Global Payments growth trajectory to take time, says BTIG

BTIG says Global Payments (GPN) reported Q4 results this morning that included earnings in-line with consensus, but revenue below Street driven by slight underperformance in each segment. The investment case remains on the company’s ability to accelerate growth in fiscal 2026, the analyst tells investors in a research note. BTIG does not think anything from today’s conference call made investors more or less bullish on Global Payments’ opportunity. The firm keeps a Neutral rating on the shares, saying change in the company’s growth trajectory is going to take time.

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