Global Payments. Every tracked FinTwit mention of $GPN, newest first. 57 mentions since the first on Dec 16, 2025. See the price chart.
July 2026 · 2 mentions
Jul 3
Jerry Capital — $GPN "Travel represents approximately 5% of GPN's total revenue, with the Middle East accounting for roughly 20% of travel revenue. We estimate this creates a 60-90 basis point hea…↗
Jul 2
Jerry Capital — $GPN running +26% off the lows https://t.co/h4Ox6sH1t7↗
June 2026 · 8 mentions
Jun 25
Jerry Capital — $GPN cleans this up stock is easy double https://t.co/SWJLLAu5sL↗
Jun 25
Jerry Capital — People are somewhat satisfied with $GPN = bullish https://t.co/jflJiRUzwQ↗
Jun 25
Jerry Capital — $GPN a pretty clean toll on US consumer depending. 4x 27 adjusted EPS. https://t.co/himWyWAMxb↗
Jerry Capital — @gatorcapital Why take the banning risk when you can get something similar ar $GPN which is also further along the story that FI?↗
May 11
Jerry Capital — They will jump through whatever hoop they can to slander this cash cow $GPN
"Our price target moves to $80 (vs. prior $87) based on ~5.0x multiple (vs. prior ~5.5x) on 2027E adju…↗
May 7
Jerry Capital — @bobspaysubstack Why $GPN meh? They growing single digits like they are supposed to?↗
Jerry Capital — EINHORN HAS SOLD $GPN 🚀 🚀 🚀
https://t.co/aU2wSd9bbO https://t.co/sZ00aOO3qL↗
Apr 11
Jerry Capital — "If you believe that the payment rails are "sticky plumbing" and that GPN can maintain just 2–4% revenue growth while inflation does the heavy lifting, GPN is mathematically the be…↗
Apr 9
Jerry Capital — $GPN is worth $150 https://t.co/aYmHF4lIUv↗
March 2026 · 2 mentions
Mar 12
Jerry Capital — 2028
Inflation is 100%
10-year is 10%
Communists are in the White House
Compounders derate to 15x
$GPN at 10x https://t.co/xiB1zcbEjY↗
Jerry Capital — "While there remains a bit of execution risk around Worldpay, we believe the Street is embracing $GPN's transition to pure-play merchant acquirer focused on compounding earnings."…↗
Feb 25
Jerry Capital — $GPN "2026 guide appears achievable, including mid-single-digit revenue and 12-14% EPS growth, aided by 150 basis points of adjusted operating margin expansion and $2 billion capit…↗
Feb 24
Jerry Capital — Stripe, like $GPN is a payments rollup. https://t.co/FZn2H4n26y
January 2026 · 11 mentions
Jan 23
Jerry Capital — my friend this was purchased half a decade ago!
Lets move forward 😆
$GPN↗
Jan 22
Jerry Capital — an acquisition like this (or the $PYPL one) would never happen at $GPN. When re-rate?↗
Jan 22
Jerry Capital — $PYPL remains in the early innings of their de rating to $GPN if they are going to keep doing stupid acquisitions.↗
Jan 21
Jerry Capital — Gator Capital Management
Long $GPN
Amazing track record
Obvious Geniuses
https://t.co/ikJWzrNAnr https://t.co/irqtNSNrf0↗
Jerry Capital — @CapitalJurassic I have almost 20% in $GPN and $FOUR which is about as high as I can go. I think they will work very well.↗
Jun 17
Jerry Capital — All these shitcos will do M&A until they trade at $GPN levels.↗
Jun 15
Jerry Capital — @tomicki Go fuck yourself.
I'm down like 5% on $GPN.↗
Jun 15
Jerry Capital — Is $GPN $CHTR?
I think the Charter analogy is wrong.
Charter was a local monopoly that over-earning on an overpriced consumer product, then got hit by real substitutes: fiber, FW…↗
Jun 2
Jerry Capital — One year return for select payment names:
$FI -66%
$FOUR -54%
$ADYEN -49%
$MA -19%
$GPN -3% 🐐🐐🐐↗
May 6
Jerry Capital — "The NEW $500 m ASR announced on the call (on top of the $515 m ASR already executed in Q1 that retired ~7.3M shares) is the headline capital-return action — through Q1 $GPN alread…↗
Jerry Capital — everything is going to trade at $GPN levels when AI hits.↗
Feb 23
Jerry Capital — still taking $GPN, but not gonna be a value bagholder, if market wants to give me $GPN for no loss and $MA back at teens earnings, hot damn maybe thats the $GPN success i needed al…↗
Jerry Capital — Was hoping $GPN would buyback (the in the bag fcf of) $7.5 billion at $65 per share but we will never see that price again.↗
Feb 19
Jerry Capital — $GPN IS RISK FREE https://t.co/2iEggT9f83↗
Feb 19
Jerry Capital — "I think one of the things that we feel very good about is given the enormous scale that we bring to the business, particularly from a payment standpoint, we can be as price compet…↗
Feb 19
Jerry Capital — $GPN "And what I would say around that is there's an enormous amount of private capital that's obviously on the sidelines, and you're seeing bigger and bigger deals getting done."…↗
Feb 18
Jerry Capital — $GPN outperforming $SPY YTD https://t.co/gRVsIQQHtI↗
Feb 18
Jerry Capital — $GPN (0% total return) now clowning on quality GARP, IGV and MAG7 since I entered my value investing phase.↗
Feb 18
Jerry Capital — $GPN will still be cheap after a 100% run↗
Jerry Capital — $GPN thesis breaks if:
they don’t resume buybacks, they do more M&A, or they keep hiding recurring costs forever.
This release is basically management saying:
“Major M&A is done…↗
Feb 18
Jerry Capital — The debate on $GPN is now shifting from
“Will they survive integration?” to: “Is 5× forward EPS rational for a 5% grower with expanding margins and aggressive buybacks?”
This is…↗
Feb 18
Jerry Capital — Robots Read on the $GPN Q
1) biggest overhang removed: “will it close / will it drag / will guidance be messy?”
- 2) explicit board authorization of $2.5B of buybacks, they are…↗
Feb 5
Jerry Capital — $CSU merges with $GPN
I call it
Instant Berkshire↗
Jerry Capital — @DarkfireCapital what do you prefer about $FISV over $GPN or $FOUR↗
Jan 20
Jerry Capital — NGL will buy PYPL at same level as $GPN when it gets there. Not as durable a biz (checkout button is very weak position) but these things still have WAY more life in them than stoc…↗
Jan 17
Jerry Capital — $GPN got dramatically cheaper last few months ask the robot what buybacks do at 5x vs 8x. At 8x you still need a thesis on a stock at 5x you don't. You just need non retardation wh…↗
Jan 17
Jerry Capital — "approximately ~$7bn in capital returns to shareholders between 2025 and 2027. Furthermore, $GPN is aiming for a net leverage ratio of ~3.5x at close, returning to ~3.0x within 18…↗
Jan 17
Jerry Capital — "Given $GPN's legacy Merchant business will likely exit FY25 growing at ~6% cc and Worldpay is growing solidly in the mid-single digits, we expect $GPN will start its FY26 guide by…↗
Jan 14
Jerry Capital — The CCCA forces routing competition between credit card networks; it does not cap interest rates, does not regulate processors. Potentially increases the value of processors that m…↗
Jan 12
Jerry Capital — Think of the $GPN alpha when everything in the US trades down to China ADR levels↗
Jan 9
Jerry Capital — wait till people ask it about $GPN #rebubble↗