Paysign (NASDAQ:PAYS) Issues Earnings Results

Paysign (NASDAQ:PAYS) released its quarterly earnings data on Monday. The company reported $0.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.09 by $0.02, FiscalAI reports. The firm had revenue of $30.80 million for the quarter, compared to analyst estimates of $29.02 million. Paysign had a net margin of 15.67% and a return on equity of 30.13%.

Here are the key takeaways from Paysign’s conference call:

• Paysign reported record third-quarter revenue of $30.8 million, up 43%, with net income rising more than 200% to $6.7 million. Patient affordability revenue more than doubled, and gross margin expanded 840 basis points to 64.7% as the higher-margin business grew.
• The company expects 2026 revenue of $114 million–$117 million and raised its outlook for profitability, forecasting gross margin of 63.5%–64.5%, net income of $23 million–$24 million, and Adjusted EBITDA of $38.5 million–$40 million. It expects to end the year with 190–195 active affordability programs.
• A plasma customer is moving 113 centers to another provider by year-end, reducing fourth-quarter revenue by an estimated $1.5 million and gross profit by $700,000. Paysign expects to end 2026 with 445–450 centers, down from 562 at quarter-end, though management expects new centers to offset the loss over the next few quarters.
• Apherion’s donor management system remains under regulatory review, with no approval timeline provided. Management said interest is strong in the U.S. and Europe and expects a faster commercial ramp once the product is cleared.

Paysign Stock Performance

PAYS traded down $1.49 on Tuesday, hitting $11.02. 383,514 shares of the company were exchanged, compared to its average volume of 736,851. Paysign has a fifty-two week low of $3.08 and a fifty-two week high of $16.15. The business’s fifty day moving average is $13.87 and its 200 day moving average is $8.60. The firm has a market capitalization of $622.19 million, a P/E ratio of 42.79 and a beta of 0.92.

Trending Headlines about Paysign

Here are the key news stories impacting Paysign this week:

• Positive Sentiment: Q3 revenue rose 42.6% year over year to a record $30.8 million, beating analyst expectations of $29.02 million. Earnings per share of $0.11 also topped the $0.09 consensus estimate. Paysign Q3 results
• Positive Sentiment: Operating margin more than tripled to 23.8%. Pharma revenue grew 109.8% to $16.62 million, supporting the quarter’s strong growth. Paysign Q3 results
• Positive Sentiment: Paysign expects 2026 revenue of $114 million to $117 million and projects a 63.5%–64.5% gross margin; reports describe the outlook as lifted. Paysign 2026 outlook
• Neutral Sentiment: While one report says shares jumped after the earnings beat and outlook increase, the articles supplied do not explain the subsequent weakness. Any explanation such as profit-taking is unconfirmed. MarketWatch report on Paysign shares

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on PAYS. Weiss Ratings raised shares of Paysign from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, October 8th. Barrington Research set a $15.00 price objective on shares of Paysign in a research note on Tuesday, August 11th. DA Davidson increased their target price on Paysign from $12.00 to $15.00 and gave the stock a “buy” rating in a research report on Wednesday, September 30th. Wall Street Zen lowered Paysign from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 16th. Finally, Lake Street Capital lifted their target price on Paysign from $13.00 to $15.00 and gave the stock a “buy” rating in a report on Tuesday, September 15th. Three analysts have rated the stock with a Buy rating. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $15.00.

Insider Activity at Paysign

In other news, CFO Jeffery Baker sold 35,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $12.62, for a total transaction of $441,700.00. Following the transaction, the chief financial officer directly owned 542,171 shares of the company’s stock, valued at approximately $6,842,198.02. This trade represents a 6.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Michael Ngo sold 79,925 shares of the business’s stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $12.74, for a total value of $1,018,244.50. Following the sale, the insider directly owned 2,350,000 shares in the company, valued at $29,939,000. This trade represents a 3.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 294,904 shares of company stock valued at $3,844,124 over the last three months. Insiders own 24.50% of the company’s stock.

Paysign Company Profile

Paysign, Inc (NASDAQ: PAYS) is a financial technology company that provides payment and prepaid card solutions for businesses and organizations. Its platform supports the issuance, distribution and management of branded prepaid cards and other electronic payment products, helping clients deliver funds to consumers and program participants.

The company serves several specialized markets, including plasma collection centers, pharmaceutical manufacturers and other healthcare-related organizations.