Buy Or Sell Opportunity • Jun 05
Now 21% undervalued Over the last 90 days, the stock has risen 7.9% to €4.36. The fair value is estimated to be €5.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 79% in the next 2 years. Board Change • Jun 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Barak Eilam was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • May 14
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.5% to €4.20. The fair value is estimated to be €5.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 80% in the next 2 years. Announcement • May 09
Payoneer Global Inc. Revises Earnings Guidance for the Year 2026 Payoneer Global Inc. revised earnings guidance for the year 2026. For the year, the company expected revenue to be in range of $1,100 million to $1,140 million reflecting $900 Million to $940 million in revenue ex. interest and $200 million in interest income. Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$0.057 (vs US$0.057 in 1Q 2025) First quarter 2026 results: EPS: US$0.057 (in line with 1Q 2025). Revenue: US$261.6m (up 6.1% from 1Q 2025). Net income: US$19.6m (down 4.9% from 1Q 2025). Profit margin: 7.5% (down from 8.3% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Diversified Financial industry in Germany. Announcement • Apr 28
Payoneer Global Inc., Annual General Meeting, Jun 09, 2026 Payoneer Global Inc., Annual General Meeting, Jun 09, 2026. Announcement • Apr 23
Payoneer Global Inc. to Report Q1, 2026 Results on May 07, 2026 Payoneer Global Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026 Buy Or Sell Opportunity • Mar 27
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to €4.12. The fair value is estimated to be €5.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 23% per annum over the same time period. New Risk • Feb 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Profit margins are more than 30% lower than last year (7.0% net profit margin). Buy Or Sell Opportunity • Feb 27
Now 30% undervalued after recent price drop Over the last 90 days, the stock has fallen 27% to €3.62. The fair value is estimated to be €5.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 61% in the next 2 years. Reported Earnings • Feb 26
Full year 2025 earnings released: EPS: US$0.20 (vs US$0.34 in FY 2024) Full year 2025 results: EPS: US$0.20 (down from US$0.34 in FY 2024). Revenue: US$1.05b (up 7.7% from FY 2024). Net income: US$73.2m (down 40% from FY 2024). Profit margin: 7.0% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Diversified Financial industry in Germany. Announcement • Feb 26
Payoneer Global Inc. Provides Earnings Guidance for the Year 2026 Payoneer Global Inc. provided earnings guidance for the year 2026. For the year, the company expects Revenue to be $1,090 million - $1,130 million. In 2026, the company expects to deliver $900 million - $940 million in revenue ex. interest, more than double the prior year. Announcement • Feb 24
Payoneer Files Application for U.S. National Trust Bank Charter to Strengthen Regulated Financial Infrastructure for Global Businesses Payoneer announced that it has filed an application with the Office of the Comptroller of the Currency (OCC) to establish PAYO Digital Bank, N.A., a national trust bank designed to support stablecoin-enabled infrastructure for global businesses. Over the past year, stablecoin adoption has accelerated for real-world businesses that operate globally. This application is a critical next step in Payoneer's strategy to integrate stablecoin capabilities into its global payments ecosystem connecting stablecoin efficiency to the local economies where nearly two million customers operate. The passage of the GENIUS Act created a new federal framework for stablecoins in the United States. If approved, Payoneer to leverage this new framework to bring stablecoin innovation to the day-to-day operations of small-and medium-sized businesses worldwide, via a federally supervised trust bank. This would allow Payoneer Digital Bank to: Send and ReceiveStablecoins: Allows customers to pay and be paid in a variety of approved stablecoins; Issue payO-USD: A stablecoin that will be issued in compliance with the GENIUS Act and serve as the holding currency in Payoneer wallets; Manage PAYO-USD Reserves: Manage the reserves that back payO-USD; Payoneer empowers millions of businesses with the financial tools and services they need to grow and transact globally with confidence. The company make it easier for SMBs, particularly in emerging markets, to connect to the global economy, pay and get paid across borders, manage their funds across multiple currencies, and grow their businesses. Announcement • Feb 17
Payoneer to Launch Stablecoin Capabilities, Powered by Bridge, Bringing Secure, Always-On Digital Money to Global Businesses Payoneer announced plans to launch a suite of stablecoin capabilities embedded within the Payoneer platform. Powered by Bridge, a leading stablecoin infrastructure platform and a Stripe company, these new capabilities will enable businesses to securely receive, hold, and send stablecoins as part of their day-to-day global financial operations. Stablecoin adoption is accelerating, and real-world use cases are emerging, offering faster settlement and always-on, programmable money movement. However, for many cross-border businesses, especially those in emerging markets, practical integration and adoption remain challenging. Converting stablecoin into local currencies, managing fragmented workflows, navigating blockchain complexity, and operating within an evolving regulatory environment have constrained broader adoption. Payoneer has partnered with Bridge to add complete, end-to-end stablecoin workflows directly embedded in the Payoneer platform. For example, a goods wholesaler will be able to receive customer payments in stablecoin, while a marketing agency will be able to use stablecoins to pay international suppliers or contractors. Funds can be held securely in stablecoins or withdrawn to a local bank account when needed, simplifying operations across different markets and currencies. With nearly 2 million customers worldwide and deep compliance expertise built over decades, Payoneer is uniquely positioned to help businesses unlock the benefits that stablecoin can provide, all within a single financial stack that is purpose built to serve the needs of cross-border SMBs. Payoneer will launch the new stablecoin capabilities embedded within the payoneer platform in select markets in Second Quarter 2026, with broader availability rolling out throughout the year as functionality and market availability expand. Companies can sign up to learn more and request early access to the stablecoin capabilities at the Payoneer. Valuation Update With 7 Day Price Move • Feb 13
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €4.54, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €5.01 per share. Announcement • Feb 06
Payoneer Global Inc. to Report Q4, 2025 Results on Feb 26, 2026 Payoneer Global Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026 Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €5.30, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €4.92 per share. Announcement • Jan 20
Payoneer Global Inc. (NasdaqGM:PAYO) acquired Boundless Technologies Limited. Payoneer Global Inc. (NasdaqGM:PAYO) acquired Boundless Technologies Limited on January 20, 2026.
