Global Payments. Every tracked FinTwit mention of $GPN, newest first. 34 mentions since the first on Feb 2, 2026. See the price chart.
June 2026 · 1 mention
Jun 2
Jerry Capital — One year return for select payment names:
$FI -66%
$FOUR -54%
$ADYEN -49%
$MA -19%
$GPN -3% 🐐🐐🐐↗
May 2026 · 5 mentions
May 15
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
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 — 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 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 5
Jerry Capital — $CSU merges with $GPN
I call it
Instant Berkshire↗