Analysts Set Expectations for Payoneer Global Q2 Earnings

Key Points

• Northland Capital Markets has increased its Q2 2026 earnings estimate for Payoneer Global to $0.08 per share, up from a previous forecast of $0.07.
• Despite a revenue increase of 8.8% year-over-year to $260.61 million, Payoneer reported earnings of $0.05 per share for the latest quarter, missing analysts' consensus estimate of $0.06.
• Multiple research firms have issued a "buy" rating on Payoneer Global, with target prices ranging from $8.00 to $10.00, reflecting positive sentiment among analysts.

Payoneer Global Inc. (NASDAQ:PAYO - Free Report) - Northland Capmk increased their Q2 2026 earnings estimates for shares of Payoneer Global in a research report issued on Wednesday, August 6th. Northland Capmk analyst M. Grondahl now expects that the company will earn $0.08 per share for the quarter, up from their prior forecast of $0.07. The consensus estimate for Payoneer Global's current full-year earnings is $0.34 per share. Northland Capmk also issued estimates for Payoneer Global's FY2026 earnings at $0.31 EPS.

Payoneer Global (NASDAQ:PAYO - Get Free Report) last released its quarterly earnings data on Wednesday, August 6th. The company reported $0.05 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.06 by ($0.01). The company had revenue of $260.61 million for the quarter, compared to analyst estimates of $253.17 million. Payoneer Global had a return on equity of 13.42% and a net margin of 9.81%. Payoneer Global's revenue for the quarter was up 8.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.09 earnings per share.

A number of other research firms have also weighed in on PAYO. Deutsche Bank Aktiengesellschaft began coverage on shares of Payoneer Global in a report on Thursday, July 17th. They set a "buy" rating and a $8.00 target price on the stock. Jefferies Financial Group boosted their target price on shares of Payoneer Global from $8.00 to $8.50 and gave the stock a "buy" rating in a report on Tuesday, May 27th. Citigroup reissued a "buy" rating and set a $10.00 target price (down from $13.00) on shares of Payoneer Global in a report on Thursday, May 22nd. Keefe, Bruyette & Woods raised shares of Payoneer Global from a "market perform" rating to an "outperform" rating and boosted their target price for the stock from $7.00 to $9.00 in a report on Tuesday, May 13th. Finally, Needham & Company LLC boosted their target price on shares of Payoneer Global from $8.00 to $10.00 and gave the stock a "buy" rating in a report on Wednesday. One research analyst has rated the stock with a hold rating, eight have issued a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, Payoneer Global presently has an average rating of "Buy" and an average price target of $10.06.

Payoneer Global Price Performance

PAYO stock traded down $0.27 during trading on Friday, reaching $6.73. 468,743 shares of the company were exchanged, compared to its average volume of 3,414,449. The company has a 50-day moving average of $6.77 and a two-hundred day moving average of $7.58. The company has a market capitalization of $2.43 billion, a price-to-earnings ratio of 25.90 and a beta of 0.97. Payoneer Global has a twelve month low of $5.71 and a twelve month high of $11.29.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. Geode Capital Management LLC lifted its position in shares of Payoneer Global by 3.3% during the 2nd quarter. Geode Capital Management LLC now owns 7,058,130 shares of the company's stock valued at $48,353,000 after acquiring an additional 226,215 shares during the period. PNC Financial Services Group Inc. lifted its stake in shares of Payoneer Global by 54.3% in the second quarter. PNC Financial Services Group Inc. now owns 16,304 shares of the company's stock valued at $112,000 after buying an additional 5,739 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Payoneer Global by 35.6% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 24,424 shares of the company's stock valued at $167,000 after buying an additional 6,408 shares in the last quarter. Corton Capital Inc. lifted its stake in shares of Payoneer Global by 46.2% in the second quarter. Corton Capital Inc. now owns 23,357 shares of the company's stock valued at $160,000 after buying an additional 7,386 shares in the last quarter. Finally, Bank of Montreal Can lifted its stake in shares of Payoneer Global by 4.4% in the second quarter. Bank of Montreal Can now owns 40,713 shares of the company's stock valued at $279,000 after buying an additional 1,710 shares in the last quarter. Institutional investors and hedge funds own 82.22% of the company's stock.

Insider Activity at Payoneer Global

In other news, Director Susanna Morgan sold 16,180 shares of the company's stock in a transaction on Monday, June 2nd. The shares were sold at an average price of $6.77, for a total value of $109,538.60. Following the sale, the director directly owned 80,902 shares of the company's stock, valued at approximately $547,706.54. This represents a 16.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 2.58% of the company's stock.

About Payoneer Global

Payoneer Global Inc operates as a financial technology company. It operates a payment infrastructure platform that provides customers with a one-stop, global, multi-currency account to serve their accounts receivable and accounts payable needs. The company delivers a suite of services that includes cross-border payments, physical and virtual MasterCard cards, working capital, risk management, and other services.

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