GPN changes
Pick any two versions below to diff them.
- Price
- $84.17 → $96.84(+15.1%)
- Discount category
- Well below intrinsic value → Below intrinsic value
- Next earnings is estimate
- Yes → No
- Checkpoints
- Nov 5, removed: 2026 (estimate): added: 2026: Q3 2026 results: normalized growth and margin. Pending. Watch: Normalized adjusted net revenue growth of about 4% or more and the 2026 outlook kept pass; another cut to the revenue or EPS outlook fails. Feb 2027 (estimate): Full-year 2026 results and 2027 outlook. Pending. Watch: About 150 basis points of normalized margin expansion in 2026, more than $2 billion returned to shareholders and a 2027 outlook with faster growth pass; a weak 2027 outlook or higher leverage fails. Q4 2027 (estimate): Worldpay integration and the 2025 to 2027 capital return plan. Pending. Watch: About $7.5 billion returned to shareholders from 2025 to 2027 with leverage within covenants passes; a smaller return or a delayed integration fails.