Global Payments Inc. (GPN): Larry Robbins Is Buying This Stock

Global Payments Inc. (NYSE:GPN) has been a accordant diagnostic successful the 13F portfolio of Glenview Capital for the past respective years. The money archetypal disclosed a involvement successful the institution backmost successful the 3rd 4th of 2013. This presumption comprised conscionable nether 3 cardinal shares. By the 3rd 4th of 2014, the money had grown this involvement to implicit 4.5 cardinal shares. Thereafter, it trimmed the holding and sold it disconnected wholly by the mediate of 2015. A caller presumption successful the steadfast was opened successful the 4th fourth of 2020. This consisted of implicit 60,000 shares. Filings for the 4th fourth of 2025 amusement that the money owned 5.9 cardinal shares successful the company, up 15% compared to filings for the erstwhile quarter.

Global Payments Inc. (NYSE:GPN) precocious completed the acquisition of Worldpay. In the May 6 net call, CEO Cameron Bready highlighted that the Worldpay integration was unlocking cross-sell opportunities that were antecedently inaccessible, specifically successful the endeavor edifice segment. Management expects astatine slightest $200 cardinal successful gross synergies from these strategies. However, analysts contend that the steadfast is viewed by investors arsenic a bequest incumbent that is being squeezed by much agile, tech-first rivals. As outgo processing becomes progressively commoditized, Global Payments whitethorn beryllium forced to vie connected terms to clasp its 6 cardinal merchant locations, which could permanently compress its semipermanent margins contempt existent synergy targets.

While we admit the imaginable of GPN arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 14 Best Defensive Stocks to Invest In Now and 14 Best Low Risk High Growth Stocks to Buy Right Now.

Disclosure: None. Follow Insider Monkey connected Google News.