Payoneer

PAYO

Market cap $2.1B

In my follow-up on Payoneer, I'm upgrading my prior hold rating to a buy. This is slightly lower than today's Wall Street and analyst consensus of strong buy. Future upside could come from macro demand for digital payment solutions and the increasing role of stablecoin. The company has proven itself so far to grow cash flow and generate profits while reducing long-term debt to $0.

Payoneer Global Inc. is poised for growth due to a new partnership with Stripe and favorable regulatory changes in Europe. The Stripe deal could significantly expand PAYO's client base and revenue, though the market has yet to price in this opportunity. PAYO benefits from geographic diversification, strong free cash flow, and exposure to rapidly growing markets in China and Latin America.

Payoneer Global Inc. (NASDAQ:PAYO ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 10:30 AM EDT Company Participants John Caplan - CEO & Director Conference Call Participants William Nance - Goldman Sachs Group, Inc., Research Division Presentation William Nance Research Analyst Okay. So joining us today and kicking off Day 2 of the conference, we have John Caplan, CEO of Payoneer.

Payoneer Global Inc. (PAYO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

The average of price targets set by Wall Street analysts indicates a potential upside of 41.4% in Payoneer Global (PAYO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

NEW YORK , Aug. 26, 2025 /PRNewswire/ -- Payoneer Global Inc. (NASDAQ: PAYO), the global financial technology company powering business growth across borders, today announced that John Caplan, Chief Executive Officer, will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference on Tuesday, September 9, 2025 beginning at approximately 10:30 am ET. Investors and interested parties can access the live webcast and replay of the presentation by visiting the Company's investor relations website at https://investor.payoneer.com/ About Payoneer Payoneer is the financial platform for cross-border business and global payments.

NEW YORK , Aug. 18, 2025 /PRNewswire/ -- Payoneer (NASDAQ: PAYO), the global financial technology company powering business growth across borders, today announced a strategic partnership with programmable financial services company Stripe. The collaboration marks an expansion of Payoneer's Online Checkout offering for cross-border merchants looking to sell direct-to-consumer.

NEW YORK , Aug. 12, 2025 /PRNewswire/ -- Payoneer (NASDAQ: PAYO), the global financial technology company powering business growth across borders, today announced a collaboration with Citi to launch real-time, blockchain-enabled treasury transfers via Citi® Token Services, the firm's tokenized liquidity and payment platform. This new capability enables Payoneer to transfer funds between its global accounts in participating branches and currencies with greater speed, automation and transparency.

The average of price targets set by Wall Street analysts indicates a potential upside of 44% in Payoneer Global (PAYO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Payoneer Global Inc. (NASDAQ:PAYO ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Beatrice Ordonez - Chief Financial Officer John R. Caplan - CEO & Director Michelle Wang - Vice President of Investor Relations Conference Call Participants Cristopher David Kennedy - William Blair & Company L.L.C.