Optimistic outlook combined with accelerated strategic transformation Huahui Co., Ltd. (GPN.US) stock price records the largest single-day increase in nearly six years

The Tong Finance APP has learned that the stock price of financial software and payment services provider Global Payments Inc. (GPN.US) surged sharply on Wednesday. Market participants pointed out that the recent stock movement was driven not only by quarterly earnings but also by the company’s optimistic outlook for the future and progress in strategic transformation.

The earnings report showed that Global Payments Inc. posted an adjusted EPS of $3.18 for the fourth quarter, slightly above Wall Street expectations of $3.16; revenue for the period was $1.9 billion, roughly flat compared to the same period last year. On an adjusted basis, the company’s revenue grew 6% year-over-year to $2.32 billion, in line with analyst expectations. Overall, the quarterly performance was mixed.

What truly boosted market sentiment was the company’s forward guidance for 2026. Global Payments Inc. expects adjusted EPS for fiscal year 2026 to be between $13.8 and $14, significantly higher than the market consensus of $13.58; at the same time, the company projects that adjusted net income at constant currency will grow by about 5%.

Driven by this optimistic outlook, Global Payments Inc.'s stock rose over 16% on Wednesday, closing at $81.26, marking the largest single-day gain since March 24, 2020, when it surged 22%. Meanwhile, the broader market was relatively moderate, with the S&P 500 rising 0.56%, making Global Payments Inc. the standout performer among the index components.

The company’s management also provided an update on strategic progress. Global Payments Inc. stated that it completed the divestiture of its Issuer Solutions business last month, “well ahead of schedule,” according to CEO Cameron Bready during Wednesday’s earnings call. Revenue related to this non-core business is no longer included in the company’s adjusted revenue, as the asset was acquired last month by FIS (FIS.US).

Bready described 2025 as a year of “deep transformation” for the company, including the launch of the Genius POS platform in the second quarter. In addition to divesting Issuer Solutions, Global Payments Inc. also completed the acquisition of payment processor Worldpay earlier this year. He said this transaction “marks a key moment in the company’s evolution,” and moving forward, the company will focus on customer-centric growth that is sustainable and steady.

Since the beginning of the year, Global Payments Inc.'s stock has declined less than 1% in 2026, slightly underperforming the S&P 500’s approximately 0.1% gain. However, among peers, its performance remains relatively resilient.