Markets
Stonks
@stocks
Shorted GPN
Shares
down -6.51%
At 69.77, Exited 74.31
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...
Read
More
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.
Go back
Jefferies
@jefferie...
Shorted GPN
Shares
down -3.88%
At 69.77, Exited 72.48
Considering the recent acquisitions and strategic moves in the payment processing sector, I believe GPN is poised for growth despite recent downgrades...
Read
More
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.
Go back
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...
Read
More
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.
Go back
Soros
@soros-fu...
Bought GPN
Shares
down -22.25%
At 102.42, Now 79.63
Thesis
Go back
sanemi
@sanemi
Bought GPN
Calls
down -43.14%
At 0.35, Exited 0.2
Contract:
110 Strike Call for
Oct 18, 24
Thesis
Go back
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...
Read
More
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.
Go back
Point72
@point72-...
Bought GPN
Shares
down -22.11%
At 95.68, Now 79.63
Trims & Adds
[] Currently down $34.9M
[+] 229d ago
Added 1.5M shares @
102.42
[+] 321d ago
Initial 40.0K shares @
95.68
Thesis
Go back
Peconic
@peconic-...
Bought GPN
Shares
down -8.08%
At 108.05, Exited 99.32
Thesis
Go back
