Payoneer Global Inc. (PAYO)
NASDAQFinancialsSoftware - InfrastructureSnapshot 2026-11-04
$7.17+0.14%
Close 2026-11-05 · 1-day change
NASDAQFinancialsSoftware - InfrastructureSnapshot 2026-11-04
QuarterlyIQ Insights · PAYO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 51.7% |
| Our one-year growth estimate | diamond | 9.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 42.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 21 industry peers
PAYO — director departure
Dated 2026-10-08
Director — Barak Eilam: The filing discloses the resignation of a director, which is a departure from the board, though typically less material than an executive officer departure.
Why it matters: B2B drove much of Payoneer's recent volume growth. A sharp slowdown would weaken that growth story.
Supportive ifThe next quarterly release reports B2B volume growth above 40% year over year.
Worry ifThe next quarterly release reports B2B volume growth below 20% year over year.
Why it matters: The merger agreement sets mid-2027 as the planned close. Closing would end PAYO's public listing.
Watch forThe companies announce that the acquisition closed by mid-2027.
Also watch forThe companies announce that they ended the merger agreement or delayed closing past mid-2027.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$14 on $10,000 · ±0.1% | How much price usually moves either way. |
| Bad day | $375 loss on $10,000 · 3.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,359 loss on $10,000 · 33.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.