| CPAY |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$6.85 vs. cons $6.58 |
MEDIUM |
| CPAY |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1.33B vs. cons $1.305B |
MEDIUM |
| CPAY |
Report |
Organic Revenue Growth (Q2 2026) |
BEAT |
pred ~11% vs. cons/guide-midpoint ~10% |
MEDIUM |
| CPAY |
Guide |
FY2026 Revenue Guidance |
BETTER |
guide ~$5.32-5.40B (raised midpoint ~$5.36B) vs. cons ~$5.30B (FY2026) |
MEDIUM |
| CPAY |
Guide |
FY2026 Adjusted EPS Guidance |
BETTER |
guide ~$26.90-27.60 (raised midpoint ~$27.25) vs. cons ~$26.90 (FY2026) |
MEDIUM |
| CPAY |
Guide |
Q3 2026 Organic Revenue Growth Guide |
UNCHANGED |
guide ~9-11% (midpoint ~10%) vs. cons ~10% (Q3 2026) |
LOW |
| CPAY |
Guide |
Corporate Payments segment organic growth commentary |
BETTER |
guide/commentary ~15-17% vs. cons/prior-run-rate ~14% (Q3 2026 outlook) |
LOW |
| CPAY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| CPAY |
Return |
5-day cumulative residual |
+0.5% (FADE) |
CPAY's last two beat-and-raise prints (Feb 2026 Q4 and May 2026 Q1) both saw sharp day-1 pops (+5.7% and +12.5%) that faded 5-10% over the following week as the initial move overshot and next-quarter/out-period guide math implied smaller sequential raises than the headline beat suggested. With the stock already up ~32% YTD and consensus already sitting near/at the high end of guidance (avg PT ~$396 vs. spot $396.56), a similar beat this quarter is largely priced in; a modest FY26 guide raise (a few % on revenue/EPS) is unlikely to be enough to sustain a large initial pop, and the implicit out-quarter organic-growth math (deceleration risk in 2H, FX/fuel tailwind normalization) should pull estimates/sentiment back down after the initial reaction, consistent with the stock's own recent post-earnings pattern. |
MEDIUM |