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Update - May 30, 2023 Somehow, Payoneer continues to tick lower despite the impressive growth during a tough global economy. The stock should be trading at all-time highs.  Original article posted on May 17 Payoneer Global Inc. reported another quarter of strong growth, with sales surging 40% in Q1 2023. The global payments company has substantial growth ahead via new financial products and expansion of existing products like commercial card and check out. Payoneer Global stock is cheap at a forward EV/S multiple of 1.5x, especially for a fintech likely to maintain 20% growth. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   No matter the results,  Payoneer Global Inc.  ( NASDAQ: PAYO ) appears unliked by the markets. The global payments company  reported another quarter  with massive growth, yet the stock fell to recent lows below $5 due to  cautious management commentary. M...

  Payoneer easily surpassed Q1'22 consensus estimates. The global payments company has seen the Ukraine customer base remain resilient with up to 50% of the business intact. The stock is cheap at 2x '23 EV/S targets after the company hiked '22 revenue guidance by $20 million. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Only a few months ago,  Payoneer Global  ( NASDAQ: PAYO ) was hit by a cut to 2022 revenue expectations due to the war in Ukraine. The company reported a strong Q1'22 and the Ukraine business is  stronger than expected as most of the country is free from Russian attacks or control. My  investment thesis  remains ultra Bullish on the global payments company due to the extreme stock weakness while growth is strong. Read the full article on Seeking Alpha.  Disclosure: Long PAYO. Please review the disclaimer page for more details.  Update - June 1 P...

Payoneer hiked 2021 revenue guidance after smashing Q3'21 estimates. The fintech isn't even firing on all cylinders due to supply chain issues and low cross-border travel. The stock trades at a cheap 5.6x EV/S targets for 2022. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » Read the full article on Seeking Alpha.  Disclosure: Long PAYO. Please review the disclaimer page for more details.  Update - Nov. 28  Payoneer hasn't held up well following the big earnings boost, but the stock held up well in the market crash on Friday. The stock below $8 is a massive buy. 

  Payoneer got off to a strong start as a public company with 42% revenue growth. The company disappointed on guidance due to weak payments volumes, but Payoneer still forecasts revenues to beat original 2021 estimates by $13 million to reach $445 million. The stock remains cheap at ~6x '22 EV/S targets. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » After completing the business combination with the FTAC Olympus SPAC back at the end of June,  Payoneer  ( PAYO ) just reported a strong first quarterly report as a public company. Unfortunately, the market overly stressed on some of the  Covid  normalization numbers. My  investment thesis  remains very Bullish on the stock below $10, as the payments company continues to show promising long-term growth prospects in excess of 20%. Read the full article on Seeking Alpha.  Disclosure: Long PAYO. Pleaser review the disclaimer p...

Payoneer dipped on a short report questioning their customer base. The company generated payments volume growth in excess of 60% in the last quarter based on e-commerce marketplaces. The stock is cheap based on trading at 5x '22 EV/S targets. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » A  short report  questioned the validity of the  Payoneer Global  ( PAYO ) payments customers just as the company completed a SPAC deal. The stock only slipped slightly back below $10 on what should've been a very negative hit on the prospects of a newly public company. My  investment thesis  remains very bullish on the gig economy payments leader, as the market only now starts learning about the stock.   Update - July 28 So another analyst says $ PAYO  is cheap and the stock drops 4%... perfect sense. Maybe a double bottom here.  Cantor Fitzgerald analyst Josh Siegler initiates co...

  Payoneer reaffirmed strong 2021 financial targets, including 25% revenue growth. The SPAC had fallen back to the $10 PIPE price providing an ideal entry level along with big institutions. The stock trades at an EV of only 7.6x '21 sales targets. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » As SPACs fall out of favor, an attractive business combination such as the deal for  FTAC Olympus Acquisition  (FTOC, FTOCU) to combine with Payoneer is even more appealing now. The global payments market has decades of growth ahead as more companies move to digital payments and the existing companies grow. My  investment thesis  is even more bullish as investors can acquire the digital payments leader for the same price as major institutions. Read the full article on Seeking Alpha.  Disclosure: Long PAYO. Please review the disclaimer page for more details.  Update - July 1 A few days ...