Payoneer Q4 revenue misses expectations, net income up 5%

Payoneer Global

26/02/2026 12:45

Overview

Financial technology firm's Q4 revenue missed analyst expectations

Net income for Q4 increased 5% year-over-year

Company repurchased $175 mln in shares, 8% of shares outstanding

Outlook

Payoneer expects 2026 revenue ex. interest between $900 mln and $940 mln

Company projects 2026 adjusted EBITDA ex. interest at $85 mln to $95 mln

Payoneer estimates 2026 transaction costs at ~15% of revenue

Result Drivers

B2B SMB GROWTH - B2B SMBs revenue increased 17% year-over-year, contributing significantly to revenue ex. interest

ARPU INCREASE - ARPU grew 15% year-over-year, driven by larger customers and strategic pricing

INTEREST INCOME DECLINE - Interest income fell 8% in Q4 due to lower interest rates, affecting overall revenue

Company press release: ID:nPn7ZH8vQa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$274.70 mln
$282.35 mln (10 Analysts)
Q4 EPS
$0.05
Q4 Net Income
$19 mln
Q4 Operating Expenses
$245.77 mln
Q4 Operating income
$28.92 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "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 $9.23, about 76.1% above its February 25 closing price of $5.24

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 21 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.)