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PAYO

Payoneer Global Inc.

PAYO

NASDAQ·Technology·Software - Infrastructure·Mkt cap $2.4B

$7.09

0.00%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$4.08 - $7.67

P/E

36.04

Fwd P/E

26.65

Beta

1.01

Div Yield

0.00%

Avg Vol

6.7M

Shares Out

356.4M

Mkt Cap

$2.4B

Price action

Price chart

Up 2.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Global reach spanning 190+ countries with established payment infrastructure
  • Integrated platform combining payments, compliance, and financial services in one ecosystem
  • Bank-grade security and redundancy with modern API-driven digital capabilities
  • Deep marketplace and platform seller relationships with high switching costs
  • Multi-currency and multi-payment method capabilities reducing friction for international commerce

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Cybersecurity Software peers

Growth

Stable outlook

Expansion of digital commerce and remote work driving cross-border payment demand

Value

Premium valuation to Cybersecurity Software peers

Momentum

Hot

+44.1% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.06 vs $0.04 consensus (+50.0% surprise). Revenue of $261.6M vs $255.1M expected (+2.5%). Beat on both top and bottom lines.

EPS beat +50.0%
Rev beat +2.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+50.0%

Next: May 5, 2026

Revenue trend · last 8Q

+17%

+8%

+9%

+9%

+5%

+6%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$239.5M

$248.3M

$261.7M

$246.6M

$260.6M

$270.9M

$274.7M

$261.6M

Margins · last 8Q

Gross

Operating

Profit

7.5%

Wall Street consensus

6 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

33%

Hold

4

67%

Sell

0%

Median Price Target

$9.00

+26.9% vs $7.09

Low $9.00
Median $9.00
High $9.00

Latest: Benchmark · Jun 18, 2026

1 analyst covering

vs Industry

How PAYO stacks vs Software - Infrastructure

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.