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PAYO as of Nov 2 · 03:17 ET
PAYONasdaqServices-Business Services, NEC

Payoneer Global Inc. · Brief

Next report

3 days

Nov 5 · before openconfirmedQ3 FY26
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
2 of 8≥ implied
avg implied
±13.7%
avg realized
±11.5%
Nov 5 '24±10.1%▲+20.89%×2.07
Feb 27 '25±16.7%▼−14.73%×0.88
May 7 '25±13.2%▼−13.60%×1.03
Aug 6 '25±17.0%▲+14.15%×0.83
Q3 FY25±11.2%▼−5.53%×0.49
Q1 FY26±23.8%▼−18.51%×0.78
May 7 '26±13.3%▲+4.12%×0.31
Q2 FY26±4.2%▼−0.14%×0.03
quarterimplied−25%0+25%realized×
Q2 FY26±4.2%▼−0.14%×0.03
May '26±13.3%▲+4.12%×0.31
Q1 FY26±23.8%▼−18.51%×0.78
Q3 FY25±11.2%▼−5.53%×0.49
Aug '25±17.0%▲+14.15%×0.83
May '25±13.2%▼−13.60%×1.03
2 older reports
Feb '25±16.7%▼−14.73%×0.88
Nov '24±10.1%▲+20.89%×2.07
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 5 report · confirmed

Bull2

4tracked funds holding PAYO report a positionN-PORT · Aug 31 '26
300managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

21.00%largest disclosed customer is Amazon marketplacesSEC filings
9 of 22largest reporting managers reduced their stake in the latest quarter13F · Jun 30 '26
AI captions · Oct 26 '26once per report · top 2 per case

Linked exposure

PAYO report session

Suppliers 1

MAMastercard×0.15

Customers 1

AMZNAmazon marketplaces×0.22
× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes
Oct 22impliedImplied move: ±6.2% into Nov 5 earnings (Oct 22 close).Source
Oct 22report dateEarnings date confirmed: Nov 5, before open.Source
Oct 21impliedImplied move: ±4.6% into Nov 4 earnings (Oct 21 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.