Payoneer Global Inc. (NasdaqGM:PAYO) completed the acquisition of Boundless Technologies Limited on January 20, 2026. Reported Earnings • Nov 07
Third quarter 2025 earnings released: EPS: US$0.038 (vs US$0.12 in 3Q 2024) Third quarter 2025 results: EPS: US$0.038 (down from US$0.12 in 3Q 2024). Revenue: US$270.9m (up 9.1% from 3Q 2024). Net income: US$14.1m (down 66% from 3Q 2024). Profit margin: 5.2% (down from 17% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Diversified Financial industry in Germany. Announcement • Nov 05
Payoneer Global Inc. Raises Earnings Guidance for the Year 2025 Payoneer Global Inc. raised earnings guidance for the year 2025. For the year, the company is raising guidance for total revenue to $1,050 million - $1,070 million, reflecting consistent expectations for revenue ex. interest as the company continue to navigate business through a dynamic macro environment, and increased expectations for interest income to reflect the strong year-over-year growth in customer funds on the platform. Announcement • Oct 22
Payoneer Global Inc. to Report Q3, 2025 Results on Nov 05, 2025 Payoneer Global Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 05, 2025 Buy Or Sell Opportunity • Aug 07
Now 38% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to €6.35. The fair value is estimated to be €4.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 77%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 18% in the next 2 years. Reported Earnings • Aug 07
Second quarter 2025 earnings released: EPS: US$0.053 (vs US$0.091 in 2Q 2024) Second quarter 2025 results: EPS: US$0.053 (down from US$0.091 in 2Q 2024). Revenue: US$260.6m (up 8.8% from 2Q 2024). Net income: US$19.5m (down 40% from 2Q 2024). Profit margin: 7.5% (down from 14% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Diversified Financial industry in Germany. Announcement • Aug 06
Payoneer Global Inc. Provides Earnings Guidance for the Year 2025 Payoneer Global Inc. provided earnings guidance for the year 2025. For the year, the company expects Revenue to be $1,040 million - $1,060 million. At the midpoint, $1.05 billion demonstrating increasing leverage in the business model and sustained profitability excluding interest income. Announcement • Jul 23
Payoneer Global Inc. to Report Q2, 2025 Results on Aug 06, 2025 Payoneer Global Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025 New Risk • May 08
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 2.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.9% per year for the foreseeable future. Reported Earnings • May 07
First quarter 2025 earnings released: EPS: US$0.057 (vs US$0.081 in 1Q 2024) First quarter 2025 results: EPS: US$0.057 (down from US$0.081 in 1Q 2024). Revenue: US$246.6m (up 8.1% from 1Q 2024). Net income: US$20.6m (down 29% from 1Q 2024). Profit margin: 8.3% (down from 13% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Diversified Financial industry in Germany. Announcement • May 07
Payoneer Global Inc. Suspends Earning Guidance for the Full-Year 2025 Payoneer Global Inc. suspended earning guidance for the full-year 2025. For the year, Given the current macroeconomic uncertainty, Payoneer is suspending its previously issued full-year 2025 guidance. Announcement • Apr 23
Payoneer Global Inc. to Report Q1, 2025 Results on May 07, 2025 Payoneer Global Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025 Announcement • Apr 14
Payoneer Global Inc., Annual General Meeting, Jun 10, 2025 Payoneer Global Inc., Annual General Meeting, Jun 10, 2025. Announcement • Apr 10
Payoneer Global Inc. (NasdaqGM:PAYO) acquired Easylink Payment Co. Ltd. Payoneer Global Inc. (NasdaqGM:PAYO) acquired Easylink Payment Co. Ltd. on April 9, 2025.
Payoneer Global Inc. (NasdaqGM:PAYO) completed the acquisition of Easylink Payment Co. Ltd. on April 9, 2025. 
