Why Payoneer (PAYO) Is Up 5.7% After Share Buyback and Raised 2025 Revenue Outlook

• Earlier this month, Payoneer Global announced it completed the repurchase of 49,184,559 shares for US$288.19 million, and raised its 2025 revenue guidance to between US$1,050 million and US$1,070 million following consistent revenue performance and higher-than-expected interest income.
• This coincided with third quarter results showing sales growth year over year, although net income declined, highlighting management’s continued focus on capital returns and future revenue potential.
• We’ll explore how Payoneer's raised revenue outlook, supported by robust customer funds growth, could influence its investment narrative going forward.

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Payoneer Global Investment Narrative Recap

To be a Payoneer Global shareholder, you need to believe in the ongoing global need for seamless, digital cross-border payments and the company’s ability to capture growing transaction volumes from business customers worldwide. The recent share buyback and raised 2025 revenue outlook signal confidence in long-term market opportunities, but these do not alter the immediate risk around increasing competition from large fintech and banking players that may impact net margins in the near term.

Among the latest company updates, Payoneer’s raised revenue guidance for 2025, now forecast between US$1,050 million and US$1,070 million, stands out. This update builds on robust growth in customer funds and highlights management’s expectations for higher interest income, supporting optimism around revenue growth despite ongoing market pressures.

Yet, while new opportunities are emerging, it is important to remember that, in contrast, growing competition across digital payments could still present challenges for Payoneer investors to consider...

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

Payoneer Global's outlook anticipates $1.3 billion in revenue and $130.4 million in earnings by 2028. This is based on an expected annual revenue growth rate of 7.7% and represents a $30.6 million increase in earnings from the current $99.8 million.

Uncover how Payoneer Global's forecasts yield a $9.12 fair value, a 64% upside to its current price.

Exploring Other Perspectives

Four individual fair value estimates from the Simply Wall St Community range between US$6.07 and US$12 per share. In light of ongoing competitive threats to margins, it is worth considering how varied investor outlooks reflect the uncertainty around Payoneer's future performance.

Explore 4 other fair value estimates on Payoneer Global - why the stock might be worth over 2x more than the current price!

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 2 key rewards 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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