DailyIQ
Last updated 3 minutes ago

CPAY·Corpay, Inc.

$.
+. (+.%)
After Hours
High
$356.26
Open
$356.26
Market Cap
23.11B
52W High
$367.43
Low
$349.36
P. Close
$353.71
P/E
19.64
52W Low
$252.84
Fwd P/E
11.55
DailyIQ Est.
$406.51
Technical Score (1D)
82
BUY
News Sentiment
76
BULLISH
Zacks’ latest analyst blog now lists CPAY among five fintech stocks, underscoring renewed analyst interest as the sector expands on mobile broadband and AI, which should lift cross‑border payment volumes. In the same week, CPAY secured an exclusive global FX partnership with Fever, a live‑event ticketing platform, giving it access to Fever’s international transaction volume and positioning the company to capture new revenue streams in the entertainment sector. Together, these moves suggest a short‑term uptick in transaction volume and fee income, as the Fever deal expands CPAY’s cross‑border footprint while broader fintech tailwinds support higher payment volumes. Analysts also note that CPAY’s valuation now favors it over Mastercard, citing robust revenue growth from expanding payment volumes and improving margins thanks to cost efficiencies and higher transaction fees. The company has outperformed its business‑services peers this year, driven by strong cross‑border payments, indicating that CPAY may continue to lead the sector in the near term. For the next 1–10 trading days, the market will likely focus on how quickly the Fever partnership translates into measurable transaction volume growth and whether the company can maintain its margin expansion. Traders should watch CPAY’s upcoming earnings guidance for any updates on the Fever integration timeline and fee‑rate adjustments that could confirm the upside implied by the analyst coverage. Additionally, keep an eye on any regulatory announcements that could affect cross‑border payment fees or FX operations, as such changes could materially impact the company’s projected earnings trajectory.
Earnings Summary
Corpay, Inc. is a global payments solutions provider that streamlines vehicle, corporate, and lodging expenses for businesses across the United States, Brazil, the United Kingdom, and other markets, positioning it within the software‑infrastructure technology sector. Over the past five quarters, the company has posted a steady rise in revenue—from $1.034 billion in Q4 2024 to $1.260 billion in Q1 2026—while EPS has consistently outperformed analyst expectations, with a $5.36 beat in Q4 2024, a $5.13 beat in Q2 2025, a $5.70 beat in Q3 2025, and a $5.80 beat in Q1 2026, resulting in four of five quarters of EPS beats; the only miss occurred in Q1 2025. Although year‑over‑year growth figures are not supplied, the pattern of revenue expansion and EPS resilience suggests a robust earnings trajectory. Recent news underscores Corpay’s strategic expansion through an exclusive FX partnership with Fever, which could add a new fee‑based revenue stream from live‑event ticketing, and highlights institutional confidence from Middle Coast Investing, which may support short‑term valuation; the company’s capital‑allocation decisions and any regulatory developments in cross‑border payments will also be pivotal. Investors should watch for guidance on the financial impact of the Fever partnership, any updates on fee‑rate structures, and the company’s capital‑return strategy, as these elements will influence the next earnings cycle and could validate the optimistic growth narrative.

EPS

EstBeatMiss
$4.20$4.87$5.54$6.21$6.88Q4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$6.57 - -
Q1'26$5.57$5.80+4.1%
Q3'25$5.64$5.70+1.0%
Q2'25$5.12$5.13+0.1%
Q1'25$4.51$4.51-0.1%
Q4'24$5.35$5.36+0.2%

Revenue

EstBeatMiss
$958M$1.1B$1.2B$1.3B$1.4BQ4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.3B - -
Q1'26$1.2B$1.3B+2.2%
Q3'25 - $1.2B -
Q2'25 - $1.1B -
Q1'25 - $1.0B -
Q4'24 - $1.0B -

Market Data

CPAY Stock Snapshot

CPAY is currently trading at $349.38, giving Corpay, Inc. a market cap of 23.11B and a P/E ratio of 19.6. Today's range spans $349.36–$356.26, with shares opening at $356.26 and moving down $4.33 (1.2%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 76/100.

Over the past year CPAY has traded between $252.84 and $367.43 - the current price is +38.2% off the 52-week low and -4.9% from the high. 24 analysts cover the stock with a Buy consensus and a mean 12-month target of $395.14 (range $340.00–$450.00), implying upside of +13.1%.

CPAY is scoring 82/100 technically (BUY) and sits at $349.38 - in the upper portion of its 52-week range in its $252.84–$367.43 annual range. Sentiment at 76/100 is bullish. At 23.11B in Technology market cap The current P/E ratio stands at 19.6., this is the tier where earnings revision cycles have the most impact on price: upward revisions in a large-cap company with bullish momentum tend to attract analyst upgrades, which in turn attract new institutional mandates.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (82/100) and news sentiment (76/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $349.38 (in the upper portion of its 52-week range), CPAY's position within the $252.84–$367.43 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.