PAY Earnings

PAY reported its earnings on 2026-05-04, showcasing a revenue of 358.44M against an estimate of 335.38M, resulting in a 6.88% surprise. The EPS was 0.17, surpassing the expected 0.17 by 0%. The stock experienced a -7.83% price change on the earnings day and a -6.92% change over the next five days, reflecting market reactions to the results.

Following PAY's earnings announcement on 2026-05-04, the stock price moved by -7.83% on the day of the release. Over the subsequent five days, it saw a -6.92% change. Historically, PAY's stock price tends to shift by an average of -1.37% in the 10 days leading up to earnings and 14.66% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate PAY's annual revenue to reach 346.42M, while the EPS is projected at 0.18. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PAY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PAY's stock price typically moves by -1.37% in the 10 days before its earnings and 14.66% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.18 and revenue of 346.42M.

The earnings call summary provides a mixed outlook. While there are positive aspects like the potential for 20% top-line growth, new product developments, and confidence in free cash flow, there are also cautious elements such as flat Q2 guidance, delayed revenue from new platforms until 2027, and a prudent approach to raising full-year guidance despite a strong Q1. The market cap suggests moderate sensitivity to these mixed signals, leading to a neutral prediction for the stock price over the next two weeks.