-engage with a stock where the bar is low, and a potentially broadening market could bring deep-value processors back into focus and drive a rerating. Third, our conviction in buyback capacity has improved, driving us to raise our repurchase estimates, and we continue to see buybacks as a source of meaningful EPS upside. Fourth, valuation is fundamentally too cheap. Our reverse DCF suggests the market is effectively underwriting an ex-growth franchise with contracting margins and deteriorating free cash flow. Meanwhile, the reported, unconfirmed PYPL bid at approximately 10x consensus EPS, despite slower growth and lower margins versus GPN, could provide a new framework for valuing scaled payments assets. Execution, Worldpay integration, and Middle East travel remain notable near-term risks, but we believe those concerns are well understood and largely reflected in the current valuation." Analyst: James Faucette

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• @TENETTRADEGROUP neutral 28 eng

  Tenet Market Wake-Up Summary 📷📷 July.20.26 $SPX $TSLA $GE $BETA $NASA $BA $NVDA $DELL $SMCI $SPCX $LMT $FERG $AON $AAPL $BABA $IBM $TSM $COST $ACHR $FCEL $NXT $AMC $DPZ $YETI $GPN $URBN $USB $CRWV $DDOG $NET $VGNT $BP $HUBS $TFC $HUT $NNBR $IREN $GVH $IMOS $BTC @ripster47 | @tenet_research | @TenetCharts

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