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

We just covered 10 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026 and Global Payments Inc. (NYSE:GPN) ranks 10th on this list.

Global Payments Inc. (NYSE:GPN) has been a consistent feature in the 13F portfolio of Glenview Capital for the past several years. The fund first disclosed a stake in the company back in the third quarter of 2013. This position comprised just under 3 million shares. By the third quarter of 2014, the fund had grown this stake to over 4.5 million shares. Thereafter, it trimmed the holding and sold it off completely by the middle of 2015. A new position in the firm was opened in the fourth quarter of 2020. This consisted of over 60,000 shares. Filings for the fourth quarter of 2025 show that the fund owned 5.9 million shares in the company, up 15% compared to filings for the previous quarter.

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Global Payments Inc. (NYSE:GPN) recently completed the purchase of Worldpay. In the May 6 earnings call, CEO Cameron Bready highlighted that the Worldpay integration was unlocking cross-sell opportunities that were previously inaccessible, specifically in the enterprise restaurant segment. Management expects at least $200 million in revenue synergies from these strategies. However, analysts contend that the firm is viewed by investors as a legacy incumbent that is being squeezed by more agile, tech-first rivals. As payment processing becomes increasingly commoditized, Global Payments may be forced to compete on price to retain its 6 million merchant locations, which could permanently compress its long-term margins despite current synergy targets.

While we acknowledge the risk and potential of GPN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GPN and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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