8-K ·Filed Apr 27, 2026

CPAY

CORPAY, INC.
NEUTRAL
Impact 3/10
Horizonweeks Processed5mo ago SEC0001175454-26-000027
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor Corpay's upcoming Q1 2026 earnings release for actual results against this reaffirmed guidance. The lack of updated figures suggests no material deviation from prior expectations, but investors should watch for any divergence in performance, especially in light of macroeconomic risks cited in the filing.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
CPAY ▲ +14.78% at T+60d
NEUTRAL call ✓ call won +14.78% · α vs SPY +10.00% · entry $312.77 → $359.00
Entry anchored
Apr 27, 05:20 AM ET
via exchange tick
T+1d
-0.38%
call -0.38% · α +0.10%
$311.57
settled 5mo ago
T+5d
-0.62%
call -0.62% · α -1.02%
$310.83
settled 5mo ago
T+20d
+11.78%
call +11.78% · α +6.82%
$349.61
settled 4mo ago
T+60d
+14.78%
call +14.78% · α +10.00%
$359.00
settled 2mo ago

Price Chart

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Executive Summary

Corpay, Inc. reaffirmed its first quarter 2026 guidance during a presentation to institutional credit investors, reiterating expectations previously disclosed on February 4, 2026. The filing contains forward-looking statements but no new financial data or updates to prior guidance.

Key Facts

  • Corpay reaffirmed its Q1 2026 guidance as previously disclosed on February 4, 2026
  • No new financial results or updated guidance were provided
  • Filing consists solely of forward-looking statements and risk disclosures
  • Presentation was made to institutional credit investors

Financial Impact

No immediate financial impact — guidance reaffirmed without changes

revenueeps

Risk Factors

  • Macroeconomic conditions including fuel prices, foreign exchange rates, and interest rate trends
  • Execution risks related to recent acquisitions (AvidXchange and Alpha)
  • Regulatory actions, including an ongoing lawsuit filed by the Federal Trade Commission (FTC)

Market Snapshot

Exchange
NYSE
Sector
Services-Business Services, NEC
Analyst Consensus
82% bullish (22 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001175454-26-000027
Document: 0001175454-26-000027-index-headers.html0001175454-26-000027
Document: 0001175454-26-000027-index.html0001175454-26-000027
Document: 0001175454-26-000027.txt0001175454-26-000027
14 reports for CPAY
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +16.44%May 22, 2026
Filters
Rows
Reports for CPAY — sortable, filterable
TypeNow
Aug 26, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$406.93 $400.32▲ +1.62%▲ +1.85%$394.64 (+3.02%)
Aug 21, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$417.13 $397.76▼ −4.64%▼ −4.36%$394.64 (−5.39%)
Aug 21, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$417.13 $397.22▼ −4.77%▼ −4.25%$394.64 (−5.39%)
Aug 20, 2026
6w ago
144
NEUTRAL ★ 2/10
$417.13 $397.22▼ −4.77%▼ −4.25%$394.64 (−5.39%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$412.00 $397.76▼ −3.46%▼ −3.46%$394.64 (−4.21%)
Aug 19, 2026
6w ago
144
NEUTRAL ★ 2/10
$412.00 $397.76▼ −3.46%▼ −3.46%$394.64 (−4.21%)
Aug 19, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$407.08 $404.26▼ −0.69%▲ +1.26%$394.64 (−3.06%)
Aug 18, 2026
6w ago
144
NEUTRAL ★ 2/10
$407.08 $404.26▼ −0.69%▲ +1.26%$394.64 (−3.06%)
Jul 30, 2026
9w ago
Institutional Cluster
BULLISH ★ 5/10
$390.12 $403.67▲ +3.47%▼ −0.49%$394.64 (+1.16%)
Jul 24, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$379.71 $413.92▲ +9.01%▲ +5.71%$394.64 (+3.93%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (65h 22m)

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