Corpay (CPAY) Surges 11.8% on Q4 Beat and 2026 Outlook

Shares of Corpay (NYSE:CPAY) rose 11.8% on February 05, 2026, following stronger-than-expected fourth-quarter results and a bullish 2026 outlook. Revenue for Q4 increased 20.7% YoY to $1.25B, and adjusted EPS of $6.04 per share beat estimates. For 2026, the company guided revenue of $5.215B–$5.315B and EPS of $25.50–$26.50, both above consensus midpoints. The stock has had only eight moves exceeding 5% in the past year; a 2.9% gain followed a Jefferies upgrade to $370 from $335 with a Buy rating 15 days earlier. Corpay averaged an overweight rating with a $359.57 price target per FactSet. The company released a report highlighting a gap between finance automation ambition and current manual systems, citing its Corpay Complete solution to unify payments, expenses, and supplier management. CPAY is up 11.5% YTD and trades 14% below its 52-week high of $389.55 as of February 05, 2026. A $1,000 investment is now worth $1,302.