Payoneer (PAYO) ZACKS·2025-02-20 16:06Company Overview - Payoneer Global Inc. (PAYO) is expected to report a year-over-year increase in earnings, with a projected EPS of 241.82 million, up 7.8% from the previous year [3][12]. Earnings Expectations - The upcoming earnings report is scheduled for February 27, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 1.95% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Payoneer is lower than the consensus estimate, resulting in an Earnings ESP of -31.49%, suggesting a bearish outlook [10][11]. - Despite the negative Earnings ESP, the stock holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, Payoneer exceeded the expected EPS of 0.11, resulting in a surprise of +175% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [13]. Industry Comparison - Global Blue Group Holding AG (GB), another player in the financial transaction services industry, is expected to report an EPS of 133.59 million, up 13.4% [17]. - The consensus EPS estimate for Global Blue has been revised down by 20% in the last 30 days, and it currently has an Earnings ESP of 0.00%, indicating uncertainty in beating the consensus [18].