Shares of fintech and e-commerce companies Global Payments (GPN) and Global-E Online (GLBE) soared approximately 17% each on Wednesday, February 19, 2026, following the release of their fourth-quarter 2025 earnings reports. Both companies reported results that exceeded analyst expectations and provided optimistic financial guidance for the year ahead, driving significant investor enthusiasm.
For Global Payments, the surge came after it reported adjusted earnings per share (EPS) of $3.18 for Q4 2025, narrowly beating the consensus estimate of $3.16. The company's adjusted net revenue for the quarter was $2.32 billion, matching expectations. A major catalyst was the board's authorization of a new $2.5 billion share buyback program, with $550 million to be executed immediately via an accelerated repurchase agreement. CEO Cameron Bready reaffirmed the company's commitment to return $7.5 billion to shareholders through the end of 2027.
Furthermore, Global Payments issued 2026 adjusted EPS guidance of $13.80 to $14.00, surpassing the analyst consensus of $13.78. The company expects constant currency adjusted net revenue growth of around 5%. This outlook follows a major restructuring, having completed the acquisition of Worldpay and the divestiture of its Issuer Solutions segment to Fidelity National Information Services (FIS) in Q4, transforming the company into a pure-play merchant solutions provider.
Simultaneously, Global-E Online's stock jumped over 17% after it posted Q4 revenue of $336.7 million, a 28% year-over-year increase, and adjusted EPS of $0.49, up from $0.30 a year prior. A key performance metric, Gross Merchandise Value (GMV), hit $2.36 billion in the quarter, up 37.8% year-over-year, with the company surpassing $1 billion in GMV in a single month for the first time in November.
The company's 2026 revenue guidance of $1.21 to $1.27 billion also topped analyst estimates, marking its first projected year with over $1 billion in annual sales. CEO Amir Schlachet expressed excitement about the pipeline in cross-border e-commerce. The company also demonstrated improved profitability, with Q4 adjusted EBITDA soaring 53% to $87.2 million, and free cash flow surging 68% for the full year 2025 to $280.7 million.
