Corpay Stock: Analyst Estimates & Ratings

Corpay, Inc. (CPAY), a payments company based in Atlanta, Georgia, facilitates expense management and payment processes for businesses and consumers. The company's market capitalization stands at $27.1 billion, with its operations divided into Corporate Payments, Vehicle Payments, Lodging Payments, and Other segments. CPAY provides a range of services, including fuel, toll, and parking vehicle payment solutions, vehicle compliance, auto insurance, road assistance, fleet maintenance, and more.

In the past year, CPAY stock has outperformed the broader market, rising 26.5% compared to the S&P 500 Index's 18.7% gain. Furthermore, in 2026, CPAY stock experienced a 36.7% increase, surpassing the S&P 500 Index's 12.2% growth. Walmart stock is considered more expensive than Nvidia amid earnings miss, while SpaceX stock declined below its IPO price, with Bitcoin experiencing a notable short squeeze that boosted MicroStrategy stock.

CPAY's industry benchmark, the State Street Technology Select Sector SPDR ETF (XLK), rose 38.8% over the past year, outpacing the stock itself. In 2026, XLK has grown 26.2%, lagging behind the stock. On August 6, CPAY stock surged nearly 1% following the release of its better-than-expected Q2 2026 earnings, with revenue reaching $1.3 billion, surpassing the analysts' estimates. Adjusted EPS stood at $7, also outperforming Wall Street's forecasts.

Corpay anticipates full-year earnings between $27.15 and $27.55 per share, with revenue ranging from $5.29 billion to $5.33 billion. For the current year, analysts predict CPAY's EPS to rise 27.4% to $25.75 on a diluted basis. The company has beaten the consensus estimate in each of the last four quarters. Of the 17 analysts covering CPAY stock, the consensus rating is "Strong Buy," based on 11 "Strong Buy" ratings, two "Moderate Buys," and four "Holds." This configuration has remained consistent over recent months.

On August 25, Wolfe Research analyst Darrin Peller maintained a "Buy" rating for CPAY stock and raised its price target from $475 to $530. With a mean price target of $450.62, CPAY stock offers a 9.3% upside compared to its current market price. The Street-high target of $530 implies a 28.5% upside from present levels. As of the publication date, Aritra Gangopadhyay had no positions in any of the securities mentioned in this article.