Payoneer Global (NASDAQ:PAYO) Releases Quarterly Earnings Results, Beats Estimates By $0.02 EPS

Payoneer Global (NASDAQ:PAYO) released its earnings results on Thursday. The company reported $0.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.04 by $0.02, Briefing.com reports. The company had revenue of $261.60 million during the quarter, compared to analyst estimates of $255.12 million. Payoneer Global had a return on equity of 11.10% and a net margin of 6.76%.Payoneer Global’s quarterly revenue was up 6.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.05 earnings per share.

Here are the key takeaways from Payoneer Global’s conference call:

• B2B is the growth engine — B2B volume rose 44% YoY (more than doubling sequentially), total volume grew 16% to >$22B, ARPU ex-interest +22%, and customer funds on platform reached $7.6B (+15%), signaling successful up‑market capture and higher‑value customers.
• Profitability and upgraded guidance — Q1 adjusted EBITDA was $69M (27% margin) with adjusted EBITDA ex‑interest $18M (company high), and management raised FY2026 adjusted EBITDA guidance to $285–295M while targeting $90M core adjusted EBITDA at the midpoint.
• Strategic product/regulatory initiatives — Payoneer launched stablecoin wallet pilots and applied for an uninsured national trust bank, attracting thousands to the bank waitlist (80% net‑new), which could materially expand TAM and product monetization over a multi‑year horizon.
• Interest‑income and hedge exposure — Q1 interest income was $52M and FY guidance assumes $200M; only ~53% (~$4B) of customer funds are hedged, leaving revenue and take‑rate sensitive to prevailing interest rates and unhedged balances.

Payoneer Global Stock Performance

NASDAQ PAYO traded up $0.10 on Friday, hitting $5.16. 8,387,927 shares of the stock traded hands, compared to its average volume of 2,947,615. The business’s fifty day moving average is $4.83 and its two-hundred day moving average is $5.39. Payoneer Global has a 12 month low of $4.08 and a 12 month high of $7.66. The firm has a market capitalization of $1.78 billion, a price-to-earnings ratio of 23.45, a PEG ratio of 0.65 and a beta of 1.01.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on PAYO shares. Wall Street Zen raised Payoneer Global from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Bank of America started coverage on Payoneer Global in a report on Wednesday, March 25th. They issued a “buy” rating and a $6.00 target price for the company. Needham & Company LLC reduced their target price on Payoneer Global from $10.00 to $8.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Keefe, Bruyette & Woods reduced their target price on Payoneer Global from $7.50 to $7.00 and set an “outperform” rating for the company in a report on Friday, February 27th. Finally, Benchmark lowered their price objective on shares of Payoneer Global from $10.00 to $7.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Seven equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $7.57.

Hedge Funds Weigh In On Payoneer Global

Institutional investors and hedge funds have recently bought and sold shares of the company. Abel Hall LLC bought a new position in Payoneer Global during the fourth quarter valued at $93,000. RPO LLC bought a new position in Payoneer Global during the fourth quarter valued at $66,000. Cerity Partners LLC grew its holdings in Payoneer Global by 44.4% during the fourth quarter. Cerity Partners LLC now owns 18,039 shares of the company’s stock valued at $101,000 after purchasing an additional 5,543 shares during the period. CIBC Asset Management Inc grew its holdings in Payoneer Global by 54.8% during the fourth quarter. CIBC Asset Management Inc now owns 18,263 shares of the company’s stock valued at $103,000 after purchasing an additional 6,462 shares during the period. Finally, Boothbay Fund Management LLC bought a new position in Payoneer Global during the third quarter valued at $98,000. 82.22% of the stock is owned by institutional investors.

About Payoneer Global

Payoneer Global (NASDAQ: PAYO) operates a digital payments platform that enables businesses, marketplaces and professionals to send and receive cross-border payments. The company’s core offerings include multi-currency receiving accounts, mass payout services and working capital solutions. Through its platform, Payoneer facilitates global transactions by connecting payors and payees across a network of local bank transfers, card payouts and digital wallets, supporting the seamless movement of funds in over 150 currencies.

Founded in 2005, Payoneer has grown from a small fintech venture into a widely adopted payments infrastructure provider that serves clients in more than 200 countries and territories.