Payoneer Global Q1 revenue beats analyst estimates, raises guidance

Payoneer Global

07/05/2026 12:42

Overview

US cross-border payments firm's Q1 revenue rose 6%, beating analyst expectations

Adjusted EPS for Q1 was $0.06; no analyst consensus provided

Company repurchased $74 mln in shares during the quarter

Outlook

Payoneer raises 2026 revenue guidance to $1.1 bln-$1.14 bln

Company expects 2026 adjusted EBITDA of $285 mln to $295 mln

Payoneer sees 2026 transaction costs at about 15% of revenue

Result Drivers

B2B VOLUME ACCELERATION - B2B volume grew 44% year-over-year, with strong growth in China, EMEA and APAC driving overall volume gains

SMB REVENUE GROWTH - SMB customer revenue rose 12% year-over-year, led by 23% growth in B2B SMBs and 46% growth in Checkout revenue

HIGHER ARPU - Average revenue per user increased 17%, reflecting ongoing product mix shift and monetization efforts

Company press release: ID:nPn4M1zDLa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$261.60 mln
$254.99 mln (10 Analysts)
Q1 EPS
$0.06
Q1 Net Income
$19.60 mln
Q1 Operating Expenses
$231.57 mln
Q1 Operating income
$30.02 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy"

Wall Street's median 12-month price target for Payoneer Global Inc is $7.00, about 44% above its May 6 closing price of $4.86

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 23 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)