1. Global Payments is rated a Strong Buy due to strong fundamentals and plans for significant capital returns, regardless of the Worldpay deal outcome; 2. The Worldpay acquisition and Issuer Solutions divestiture are advancing, with expected synergies and a projected $1.5 billion free cash flow boost post-2026; 3. Aggressive buybacks ($7.5 billion through 2027), upcoming rate cuts, and undervalued stock price suggest substantial upside potential.
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