Payoneer Global's 2026 Outlook Cut and Stablecoin Pivot: Has the Bull Case Changed?

Monday, Mar 2, 2026 6:39 am ET1min read
PAYO--

Payoneer Global reported Q4 2025 revenue of $274.69 million and full-year revenue of $1.05 billion, with annual net income at $73.19 million. The company cut its 2026 outlook and issued guidance of $1.09 billion to $1.13 billion, trailing analyst expectations. Payoneer also filed to establish a federally supervised trust bank and plans to launch stablecoin services, potentially reframing investors' views on future take rates and fee pressure.

Payoneer Global's 2026 Outlook Cut and Stablecoin Pivot: Has the Bull Case Changed?

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