Ticker brief
GPN GLOBAL PAYMENTS INC
Consumer, Non-cyclical · Commercial Services
last close
$91.82
1 day
-1.0%
14 days
-1.3%
mkt cap
$21.5B
signals 14d
10
authors 14d
6
crowd 14d
+2.4σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 33% cheap · 11 pctile own 1y | IV/HV 0.89× |
| Skew — 25Δ RR 30d | -0.024 47 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.68 elevated | 5-session Δ +0.28 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2026-06-24 (z=2.4) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now +0.70 (−1 bearish … +1 bullish)
Who spoke6
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @JerryCap | A | -1.72 | 5 | +0.27 |
| @schaeffers | C | +3.18 | 1 | +0.30 |
| @JoshTradeOption | C | -0.75 | 1 | +0.35 |
| @TheNewMoney_app | C | · | 1 | +0.25 |
| @alphacharts | B | -3.11 | 1 | +0.35 |
| @bobspaysubstack | A | +2.25 | 1 | +0.70 |
Recent signals10of 10 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @bobspaysubstack | +0.70 | Says the PYPL deal is unlikely and argues GPN is much more attractive on valuation and growth. | — | tweet ↗ |
| 2026-08-26 | @JerryCap | -0.55 | Implies adverse context explains GPN's distressed four-times earnings valuation. | -1.2% | tweet ↗ |
| 2026-08-24 | @JerryCap | +0.65 | Reaffirms a disclosed GPN long thesis, arguing it remains very cheap at $95 with upside intact. | -2.6% | tweet ↗ |
| 2026-08-24 | @alphacharts | +0.35 | Identifies payments, travel and fintech stocks as closest to 52-week highs. | -2.6% | tweet ↗ |
| 2026-08-24 | @JerryCap | +0.25 | Reports GPN retracing the selloff caused by the Worldpay acquisition. | -2.6% | tweet ↗ |
| 2026-08-24 | @JerryCap | +0.35 | Reports GPN reaching a new high. | -2.6% | tweet ↗ |
| 2026-08-21 | @TheNewMoney_app | +0.25 | Reports $85,800 of GPN 135 calls purchased for the December 2028 expiry. | -1.8% | tweet ↗ |
| 2026-08-15 | @JerryCap | +0.65 | Presents a bullish valuation case for GPN reaching 110 through modest multiple expansion and EPS growth. | -1.3% | tweet ↗ |
| 2026-08-15 | @JoshTradeOption | +0.35 | Lists four completed call-option winners ranging from 37.86% to 112.87%. | -1.3% | tweet ↗ |
| 2026-08-15 | @schaeffers | +0.30 | Identifies a rotation toward inexpensive momentum names in energy, financials, steel and cyclicals. | -1.3% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.