PAYO Earnings

PAYO reported its earnings on 2026-02-26, showcasing a revenue of against an estimate of 283.43M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.06 by 0%. The stock experienced a -18.51% price change on the earnings day and a -12.4% change over the next five days, reflecting market reactions to the results.

Following PAYO's earnings announcement on 2026-02-26, the stock price moved by -18.51% on the day of the release. Over the subsequent five days, it saw a -12.4% change. Historically, PAYO's stock price tends to shift by an average of 0.79% in the 10 days leading up to earnings and 0.53% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate PAYO's annual revenue to reach 282.70M, while the EPS is projected at 0.06. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PAYO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PAYO's stock price typically moves by 0.79% in the 10 days before its earnings and 0.53% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.06 and revenue of 282.70M.

The earnings call reflects strong financial performance with significant growth in ARPU, customer funds, and B2B volumes. Adjusted EBITDA and free cash flow are robust, and transaction costs have decreased. The Q&A highlights confidence in margin expansion and strategic investments. Despite some unclear responses, the overall sentiment is positive, supported by strong metrics and optimistic guidance. With a market cap of approximately $2 billion, the stock is likely to experience a positive reaction, falling within the 2% to 8% range.