Payoneer (PAYO) Is Down 8.3% After Raising Guidance and Expanding Buybacks – What’s Changed

• Payoneer Global Inc. reported record third-quarter 2025 revenue of US$270.85 million, up 9.1% year over year, while announcing it had repurchased 6,619,743 shares worth US$44.57 million and raised its full-year revenue guidance to a new range of US$1.05 billion to US$1.07 billion.
• The company’s increased outlook and ongoing share buybacks highlight management’s confidence in Payoneer’s expanding customer base, product adoption, and earnings resilience amid a changing payments landscape.
• We'll examine how management’s raised full-year revenue guidance and robust results could reshape Payoneer's long-term growth outlook and investment narrative.

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Payoneer Global Investment Narrative Recap

To own Payoneer Global as a shareholder, you need to believe that rising demand for digital cross-border payments and ongoing product adoption will fuel sustainable long-term growth, even as competitors and new technologies threaten margins. The record third-quarter revenue, raised full-year guidance, and expanded buyback program reinforce short-term confidence, but do not materially influence the biggest immediate risk: declining net income and earnings per share, which may signal enduring margin pressures in an increasingly competitive sector. Among the latest announcements, Payoneer’s upgraded 2025 full-year revenue guidance stands out. By lifting its range to US$1.05 billion to US$1.07 billion, management spotlights the strength in core payment volumes and rising interest income, essential catalysts for near-term growth as the company targets larger, more complex clients in global markets. Yet, despite a positive revenue outlook, investors should also be aware of mounting profit margin pressures as...

Read the full narrative on Payoneer Global (it's free!)

Payoneer Global's outlook projects $1.3 billion in revenue and $130.4 million in earnings by 2028. This assumes a 7.7% annual revenue growth rate and a $30.6 million increase in earnings from the current level of $99.8 million.

Uncover how Payoneer Global's forecasts yield a $9.12 fair value, a 73% upside to its current price.

Exploring Other Perspectives

Four recent fair value estimates from the Simply Wall St Community span from US$6.07 to US$12 per share. With net profit margins slipping to 7 percent and pressure from well-funded competitors, it’s clear opinions differ and there’s plenty more for you to weigh.

Explore 4 other fair value estimates on Payoneer Global - why the stock might be worth just $6.07!

Build Your Own Payoneer Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Payoneer Global research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.
• Our free Payoneer Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Payoneer Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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