The stock will trade near the $7.40 offer price until deal close. Focus on regulatory approvals and shareholder vote timeline rather than quarterly fundamentals. The guidance withdrawal removes near-term catalysts for standalone valuation.
Price Chart
Executive Summary
Payoneer reported Q2 2026 revenue of $274.3M (+5% YoY) but swung to a GAAP net loss of $2.4M vs a $19.5M profit a year ago, driven by $10.6M in acquisition-related financial expense. Adjusted EBITDA grew 7% to $71.4M, and core revenue ex. interest rose 10% with B2B volume accelerating 48% YoY. The company withdrew its 2026 guidance and suspended earnings calls due to the pending $2.75B take-private acquisition by Nuvei at $7.40/share, which overshadows the quarterly results.
Key Financial Metrics
Key Facts
- Revenue $274.3M (+5% YoY); revenue ex. interest $222.2M (+10% YoY)
- GAAP net loss ($2.4M) vs net income $19.5M in Q2 2025; diluted EPS ($0.01)
- Adjusted EBITDA $71.4M (+7% YoY); B2B volume growth accelerated to 48% YoY
- Guidance for FY2026 withdrawn; earnings conference calls suspended
- Pending acquisition by Nuvei at $7.40/share, total equity value ~$2.75B, expected close mid-2027
- HSR waiting period terminated early on July 28, 2026
Financial Impact
Acquisition at $7.40/share provides a fixed cash value of ~$2.75B equity; quarterly earnings are secondary to the deal
Risk Factors
- Deal fails or is delayed beyond mid-2027
- Regulatory hurdles or shareholder rejection
- Operational disruption during the pending transaction period
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-091646 |
| Document: payo-20260806x8k.htm | 0001104659-26-091646 |
| Document: 0001104659-26-091646-index-headers.html | 0001104659-26-091646 |
| Document: 0001104659-26-091646-index.html | 0001104659-26-091646 |
| Document: 0001104659-26-091646.txt | 0001104659-26-091646 |
| 8-K Data (Synthetic) | 0001104659-26-091646 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | 8-K | $7.14 | awaiting T+60 | — | $7.15 (+0.14%) |
Aug 6, 2026 11w ago | DEFA14A | $7.11 | awaiting T+60 | — | $7.15 (+0.56%) |
Aug 6, 2026 11w ago | 8-K | $7.11 | awaiting T+60 | — | $7.15 (+0.56%) |
Jun 30, 2026 16w ago | DEFA14A | $7.09 $7.13 | ▲ +0.56% | ▼ −2.31% | $7.15 (+0.85%) |
Jun 15, 2026 19w ago | 144 | $7.02 $7.12 | ▲ +1.42% | ▲ +0.42% | $7.15 (+1.85%) |
Jun 15, 2026 19w ago | DEFA14A | $7.02 $7.12 | ▲ +1.42% | ▲ +0.42% | $7.15 (+1.85%) |
Jun 15, 2026 19w ago | DEFA14A | $7.03 $7.11 | ▲ +1.14% | ▲ +0.14% | $7.15 (+1.71%) |
Jun 15, 2026 19w ago | 8-K | $7.03 $7.11 | ▲ +1.14% | ▲ +0.14% | $7.15 (+1.71%) |
May 7, 2026 24w ago | 8-K | $5.06 $7.11 | ▲ +40.51% | ▲ +36.68% | $7.15 (+41.30%) |
Apr 27, 2026 26w ago | DEFA14A | $5.18 $7.12 | ▲ +37.45% | ▲ +33.46% | $7.15 (+38.03%) |
US Market Status
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