Payoneer (PAYO) Reports Earnings Tomorrow: What To Expect

Cross-border payment platform Payoneer (NASDAQ:PAYO) will be reporting earnings this Thursday before market open. Here’s what to expect.

Payoneer beat analysts’ revenue expectations last quarter, reporting revenues of $270.9 million, up 9.1% year on year. It was a mixed quarter for the company, with but EPS in line with analysts’ estimates.

Is Payoneer a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Payoneer’s revenue to grow 7.6% year on year, slowing from the 16.7% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Payoneer has a history of exceeding Wall Street’s expectations.

Looking at Payoneer’s peers in the diversified financial services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Paymentus delivered year-on-year revenue growth of 28.1%, beating analysts’ expectations by 6.2%, and Donnelley Financial Solutions reported revenues up 10.4%, topping estimates by 11.1%. Paymentus traded up 1.2% following the results while Donnelley Financial Solutions was also up 26.2%.

Read our full analysis of Paymentus’s results here and Donnelley Financial Solutions’s results here.

The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the diversified financial services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.9% on average over the last month. Payoneer is down 16.7% during the same time and is heading into earnings with an average analyst price target of $8.38 (compared to the current share price of $5.01).

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