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PAPAYO

Payoneer Global Inc.

$PAYO·$2.4B·Software - Infrastructure·Technology
$7.01-0.2%YTD+24.0%1Y+5.6%
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Price updated 23m ago
PAPAYO
Payoneer Global Inc.$PAYO
$7.01-0.22%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Payoneer Global Inc. provides a foundational digital platform that empowers global commerce and payment processing for marketplaces, various online platforms, and e-commerce merchants worldwide. The company offers a comprehensive array of solutions, including international payment transfers, business-to-business (B2B) accounts payable and receivable management, multi-currency accounts, both physical and virtual Mastercard options, access to working capital, and specialized services covering merchant support, tax management, compliance, and risk mitigation. This robust platform is built with enterprise-grade security, exceptional stability, and redundancy, integrating modern digital capabilities to unify global financial interactions. A core focus is its international payment offerings, which enable a vast ecosystem of marketplaces and their vendors to process payments in approximately 190 countries and territories by seamlessly integrating with Payoneer's APIs. Established in 2005, the company is headquartered in New York, New York.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $PAYO.

Software - Infrastructure · Technology

Enterprise software infrastructure is in a multiple compression phase (-14.8% YTD) as investors demand revenue conversion evidence from AI agent deployments, not pipeline. MSFT Copilot and PLTR commercial ARR are the market's proof points; cybersecurity platforms (CRWD, PANW, ZS) benefit from AI-expanded threat surfaces driving consolidation.

See how Software - Infrastructure shapes $PAYO

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $PAYO's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-13.0%YTD
-13.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
33.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
81.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.06$0.04+50.0%
Q4 2025Feb 26, 2026$0.05$0.06-16.7%
Q3 2025Nov 5, 2025$0.06$0.060.0%
Q2 2025Aug 6, 2025$0.05$0.06-16.7%
Next earningsWed, Aug 5·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$261.6M+6.1%79.3%12.2%$0.06$23.1M
Q4 FY25$274.7M+4.9%77.3%10.5%$0.05$70.3M
Q3 FY25$270.9M+9.1%84.3%13.4%$0.04$35.3M
Q2 FY25$260.6M+8.8%84.4%11.5%$0.05$68.1M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.1B – $1.1B$0.27$0.25 – $0.327
FY27$1.2B$1.2B – $1.2B$0.34$0.31 – $0.376
FY28$1.4B$1.4B – $1.4B$0.50$0.47 – $0.533

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.11.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.82%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+35.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 268.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today29.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Know if $PAYO is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 34 other (24 inkinds · 10 awards) in window

See when $PAYO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KShareholder voteJun 98-K — Item 5.07: Shareholder vote
3New insider — initial holdingsMar 313
SC 13D/AActivist amendmentDec 29, 2025SC 13D/A
+ 13 other (5 proxys · 2 earnings 8-Ks · 2 13Gs · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Stock Market Today, June 15: Payoneer Global Jumps After Nuvei Agrees to Acquire Company for $2.75 Billionfool.com·23h ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Payoneer Global Inc. (NASDAQ: PAYO)gurufocus.com·1d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Payoneer Global Inc. (NASDAQ: PAYO)prnewswire.com·1d agoAre ROKU, PAYO, LAB, FOX Obtaining Fair Deals for their Shareholders?prnewswire.com·1d agoNuvei Inks $2.75 Billion Payoneer Acquisition to Supercharge Cross-Border Commercepymnts.com·1d ago

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Voices on X · last 7 days

No standout posts about $PAYO on X in the last 7 days.

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