Payoneer Global Inc. (PAYO)Technology | Software - Infrastructure | New York, United States | NasdaqGM
7.10 USD
After hours: 7.06 -0.04 (-0.040%) ⇩ (July 13, 2026, 6:28 p.m. EDT) |
Hot Take ↕ | July 11, 2026, 5:21 a.m. EDT
The immediate catalyst here is the confirmed acquisition by Nuvei for $2.75 billion, which transforms the investment thesis from a standalone growth story to a takeover arbitrage play. With the stock trading near the low end of the implied deal range ($7.10 vs a $2.75B enterprise value implying roughly $7.50-$8.00 per share depending on debt adjustments), the margin of safety is compelling. Fundamentally, the company is showing signs of recovery with a 22% revenue growth last year and a forward P/E of roughly 19x, which is attractive for a software infrastructure firm, though free cash flow remains negative. The short-term outlook is strongly bullish due to the acquisition premium and the aggressive call option positioning by speculators who are betting on a deal close or a post-close run-up. However, the lack of a dividend and the inherent risks of M&A integration mean this is a speculative trade rather than a core holding. The statistical forecast model is currently unreliable and suggests a slight downside, but this is clearly overridden by the structural change of the buyout announcement. |
| Model | MAE |
|---|---|
| MSTL ✓ | 0.114603 |
| AutoTheta | 0.115323 |
| AutoETS | 0.115524 |
| AutoARIMA | 0.115524 |
| MSTL_105 | 0.117837 |
| MSTL_57_105 | 0.127347 |
| MSTL_57 | 0.130448 |
Forecast horizon: 60 days | Selected: MSTL
| Forecast Reliability | |
|---|---|
| Score | 27% |
| H-stat | 23.22 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.000 |
| Excess Kurtosis | 0.10 |
| Attribute | Value |
|---|---|
| Sector | Technology |
| Debt to Equity Ratio | 12.142 |
| Revenue per Share | 2.993 |
| Market Cap | 2,401,180,160 |
| Trailing P/E | 35.50 |
| Forward P/E | 18.95 |
| Beta | 0.95 |
| Profit Margins | 6.76% |
| Website | https://www.payoneer.com |
As of July 11, 2026, 5:21 a.m. EDT: Speculators are overwhelmingly bullish on the near-to-intermediate term, evidenced by massive open interest in out-of-the-money calls (strikes 6.0 and 8.0) compared to negligible put volume. Implied volatility is elevated for November 2026, suggesting a pricing of significant upside potential or event-driven uncertainty, while the January 2027 expiration shows heavy call positioning at the 8.0 strike, indicating a belief in a substantial rally over the next year. Put writing is dominant, with almost no protective buying observed.
| Attribute | Value |
|---|---|
| 52 Week Change | 0.023054719 |
| Address1 | 195 Broadway |
| Address2 | 27th Floor |
| All Time High | 14.5 |
| All Time Low | 3.325 |
| Ask | 9.08 |
| Ask Size | 2 |
| Audit Risk | 5 |
| Average Analyst Rating | 2.6 - Hold |
| Average Daily Volume10 Day | 4,243,130 |
| Average Daily Volume3 Month | 6,873,832 |
| Average Volume | 6,873,832 |
| Average Volume10Days | 4,243,130 |
| Beta | 0.947 |
| Bid | 5.11 |
| Bid Size | 2 |
| Board Risk | 3 |
| Book Value | 1.951 |
| City | New York |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 3 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 7.1 |
| Current Ratio | 0.995 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 7.11 |
| Day Low | 7.1 |
| Debt To Equity | 12.142 |
| Display Name | Payoneer Global |
| Earnings Call Timestamp End | 1,778,157,000 |
| Earnings Call Timestamp Start | 1,778,157,000 |
| Earnings Growth | 0.133 |
| Earnings Quarterly Growth | -0.049 |
| Earnings Timestamp | 1,778,157,000 |
| Earnings Timestamp End | 1,785,933,000 |
| Earnings Timestamp Start | 1,785,933,000 |
| Ebitda | 203,786,000 |
| Ebitda Margins | 0.19086 |
| Enterprise To Ebitda | 10.408 |
| Enterprise To Revenue | 1.986 |
| Enterprise Value | 2,120,936,320 |
| Eps Current Year | 0.2599 |
| Eps Forward | 0.37465 |
| Eps Trailing Twelve Months | 0.2 |
| Esg Populated | 0 |
| Exchange | NGM |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 5.8901 |
| Fifty Day Average Change | 1.2098999 |
| Fifty Day Average Change Percent | 0.20541246 |
| Fifty Two Week Change Percent | 2.305472 |
| Fifty Two Week High | 7.665 |
| Fifty Two Week High Change | -0.56500006 |
