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GPN

Global Payments·Specialty Business Services·United States

Global Payments Inc. provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It operates through two segments, Mer...

1 Total1 External0 In-site
GPNGlobal Payments
2026-01-25
🏭 IndustrialsAnalysis
Externalby Bob's Payment Stock Substack · Substack

The Bull Case for Integrated SMB Payments

The integrated SMB payments space is still attractive, with strong secular tailwinds and a large addressable market. While there are challenges, the sell-off in the space has created opportunities in names like Global Payments, Block, Fiserv, and Shift4 Payments.