Checkin on $GPN long thesis with the robot
Yep. At $95, the thesis has rerated a little, but it is nowhere near "played out."
Using Wolfe's estimates from the note:
2026 EPS: $13.71 → 6.9x P/E
2027 EPS: $16.26 → 5.8x P/E
Wolfe's $110 target → ~16% price upside, before