Payoneer Global Inc. - PAYO
-
Commons
$4.71
-1.68%PAYO Vol: 11.3M
-
Warrants
$0.50
-8.93%PAYOW Vol: 4.6K
SPAC Stats
Market Cap: 1.7G
Average Volume: 4.7M
52W Range: $3.78 - $8.04
Weekly %: +1.76%
Monthly %: +4.04%
Inst Owners: 267
Info
🎯Price Targets
Rating
Analyst Firm
Price Target
1/26/22
Buy - $11.0
12/10/21
Neutral - $8.5
03/04/22
Buy - $7.0
05/13/22
nan - $7.5
05/13/22
nan - $9.0
07/14/22
Neutral ➝ Buy - $6.5
📰News and PRs
Launch der digitalen Physiotherapie-App von Exakt Health -- zertifiziert als Medizinprodukt
Public launch of Exakt Health's fully digital physiotherapy app as a certified medical device
Payoneer and FTAC Olympus Acquisition Corp. Complete Business Combination
5 Blazing Buy-Rated Stocks Under $10 With Gigantic Upside Potential
Needham Initiates a Buy Rating on Payoneer (PAYO)
🕵Stocktwit Mentions
UltraAlgo posted at 2023-06-21T02:04:17Z
$PAYO Sell Rating from 14 signals, 30-min chart. 🚀 Trial at UltraAlgo https://pbs.twimg.com/media/Fy_3K6IWcAQdzHa.jpg
youdontsay posted at 2023-06-21T01:46:47Z
$PAYO
StoneFoxCapital posted at 2023-06-20T19:59:02Z
$PAYO long over due move
safhustler posted at 2023-06-20T18:04:56Z
$PAYO pinned at 4.88 hoping for a stronger close
safhustler posted at 2023-06-20T17:59:56Z
$PAYO
johnnyutah007 posted at 2023-06-20T17:45:29Z
$PAYO new momentum here
safhustler posted at 2023-06-20T17:14:48Z
$PAYO is there secret news we don't know about or is the company buying back
yossi50 posted at 2023-06-20T16:42:18Z
$PAYO feels like a buyback day
safhustler posted at 2023-06-20T16:29:47Z
$PAYO she wants the smoke
HericuleParrot posted at 2023-06-20T16:20:31Z
$PAYO green,unbelievable
safhustler posted at 2023-06-20T16:11:51Z
$PAYO who is gobbling these bad boys up
_Not_Sure_ posted at 2023-06-20T15:59:35Z
@Traderdoggy that one guy’s decision would have been dumb tho. There is nothing wrong w $PAYO It’s a tough sector. It’s a tough stock.
Traderdoggy posted at 2023-06-20T15:54:12Z
$PAYO Friend of a friend who has insight on flows (he works at a good size money manager) said there was a size seller since earnings and they may be done. Hard to know such stuff definitively - we will be able to tell from the price action obviously. Should see less blocks traded for example. Kinda makes sense to me - one guy’s decision is all it takes with these small caps. The stock could double if the same guy decided to buy rather than sell.
safhustler posted at 2023-06-20T11:22:36Z
$PAYO
Traderdoggy posted at 2023-06-16T20:15:51Z
$PAYO Update on buyback - the 20 day SMA of volume has improved to 4.4m shares so Payo is currently able to buy back 1.1m shares per day if they so wish (the limit is 25% of trailing 4 week volume). Hard to know if they are able to do this - here's some good info on rules on link fyi. It's possible but unlikely that they could have completed the $80m buyback already as at $4.63 they could buy in 17.3m shares, which is 4.5% of the 384m fully diluted count. In practice it might be tough to execute on this many shares. So far they have been disciplined about buying private companies - little wonder as I bet many are asking for 6x revenues when Payo itself is a fraction of that so buybacks are what I would spend the money on. Here's to another 'top-up' buyback announcement soon. https://www.raymondjames.com/-/media/rj/dotcom/files/corporations-and-institutions/equity-capital-markets/ces_share_repurchase.pdf
Traderdoggy posted at 2023-06-16T19:55:53Z
$PAYO Payo to go private? This is personal judgement - fair chance Payo's management and existing backers opt to take the company private and then do a re-ipo in a handful of years. I'd hate to see it as we wouldn't be able to participate in what ought to be a good run into 2025+ but it makes total sense that something happens as public markets are valuing their growth and profitability (both present and future) way too low, with not much indication that things are going to change. Management would make out like bandits is a fair guess. I think broader fintech space is going to have an increasingly active M&A scene starting soon - it's a given in that space. TWT.
