Payoneer Global

Blockchain And Stripe Partnerships Will Expand Global Cross-Border Payments

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Sep 24

Updated

07 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-42.0%

7D

4.9%

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1Y

-42.0%

7D

4.9%

You can edit this narrative until Dec 8 5:05 AM. Then, changes will post as Updates.

Author's Valuation

US$8.529.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

Fair value Decreased 2.46%

PAYO: Take Rate Expansion Will Support Future Margin Strength Despite Slower Marketplace Volumes

Analysts have trimmed their price target on Payoneer Global to about $8.50 from roughly $8.71, reflecting expectations for slower marketplace volume growth and moderating ex float revenue expansion, despite continued solid execution. Analyst Commentary Analysts remain constructive on Payoneer Global, even as they adjust expectations to reflect a more measured growth outlook and a recalibrated valuation framework.

Shared on 23 Nov 25

Fair value Decreased 4.50%

PAYO: Take Rate Expansion Will Drive Continued Profit Margin Gains

Payoneer Global’s analyst price target has been reduced from $9.13 to $8.71 per share. Analysts point to slower growth in marketplace volumes and moderating future revenue and profit margin expectations following recent quarterly results.

Shared on 07 Nov 25

Fair value Decreased 7.01%

PAYO: Take Rate Strength And New Partnerships Will Drive Profits Higher

Analysts have revised Payoneer Global’s price target downward from $9.81 to $9.13, citing anticipated moderation in marketplace transaction volumes. Profitability and revenue growth are expected to improve.

Shared on 30 Apr 25

Fair value Decreased 15%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 3.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 2.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 31%

AnalystConsensusTarget has decreased profit margin from 14.5% to 10.7% and increased future PE multiple from 32.4x to 36.1x.

AnalystConsensusTarget Fair Value

US$8.5

29.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

8.48%

Diversified Financial revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.37%

Calculation

US$158.14m

Earnings '28

x

23.02x

PE Ratio '28

=

US$3.64b

Market Cap '28

US$3.64b

Market Cap '28

/

346.39m

No. shares '28

=

US$10.51

Share Price '28

US$10.51 Share Price '28

Discounted to 2025 @ 7.36% p.a.

=

US$8.49

Fair Value '25