Update shared on07 Aug 2025
Analysts maintain a positive outlook on Paysign due to ongoing growth in its Patient Affordability segment, confidence in its pharmaceutical pipeline, and scalable model, resulting in no change to the consensus price target, which remains at $9.10.
Analyst Commentary
- Bullish analysts highlight a strong outlook for Paysign's Patient Affordability segment, especially within the pharmaceutical industry.
- Increased confidence in Paysign's pharmaceutical pipeline is noted as a driver for upward price target revisions.
- Paysign's scalable operating model is viewed positively, supporting expectations for sustained growth.
- Bullish analysts are encouraged by new plasma applications, indicating potential for further market expansion.
- Investor meetings with management provided reassurance regarding ongoing business momentum and strategic initiatives.
What's in the News
- Paysign completed its $2 million share repurchase program, buying back 631,258 shares (1.2% of outstanding); no shares were repurchased in the latest quarter.
- 2025 guidance projects 32.7% revenue growth at midpoint, with pharma patient affordability revenue up over 145% and plasma revenue flat; net income expected between $6.0 million and $7.0 million.
- Successfully transitioned 123 of 132 newly awarded plasma donation centers ahead of schedule, reinforcing operational agility and strategic value.
- Addition of 132 plasma centers boosts Paysign’s supported centers by 27%, raising U.S. market share to ~50% and driving immediate revenue growth, with minimal SG&A impact.
- Moss Adams merged with Baker Tilly, resulting in Baker Tilly being appointed Paysign's new independent auditor.
Valuation Changes
Summary of Valuation Changes for Paysign
- The Consensus Analyst Price Target remained effectively unchanged, at $9.10.
- The Discount Rate for Paysign remained effectively unchanged, at 7.50%.
- The Future P/E for Paysign remained effectively unchanged, at 42.25x.
Disclaimer
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