safhustler posted at 2023-06-16T13:41:10Z
$PAYO https://disrupt-africa.com/2023/06/16/egypts-stllr-partners-payoneer-to-empower-smes-to-transact-globally/
safhustler posted at 2023-06-16T13:40:11Z
$PAYO green baby
HericuleParrot posted at 2023-06-15T14:11:16Z
$PAYO patience
safhustler posted at 2023-06-15T13:36:34Z
$PAYO need some news. Come on. Say something
tickeron posted at 2023-06-15T12:51:05Z
$PAYO was this quarter's top loser, falling -26.26% https://srnk.us/go/4729778
stockilluminati posted at 2023-06-15T12:05:35Z
$PAYO https://www.stockilluminati.com/payo/news.php - Globalization and development in the harsh conditions of war: Resilient Ukrainian SMBs are seeking growth
Stonkmoon posted at 2023-06-15T12:02:07Z
$PAYO 2023-06-15 08:00 ET Globalization and development in the harsh conditions of war: Resilient Ukrainian SMBs are seeking growth https://stonkmoon.com/news/PAYO/f13a44bba33dac4ad2b5bd77b7193106
Quantisnow posted at 2023-06-15T12:00:55Z
$PAYO 📰 Globalization and development in the harsh conditions of war: Resilient Ukrainian SMBs are seeking growth https://quantisnow.com/i/4644704?utm_source=stocktwits 45 seconds delayed.
Stock_Titan posted at 2023-06-15T12:00:11Z
$PAYO Globalization and development in the harsh conditions of war: Resilient Ukrainian SMBs are seeking growth https://www.stocktitan.net/news/PAYO/globalization-and-development-in-the-harsh-conditions-of-war-ecmvv4s4vklu.html
itsallaboutheoptions posted at 2023-06-15T00:43:30Z
Trade Ideas $PAYO (delayed) JUL21 4C - still actionable
safhustler posted at 2023-06-14T19:49:50Z
$PAYO
Traderdoggy posted at 2023-06-14T18:19:02Z
$PAYO Just released median Fed rate forecast at year end 5.6%. Let's assume PAYO's balances keep growing at 18% as in 1Q (which had headwinds). It would end year at $6.6bn of balances, of which they are able to invest 80%. Let's say the rate they get is 5.35% in overnight bank deposits. That leads to a run-rate interest income figure of $292m at year end - v's their guide for the year of $200m which means avg (as opposed to y/e run rate) for yr might come in at say $245m at a guess). It's 100% ebitda. For 2024 the median Fed member's forecast is 4.6%, so lets assume Payo gets 4.35%. Growing balances at 20% (I think it'll be higher than this) results in interest income of $286m. I bet models have something less than $200m. If they extend duration on part of the bals to lock in rate benefits - AAA corporate are yielding 4.7%, 5 yr treasuries at 4.05% right now. Fair to say that they can lock in high $200's interest for years. And as such fwd yr ebitda ests are way too low.
