Corpay (CPAY) — What Changed

Material changes in the AI committee's view · 21 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

CPAY's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-08-01 MINOR
▲ Score Change

CPAY's Committee score moved from 50.54 to 53.39 (+2.85, 1 day(s) apart).

50.54 → 53.39 (+2.9)

2026-08-01 MATERIAL
— Conviction Change

CPAY's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MATERIAL
▲ Agreement Shift

CPAY's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-31 MINOR
▼ Score Change

CPAY's Committee score moved from 51.61 to 50.54 (-1.07, 1 day(s) apart).

51.61 → 50.54 (-1.1)

2026-07-31 MATERIAL
— Conviction Change

CPAY's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▼ Score Change

CPAY's Committee score moved from 52.57 to 51.61 (-0.96, 1 day(s) apart).

52.57 → 51.61 (-1.0)

2026-07-28 MINOR
▼ Score Change

CPAY's Committee score moved from 53.34 to 52.57 (-0.77, 1 day(s) apart).

53.34 → 52.57 (-0.8)

2026-07-24 MINOR
▼ Score Change

CPAY's Committee score moved from 53.62 to 53.08 (-0.54, 1 day(s) apart).

53.62 → 53.08 (-0.5)

2026-07-18 MINOR
▼ Score Change

CPAY's Committee score moved from 55.24 to 53.81 (-1.43, 1 day(s) apart).

55.24 → 53.81 (-1.4)

2026-07-15 MAJOR
▼ Agreement Shift

CPAY's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-15 MINOR
▼ Score Change

CPAY's Committee score moved from 57.84 to 55.24 (-2.60, 1 day(s) apart).

57.84 → 55.24 (-2.6)

2026-07-15 MATERIAL
— Conviction Change

CPAY's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MINOR
▲ Agreement Shift

CPAY's Committee agreement moved from 57.10% to 60.00% (+2.90pp, 1 day(s) apart).

57.10 → 60.00 (+2.9)

2026-07-14 MINOR
▼ Score Change

CPAY's Committee score moved from 58.10 to 57.84 (-0.26, 1 day(s) apart).

58.10 → 57.84 (-0.3)

2026-07-14 MATERIAL
— Conviction Change

CPAY's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MAJOR
▼ Agreement Shift

CPAY's Committee agreement moved from 80.00% to 57.10% (-22.90pp, 1 day(s) apart).

80.00 → 57.10 (-22.9)

2026-07-13 MINOR
▼ Score Change

CPAY's Committee score moved from 61.84 to 58.10 (-3.74, 1 day(s) apart).

61.84 → 58.10 (-3.7)

2026-07-13 MAJOR
— Rating Change

CPAY moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-10 MINOR
▲ Agreement Shift

CPAY's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 3 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-10 MINOR
▲ Score Change

CPAY's Committee score moved from 55.64 to 57.79 (+2.15, 3 day(s) apart).

55.64 → 57.79 (+2.1)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →