Paysafe (NYSE:PSFE) Updates FY 2026 Earnings Guidance

Paysafe (NYSE:PSFE) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.900-2.030 for the period, compared to the consensus estimate of 2.040. The company issued revenue guidance of $1.8 billion-$1.8 billion, compared to the consensus revenue estimate of $1.8 billion.

Paysafe Stock Down 16.4%

Shares of NYSE PSFE opened at $6.62 on Friday. The stock has a market capitalization of $341.86 million, a P/E ratio of -1.74 and a beta of 1.74. The stock’s fifty day moving average is $7.62 and its 200 day moving average is $7.49. Paysafe has a 52 week low of $5.95 and a 52 week high of $15.02. The company has a debt-to-equity ratio of 4.03, a quick ratio of 1.16 and a current ratio of 1.16.

Paysafe (NYSE:PSFE) last posted its quarterly earnings data on Thursday, August 13th. The company reported $0.43 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.04. The business had revenue of $447.44 million during the quarter, compared to analysts’ expectations of $446.85 million. Paysafe had a negative net margin of 11.82% and a positive return on equity of 9.96%. Paysafe has set its FY 2026 guidance at 1.900-2.030 EPS.

Wall Street Analysts Forecast Growth

PSFE has been the topic of several analyst reports. Susquehanna set a $7.00 price target on shares of Paysafe and gave the stock a “neutral” rating in a research report on Wednesday. UBS Group set a $7.00 price objective on shares of Paysafe and gave the company a “sell” rating in a research report on Friday. Weiss Ratings restated a “sell (d-)” rating on shares of Paysafe in a research note on Tuesday. BTIG Research reduced their target price on Paysafe from $12.00 to $11.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. Finally, Royal Bank Of Canada set a $9.00 price target on Paysafe and gave the company a “sector perform” rating in a research note on Friday. One research analyst has rated the stock with a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Paysafe presently has an average rating of “Reduce” and a consensus target price of $8.50.

Key Paysafe News

Here are the key news stories impacting Paysafe this week:

• Positive Sentiment: Second-quarter earnings exceeded expectations. Paysafe reported adjusted EPS of $0.43 versus the $0.39 consensus estimate, while revenue of $447.44 million was slightly above the $446.85 million forecast. Paysafe Reports Second Quarter 2026 Results
• Positive Sentiment: Consumer wallet adoption continued to grow. Three-month active consumers rose 8% year over year to 7.8 million, marking a fifth consecutive quarter of growth. iGaming transaction volume also accelerated, supporting Paysafe’s exposure to digital payments and online gaming. Paysafe Wallet Users Rise 8% as iGaming Volume Accelerates
• Positive Sentiment: Marketing and partnership visibility may improve. Paysafe became the title partner of Formula E team Envision Racing, linking its brand with motorsport, gaming and fan payments. The deal could support customer engagement, although its direct financial contribution is not yet quantified. Paysafe Becomes Envision Racing Title Partner
• Neutral Sentiment: Analyst sentiment remains mixed. Recent commentary indicates differing views on Paysafe’s prospects, suggesting investors lack a clear consensus on the stock’s valuation and growth outlook. Analysts’ Opinions Are Mixed on These Technology Stocks
• Negative Sentiment: Full-year EPS guidance came in below expectations. Paysafe guided to fiscal 2026 EPS of $1.90–$2.03, below the $2.04 consensus at the midpoint-to-upper-end comparison, while revenue guidance was broadly in line with forecasts. Paysafe Stock Rises on Q2 Earnings Beat
• Negative Sentiment: Expense pressure and wallet monetization remain concerns. Operating expenses increased more than analysts expected, while the rise in active wallet users did not translate into higher overall wallet volume. Paysafe also continues to report a negative net margin, limiting the impact of the earnings beat.

Institutional Trading of Paysafe

Hedge funds have recently added to or reduced their stakes in the stock. Mercer Global Advisors Inc. ADV acquired a new position in shares of Paysafe during the fourth quarter worth $93,000. Mackenzie Financial Corp bought a new position in shares of Paysafe in the 4th quarter valued at $352,000. XTX Topco Ltd acquired a new stake in shares of Paysafe during the 4th quarter valued at $685,000. Jump Financial LLC bought a new stake in Paysafe during the 4th quarter worth $330,000. Finally, ExodusPoint Capital Management LP bought a new stake in Paysafe during the 4th quarter worth $1,035,000. Institutional investors and hedge funds own 54.39% of the company’s stock.

About Paysafe

Paysafe is a global payments provider that delivers a comprehensive suite of online and offline payment solutions. The company operates a diverse portfolio of products, including digital wallets under the Skrill and Neteller brands, prepaid voucher services through paysafecard, and integrated payment processing solutions for merchants. Paysafe’s platform is designed to serve a wide range of industries, from e-commerce and digital goods to gaming, financial services, and regulated verticals, offering tailored risk and compliance management alongside its core transaction capabilities.

Founded through a series of mergers and strategic acquisitions, Paysafe traces its origins to the launch of paysafecard in 2000 and the establishment of Optimal Payments in 1996.