HericuleParrot posted at 2023-06-14T15:37:17Z
$PAYO
Traderdoggy posted at 2023-06-13T19:54:50Z
$PAYO Hey Caplan - here's an idea for you: Here's a headline from the tape today: "Dave & Buster’s stock soars more than 18% again after CEO said a rerating to peer-group valuations could see the price double" It would go something like this John: "Payoneer stock soared 81% after CEO said a rerating to peer-group valuations could see the price more than triple"
Holder Stats
| 1 | 0 |
|---|---|
| % of Shares Held by All Insider | 9.85% |
| % of Shares Held by Institutions | 91.77% |
| % of Float Held by Institutions | 101.80% |
| Number of Institutions Holding Shares | 267 |
Mutual Fund Holders
| Holder | Shares | Date Reported | Value | % Out |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | 15090666 | 2023-02-27 | 87525862 | 4.26 |
| Vanguard Total Stock Market Index Fund | 7439917 | 2022-12-30 | 40696345 | 2.1 |
| Price (T.Rowe) Small Cap Stock Fund | 6438642 | 2022-12-30 | 35219371 | 1.82 |
| Vanguard Small-Cap Index Fund | 6315387 | 2022-12-30 | 34545166 | 1.78 |
| iShares Russell 2000 ETF | 4962112 | 2023-02-27 | 28780249 | 1.4000000000000001 |
| Vanguard Small-Cap Growth Index Fund | 3635882 | 2022-12-30 | 19888274 | 1.03 |
| Price (T.Rowe) Institutional Small-Cap Stock Fund | 3413602 | 2022-12-30 | 18672402 | 0.96 |
| MFS New Discovery Fund | 3184764 | 2023-02-27 | 18471631 | 0.9000000000000001 |
| Price (T.Rowe) Small-Cap Value Fund | 2938176 | 2022-12-30 | 16071822 | 0.83 |
| Price (T.Rowe) U.S. Small-Cap Core Equity Trust | 2855902 | 2022-12-30 | 15621783 | 0.8100000000000002 |
Institutional Holders
| Reporting Date | Hedge Fund | Shares Held | Market Value | % of Portfolio | Quarterly Change in Shares | Ownership in Company |
|---|---|---|---|---|---|---|
| 2023-05-26 | ProShare Advisors LLC | 31,406 | $200,000 | 0.0% | -8.2% | 0.009% |
| 2023-05-22 | Ameriprise Financial Inc. | 2,613,990 | $16,420,000 | 0.0% | -3.6% | 0.738% |
| 2023-05-18 | JPMorgan Chase & Co. | 531,404 | $3,340,000 | 0.0% | +50.5% | 0.150% |
| 2023-05-18 | New York State Common Retirement Fund | 115,000 | $720,000 | 0.0% | -23.5% | 0.032% |
| 2023-05-17 | Rockefeller Capital Management L.P. | 39,865 | $250,000 | 0.0% | 0 | 0.011% |
| 2023-05-17 | Thrivent Financial for Lutherans | 197,817 | $1,240,000 | 0.0% | -3.4% | 0.056% |
| 2023-05-16 | Hudson Bay Capital Management LP | 100,000 | $630,000 | 0.0% | 0 | 0.028% |
| 2023-05-16 | Susquehanna Capital Management LLC | 8,327,859 | $52,300,000 | 64.0% | -69.3% | 2.350% |
| 2023-05-16 | Susquehanna International Group LLP | 18,819,651 | $118,190,000 | 0.0% | +85,862.0% | 5.311% |
| 2023-05-16 | Jane Street Group LLC | 358,199 | $2,250,000 | 0.0% | +537.2% | 0.101% |
