Can Paysafe’s (PSFE) Expanded Buyback and New Tech Partnership Restore Market Confidence?

• On November 13, 2025, Endava and Paysafe announced a multi-year partnership to accelerate smarter payments and community engagement, alongside Paysafe's updated earnings guidance and expanded share buyback authorization following the release of wider quarterly net losses and an increase in buyback plan terms.
• The coordinated focus on technology-driven payments and increased buyback authorization underscores ongoing efforts by Paysafe to enhance operational resilience, signal management confidence, and strengthen its position in digital commerce despite recent financial setbacks.
• We'll examine how Paysafe's expanded buyback plan and Endava collaboration could reshape the company's investment narrative for the future.

Find companies with promising cash flow potential yet trading below their fair value.

Paysafe Investment Narrative Recap

To be a Paysafe shareholder today, you need to believe the company can reverse its declining revenue trends and tackle ongoing profitability challenges through product innovation and deeper technology partnerships like the new Endava alliance. While the Endava partnership highlights Paysafe's focus on streamlining technology and creating operational efficiencies, it does not materially alter the short-term catalyst: restoring steady revenue growth, nor does it fully mitigate the largest risk, sustained net losses and rising leverage putting pressure on financial flexibility.

Among recent announcements, Paysafe’s decision to expand its share buyback authorization by US$70 million is especially relevant. This move signals management’s confidence in long-term value, yet it comes amid widening losses and adjusted earnings guidance, adding complexity to the near-term outlook for a turnaround in revenue and earnings momentum.

Yet despite operational shifts, investors should be aware of the risk posed by rising net leverage and what that means for Paysafe’s ability to …

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

Paysafe's narrative projects $2.0 billion revenue and $154.2 million earnings by 2028. This requires 5.5% yearly revenue growth and a $203.3 million increase in earnings from -$49.1 million today.

Uncover how Paysafe's forecasts yield a $13.52 fair value, a 94% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have published fair value estimates for Paysafe ranging from US$10.85 to US$51.10, based on five different perspectives. While views on possible undervaluation are wide, ongoing revenue headwinds and increasing net losses remain key concerns for future performance.

Explore 5 other fair value estimates on Paysafe - why the stock might be worth just $10.85!

Build Your Own Paysafe 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 Paysafe research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Paysafe research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Paysafe'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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