Corpay Market Sentiment

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 2, 2026	Scotiabank	Lance Jessurun—	+27.7%	$536	Initiate	Sector Outperform
Aug 31, 2026	RBC Capital	Daniel R. Perlin—	+4.4%	$423 → $438	Maintained	Sector Perform
Aug 25, 2026	Wolfe Research	Darrin Peller—	+26.3%	$475 → $530	Maintained	Outperform
Aug 10, 2026	Cantor Fitzgerald	Ramsey El-Assal—	+14.4%	$415 → $480	Maintained	Overweight
Aug 6, 2026	JP Morgan	Tien-Tsin Huang—	+12.0%	$400 → $470	Maintained	Overweight
Aug 6, 2026	UBS	Roger Boyd—	-1.1%	$385 → $415	Maintained	Neutral
Aug 6, 2026	RBC Capital	Daniel Perlin—	+0.8%	$363 → $423	Maintained	Sector Perform
Aug 6, 2026	Keefe, Bruyette & Woods	Sanjay Sakhrani—	+12.0%	$400 → $470	Maintained	Outperform
Jul 28, 2026	Morgan Stanley	Michael Infante—	-1.1%	$400 → $415	Maintained	Overweight
May 19, 2026	Loop Capital	Dominick Gabriele—	-3.3%	$406	Initiate	Buy
Mar 31, 2026	Baird	David Koning—	-9.5%	$440 → $380	Maintained	Outperform
Feb 10, 2026	UBS	Roger Boyd—	-9.5%	$315 → $380	Maintained	Neutral
Feb 9, 2026	Cantor Fitzgerald	Ramsey El-Assal—	-1.1%	$385 → $415	Maintained	Overweight
Feb 6, 2026	Mizuho	Dan Dolev—	-19.0%	$320 → $340	Maintained	Neutral
Feb 5, 2026	JP Morgan	Tien-Tsin Huang—	-7.1%	$350 → $390	Maintained	Overweight
Feb 5, 2026	RBC Capital	Daniel R. Perlin—	-13.5%	$344 → $363	Maintained	Sector Perform
Feb 5, 2026	Morgan Stanley	James Faucette—	-7.1%	$379 → $390	Maintained	Overweight
Jan 27, 2026	Cantor Fitzgerald	Ramsey El-Assal—	-8.3%	$385	Initiate	Overweight
Jan 26, 2026	Morgan Stanley	James Faucette—	-9.7%	$322 → $379	Upgrade	Equal-Weight→Overweight
Jan 12, 2026	Oppenheimer	Rayna Kumar—	-12.1%	$380 → $369	Maintained	Outperform
Dec 5, 2025	Oppenheimer	Rayna Kumar—	-9.5%	$380	Upgrade	Perform→Outperform
Nov 6, 2025	JP Morgan	Tien-Tsin Huang—	-16.6%	$400 → $350	Maintained	Overweight
Nov 6, 2025	UBS	Roger Boyd—	-24.9%	$340 → $315	Maintained	Neutral
Nov 6, 2025	RBC Capital	Daniel R. Perlin—	-18.0%	$336 → $344	Maintained	Sector Perform
Oct 1, 2025	Keefe, Bruyette & Woods	Sanjay Sakhrani—	-4.7%	$445 → $400	Maintained	Outperform

Sep 2, 2026

Scotiabank

Lance Jessurun—

+27.7%

$536

Initiate

Sector Outperform

Aug 31, 2026

RBC Capital

Daniel R. Perlin—

+4.4%

$423 → $438

Maintained

Sector Perform

Aug 25, 2026

Wolfe Research

Darrin Peller—

+26.3%

$475 → $530

Maintained

Outperform

Aug 10, 2026

Cantor Fitzgerald

Ramsey El-Assal—

+14.4%

$415 → $480

Maintained

Overweight

Aug 6, 2026

JP Morgan

Tien-Tsin Huang—

+12.0%

$400 → $470

Maintained

Overweight

Aug 6, 2026

UBS

Roger Boyd—

-1.1%

$385 → $415

Maintained

Neutral

Aug 6, 2026

RBC Capital

Daniel Perlin—

+0.8%

$363 → $423

Maintained

Sector Perform

Aug 6, 2026

Keefe, Bruyette & Woods

Sanjay Sakhrani—

+12.0%

$400 → $470

Maintained

Outperform

Jul 28, 2026

Morgan Stanley

Michael Infante—

-1.1%

$400 → $415

Maintained

Overweight

May 19, 2026

Loop Capital

Dominick Gabriele—

-3.3%

$406

Initiate

Buy

Mar 31, 2026

Baird

David Koning—

-9.5%

$440 → $380

Maintained

Outperform

Feb 10, 2026

UBS

Roger Boyd—

-9.5%

$315 → $380

Maintained

Neutral

Feb 9, 2026

Cantor Fitzgerald

Ramsey El-Assal—

-1.1%

$385 → $415

Maintained

Overweight

Feb 6, 2026

Mizuho

Dan Dolev—

-19.0%

$320 → $340

Maintained

Neutral

Feb 5, 2026

JP Morgan

Tien-Tsin Huang—

-7.1%

$350 → $390

Maintained

Overweight

Feb 5, 2026

RBC Capital

Daniel R. Perlin—

-13.5%

$344 → $363

Maintained

Sector Perform

Feb 5, 2026

Morgan Stanley

James Faucette—

-7.1%

$379 → $390

Maintained

Overweight

Jan 27, 2026

Cantor Fitzgerald

Ramsey El-Assal—

-8.3%

$385

Initiate

Overweight

Jan 26, 2026

Morgan Stanley

James Faucette—

-9.7%

$322 → $379

Upgrade

Equal-Weight→Overweight

Jan 12, 2026

Oppenheimer

Rayna Kumar—

-12.1%

$380 → $369

Maintained

Outperform

Dec 5, 2025

Oppenheimer

Rayna Kumar—

-9.5%

$380

Upgrade

Perform→Outperform

Nov 6, 2025

JP Morgan

Tien-Tsin Huang—

-16.6%

$400 → $350

Maintained

Overweight

Nov 6, 2025

UBS

Roger Boyd—

-24.9%

$340 → $315

Maintained

Neutral

Nov 6, 2025

RBC Capital

Daniel R. Perlin—

-18.0%

$336 → $344

Maintained

Sector Perform

Oct 1, 2025

Keefe, Bruyette & Woods

Sanjay Sakhrani—

-4.7%

$445 → $400

Maintained

Outperform

Corpay Inc