| 2023-05-16 | State Street Corp | 7,431,652 | $46,670,000 | 0.0% | -1.1% | 2.097% |
| 2023-05-16 | Squarepoint Ops LLC | 59,900 | $380,000 | 0.0% | -82.0% | 0.017% |
| 2023-05-16 | G2 Investment Partners Management LLC | 340,933 | $2,140,000 | 0.6% | 0 | 0.096% |
| 2023-05-16 | Geode Capital Management LLC | 4,128,795 | $25,930,000 | 0.0% | +3.9% | 1.165% |
| 2023-05-16 | Graham Capital Management L.P. | 23,484 | $150,000 | 0.0% | -87.2% | 0.007% |
| 2023-05-16 | AQR Capital Management LLC | 18,863 | $120,000 | 0.0% | 0 | 0.005% |
| 2023-05-16 | Arrowstreet Capital Limited Partnership | 279,688 | $1,760,000 | 0.0% | 0 | 0.079% |
| 2023-05-16 | Balyasny Asset Management L.P. | 86,047 | $540,000 | 0.0% | 0 | 0.024% |
| 2023-05-15 | Schonfeld Strategic Advisors LLC | 218,910 | $1,380,000 | 0.0% | -61.7% | 0.062% |
| 2023-05-15 | Cubist Systematic Strategies LLC | 384,776 | $2,420,000 | 0.0% | -15.2% | 0.109% |
| 2023-05-15 | Portolan Capital Management LLC | 1,671,751 | $10,500,000 | 1.0% | +111.1% | 0.472% |
| 2023-05-15 | Delphia USA Inc. | 16,204 | $100,000 | 0.1% | 0 | 0.005% |
| 2023-05-15 | Corton Capital Inc. | 19,993 | $130,000 | 0.1% | 0 | 0.006% |
| 2023-05-15 | Gotham Asset Management LLC | 12,267 | $77,000 | 0.0% | -44.0% | 0.003% |
| 2023-05-15 | Quarry LP | 48,961 | $310,000 | 0.1% | +24.8% | 0.014% |
| 2023-05-15 | Two Sigma Advisers LP | 2,346,300 | $14,740,000 | 0.0% | +92.7% | 0.662% |
| 2023-05-15 | Two Sigma Investments LP | 1,982,364 | $12,450,000 | 0.0% | +135.5% | 0.559% |
| 2023-05-15 | Deutsche Bank AG | 1,986,911 | $12,480,000 | 0.0% | -38.5% | 0.561% |
| 2023-05-15 | Price T Rowe Associates Inc. MD | 1,214,786 | $7,630,000 | 0.0% | +7.2% | 0.343% |
| 2023-05-15 | AXA S.A. | 1,055,688 | $6,630,000 | 0.0% | +21.3% | 0.298% |
| 2023-05-15 | Interval Partners LP | 436,254 | $2,740,000 | 0.1% | -39.1% | 0.123% |
| 2023-05-15 | Seven Eight Capital LP | 110,321 | $690,000 | 0.1% | 0 | 0.031% |
| 2023-05-15 | XTX Topco Ltd | 52,685 | $330,000 | 0.1% | +162.8% | 0.015% |
| 2023-05-12 | Renaissance Technologies LLC | 3,214,083 | $20,180,000 | 0.0% | +27.5% | 0.907% |
| 2023-05-12 | State of Tennessee Treasury Department | 119,961 | $750,000 | 0.0% | +4.1% | 0.034% |
| 2023-05-12 | Advisors Asset Management Inc. | 13,305 | $84,000 | 0.0% | -47.5% | 0.004% |
| 2023-05-12 | BlackRock Inc. | 32,266,447 | $202,630,000 | 0.0% | +0.8% | 9.106% |
| 2023-05-12 | Bank of America Corp DE | 1,345,892 | $8,450,000 | 0.0% | -1.6% | 0.380% |
| 2023-05-12 | Prudential Financial Inc. | 1,170,391 | $7,350,000 | 0.0% | +48.5% | 0.330% |
| 2023-05-12 | CIBC Asset Management Inc | 15,913 | $100,000 | 0.0% | -13.9% | 0.004% |
| 2023-05-12 | UBS Group AG | 108,661 | $680,000 | 0.0% | +72.6% | 0.031% |
