PAYO Payoneer Global Inc.

MIXED Impact: 6/10 8-K
Horizon weeks Filed May 7, 2026 Processed 1mo ago SEC 0001104659-26-056688
8-K Item 2.02: Earnings release
Latest settled — T+20d
PAYO ▲ +0.59% at T+20d
NEUTRAL call ✓ call won +0.59% · α vs SPY -2.54% · entry $5.06 → $5.09
Next anchor: T+60d in 8w
Last close $5.14 (close Jun 8) · +1.58% from $5.06 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
+1.98%
call +1.98% · α +1.15%
$5.16
settled 5w ago
T+5d
-2.57%
call -2.57% · α -4.07%
$4.93
settled 27d ago
T+20d
+0.59%
call +0.59% · α -2.54%
$5.09
settled 5d ago
T+60d
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call — · α —
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Executive Summary

Payoneer reported Q1 2026 revenue of $261.6M (+6% YoY) and diluted EPS of $0.06, beating consensus of $0.04. Revenue ex-interest income grew 11% with B2B volume accelerating 44% YoY. Full-year 2026 guidance was raised: revenue now $1,100-$1,140M and adjusted EBITDA $285-$295M, signaling confidence in core business momentum despite a 5% decline in GAAP net income.

Key Financial Metrics

Guidance
$1,100M-$1,140M
raised
Free Cash Flow
$23.1M

Actionable Insight

The guidance raise and accelerating B2B growth signal improving business quality. Monitor next quarter for sustained core revenue acceleration and interest income stabilization. The upmarket strategy and stablecoin initiatives could drive further upside.

Key Facts

  • Q1 2026 revenue $261.6M, +6% YoY; revenue ex-interest $210.1M, +11% YoY
  • Diluted EPS $0.06 vs consensus $0.04, a 50% beat
  • Net income $19.6M, -5% YoY due to higher R&D and G&A expenses
  • B2B volume growth accelerated to 44% YoY, with strong China, EMEA, APAC
  • Raised FY2026 guidance: revenue $1,100-$1,140M (from $1,090-$1,130M), adjusted EBITDA $285-$295M (from $275-$285M)
  • Share repurchases of $74M in Q1 at $5.16 avg price
  • Operating cash flow $51.8M, free cash flow $23.1M

Financial Impact

Guidance raise implies ~$10M incremental revenue and EBITDA at midpoint, with Q1 EPS exceeding Street by 50%.

revenueepsebitdaoperating cash flow

Risk Factors

  • Net income declined YoY despite revenue growth, indicating rising costs
  • Interest income dropped 11% YoY, pressuring total revenue
  • Tariff and geopolitical headwinds could slow cross-border volumes

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
88% bullish (17 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-056688
Document: payo-20260507x8k.htm0001104659-26-056688
Document: 0001104659-26-056688-index-headers.html0001104659-26-056688
Document: 0001104659-26-056688-index.html0001104659-26-056688
Document: 0001104659-26-056688.txt0001104659-26-056688
8-K Data (Synthetic)0001104659-26-056688
3 reports for PAYO
Performance horizon
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Reports for PAYO — sortable, filterable
Type Now
May 7, 2026
4w ago
8-K
MIXED ★ 6/10
$5.06 $5.09▲ +0.59%▼ −2.54%$5.14 (+1.58%)
Apr 27, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$5.18 $4.95▼ −4.44%▼ −9.91%$5.14 (−0.77%)
Feb 26, 2026
14w ago
8-K
MIXED ★ 6/10
$4.27 $4.99▲ +16.86%▲ +23.26%$5.14 (+20.37%)
Showing 3 of 3

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