Payoneer Global (NASDAQ:PAYO) Shares Gap Down After Earnings Miss

Payoneer Global Inc. (NASDAQ:PAYO)’s stock price gapped down before the market opened on Thursday after the company announced weaker than expected quarterly earnings. The stock had previously closed at $5.24, but opened at $4.78. Payoneer Global shares last traded at $4.7150, with a volume of 1,525,139 shares.

The company reported $0.05 EPS for the quarter, missing the consensus estimate of $0.06 by ($0.01). The business had revenue of $274.69 million during the quarter, compared to analyst estimates of $282.79 million. Payoneer Global had a return on equity of 10.71% and a net margin of 6.96%.The firm’s revenue was up 5.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.05 earnings per share.

Payoneer Global News Summary

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

Wall Street Analyst Weigh In

A number of research firms have issued reports on PAYO. Needham & Company LLC decreased their target price on Payoneer Global from $10.00 to $8.00 and set a “buy” rating for the company in a research note on Thursday. Jefferies Financial Group set a $7.00 price objective on Payoneer Global in a report on Wednesday, November 5th. Benchmark lowered their target price on Payoneer Global from $12.00 to $10.00 and set a “buy” rating on the stock in a research report on Tuesday, December 23rd. Wall Street Zen upgraded Payoneer Global from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Payoneer Global in a research note on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $8.71.

Hedge Funds Weigh In On Payoneer Global

Several large investors have recently modified their holdings of the stock. Osaic Holdings Inc. boosted its holdings in shares of Payoneer Global by 246.5% during the 2nd quarter. Osaic Holdings Inc. now owns 4,636 shares of the company’s stock worth $33,000 after buying an additional 3,298 shares during the period. CWM LLC lifted its position in Payoneer Global by 178.6% during the fourth quarter. CWM LLC now owns 9,384 shares of the company’s stock worth $53,000 after acquiring an additional 6,016 shares during the last quarter. Vident Advisory LLC bought a new stake in shares of Payoneer Global during the fourth quarter worth approximately $58,000. Journey Strategic Wealth LLC bought a new stake in shares of Payoneer Global during the second quarter worth approximately $71,000. Finally, Quarry LP grew its position in shares of Payoneer Global by 9,273.2% in the third quarter. Quarry LP now owns 10,498 shares of the company’s stock valued at $64,000 after purchasing an additional 10,386 shares during the last quarter. 82.22% of the stock is owned by institutional investors.

Payoneer Global Stock Down 18.5%

The company has a market cap of $1.52 billion, a P/E ratio of 22.47, a price-to-earnings-growth ratio of 5.82 and a beta of 1.04. The stock has a 50 day moving average price of $5.64 and a two-hundred day moving average price of $5.96.

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.