Can Payoneer (PAYO) Sustain B2B Growth and Profitability Amid Market Challenges

Payoneer Global Inc. (NASDAQ:PAYO) is one of the best low-priced technology stocks to buy right now. Payoneer Global Inc. (NASDAQ:PAYO) continues to sharpen its strategy around high-value customers and industries. On September 9, speaking at the Goldman Sachs Communacopia + Technology Conference, CEO John Caplan emphasized the company’s focus on profitable growth despite a challenging trade backdrop.

Caplan said that the B2B segment remains a key growth engine, as it expanded 37% in the first half of 2025 and now accounts for 30% of core revenue. Financial discipline remains evident, with adjusted EBITDA margins steady at 25% and customer balances up 29%.

A man and a woman in matching suits with a digital tablet highlighting a payment solution.

In addition, recent partnerships strengthen the company’s positioning. On August 18, Payoneer expanded its Online Checkout service through a collaboration with Stripe, initially targeting APAC markets such as China and Hong Kong.

The integration will broaden accepted payment methods, including BNPL providers and digital wallets. Since its 2022 launch, Payoneer Checkout has scaled to nearly $1 billion in run-rate volume and $30 million in annual revenue, growing over 100% year-over-year.

The company appears well-positioned to profitably capture a greater share of the cross-border payments market, supported by licensing in mainland China. Additionally, rising Payoneer card usage and a clear emphasis on targeted industries and geographies should also help growth.

Payoneer Global Inc. (NASDAQ:PAYO) is a cross-border payments platform that provides digital banking, B2B payments, and working capital solutions to small and medium-sized businesses worldwide.

While we acknowledge the potential of PAYO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.