GPNInternet & Digital Services
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Get what investors say about GPN next
Follow GPN free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what GPN did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about GPN
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-10 | Jingshu ZhangGuinea Value | Bearish | Yet Another Value Podcast | Global Payments is dangerously overlevered at 3.5x net debt/EBITDA while continuing buybacks instead of… |
| 2025-02-13 | Harsha MohanStudent pitch contestant, Applied Value Investing challenge | Bullish | Value Investing with Legends | Global Payments is mispriced as a melting-ice-cube legacy acquirer—it has actually maintained SMB market… |
Next report: 5 Nov 2026 before the open
Notable options days
Sessions in the last 120 where GPN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
| 2026-10-30 | ||||||
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| 2026-07-13 | ||||||
| 2026-07-01 | ||||||
| 2026-06-23 |
GPN on the Wheel
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