Announcement • 23h
Nuvei Corporation agreed to acquire Payoneer Global Inc. (NasdaqGM:PAYO) for $2.7 billion. Nuvei Corporation agreed to acquire Payoneer Global Inc. (NasdaqGM:PAYO) for $2.7 billion on June 12, 2026. Nuvei will acquire Payoneer Global Inc $7.40 per share in cash, representing a total transaction equity value of approximately $2.75 billion. In case of termination of transaction, Nuvei Corporation will pay a termination fee of $165 million and seller will pay a termination fee of $89 million. BMO Capital Markets, RBC Capital Markets, Barclays, UBS, and Wells Fargo are providing committed financing in connection with the transaction.
The transaction is subject to subject to antitrust regulations, approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer board and approval of offer by target shareholders. The deal has been unanimously approved by the board. The transaction is expected to close in mid-2027.
Goldman Sachs & Co. LLC acted as financial advisor for Nuvei Corporation. Barclays Capital Inc. acted as financial advisor for Nuvei Corporation. Marni Lerner,Louis Argentieri and Ravi Purushotham of Simpson Thacher & Bartlett LLP acted as legal advisor for Nuvei Corporation. Stikeman Elliott LLP acted as legal advisor for Nuvei Corporation. Qatalyst Partners, L.P. acted as financial advisor and fairness opinion provider for Payoneer Global Inc. David L. Portilla, William A. Curran, Adam Kaminsky, John H. Runne, Byron B. Rooney, F. Adam Abulawi, Lee Parnes and Lee Hochbaum of Davis Polk & Wardwell LLP acted as legal advisor for Payoneer Global Inc. Valuation Update With 7 Day Price Move • Jun 10
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to €5.35, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Diversified Financial industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €5.13 per share. 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 27
Now 21% undervalued Over the last 90 days, the stock has risen 4.6% to €4.06. The fair value is estimated to be €5.11, 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. 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. 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 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. 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 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. 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 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. 
