Payoneer Global (NASDAQ:PAYO) Price Target Cut to $8.00 by Analysts at Needham & Company LLC

Payoneer Global (NASDAQ:PAYO) had its price objective decreased by Needham & Company LLC from $10.00 to $8.00 in a research note issued to investors on Thursday morning,Benzinga reports. Needham & Company LLC currently has a buy rating on the stock.

Several other analysts have also issued reports on the stock. Benchmark lowered their price target on shares of Payoneer Global from $12.00 to $10.00 and set a “buy” rating on the stock in a research report on Tuesday, December 23rd. Weiss Ratings restated a “hold (c)” rating on shares of Payoneer Global in a research report on Thursday, January 22nd. Wall Street Zen raised Payoneer Global from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Finally, Jefferies Financial Group set a $7.00 price objective on Payoneer Global in a research note on Wednesday, November 5th. Seven investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $8.71.

Payoneer Global Price Performance

Shares of NASDAQ PAYO opened at $4.27 on Thursday. The stock has a market capitalization of $1.52 billion, a PE ratio of 22.47, a P/E/G ratio of 5.82 and a beta of 1.04. Payoneer Global has a one year low of $4.18 and a one year high of $9.19. The business’s fifty day moving average price is $5.64 and its 200-day moving average price is $5.96.

Payoneer Global (NASDAQ:PAYO) last announced its quarterly earnings data on Thursday, February 26th. The company reported $0.05 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.06 by ($0.01). The firm had revenue of $274.69 million during the quarter, compared to the consensus estimate of $282.79 million. Payoneer Global had a net margin of 6.96% and a return on equity of 10.71%. The company’s revenue was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.05 earnings per share. As a group, equities analysts expect that Payoneer Global will post 0.34 EPS for the current fiscal year.

Institutional Investors Weigh In On Payoneer Global

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Alpine Global Management LLC purchased a new position in Payoneer Global during the fourth quarter worth about $177,000. Virtu Financial LLC bought a new stake in shares of Payoneer Global during the 4th quarter valued at about $129,000. Mercer Global Advisors Inc. ADV purchased a new position in shares of Payoneer Global during the fourth quarter worth about $69,000. Vident Advisory LLC bought a new position in shares of Payoneer Global in the fourth quarter worth approximately $58,000. Finally, Empowered Funds LLC purchased a new stake in Payoneer Global in the fourth quarter valued at approximately $63,000. Hedge funds and other institutional investors own 82.22% of the company’s stock.

Payoneer Global News Roundup

Here are the key news stories impacting Payoneer Global this week:

• Positive Sentiment: Company highlights — Payoneer reported a 14% increase in revenue excluding interest and 28% B2B revenue growth for 2025; its 2026 guidance emphasizes higher‑margin growth and “core business profitability unlock,” which supports a constructive longer‑term thesis. Payoneer Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst action — Needham lowered its price target from $10 to $8 but maintained a Buy rating; the new target still implies a large upside from current levels, providing some analyst support amid the sell‑off. Benzinga
• Neutral Sentiment: Earnings call transcript available — Full Q4 2025 earnings call transcript provides management commentary useful for judging cadence on profitability initiatives and the stablecoin strategy. PAYO Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Guidance — The company issued FY‑2026 revenue guidance roughly in line with consensus (~$1.1B) and framed the year around higher margin growth, but EPS guidance was not clearly specified in the update, leaving near‑term visibility limited. (Company guidance release referenced in filings/press materials.)
• Neutral Sentiment: Strategic note — Coverage ahead of earnings discussed Payoneer’s bet on stablecoins as a potential growth driver; this is a longer‑horizon catalyst but currently speculative. Investing.com: Can stablecoin bet revive growth?
• Negative Sentiment: Earnings miss — Q4 EPS was $0.05 vs. the $0.06 consensus and revenue of $274.7M missed the $282.8M estimate; misses on both EPS and revenue are the immediate trigger for downward pressure. Zacks: PAYO Misses Q4 Earnings and Revenue
• Negative Sentiment: Market recaps emphasize the miss and marginal YoY revenue growth (5%), which combined with the unclear EPS outlook has increased near‑term risk perception among investors. MarketBeat earnings recap

Payoneer Global Company Profile

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.