Paysafe

PSFE · NYSE

$5.49−$0.17 (−3.00%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $5.66

PSFE analyst rating

HoldConsensus of 4 analysts over the last 12 months. 25% rate it a buy.

Strong buy0
Buy1
Hold2
Underperform0
Sell1

12-month price target · 7 analysts

Average $8.79 (+60.2% upside)

Low: $7.07
Now: $5.49
High: $11.55

Upgrades and downgrades

The latest rating actions, newest first

PSFE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
UBS	Aug 14, 2026	Maintains	Sell	$7.50 → $7.00	45%
RBC Capital	Aug 14, 2026	Maintains	Sector Perform	$11.00 → $9.00	64%
Susquehanna	Aug 12, 2026	Maintains	Neutral	$10.00 → $7.00	42%
BTIG	Jul 29, 2026	Maintains	Buy	$12.00 → $11.00	46%
UBS	May 14, 2026	Maintains	Sell	$6.75 → $7.50	45%
RBC Capital	May 14, 2026	Maintains	Sector Perform	$9.00 → $11.00	64%
Susquehanna	May 14, 2026	Maintains	Neutral	$9.00 → $10.00	42%
BTIG	May 13, 2026	Maintains	Buy	$10.00 → $12.00	46%
UBS	Mar 4, 2026	Maintains	Sell	$7.00 → $6.75	45%
RBC Capital	Mar 4, 2026	Maintains	Sector Perform	$10.00 → $9.00	64%

The case for and against

Updated Oct 18, 2026

Bull case

Paysafe is attractive because its specialized, high-risk end markets create a durable moat and pricing power, while the two-sided ecosystem linking Merchant Solutions and Digital Wallets supports cross-sell opportunities and expansion in iGaming. In 2Q26, revenue was $447M and adjusted EBITDA was $103M, with Merchant Solutions growing 6% organically to $246M on strong iGaming volumes and the first multi-year recurring data licensing deal adding higher-quality revenue. Digital Wallets also held up with $206.6M of revenue, 7.8M active users, and a 36.2% EBITDA margin, while leverage of 5.3x and $44.8M in free cash flow still leave room for further balance-sheet improvement.

Bear case

Paysafe is facing a more fragile fundamental setup as revenue merely met expectations while margin pressure worsened, with adjusted EBITDA margins contracting 150 bps year over year and Digital Wallets growth slowing to 3% reported and 1% organic as ARPU fell 5% to $26. The balance sheet and earnings outlook also weakened, as net leverage rose to 5.3x in 2Q26, FY26 adjusted EPS guidance was cut to $1.90-$2.03 from $2.12-$2.32, and the recent debt refinancing adds about $25M in annual interest expense. Further downside risk comes from elevated restructuring and litigation-related cash costs, including $18.6M of added restructuring costs year over year and an expected $39M cash payment in 2H, while the company still relies on a 2H ramp amid exposure to high-risk, heavily regulated verticals.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.