William Blair Boosts Earnings Estimates for Payoneer Global

Key Points

• William Blair raised its Q3 2025 earnings per share (EPS) estimate for Payoneer Global from $0.04 to $0.05, while the company reported actual EPS of $0.05, missing the consensus estimate of $0.06.
• The average price target for Payoneer Global is now $10.06, with most analysts assigning buy ratings, indicating positive sentiment towards the stock.
• Payoneer Global's revenue for the quarter was reported at $260.61 million, exceeding the consensus estimate of $253.17 million, marking an 8.8% year-over-year growth.

Payoneer Global Inc. (NASDAQ:PAYO - Free Report) - Stock analysts at William Blair boosted their Q3 2025 earnings estimates for Payoneer Global in a research report issued to clients and investors on Wednesday, August 6th. William Blair analyst C. Kennedy now forecasts that the company will post earnings of $0.05 per share for the quarter, up from their previous estimate of $0.04. The consensus estimate for Payoneer Global's current full-year earnings is $0.34 per share. William Blair also issued estimates for Payoneer Global's FY2025 earnings at $0.22 EPS.

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

Several other equities research analysts also recently weighed in on PAYO. Needham & Company LLC increased their target price on shares of Payoneer Global from $8.00 to $10.00 and gave the company a "buy" rating in a research note on Wednesday, August 6th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Payoneer Global in a report on Thursday, July 17th. They issued a "buy" rating and a $8.00 price target on the stock. Citigroup reiterated a "buy" rating and issued a $10.00 target price (down from $13.00) on shares of Payoneer Global in a research note on Thursday, May 22nd. Jefferies Financial Group raised their price target on shares of Payoneer Global from $8.00 to $8.50 and gave the stock a "buy" rating in a research report on Tuesday, May 27th. Finally, Keefe, Bruyette & Woods raised shares of Payoneer Global from a "market perform" rating to an "outperform" rating and lifted their target price for the company from $7.00 to $9.00 in a report on Tuesday, May 13th. One equities research analyst has rated the stock with a hold rating and eight have given a buy rating to the company. According to data from MarketBeat.com, Payoneer Global currently has an average rating of "Moderate Buy" and a consensus target price of $10.06.

Payoneer Global Stock Down 2.6%

Payoneer Global stock traded down $0.18 during mid-day trading on Monday, reaching $6.64. 889,580 shares of the company's stock traded hands, compared to its average volume of 3,415,645. The company has a market cap of $2.40 billion, a price-to-earnings ratio of 25.48, a PEG ratio of 8.92 and a beta of 0.97. The stock has a 50 day moving average of $6.76 and a two-hundred day moving average of $7.48. Payoneer Global has a 12-month low of $5.71 and a 12-month high of $11.29.

Insider Buying and Selling

In related news, Director Susanna Morgan sold 16,180 shares of the business's stock in a transaction dated Monday, June 2nd. The stock was sold at an average price of $6.77, for a total transaction of $109,538.60. Following the completion of the transaction, the director owned 80,902 shares of the company's stock, valued at approximately $547,706.54. The trade was a 16.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 2.58% of the stock is owned by company insiders.

Institutional Trading of Payoneer Global

Several hedge funds have recently added to or reduced their stakes in PAYO. Susquehanna Capital Management LLC raised its position in shares of Payoneer Global by 290.3% in the fourth quarter. Susquehanna Capital Management LLC now owns 25,268,954 shares of the company's stock valued at $253,700,000 after buying an additional 18,794,047 shares in the last quarter. Azora Capital LP bought a new position in shares of Payoneer Global during the 2nd quarter worth approximately $30,996,000. Nuveen LLC bought a new stake in shares of Payoneer Global in the 1st quarter worth approximately $28,023,000. Vanguard Group Inc. grew its stake in Payoneer Global by 12.1% in the 1st quarter. Vanguard Group Inc. now owns 33,881,608 shares of the company's stock valued at $247,675,000 after buying an additional 3,656,056 shares in the last quarter. Finally, Invesco Ltd. grew its position in shares of Payoneer Global by 137.3% during the 2nd quarter. Invesco Ltd. now owns 5,562,623 shares of the company's stock valued at $38,104,000 after purchasing an additional 3,218,917 shares in the last quarter. Institutional investors and hedge funds own 82.22% of the company's stock.

Payoneer Global Company Profile

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.