Payoneer Global Inc.

Payoneer Global Inc.

PAYOยทNASDAQ

$5.09

-6.3%
TechnologySoftware - Infrastructure

Payoneer Global Inc. operates a payment and commerce-enabling platform that facilitates marketplaces, platforms and online merchants worldwide. It delivers a suite of services that includes cross-border payments, B2B accounts payable/accounts receivable, multi-currency account, physical and virtual Mastercard cards, working capital, merchant, tax, compliance and risk, and others. The company's platform delivers bank-grade security, stability, and redundancy combined with modern digital capabilities that interconnects the world on a single platform. Its cross-border payment solutions support an ecosystem of marketplaces and marketplace sellers to pay their sellers in approximately 190 countries and territories by connecting to Payoneer APIs and for sellers to get paid. The company was founded in 2005 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$1.70B
EPS0.2000
P/E Ratio25.45
Earnings Date08/05/2026
payo

Payoneer Global Inc. Street Expectations Map

PAYO ยท NASDAQ

Wall Street analysts project that PAYO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 8.50, with estimates ranging from a low of 8.00 to a high of 9.00.

Lowest Target
8.00
57.17%
Consensus Target
8.50
66.99%
Highest Target
9.00
76.82%

The consensus 1-year price target stands at 8.50, with estimates ranging from a low of 8.00 to a high of 9.00.

Analyst Consensus Analysis

Upside Potential

+67.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

11.8% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

payo

Payoneer Global Inc. Forward Estimates of Revenue

PAYO ยท NASDAQ
Latest Revenue
1.05B
FY 2025
Avg Estimate
1.14B
FY 2026
Estimate Range
1.12B - 1.15B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

payo

Payoneer Global Inc. Forward Estimates of Net Income

PAYO ยท NASDAQ
Latest Net Income
73.19M
FY 2025
Avg Estimate
107.42M
FY 2026
Estimate Range
101.85M - 120.71M
Analyst Spread

Forward Growth Analysis

Projected Growth+46.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

payo

Payoneer Global Inc. Forward Estimates of EPS

PAYO ยท NASDAQ
Latest EPS
0.20
FY 2025
Avg Estimate
$0.28
FY 2026
Estimate Range
$0.26 - $0.31
Analyst Spread

Forward Growth Analysis

Projected Growth+41.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

payo

Payoneer Global Inc. Forward Estimates of EBIT

PAYO ยท NASDAQ
Latest EBIT
115.59M
FY 2025
Avg Estimate
50.81M
FY 2026
Estimate Range
49.90M - 51.27M
Analyst Spread

Forward Growth Analysis

Projected Growth-56.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

payo

Payoneer Global Inc. Forward Estimates of EBITDA

PAYO ยท NASDAQ
Latest EBITDA
181.21M
FY 2025
Avg Estimate
65.96M
FY 2026
Estimate Range
64.78M - 66.55M
Analyst Spread

Forward Growth Analysis

Projected Growth-63.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

payo

Payoneer Global Inc. Forward Estimates of SG&A Expense

PAYO ยท NASDAQ
Latest SG&A Expense
376.56M
FY 2025
Avg Estimate
431.39M
FY 2026
Estimate Range
423.69M - 435.25M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

payo

Payoneer Global Inc. Insider Positioning

PAYO ยท NASDAQ

During the last 12 months, insiders have sold $4.52M worth of PAYO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

60.5K

345.97K

Net Activity

-346K

-$346K

9-12 Months

Bought

0

0.00

Sold

618.3K

4.18M

Net Activity

-4.2M

-$4.18M

Top Buyers

No buying activity

Top Sellers

1
GSH

Galit Scott H.

Director

479.7K sharesโ€ข1 transactions

$3.23M

2
CJ

Caplan John

Director, Officer: Chief Executive Officer

103.7K sharesโ€ข2 transactions

$701K

3
OB

Ordonez Beatrice

Officer: Chief Financial Officer

60.5K sharesโ€ข1 transactions

$346K

4
GT

Goldman Tsafi

Officer: Chief Legal & Governance Ofcr.

31.8K sharesโ€ข2 transactions

$222K

5
PI

Perry Itai

Officer: Chief Accounting Officer

3.1K sharesโ€ข2 transactions

$22K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.52M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.