Q1 EPS Estimates for Payoneer Global Decreased by Analyst

Payoneer Global Inc. (NASDAQ:PAYO) – Equities research analysts at Northland Securities cut their Q1 2026 earnings per share (EPS) estimates for shares of Payoneer Global in a report released on Thursday, February 26th. Northland Securities analyst M. Grondahl now expects that the company will post earnings of $0.06 per share for the quarter, down from their previous forecast of $0.07. The consensus estimate for Payoneer Global’s current full-year earnings is $0.34 per share. Northland Securities also issued estimates for Payoneer Global’s Q2 2026 earnings at $0.07 EPS.

Several other equities analysts also recently weighed in on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Payoneer Global in a research report on Thursday, January 22nd. Keefe, Bruyette & Woods dropped their price target on shares of Payoneer Global from $7.50 to $7.00 and set an “outperform” rating for the company in a research report on Friday. Wall Street Zen upgraded Payoneer Global from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Jefferies Financial Group set a $7.00 price target on shares of Payoneer Global in a research report on Wednesday, November 5th. Finally, Benchmark lowered their target price on Payoneer Global from $12.00 to $10.00 and set a “buy” rating for the company in a research note on Tuesday, December 23rd. Seven research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $8.43.

Payoneer Global Trading Up 1.2%

NASDAQ:PAYO opened at $4.32 on Monday. The firm has a 50-day moving average price of $5.61 and a two-hundred day moving average price of $5.93. Payoneer Global has a twelve month low of $4.18 and a twelve month high of $8.75. The company has a market capitalization of $1.54 billion, a P/E ratio of 22.74, a price-to-earnings-growth ratio of 4.85 and a beta of 1.10.

Payoneer Global (NASDAQ:PAYO) last released its quarterly earnings data on Thursday, February 26th. The company reported $0.05 earnings per share for the quarter, missing the consensus estimate of $0.06 by ($0.01). The firm had revenue of $274.69 million during the quarter, compared to analysts’ expectations of $282.79 million. Payoneer Global had a net margin of 6.95% and a return on equity of 10.89%. The business’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same period in the previous year, the business earned $0.05 earnings per share.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in PAYO. Geode Capital Management LLC raised its position in shares of Payoneer Global by 3.3% during the second quarter. Geode Capital Management LLC now owns 7,058,130 shares of the company’s stock worth $48,353,000 after purchasing an additional 226,215 shares during the period. Bailard Inc. bought a new position in shares of Payoneer Global during the 2nd quarter valued at $419,000. GSA Capital Partners LLP lifted its position in shares of Payoneer Global by 195.9% in the third quarter. GSA Capital Partners LLP now owns 395,610 shares of the company’s stock worth $2,393,000 after buying an additional 261,895 shares during the last quarter. Azora Capital LP acquired a new position in Payoneer Global during the second quarter valued at approximately $30,996,000. Finally, State of New Jersey Common Pension Fund D grew its stake in Payoneer Global by 40.0% in the 2nd quarter. State of New Jersey Common Pension Fund D now owns 274,155 shares of the company’s stock valued at $1,878,000 after buying an additional 78,354 shares during the last quarter. Institutional investors and hedge funds own 82.22% of the company’s stock.

Key Payoneer Global News

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

• Positive Sentiment: Management highlighted 14% revenue growth ex-interest and 28% B2B revenue growth for 2025 and framed FY-2026 guidance around higher-margin growth and improved core profitability — a structural positive for future margins. PR Newswire — Q4 & FY2025 Results
• Positive Sentiment: Needham lowered its price target from $10 to $8 but kept a “buy” rating, implying continued conviction and an implied large upside from current levels. Benzinga
• Positive Sentiment: Keefe, Bruyette & Woods trimmed its target to $7.00 (from $7.50) but maintained an “outperform” rating, again signaling analyst support despite the quarter’s softness. Benzinga
• Neutral Sentiment: Payoneer is among fintechs pursuing U.S. banking licenses — a longer-term strategic move that could expand margins and product control but adds regulatory/time risk. FinanceFeeds
• Neutral Sentiment: Full Q4 presentation and earnings call materials are available for detail on KPI dynamics (useful for modeling client mix, margin cadence, and guidance detail). Earnings Presentation
• Neutral Sentiment: Complete earnings call transcript is posted for management color on growth drivers and margin levers. Earnings Call Transcript
• Negative Sentiment: Q4 results missed consensus: EPS $0.05 vs. $0.06 expected and revenue $274.7M vs. $282.8M expected — a near-term catalyst for downward pressure on sentiment. Zacks — Q4 Miss

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.