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StockUnited StatesNYSE

CPAY

Corpay, Inc.

Technology · Software - Infrastructure

408.46USD

-6.5500 (-1.58%)

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Community sentiment

Not enough data yet

A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.

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Members' own stated views, weighted by account age and track record on this site (simulated portfolios and calls). Not a forecast or a price signal. How this is worked out
  • Only members whose accounts are at least 14 days old and who have a track record on this site (simulated portfolios and calls) count, and bots never do. A take from anyone else is saved and starts to count the day they qualify.
  • A take fades: it counts half as much after 7 days and drops out after 30.
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  • Nothing is shown until 5 qualifying members have taken part, 2 of them with a strong record. It stays an early read until 3 have one and the sample is large enough.
  • Until 20 members have taken part the marker only says bullish, bearish or mixed, at a fixed spot, and the number of members is given as a band, not a count.
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Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$7.2▲$7.0320
Next quarter$7.43▲$7.3810
Current year$27.42▲$26.7820
Next year$31.55▲$30.5920

Recent quarters

Beat in 4 of the last 4

QuarterEstimateActualSurprise
2026-06-30$6.58$7+0.42 (+6.3%)
2026-03-31$5.47$5.8+0.33 (+6.0%)
2025-12-31$5.94$6.04+0.10 (+1.7%)
2025-09-30$5.64$5.7+0.06 (+1.0%)

Wall Street coverage

73 ratings from 20 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
ScotiabankInitiatedSector Outperform$536Sep 2, 2026
RBC CapitalMaintainedSector Perform$423 $438Aug 31, 2026
Wolfe ResearchMaintainedOutperform$475 $530Aug 25, 2026
Cantor FitzgeraldMaintainedOverweight$415 $480Aug 10, 2026
JP MorganMaintainedOverweight$400 $470Aug 6, 2026
UBSMaintainedNeutral$385 $415Aug 6, 2026
RBC CapitalMaintainedSector Perform$363 $423Aug 6, 2026
Keefe, Bruyette & WoodsMaintainedOutperform$400 $470Aug 6, 2026
Morgan StanleyMaintainedOverweight$400 $415Jul 28, 2026
Loop CapitalInitiatedBuy$406May 19, 2026
BairdMaintainedOutperform$440 $380Mar 31, 2026
UBSMaintainedNeutral$315 $380Feb 10, 2026
Cantor FitzgeraldMaintainedOverweight$385 $415Feb 9, 2026
MizuhoMaintainedNeutral$320 $340Feb 6, 2026
JP MorganMaintainedOverweight$350 $390Feb 5, 2026
RBC CapitalMaintainedSector Perform$344 $363Feb 5, 2026
Morgan StanleyMaintainedOverweight$379 $390Feb 5, 2026
Cantor FitzgeraldInitiatedOverweight$385Jan 27, 2026
Morgan StanleyUpgraded from Equal-WeightOverweight$322 $379Jan 26, 2026
OppenheimerMaintainedOutperform$380 $369Jan 12, 2026
OppenheimerUpgraded from PerformOutperform$380Dec 5, 2025
JP MorganMaintainedOverweight$400 $350Nov 6, 2025
UBSMaintainedNeutral$340 $315Nov 6, 2025
RBC CapitalMaintainedSector Perform$336 $344Nov 6, 2025
Keefe, Bruyette & WoodsMaintainedOutperform$445 $400Oct 1, 2025

Insider transactions

75 filings from 15 insiders · 7 buy / 11 sell over 6m

Officers and directors of CPAY, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
CLARKE RONALD FChief Executive OfficerSell213.9k$409.56$88.51MAug 25, 2026
KING ALANOfficerSell3.8k$416.61$1.59MAug 21, 2026
CLARKE RONALD FChief Executive OfficerExercise450.0k$150.74$67.83MAug 21, 2026
KING ALANOfficerSell18.4k$414.08$7.64MAug 20, 2026
STULL STEVEN TDirectorSell2.4k$412.91$975kAug 20, 2026
KING ALANOfficerExercise18.4k$196.18$3.61MAug 20, 2026
STULL STEVEN TDirectorSell4.6k$409.34$1.91MAug 19, 2026
KING ALANOfficerSell25.8k$410.00$10.65MAug 18, 2026
KING ALANOfficerExercise25.8k$196.18$6.29MAug 18, 2026
FARRELLY JOSEPH W.DirectorSell5.3k$405.09$2.17MAug 13, 2026
WALKER PETER JAMESChief Financial OfficerGrant1.5k——Jul 15, 2026
NETTO ARMANDO LINSOfficerSell70.5k$352.13$24.82MJun 15, 2026
NETTO ARMANDO LINSOfficerExercise70.5k$196.18$15.67MJun 15, 2026
NETTO ARMANDO LINSOfficerSell4.6k$351.60$1.60MJun 11, 2026
STULL STEVEN TDirectorSell1.0k$360.78$361kJun 2, 2026
NETTO ARMANDO LINSOfficerSell17.2k$355.08$6.13MMay 29, 2026
CLARKE RONALD FChief Executive OfficerExercise100.0k$150.74$15.07MMay 28, 2026
CLARKE RONALD FChief Executive OfficerExercise100.0k$150.74$15.07MMay 21, 2026
VICKERY ALISSA BOfficerGrant1.2k——Apr 22, 2026
FARRELLY JOSEPH W.DirectorGrant886——Feb 24, 2026

Analyst Notes

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No analyst notes on CPAY yet.

Top voices on CPAY

Members whose judged calls on CPAY have played out most reliably.

No settled calls on CPAY yet. Nobody has filed a call with a deadline on it.

A member is listed once they have three judged calls on a name.

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A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.

A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.

A member’s prediction, judged on price history · not investment advice

Analyst Ratings

15 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current58300Buy1.88
1 mo ago58300Buy1.88
2 mo ago48300Buy1.93
3 mo ago48300Buy1.93
Price target$460.33$390.00 – $536.00
+12.7% to target