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Stephens maintained an "Equal Weight" rating on Global Payments Inc. (GPN) but lowered its price target from $95 to $90. The firm cited a challenging 2025 for GPN and the broader payments industry as the reason for the reduction. However, Stephens anticipates a positive outlook for the payments sector in 2026. Separately, Cantor Fitzgerald initiated coverage on GPN with a "Neutral" rating and an $80 price target. Cantor Fitzgerald noted that GPN's longer-term organic growth algorithm is expected to be lower due to a divestment and refresh plan. These analyst ratings collectively suggest a cautious near-term outlook for the company.
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