Payoneer: Short-Term Uncertainty Has Made The Stock Too Cheap To Ignore

  • Payoneer is undervalued after a 35% stock drop, presenting a compelling long-term entry point despite short-term uncertainty and withdrawn 2025 guidance. Global expansion, growing user volume, high investment, and strategic acquisitions like Easylink in China support long-term growth, even as interest income slows. A strong balance sheet with $525M cash, no debt, and robust free cash flow enables PAYO's self-funded growth, resilience through global crises, and share repurchases.