| Fifty Two Week High Change Percent | -0.073711686 |
| Fifty Two Week Low | 4.08 |
| Fifty Two Week Low Change | 3.02 |
| Fifty Two Week Low Change Percent | 0.7401961 |
| Fifty Two Week Range | 4.08 - 7.665 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,602,855,000,000 |
| Float Shares | 269,721,126 |
| Forward Eps | 0.37465 |
| Forward P E | 18.951021 |
| Free Cashflow | -39,308,376 |
| Full Exchange Name | NasdaqGM |
| Full Time Employees | 2,540 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,782,864,000 |
| Gross Margins | 0.84913003 |
| Gross Profits | 906,659,968 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.03162 |
| Held Percent Institutions | 0.91964996 |
| Implied Shares Outstanding | 338,194,399 |
| Industry | Software - Infrastructure |
| Industry Disp | Software - Infrastructure |
| Industry Key | software-infrastructure |
| Ipo Expected Date | 2,021-06-28 |
| Is Earnings Date Estimate | 1 |
| Language | en-US |
| Last Fiscal Year End | 1,767,139,200 |
| Long Business Summary | Payoneer Global Inc. operates as a financial technology company. The company offers customers with a multi-currency account to serve their cross-border accounts receivable and accounts payable needs through payment infrastructure platform. It delivers a suite of services, such as funds management, working capital, multicurrency accounts, and workforce management. It also provides various payment options with minimal integration required, full back-office functions, and customer support. The company serves small and medium-sized businesses worldwide. Payoneer Global Inc. was founded in 2005 and is headquartered in New York, New York. |
| Long Name | Payoneer Global Inc. |
| Market | us_market |
| Market Cap | 2,401,180,160 |
| Market State | PREPRE |
| Max Age | 86,400 |
| Message Board Id | finmb_33370862 |
| Most Recent Quarter | 1,774,915,200 |
| Net Income To Common | 72,183,000 |
| Next Fiscal Year End | 1,798,675,200 |
| Non Diluted Market Cap | 2,399,489,260 |
| Number Of Analyst Opinions | 4 |
| Open | 7.1 |
| Operating Cashflow | 231,604,000 |
| Operating Margins | 0.11476 |
| Overall Risk | 2 |
| Payout Ratio | 0.0 |
| Phone | 212 600 9272 |
| Post Market Change | -0.03999996 |
| Post Market Change Percent | -0.56337976 |
| Post Market Price | 7.06 |
| Post Market Time | 1,783,981,717 |
| Previous Close | 7.1 |
| Price Eps Current Year | 27.3182 |
| Price Hint | 2 |
| Price To Book | 3.6391594 |
| Price To Sales Trailing12 Months | 2.2488182 |
| Profit Margins | 0.067600004 |
| Quick Ratio | 0.983 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | EQUITY |
| Recommendation Key | hold |
| Recommendation Mean | 2.625 |
| Region | US |
| Regular Market Change | 0.0 |
| Regular Market Change Percent | 0.0 |
| Regular Market Day High | 7.11 |
| Regular Market Day Low | 7.1 |
| Regular Market Day Range | 7.1 - 7.11 |
| Regular Market Open | 7.1 |
| Regular Market Previous Close | 7.1 |
| Regular Market Price | 7.1 |
| Regular Market Time | 1,783,972,800 |
| Regular Market Volume | 1,858,421 |
| Return On Assets | 0.01049 |
| Return On Equity | 0.1024 |
| Revenue Growth | 0.061 |
| Revenue Per Share | 2.993 |
| Sand P52 Week Change | 0.20847368 |
| Sector | Technology |
| Sector Disp | Technology |
| Sector Key | technology |
| Share Holder Rights Risk | 3 |
| Shares Outstanding | 338,194,399 |
| Shares Percent Shares Out | 0.0473 |
| Shares Short | 15,996,241 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 11,578,879 |
| Short Name | Payoneer Global Inc. |
| Short Percent Of Float | 0.0545 |
| Short Ratio | 1.21 |
| Source Interval | 15 |
| State | NY |
| Symbol | PAYO |
| Target High Price | 7.4 |
| Target Low Price | 7.4 |
| Target Mean Price | 7.4 |
| Target Median Price | 7.4 |
| Total Cash | 339,364,992 |
| Total Cash Per Share | 1.014 |
| Total Debt | 80,025,000 |
| Total Revenue | 1,067,752,000 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 0.2 |
| Trailing P E | 35.5 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 5.59425 |
| Two Hundred Day Average Change | 1.5057497 |
| Two Hundred Day Average Change Percent | 0.26916024 |
| Type Disp | Equity |
| Volume | 1,858,421 |
| Website | https://www.payoneer.com |
| Zip | 10,007 |