| 2023-05-12 | Public Sector Pension Investment Board | 351,069 | $2,210,000 | 0.0% | -3.4% | 0.099% |
| 2023-05-12 | Wellington Management Group LLP | 4,614,184 | $28,320,000 | 0.0% | -65.7% | 1.302% |
| 2023-05-12 | ProShare Advisors LLC | 31,406 | $200,000 | 0.0% | -8.2% | 0.009% |
| 2023-05-12 | Charles Schwab Investment Management Inc. | 1,550,761 | $9,740,000 | 0.0% | +0.6% | 0.438% |
| 2023-05-11 | Shelton Capital Management | 11,786 | $74,000 | 0.0% | 0 | 0.003% |
| 2023-05-11 | FMR LLC | 546,317 | $3,430,000 | 0.0% | +1.6% | 0.154% |
| 2023-05-11 | ExodusPoint Capital Management LP | 312,289 | $1,960,000 | 0.0% | +215.0% | 0.088% |
| 2023-05-11 | American Century Companies Inc. | 134,823 | $830,000 | 0.0% | +48.8% | 0.038% |
| 2023-05-11 | Rhumbline Advisers | 614,564 | $3,860,000 | 0.0% | +6.2% | 0.173% |
| 2023-05-11 | Citigroup Inc. | 192,429 | $1,210,000 | 0.0% | -36.6% | 0.054% |
| 2023-05-10 | Private Advisor Group LLC | 53,652 | $340,000 | 0.0% | 0 | 0.015% |
| 2023-05-10 | Credit Suisse AG | 187,559 | $1,180,000 | 0.0% | +8.1% | 0.053% |
| 2023-05-10 | Swiss National Bank | 453,500 | $2,850,000 | 0.0% | -9.6% | 0.128% |
| 2023-05-10 | Wescott Financial Advisory Group LLC | 17,477 | $110,000 | 0.0% | -50.0% | 0.005% |
| 2023-05-10 | Connor Clark & Lunn Investment Management Ltd. | 93,787 | $590,000 | 0.0% | 0 | 0.026% |
| 2023-05-09 | Principal Financial Group Inc. | 1,278,679 | $8,029,999 | 0.0% | -2.9% | 0.361% |
| 2023-05-09 | Tower Research Capital LLC TRC | 26,068 | $160,000 | 0.0% | +207.9% | 0.007% |
| 2023-05-09 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 211,353 | $1,330,000 | 0.0% | -1.1% | 0.060% |
| 2023-05-09 | Bank of New York Mellon Corp | 1,682,793 | $10,570,000 | 0.0% | -3.9% | 0.475% |
| 2023-05-09 | California State Teachers Retirement System | 266,651 | $1,680,000 | 0.0% | -0.8% | 0.075% |
| 2023-05-08 | Ibex Investors LLC | 1,005,000 | $6,310,000 | 9.5% | 0 | 0.284% |
| 2023-05-05 | Versor Investments LP | 55,500 | $350,000 | 0.0% | -31.4% | 0.016% |
| 2023-05-05 | Moors & Cabot Inc. | 35,925 | $230,000 | 0.0% | -25.4% | 0.010% |
| 2023-05-04 | Oregon Public Employees Retirement Fund | 64,088 | $400,000 | 0.0% | -3.6% | 0.018% |
| 2023-05-04 | Barclays PLC | 121,730 | $770,000 | 0.0% | +19.2% | 0.034% |
| 2023-05-04 | Mirae Asset Global Investments Co. Ltd. | 563,610 | $3,540,000 | 0.0% | +2.5% | 0.159% |
| 2023-05-03 | Jump Financial LLC | 26,816 | $170,000 | 0.0% | -86.9% | 0.008% |
| 2023-05-02 | Yousif Capital Management LLC | 113,010 | $710,000 | 0.0% | -11.1% | 0.032% |
| 2023-05-02 | Wakefield Asset Management LLLP | 121,756 | $770,000 | 0.3% | 0 | 0.034% |
