Major Sports Partnership Might Change The Case For Investing In Global Payments (GPN)

• Harris Blitzer Sports & Entertainment recently announced a multi-year global partnership with Global Payments, naming it the Official Payment Technology Provider for the Prudential Center, the New Jersey Devils, and the Philadelphia 76ers.
• This collaboration is set to expand Global Payments’ technology footprint in the live sports and entertainment sector by integrating advanced payment and point-of-sale solutions across major venues and fan experiences.
• We’ll examine how this high-profile sports partnership enhances Global Payments' technology adoption narrative and potential impact on future growth.

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Global Payments Investment Narrative Recap

To be a Global Payments shareholder, the central belief is in the company's ability to drive technology adoption and scale recurring revenue by embedding its advanced payment solutions across multiple industries and international markets. The recently announced sports partnership expands its footprint in high-profile venues, but it does not materially shift the near-term focus, which remains on successful integration of recent acquisitions and mitigating risks from ongoing portfolio divestitures and shifting industry dynamics.

The recent launch of the Genius point-of-sale platform for higher education is particularly relevant in light of the Harris Blitzer partnership, highlighting Global Payments' push to broaden the reach and stickiness of its product ecosystem. The expansion into diverse verticals, from sports to education, underscores the company's commitment to penetrating under-addressed markets, potentially supporting revenue resiliency as it navigates competitive challenges and evolving payment technologies.

However, it is important to remember, in contrast to the platform expansion headlines, investors should be aware of the continued risk that...

Read the full narrative on Global Payments (it's free!)

Global Payments is projected to generate $12.3 billion in revenue and $1.7 billion in earnings by 2028. This outlook assumes a 7.0% annual revenue growth rate and a $0.2 billion increase in earnings from the current $1.5 billion.

Uncover how Global Payments' forecasts yield a $103.18 fair value, a 18% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community fair value estimates for Global Payments span a wide US$65 to US$200 range from 11 contributors. Views diverge widely, echoing real concerns over integration and execution risk after recent acquisitions, which could influence long-term earnings potential and operational stability.

Explore 11 other fair value estimates on Global Payments - why the stock might be worth 26% less than the current price!

Build Your Own Global Payments Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Global Payments research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Global Payments research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Global Payments' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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