2026 MS Financials Conference Recap - Underappreciated Enabler of Cross-Border E- Commerce We continue to believe GLBE is an underappreciated, but critical enabler of cross-border commerce, even as the market remains focused on the impact of AI and the durability of medium-term take rates (both of which we think the company will execute through). We would greatly appreciate your support in the Payments, Processors, and IT Services category in this year's All-America Extel survey. To request a ballet, please ...

June 10, 2026 09:30 AM GMT Corpay Inc | North America Corpay Inc (CPAY.N, CPAY UN) Payments and Processing | United States of America 2026 MS Financials Conference Recap – Diamond in the Rough Our conversation with CFO Peter Walker reinforced our confidence in the durability of CPAY's 10% organic revenue & 20% cash EPS growth profile, the value prop of its cross-border business, and the capital-allocation flexibility awarded by substantial FCF generation. Remain OW with $400 PT. We would greatly appreciate ...