| 2023-05-02 | Victory Capital Management Inc. | 5,207,443 | $32,700,000 | 0.0% | -13.7% | 1.470% |
| 2023-05-02 | Amalgamated Bank | 94,078 | $590,000 | 0.0% | -4.1% | 0.027% |
| 2023-05-02 | Harel Insurance Investments & Financial Services Ltd. | 14,725 | $92,000 | 0.0% | +46.9% | 0.004% |
| 2023-05-01 | Virtu Financial LLC | 15,502 | $97,000 | 0.0% | -54.0% | 0.004% |
| 2023-05-01 | Texas Permanent School Fund Corp | 179,011 | $1,120,000 | 0.0% | +33.4% | 0.051% |
| 2023-05-01 | Migdal Insurance & Financial Holdings Ltd. | 9,576 | $59,000 | 0.0% | +91.6% | 0.003% |
| 2023-04-28 | SG Americas Securities LLC | 71,044 | $450,000 | 0.0% | 0 | 0.020% |
| 2023-04-27 | New York State Teachers Retirement System | 109,881 | $690,000 | 0.0% | +31.2% | 0.031% |
| 2023-04-27 | Arizona State Retirement System | 60,882 | $380,000 | 0.0% | +3.8% | 0.017% |
| 2023-04-27 | Strs Ohio | 122,700 | $770,000 | 0.0% | -10.9% | 0.035% |
| 2023-04-25 | Parallel Advisors LLC | 1,048,116 | $6,580,000 | 0.2% | -4.9% | 0.296% |
| 2023-04-21 | Cornerstone Investment Partners LLC | 24,822 | $160,000 | 0.0% | 0 | 0.007% |
| 2023-04-20 | Counterpoint Mutual Funds LLC | 17,039 | $110,000 | 0.1% | 0 | 0.005% |
| 2023-04-19 | Louisiana State Employees Retirement System | 93,000 | $580,000 | 0.0% | -1.9% | 0.026% |
| 2023-04-18 | ETF Managers Group LLC | 1,144,963 | $7,190,000 | 0.2% | -24.9% | 0.323% |
| 2023-04-17 | State of Alaska Department of Revenue | 136,691 | $860,000 | 0.0% | -1.7% | 0.039% |
| 2023-03-23 | ETF Managers Group LLC | 1,523,753 | $8,340,000 | 0.4% | +16.6% | 0.430% |
| 2023-03-10 | Victory Capital Management Inc. | 6,033,115 | $33,000,000 | 0.0% | +1,272.2% | 1.723% |
| 2023-02-28 | Voya Investment Management LLC | 162,864 | $890,000 | 0.0% | +95.7% | 0.047% |
| 2023-02-22 | Teachers Retirement System of The State of Kentucky | 64,784 | $360,000 | 0.0% | 0 | 0.018% |
| 2023-02-16 | Alliancebernstein L.P. | 269,695 | $1,480,000 | 0.0% | +18.2% | 0.077% |
| 2023-02-16 | Point72 Middle East FZE | 30,237 | $170,000 | 0.0% | 0 | 0.009% |
| 2023-02-16 | State of Wyoming | 23,143 | $130,000 | 0.0% | -8.3% | 0.007% |
| 2023-02-15 | State of Tennessee Treasury Department | 115,270 | $630,000 | 0.0% | 0 | 0.033% |
| 2023-02-15 | Jane Street Group LLC | 56,214 | $310,000 | 0.0% | +167.0% | 0.016% |
| 2023-02-15 | Jasper Ridge Partners L.P. | 3,141,320 | $17,180,000 | 1.0% | -61.2% | 0.897% |
| 2023-02-15 | Virtu Financial LLC | 33,734 | $190,000 | 0.0% | 0 | 0.010% |
| 2023-02-15 | State of Wisconsin Investment Board | 25,915 | $140,000 | 0.0% | -32.6% | 0.007% |
| 2023-02-15 | Schonfeld Strategic Advisors LLC | 571,721 | $3,130,000 | 0.0% | -26.9% | 0.163% |
| 2023-02-15 | Squarepoint Ops LLC | 332,395 | $1,820,000 | 0.0% | +131.5% | 0.095% |