Update shared on 23 Nov 2025
Fair value Decreased 4.50%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.
Analyst Commentary
Analyst perspectives on Payoneer Global remain mixed, with ongoing debates about the company’s growth trends and long-term value proposition after the latest results.
Bullish Takeaways
- Bullish analysts highlight continued take rate expansion, which has helped offset weaker marketplace volume growth and supported overall revenue performance.
- There is encouragement around the company's ability to deliver mid-teens growth excluding float, indicating resilience amid short-term market headwinds.
- Despite the price target reduction, the prevailing view remains supportive of Payoneer’s business model and prospects for future profitability.
Bearish Takeaways
- Bearish analysts are concerned that Q4 marketplace volume is likely to slow further, which could reduce overall growth to low double digits for the near term.
- There is increased caution about the potential for ongoing moderation in revenue, which may challenge the company’s capacity to achieve margin expansion targets.
- More conservative profit and growth assumptions are now reflected in updated price targets, considering the decelerating growth trajectory in key areas.
What's in the News
- Payoneer Global completed the repurchase of 6,619,743 shares between July 1 and September 30, 2025, totaling $44.57 million. This brings total buybacks under the May 2023 program to 49,184,559 shares, or 13.72% of shares outstanding, for $288.19 million. (Key Developments)
- The company has raised its earnings guidance for 2025, with revenue now projected at $1,050 million to $1,070 million. This reflects higher expectations for platform interest income due to strong year-over-year growth in customer funds. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has decreased from $9.13 to $8.71 per share, reflecting a moderate downward adjustment in perceived fair value.
- The discount rate was reduced slightly, moving from 7.36% to 7.35%, indicating only a marginal shift in risk assumptions.
- Revenue growth projections have fallen slightly, declining from 8.87% to 8.71%.
- Net profit margin estimates have decreased from 12.58% to 11.84%, suggesting expectations for lower profitability in the near term.
- The future P/E ratio has dropped from 24.42x to 23.59x, showing a modestly reduced valuation multiple on forward earnings.
Disclaimer
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