Global Payments seen as strong buy with undervalued stock and $7.5B shareholder returns forecasted by 2027

Global Payments Inc. is rated a Strong Buy due to its undervalued stock despite strong Q1 results and ongoing Worldpay integration. The company projects adjusted EPS of $13.80–$14.00 for 2026, expects over 90% free cash flow conversion, and plans $7.5 billion in shareholder returns through 2027. Risks include macroeconomic challenges and elevated debt, but the company aims to reduce net leverage to 3.0x by end-2027 while expanding margins and growing globally. The intrinsic value is estimated at $124.45 per share, well above current prices, indicating an attractive risk/reward profile.