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An update from Corpay Inc ( (CPAY) ) is now available.
Corpay reported strong first quarter 2026 results on May 7, with revenue up 25% year over year to $1.26 billion and net income up 44% to $350.1 million, aided by an $81 million gain on a business sale. Organic revenue grew 11% for the fourth straight quarter, adjusted EPS rose 29% to $5.80, and the Corporate Payments segment delivered 16% organic growth while lodging trends improved, supporting share repurchases of 2.4 million shares and ending leverage of 2.7x.
On the back of this outperformance, the company raised its full-year 2026 guidance, now projecting up to $5.33 billion in revenue and as much as $27.10 in adjusted EPS, underpinned by expectations for higher fuel prices and favorable business trends. For the second quarter, Corpay forecasts about $1.295 billion in revenue, up 18% year over year, and adjusted EPS of $6.55, up 28%, signaling confidence in continued earnings momentum and reinforcing its positioning in the corporate payments space.
The most recent analyst rating on (CPAY) stock is a Buy with a $390.00 price target. To see the full list of analyst forecasts on Corpay Inc stock, see the CPAY Stock Forecast page.
Spark’s Take on CPAY Stock
According to Spark, TipRanks’ AI Analyst, CPAY is a Outperform.
The score is driven primarily by strong profitability/cash generation (despite leverage risk) and a bullish technical setup, supported by an upbeat earnings outlook with double-digit organic growth targets. Valuation is less compelling at a mid-to-high P/E and leverage/integration risks temper the upside.
To see Spark’s full report on CPAY stock, click here.
More about Corpay Inc
Corpay, Inc., listed on the NYSE as CPAY, is a corporate payments company providing payment solutions focused on fuel, lodging and broader corporate spend. The business operates segments including Corporate Payments and lodging, and its performance is sensitive to fuel prices, foreign exchange rates, interest rates and broader macroeconomic conditions.
Average Trading Volume: 628,774
Technical Sentiment Signal: Hold
Current Market Cap: $20.2B
Find detailed analytics on CPAY stock on TipRanks’ Stock Analysis page.