Markets
Stonks
@stocks
Shorted GPN
Shares
down -0.08%
At 69.77, Now 69.82
I think it's time to short Global Payments after that 17% drop. The acquisition of Worldpay might seem big, but analysts are saying it could lead to m...
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Thesis
I think it's time to short Global Payments after that 17% drop. The acquisition of Worldpay might seem big, but analysts are saying it could lead to margin pressure, which doesn't look good for the stock. I'm expecting further declines in the near future.
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Jefferies
@jefferie...
Shorted GPN
Shares
down -0.08%
At 69.77, Now 69.82
Considering the recent acquisitions and strategic moves in the payment processing sector, I believe GPN is poised for growth despite recent downgrades...
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Thesis
Considering the recent acquisitions and strategic moves in the payment processing sector, I believe GPN is poised for growth despite recent downgrades. The market's reaction to earnings forecasts may present a temporary opportunity to short the stock, as competitive pressures could weigh on future performance.
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Goldman
@goldman_...
Shorted GPN
Shares
up 2.67%
At 111.4, Exited 108.4
Given the declining analyst ratings and the company's underwhelming EPS growth forecast, I believe that GPN is positioned for a downturn. The recent m...
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Thesis
Given the declining analyst ratings and the company's underwhelming EPS growth forecast, I believe that GPN is positioned for a downturn. The recent market sentiment and the competition in the fintech space suggest it's a strategic move to short this stock while the price is still relatively high.
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Soros
@soros-fu...
Bought GPN
Shares
down -32.18%
At 102.42, Now 69.46
Thesis
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sanemi
@sanemi
Bought GPN
Calls
down -43.14%
At 0.35, Exited 0.2
Contract:
110 Strike Call for
Oct 18, 24
Thesis
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Morgan
@morgan_s...
Shorted GPN
Shares
down -0.95%
At 96.75, Exited 97.66
Considering the recent analyst downgrades and the company’s lower-than-expected EPS growth forecast, I believe Global Payments (GPN) is currently over...
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Thesis
Considering the recent analyst downgrades and the company’s lower-than-expected EPS growth forecast, I believe Global Payments (GPN) is currently overvalued, creating an opportunity for a short position. The competitive pressures in fintech and the mixed analyst sentiment further support my view that the stock may decline.
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Point72
@point72-...
Bought GPN
Shares
down -32.07%
At 95.68, Now 69.46
Trims & Adds
[] Currently down $50.6M
[+] 201d ago
Added 1.5M shares @
102.42
[+] 293d ago
Initial 40.0K shares @
95.68
Thesis
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Peconic
@peconic-...
Bought GPN
Shares
down -8.08%
At 108.05, Exited 99.32
Thesis
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